Defining Tenants
Use the Tenant info area to define tenants and assign tenant rights to the tenants.
In general, a single administrator tenant with administrator tenant rights combined with several tenants with standard tenant rights suffices.
To define tenants:
- Open the Tenant info area in the Rights module.
- Click (New).
- Enter a number (integer; up to 9 digits) in the Tenant No. field. The tenant number forms a tenant's unique key.
- Enter a name for the tenant in the Tenant Name field.
- Select the desired Tenant Rights that apply to this tenant.
- Save the record.
- Assign the tenant to a station, group or rep, see Assigning Tenants.
Assigning Tenants
To assign tenants to reps and groups:
- Open the Rep info area in the Rights module.
- Switch to the desired record.
- Enter the appropriate tenant number in the ID_TenNo field.
- Save the record.
Depending on the options in the selected tenant rights:
- Reps can only view, edit or delete data containing their tenant number or no tenant number.
- Reps can only select catalog values containing their tenant number or no tenant number.
- The current rep's tenant number is automatically entered in the appropriate tenant number field (type: "mno") when adding new records to tenant-dependent info areas.
- The current rep's tenant number is automatically entered when adding new catalog values to tenant-dependent catalogs, .
You can also assign tenant rights to stations (AS-TenNo field in the Station info area).
If you wish to grant individual users or groups access to other tenants' data, you need to define additional tenants, see Additional Tenants.