Assigning Data/Catalogs to Several Tenants

Learn how to assign data/catalog to several tenants.

Data

To make data accessible to several or all tenants:

Data with no tenant number can be accessed by all tenants (tenant-independent).
You can assign additional tenants to users, allowing users to access the data of several tenants, see Additional Tenants.
You can assign additional tenants to tenants, allowing all users assigned to the parent tenant to also access the child tenant's data (e.g. reps at a parent company should be able to access the subsidiary's data, but not vice versa), see Additional Tenants.
The same companies or persons should not exist multiple times for several tenants, if one tenant is an additional tenant of the other. Otherwise companies belonging to different tenants is merged when importing data and matching up by name and address, see Import.
If several tenants should have access to certain data, you can again use additional tenants. Define a single tenant that accesses the shared data, and assign this additional tenant to all tenants that require access, see Additional Tenants.

To allow catalog values to be accessed by multiple tenants:

Catalog values without a tenant number are available to all tenants (tenant-independent). Aurea recommends leaving "general" catalogs (e.g. Country, Currency etc.) as tenant-independent.
Define the same catalog value for all tenants that require it. This is recommended if catalog values only use the same name. Deleting the catalog value for one tenant does not affect the value for other tenants, see Tenants and Catalog Maintenance.
Enter the catalog value only once, but use additional tenants to allow several tenants to access this catalog value, see Additional Tenants.

Note: Aurea recommends keeping the number of tenant-dependent catalogs and catalog values to a minimum.