How To: Create Tenant

Overview

A Tenant is the highest level in the Joyn hierarchy of information.

The Tenant record is used to define global information relating to a client, including information about the company, logo assets, registration and accounting information, and global feature configuration.

Every Event is linked to a Tenant in the instance. Any information that is defined in the Tenant record is used in each of these Events.

Each Joyn Platform is currently single Tenanted and there should only be a single record.

The Tenant record is usually created by the Joyn Platform Specialist once the Onboarding form has been received to your Account Manger.

Task

Create, edit and manage Tenant. 

Pre-requisites

• Log In to the Platform
  • (Refer to "How to: Admin Tools"for instructions on how to Log In to a Platform)
• Permissions Granted of "Global Administrator" by Joyn Staff Member. 
  • Please contact your Account Manager if you require access

Instructions

1. Within the Admin Tools Dashboard, navigate to 'Global Setup' and then "Tenants" via the black navigational bar on the left-hand side of the platform.
2. From this page, click "Create Tenant" which will now open up the next page where you can now input your Tenant details. 
3. Within the "Create Tenant" page, you can now complete all the mandatory and additional information for the Tenant. The below table is a list of all the fields within the Tenant with information/notes, examples and states if they are mandatory or not. Once you have worked through the below table within the Platform, you can Submit the page. If this brings you back to the "Create a Tenant" page, please ensure you check through your page to rectify any error in the page and re-submit your page. If you have an error, please ensure you re upload your images and these do not "save". 
   
   

   Item	Mandatory (Yes/No)	Eg.	Information / Notes
   Tenant Name	Yes	Joyn
   Tenant Initials	Yes	JOYN
   Company Legal Name	Mandatory if Registration is enabled		Enter the company legal name if different to the name displayed above. This is used on invoices and other legal documents
   Tax Identifier/Name	Mandatory if Registration is enabled		Enter the name of your tax identifier, i.e. ABN, VAT ID
   Company Business Number	Mandatory if Registration is enabled		Enter the company tax number if applicable. Only enter the registration number, not any labels or other information
   Support Email	Not mandatory but is recommended		This email shows within the platform footer Enter an email address used as the reply-to address for all emails sent from the platform and for sending key notifications to
   Accounts Email			Enter an email address where all invoice/payment emails are sent to as a BCC. This is also shown on the tax invoices
   Phone Number			Enter a valid phone number, including country and area code, i.e. +61 3 9034 5221
   Website	Yes		Enter a valid website URL, including https://
   Social Media Profiles	Not mandatory but is recommended		Twitter Profile Enter a Twitter profile URL, including https://  Instagram Profile Enter a Instagram profile URL, including https://  Facebook Profile Enter a Facebook profile URL, including https://  LinkedIn Profile Enter a LinkedIn profile URL, including https://
   Tenant Address	Mandatory if Registration is enabled	Enter the legal name for invoices i.e. Tax Invoice   i.e. Level 1   i.e. 97 Camberwell Road   i.e. Hawthorn East   ie Victoria   i.e. 3123   i.e. Australia	Invoice Name   Address Line 1   Address Line 2   Suburb   State.   Post Code   Country
   Integrations	Complete if required		(more information to follow at a later date)
   Nomenclature	Complete if required		Please refer to "How to:Nomenclature"
   Tenant Styling & Appearance
   Primary Colour	Yes		This pulls through to the Email Header (if no colours are put into the fields underneath) This HEX code also pulls through to the Rich Colour Editor and it added to the colour palette.
   Secondary Colour	Yes		This pulls through to the Email Header (if no colours are put into the fields underneath)
   Tenant Images	Yes
   Logo Image	Yes		Upload a logo to be shown in the platform. This is shown against a white background
   Favicon	Yes		Square JPG image to be  used as the favicon. The Icon circled below is an favicon. This is shown in a web browser.  It's suggested for this image/logo to have no text as it's quite small.   If no Favicon is loaded into the Event, it will default to this Favicon in the Tenant.
   Meta Logo	Yes		Square JPG image used as the meta logo. Meta Logo relates to Google Search Engines and also relates to Meta Tags.   This image is also used for the Email Header Image if no image has been uploaded in the below section.
   App Logo			Upload a square (192px x 192px) logo to be used for mobile applications this is currently shown on a CPD certificate
   Email Header Banner Image	No		Upload a 700px x 200px PNG image to be used as an email header banner If no image is uploaded here, the Email Header will show a gradient with the Primary and Secondary Colour, with the Meta Logo in the middle.
   Meta Title	Yes		Enter a title shown in search engines and when sharing pages from the Platform. It is recommended to use the event name
   Meta Description	Yes		Enter a description shown in search engines and when sharing pages from the platform. It is recommended to use no more than two sentences. The Event Description is recommended.
   Meta Keywords	Yes	i.e. event,Joyn,virtual,conference	Enter keywords presented to search engines, separated by a comma.
   Intergration	No		Please skip these fields and leave them all blank, unless otherwise advised. (They are not mandatory, even though they have a *)
   Privacy Configuration	Complete if required		(more information to follow at a later date)
   User Registration	Either Enable or Disable		If enabled, users can register accounts in the platform. If disabled, no user accounts can be created, effectively disabling all registration processes
   Per Event Registration	Choose Enable or Disable		Enable per event registration and content restrictions throughout the platform. If enabled, users are not granted access to any content until an event registration has been completed. DO NOT edit this unless you are positive you want to change how registration works, this is a GLOBAL setting
   Login Link Expiration Length (Magic Link)	Update time accordingly if being used		This link allows Users to login without using a password.  How long a users login link should be valid for. For example, if you enter '1 week' links will be valid for 7 days after the link was generated. You can enter any standard time notation here e.g. '3 days and 12 hours' or '30 minutes'.
   Tenant Status	Ensure this is Enabled
   Generate Sitemaps For Search Engines	Choose Enable or Disable		Enables the automatic generation of sitemaps for search engines to actively search and index the site for marketing purposes. This is highly recommended to leave this enabled to increase the visibility of the site in SEO ranks. If disabled, the site will be actively ignored by search engines, making this harder to find online without a direct link.

Outcome

Once all mandatory and relevant fields are completed, you will now have a Tenant and can move on to Creating your Event.