SaaS workspace control

Cloud Tenants Specification

Operate the ERP platform as a multi-company SaaS workspace with tenant profiles, plan changes, onboarding, usage visibility, and guarded access.

Overview

What this area does

Cloud tenant capabilities let the platform serve multiple organizations while keeping workspace administration structured. Tenant management supports company setup, activation status, subscription details, usage dashboards, onboarding completion, and plan-change requests.

Current status

Progress for Cloud Tenants

Tenant workspace management, onboarding, usage, subscription checks, and plan-change flow are in place.

Operational 88%
1
Workspaces
0
Plan changes
49
Active modules
Available Now
  • Workspace profile
  • Tenant access guard
  • Usage dashboard
  • Onboarding checklist
  • Plan change workflow
Recommended Next
  • Billing cycle automation
  • Tenant health score
  • Plan usage alerts
Detailed specifications

Every major capability explained

Use this as a plain-language specification for what the Cloud Tenants area supports.

Workspace Records

Create and maintain company workspace profiles with business information, plan context, status, and operational ownership.

Tenant Access Guarding

Authenticated areas are protected by tenant subscription status so inactive or incomplete workspaces can be controlled before users access ERP modules.

Usage Dashboard

Monitor tenant usage signals such as users, projects, staff profiles, organizations, tasks, and other workspace-level adoption indicators.

Plan Change Requests

Allow tenants to request plan changes and allow administrators to approve, reject, or manage those requests through the workspace control flow.

Onboarding Checklist

Guide new tenants through essential setup activities such as workspace profile, roles, master data, team creation, project setup, and reporting readiness.

Role-Aware Administration

Tenant administration is controlled by permissions so platform owners and workspace admins see the appropriate management surface.

Operating flow

How to use this feature area

Follow these steps when setting up or operating this part of ERP Platform.

1

Create the company workspace and set the tenant plan or active status.

2

Invite users and assign roles for workspace administration.

3

Complete onboarding items for master data, staff, CRM, and projects.

4

Review tenant usage and adjust subscription needs.

5

Submit, approve, reject, or cancel plan changes when the tenant scales.