Tenant Management

✅ Introduction

What it does: Manages customer accounts (tenants) who subscribe to your WhatsApp marketing platform Why it's useful: Complete control over customer lifecycle, from creation to billing management Location: Admin Panel → Tenants

Tenant management is at the core of your WhatsMarkSaaS platform. Each tenant represents a customer who subscribes to your service and gets their own isolated WhatsApp marketing instance. This section explains how to create, manage, and monitor tenants effectively.

✅ Accessing Tenant Management

Navigation Path

1. Login to Admin Panel
2. Navigate to Tenants → Tenant List
3. Use Create New Tenant or manage existing tenants

Required Permissions

• admin.tenants.view - View all tenants
• admin.tenants.create - Create new tenants
• admin.tenants.edit - Edit tenant details
• admin.tenants.delete - Delete tenants

✅ Tenant Creation Process

Step 1: Basic Tenant Information

Location: Admin Panel → Tenants → Create New Tenant

Required Fields:

• Company Name: Legal business name
• Subdomain: URL-friendly identifier (auto-generated from company name)
• Country: Country of operation
• Business Type: Industry category
• Contact Email: Primary contact email
• Contact Phone: Primary contact number

Optional Fields:

• Company Logo: Business branding image
• Address Information: Business location details
• Website: Company website URL
• Tax ID/VAT: For billing purposes

Step 2: Admin User Creation

When creating a tenant, you'll also create their initial admin user:

Required Fields:

• Admin Name: Full name of primary user
• Admin Email: Email for login and notifications
• Password: Initial login password (or auto-generate)

Optional Settings:

• Send Welcome Email: Automatically notify user
• Verify Email: Auto-verify the email address
• Set Custom Role: Assign specific permissions

Step 3: Subscription Assignment

Required Fields:

• Subscription Plan: Select from available plans
• Billing Cycle: Monthly or yearly

Optional Settings:

• Trial Period: Apply default or custom trial
• Custom Pricing: Override plan pricing
• Start Date: Custom subscription start date
• Add-ons: Additional features or services

✅ Tenant Management Features

Tenant List View

The tenant list provides a comprehensive overview of all your customers:

Available Information:

• Tenant ID and company name
• Admin user details (name, email)
• Current status with color coding
• Subscription plan and expiry
• Creation date with human-readable format
• Quick action buttons for common tasks

Filtering Options:

• Filter by status
• Filter by plan type
• Filter by creation date
• Filter by country
• Search by name, email, or ID

Tenant Status Management

Manage the lifecycle stage of each tenant:

Available Statuses:

• Active (Green) - Fully operational tenants
• Inactive (Red) - Disabled accounts
• Pending (Yellow) - Setup in progress
• Suspended (Orange) - Temporarily disabled
• Expired (Gray) - Subscription ended

Status Change Process:

1. Click status dropdown in tenant list
2. Select new status
3. Provide reason for status change (optional)
4. Confirm the action
5. System automatically updates and sends notifications

Tenant Details View

Get comprehensive information about a specific tenant:

Information Displayed:

• Company information and contact details
• Current subscription status and plan
• Feature usage and limits
• Recent invoices and payment history
• Admin user information
• Activity timeline and audit logs
• WhatsApp connection status
• Support tickets (if any)

Login as Tenant Feature

This powerful feature allows you to access a tenant's account for support purposes:

Usage Steps:

1. From tenant details, click "Login as Tenant"
2. System creates a secure, temporary session
3. You're redirected to tenant's dashboard
4. All actions are logged for security
5. Click "Back to Admin" to return to admin panel

Important Notes:

• All actions performed are logged and audited
• Use responsibly for support purposes only
• Consider privacy and data protection regulations

✅ Tenant Data Management

Data Import/Export

Import or export tenant data for backup or migration:

Export Options:

• Export tenant list (CSV/Excel)
• Export tenant details (JSON)
• Export subscription data

Import Options:

• Bulk import tenants from CSV
• Update existing tenants from file

Tenant Settings Override

Override default settings for specific tenants:

Available Overrides:

• Feature limits beyond subscription plan
• Custom pricing or billing terms
• Extended trial periods
• Special access to premium features
• Custom branding or white-label options

✅ Best Practices

• Regular Auditing: Review tenant statuses and activities monthly
• Proactive Communication: Contact tenants before subscription expiration
• Usage Monitoring: Track feature usage to suggest appropriate plans
• Security Focus: Regularly audit admin login activities
• Documentation: Keep records of all tenant communications

✅ Troubleshooting

Common Issues:

• Subdomain Conflicts: Ensure unique subdomain names
• Payment Failures: Monitor subscription payment statuses
• Access Problems: Verify tenant admin credentials
• Feature Limitations: Check subscription plan limits
• WhatsApp Connection Issues: Verify API credentials for tenants

Next Steps

After setting up your tenants, learn about Subscription Management to understand how to handle billing and payments.