Tenant Management

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:

• 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

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)
admin.tenants.login	Login as tenant

Navigating to Tenant Management

Location: Admin Panel → Tenants → Tenant List

Tenant List Overview

This screen provides a complete list of all registered tenants with search, advanced filters, status indicators, quick actions, and one-click CSV export.

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.

Step-by-Step: Creating a Tenant

Personal Information

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

ℹ 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	true
Tenant Name	Used as the subdomain. e.g., ctlcompany → https://yourdomain.com/ctlcompany	true
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	true
Confirm Password	Must match entered password	true

Once complete, click Add to submit. A tenant is created, along with the admin user and their 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)
• Address
• Country
• Phone
• Status
• Created At
• Timezone
• Email

Current Subscription

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

Recent Invoices

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

⏱ 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).

Assign Plan to Tenant

Admins can assign any subscription plan (public or private) directly to a client from the tenant create or edit form — bypassing the public checkout entirely.

Steps

1. Open a tenant via Edit (existing) or create a new one via Add Tenant.
2. Scroll down to the Assign Plan to Tenant section on the form.
3. Click the plan dropdown — it lists all plans with their name, price, billing period, and Public/Private status.
4. Select the desired plan.
5. Click Add (new tenant) or Save (existing tenant). The subscription is activated immediately.

TIP

Both public and private plans appear in the dropdown. This lets you assign custom or enterprise deals directly without making them visible on the public pricing page.

Already subscribed?

If the tenant already has an active subscription, the plan dropdown is disabled. Cancel or end the current subscription first, then reassign.

For full details on billing periods, plan visibility (public vs private), and plan configuration, see Plan Management.