In this article, you’ll learn how to add your clients as a new tenant. If you want to skip right to the video walkthrough, scroll to the bottom of the page.
Once you’ve added a few apps to your tenant, you can begin adding tenants. In the same way that Hatz AI provisions tenants to MSPs, MSPs can add new tenants for their clients. You’ll add and manage these tenants - your clients’ companies - from the dashboard and from “My Tenants” on the left side of your screen.
STEP 1
Click on “+ New Tenant” in the top right corner.
STEP 2
The “+ New Tenant” button opens a window that prompts you to choose how you’ll add a new tenant. There are 3 ways you can add your clients to the Hatz AI platform.
Invite with Office 365
If you’re logged into your O365 account, this option will open the list of contacts you’ve emailed.
Invite with Email
Simply enter the client’s company name, contact email, and assign them a role.
Invite by CSV File
If you’re adding users in bulk, you can download a CSV template, fill it out with the client info, and then upload it back into the platform.
For all 3 options, you’ll need to enter:
- Tenant Name - The name of the company. This will help you keep tenants organized in your Dashboard.
- Tenant Email - The email of the
- Tenant Role - Just like when you added users to your own tenant, you’ll need to assign roles. For more information about user roles and permissions for the end users, read End User Roles.
STEP 3
Once a new tenant has been set up, you can go to your Dashboard to manage them.
Every new tenant will appear in a white box on the dashboard, and you can also manage them by clicking on the “My Tenants” tab on the left side of the screen.
By clicking on one of your tenants, you can see how many users they have and which apps they have access to.
Powered by