Preparations

Pre-requisites for defining tenants and tenant rights.

Consider the following before defining tenants and tenant rights:

• Which tenants are required, i.e. which user groups work with joint or separate data.
• Which users should have access to the data of multiple tenant and the relationships between tenants. For example, you need to identify whether a tenant can access other tenants' data but not vice versa, and whether individual users should be able to edit data assigned to multiple tenants, see Assigning Data/Catalogs to Several Tenants.
• Which data and catalogs are tenant-independent. In general, this applies to companies, persons and their dependent data (e.g. catalogs such as Marketing Activity, Product Group etc.), see Defining Tenant Rights.
• Whether existing catalogs and data should be separated and to which tenants they should be assigned, see Changing the Tenant Structure.
• Whether data needs to be imported for multiple tenants simultaneously, in which case the import user requires access to all tenants' data, see Import.
• How data is entered. You should ensure that data is always assigned to the correct tenant irrespective of how the data is added (manually in the Aurea CRM win main module, via import etc.).
• Which users are responsible for entering catalog values. You should ensure that catalog values are always assigned to the correct tenant irrespective of how the data is added (manually in the Aurea CRM win main module, via import etc.), see Tenants and Catalog Maintenance.