Tenant Management

• Overview
• Navigating to Tenant Management
• Step-by-Step: Creating a Tenant
  • Personal Information
  • Company Information
  • Account Security
• Tenant List Overview
  • Visible Columns
• Tenant Status Management
  • How to Change Status
• Control Tenant Activity
• Tenant Details View
  • Sections Explained:
• Login as Tenant (Impersonation)
  • How it works:
  • Use Cases:
• Data Management Tools
  • Exporting Tenant Data

Tenant Management allows platform admins to onboard, configure, monitor, and support customers (tenants) in an isolated and scalable manner within WhatsMarkSaaS — a WhatsApp marketing SaaS system.

Overview

Each tenant represents a separate business client and has:

• Their own subdomain
• Dedicated admin login
• Isolated data environment (campaigns, users, messages)
• Separate billing and support

This guide breaks down:

• Tenant creation
• Admin user setup
• Status management
• Subscription & invoices
• Support actions like impersonation

Navigating to Tenant Management

Path: Admin Panel → Tenants → Tenant List

Permissions Required:

Permission Key	Action
admin.tenants.view	View all tenant records
admin.tenants.create	Add a new tenant
admin.tenants.edit	Update tenant details/status
admin.tenants.delete	Remove tenant (rare use)

Step-by-Step: Creating a Tenant

Personal Information

Field	Description	Required
Firstname	Admin user's first name	✅
Lastname	Admin user's last name	✅
Email	Email used for login and notifications	✅
Phone	Mobile number with country selector	✅

ℹ️ The admin user created here will be the default super admin for the tenant.

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Company Information

Field	Description	Required
Company Name	Legal or trade name of the client’s business	✅
Tenant Name	Used as the subdomain. e.g., ctlcompany → https://yourdomain.com/ctlcompany	✅
Country	Used for regional filtering or localization	Optional
Timezone	Ensures scheduled messages respect tenant’s local time	✅
Address	Office address, displayed in invoices or support	Optional

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Account Security

Field	Description	Required
Password	Initial login password	✅
Confirm Password	Must match entered password	✅

Once complete, click Add to submit. A tenant is created, along with the admin user and their subdomain.

Tenant List Overview

This screen provides a searchable list of all registered tenants with actions and statuses.

Visible Columns

Column	Description
ID	Internal database ID
Name	Full name of tenant admin
Company Name	Business/brand name
Status	Current operational state of the tenant
Created At	Human-readable relative timestamp
Action	Login directly into tenant’s dashboard securely

💡 Use the Search box to filter tenants by name, email, or subdomain.

Tenant Status Management

Status	Description	Visual
Active	Tenant is fully operational and has valid subscription	🟢
Deactive	Temporarily disabled; user cannot log in	⚪
Suspended	Locked due to issues like non-payment or abuse reports	🟠

How to Change Status

1. Click the status dropdown next to the tenant.
2. Select the new status.
3. (Optional) Enter a reason for auditing.
4. Confirm the action — the UI updates and sends notifications if configured.

Control Tenant Activity

• View: Click to see detailed information about the tenant. (Described below)
• Edit: Click to modify the tenant's information.
• Delete: Click to remove the tenant. Please double-check before proceeding, as this action may be irreversible. Currently, tenants with active subscriptions cannot be deleted — this may be supported in a future update.

Tenant Details View

Clicking on a tenant from the list brings you to their details view, which provides a deep dive into their usage, configuration, and billing.

Sections Explained:

Tenant Information

• Company Name
• Subdomain (auto-generated)
• Created At
• Timezone
• Country
• Address
• Status

Current Subscription

• Plan Name (e.g., Starter, Business, Enterprise)
• Status (New, Active, Expired)
• Started/Ends At (billing cycle)
• Auto Renewal (Enabled / Disabled)
• Plan Description and pricing

Recent Invoices

• Invoice ID
• Status (Pending, Paid, etc.)
• Amount
• Download (PDF or JSON)

⏱ Keep an eye on pending invoices to avoid service interruptions.

Login as Tenant (Impersonation)

Powerful support tool that lets you access a tenant’s account as if you were them.

How it works:

1. Click Login As Tenant from the tenant list.
2. You're securely redirected to the tenant's dashboard.
3. A "Back to Admin" button is always available.
4. All actions are logged for security and auditing.

Use Cases:

• Helping tenant troubleshoot issues
• Reviewing campaign setup
• Testing WhatsApp connectivity or templates

⚠️ Use responsibly. Only for debugging/support. Respect privacy laws (e.g., GDPR).

Data Management Tools

Exporting Tenant Data

Use the export buttons or scheduled jobs to pull tenant info.

Export Type	Format
All Tenants	CSV/Excel
Single Tenant Details	JSON
Invoices/Payments	CSV/JSON