How to set up company-based multitenancy

Create an invitation (parent company)

1. Go to the Multitenancy section and click Organization.

2. In the Invitations tab, click Create invitation.

3. Add a description.

4. Choose between One-time use or Reusable and the desired expiration time.

5. (Optional) Select up to 10 users to assign as tenant managers.

6. Share the invitation code and a parent company administrator email with a child company administrator.

Join the organization (child company)

1. Go to the Relation requests tab.

2. Click Join.

3. Enter the invitation code and parent company admin email.

4. Check the acknowledgment box.

5. (If tenant managers were assigned) Set their roles.

Review and approve the request (parent company)

  1. Go to the Invitations tab.
  2. Select the request and click Review request.
  3. Review assigned permissions.
  4. Click Approve or Reject.

How to manage your multitenancy organization

Revoke a pending invitation (parent)

This is only possible if the invitation code is still active. Once revoked, the invitation code becomes invalid and cannot be used again.

Revoke a pending relation request (child)

If the child company decides not to proceed, it can revoke the request. A pending request can be revoked, canceling the request to join the parent organization. Once the relationship is established, the company can terminate it in the Hierarchy tab.

Terminate a relation (parent or child)

  1. Go to the Hierarchy tab.
  2. Select the company.
  3. Click Terminate relation.
  4. Confirm by clicking Terminate.

Note: To re-establish a terminated relation, repeat the full setup process.

Request to add tenant managers (parent)

  1. Go to the Hierarchy tab.
  2. Select the child company.
  3. Click Add tenant managers.
  4. Choose users (only those not already added or pending) and click Add tenant manager.
  5. The child company will review the request in Pending requests.

Approve or decline tenant manager requests (child)

  1. Go to Pending requests under User management.
  2. Click Accept or Decline for each request.

Notes:

  • If the user joining has multiple licenses assigned, you must select one license to assign to the user.
  • Bulk actions are not supported.

Remove tenant manager access

  • Parent company: go to Company users, open user details, and remove access under Multitenancy.
  • Child company: go to External users, select the user, and click Remove from company.

Use the tenant switcher

Tenant managers can switch between companies they have access to using the Tenant switcher. This includes their own company and any connected ones.