04 Tenants

Tenants

AutomationEdge is a multitenant system, which can host automation service for multiple tenants (customers) on one server. Users, workflows, and other objects created for one tenant are not visible to another tenant. If AutomationEdge is hosted at customer’s premise only one tenant will be created.

Tenants: Add New

To add a new tenant:

Click Tenants menu.
Click Add New button on top right corner.

Figure 5a: Adding New Tenant

A Tenant Details & License Details window appears as below.

Figure 5b: Tenant Details Screen

Enter field values. A description of field values is provided in the table below.

Table 3: “+Add New Tenant”: Tenant Details Field/Button Descriptions

Field Name	Description
Tenant Details:
Tenant Name	Specify tenant name. This field is Mandatory.
Description	Provide a description of the Tenant.
Organization Code	Specify unique organization code to a tenant. This field is Mandatory
Create button	Click to create new tenant.
Cancel button	Click to cancel tenant creation.

Click Create.

Figure 5c: Enter Tenant Details

Tenant created successfully message is displayed.

Figure 5d: Tenant Creation success message

This completes the process of adding a new Tenant.

Tenants: Search

To search the tenants:

Click Tenants. A table of all Tenant Users is visible.
Filter the list of Tenant Users by searching for the specific tenants by entering a search string value in the Search Tenants text box.

Figure 5e: Searching Tenants

Table 4: Tenant List Column Description

Field Name	Description
Tenant Name	Displays tenant username.
Org Code	Displays tenant user username.
Description	Displays a description of the Tenant.
Created Date	Displays user creation date.
License Status	Displays the license status. If the license status is Valid click on valid to see the license details.
Actions:
Edit()	Click Edit to edit Tenant Description

Tenants: Advanced Search

The following are steps for Advanced on Tenants.

Click Advanced Search. Use advanced search options to find a specific Tenant.

Figure 5f: Searching Tenants

Enable checkbox next to one or more advanced search criteria and select a value from the drop down list. Click Search.

Figure 5g: Advanced Search for Tenants

Select a comparator from the drop down list.

Figure 5h: Select Comparator for name

Provide a value for comparison. Click Add filter.

Figure 5i: Value for comparison

The filter criteria (Name=Tenant1) is added as seen below. And the list of Tenants is filtered.

Figure 5j: Filter created

You may add more filter criteria that will keep adding to the list. You may also Clear Filters by clicking on the Clear Filters link seen in red above.

Advanced search option Comparators for Tenants are explained below. They are available for Name, Org Code and Created. The drop down values for these search options are explained below.

Table 5: Advanced Search Options by Name

Advanced Search by name(Name, Org Code):
Dropdown Field	Description
Equal To	To search entries matching to the entered text.
Not Equal To	To search entries not matching to the entered text.
Like	To search tenant name containing the entered text.
Begins With	To search tenant name that begins with the entered text.
Ends With	To search tenant name that ends with the entered text.

Table 6: Advanced Search Options by Date

Advanced Search by date(for Created)
Dropdown Field	Description
Exact Date	To search entries by the exact entered date.
Before	To search entries before the entered date.
After	To search entries after the entered date.
In Between	To search entries in between the entered dates.
Not In Between	To search entries not in between the entered dates.