Overview
Cancelling an end user/customer tenant requires access to admin.hatz.ai and permissions to modify tenants.
When an end user no longer needs access to their Hatz tenant their are two options available:
Cancel Tenant
Cancelling a tenant will allow users to continue accessing the tenant for the remainder of the month
At the start of the next month the tenant and billing will be disabled but all data will still be available
The tenant can be reactivated at a future date if needed
Delete Tenant
Deleting a tenant immediately disables the tenant and billing and deletes all associated users and data
Tenant deletion should be treated as an irreversible act
A new tenant will need to be created if the customer needs access again in the future
If you need to delete an end user/customer tenant, follow the steps in this article: https://docs.hatz.ai/en/articles/15434466-delete-end-user-tenant
Tenant Status: Pending Cancellation vs Canceled
When a Hatz tenant's subscription status changes, the tenant may enter either a "Pending Cancellation" or "Canceled" state. Each state has different effects on user access, invitations, phone agents, and resource management.
Pending Cancellation
When a tenant is scheduled to be cancelled and is in the "Pending Cancellation" state:
User invitations and access
Cannot invite new users
Users may not be able to accept pending invitations
SCIM-provisioned users can't join the platform
Existing users can still log in
Phone agents
Cannot assign new phone agents
Existing phone agents will work until the end of the month and the tenant is cancelled
Resources
Workshop items and groups can still be assigned
Cancelled
When a tenant is in a "Cancelled" state:
User invitations and access
Cannot invite new users
Users may not be able to accept pending invitations
SCIM-provisioned users can't join the platform
Existing users can't login
Phone agents
Cannot assign new phone agents
Existing phone agents will not work
Resources
Workshop items and groups can't be assigned
How to Cancel a Tenant
Follow the below steps to cancel a tenant:
Login to admin.hatz.ai as a user with permissions to modify tenants
Select the "Tenant" tab at the top and select the tenant you want to cancel
Select the three dots in the top right and select "Cancel Tenant"
Review the information on the pop up to confirm this is the action you want to complete and select "Cancel Tenant"
Once the above has been completed the tenant will be in a pending cancellation state and will be cancelled at the end of the current month.
Reactivating a Cancelled Tenant
When an end user/customer tenant is cancelled Hatz will retain all of the data and it can be reactivated in the future to give the customer access again. Follow the below steps to reactivate a cancelled tenant:
Login to admin.hatz.ai as a user with permissions to modify tenants
Select the "Tenants" tab at the top and select the tenant you want to reactivate
Select the "Reactivate" button in the top right
Select "Reactivate Tenant" button on the pop up window
Once the above has been completed users from the customer will be able to log into Hatz and will have access to all features and previous data.