Tenant

Overview

Tenant admins manage companies, users, integrations, and enterprise policies.

Where in the app

• See the module in the company portal sidebar (/c).

Step-by-step

1. Sign in to the Tenant portal (/t). (UAT-T-ACCESS-GRP-001)
2. Manage companies and module activation. (UAT-T-ACCESS-USR-001)
3. Configure users, groups, and SSO policies. (UAT-T-COMP-LIST-001)
4. Review tenant dashboard and intelligence tools. (UAT-T-INTEL-AGENT-001)
5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-T-PORTAL-DASH-001)
6. If access is denied, verify module activation at tenant and company level before retrying. (UAT-T-PORTAL-PROF-001)

Permissions and modules

Tenant admin role.

Related

• invite team