Adding a tenant and giving an admin access to it

Admins only see the tenants their role includes. A new tenant is not added to existing roles automatically (only Superadmin roles see every tenant), so after creating a tenant you give access to it through a role, then assign that role to the admins who need it.

1. Open the tenant list

Go to Global settings → Tenants and click Add tenant.

2. Create the tenant

Enter the tenant name and a unique code (it can't be changed later), choose the currency and timezone, switch the tenant to Active, and click Add tenant.

3. The new tenant is ready

Demo - Retail EU now appears in the tenant list.

4. Existing roles don't include the new tenant

Open an existing role, here Retail Manager, with Edit: its Add tenant field still lists only the tenants it had before. Admins with this role won't see Demo - Retail EU until it's added to a role they have.

5. Duplicate a role

To give the same permissions for the new tenant, duplicate an existing role: in Global settings → Roles, open the role's menu and choose Duplicate role. (Or click Add role to start from scratch.)

6. Name the new role

The duplicate starts with the original role's permissions and tenants. Give it a name.

7. Add the new tenant to the role

In Add tenant, select Demo - Retail EU alongside the tenants the role already covers (remove any it shouldn't), then click Add role.

8. The role is ready

Retail EU Manager is listed with the other roles.

9. Assign the role to an admin

Go to Global settings → Admins and click Add admin (or edit an existing admin). Fill in their details and, in Role, select Retail EU Manager.

10. Activate the admin

Under Admin status, switch the admin to Active, then click Add admin.

11. The admin now has access

Alex Morgan can now sign in and switch to Demo - Retail EU.