Configure Tenants

Initial Setup:

• Determine your organization's "Tenancy Level". Options include tables or databases.

• Select the appropriate tenancy for your customer information, ensuring a personalized analytics experience for them. Choose between the two tenancy levels: Database and Table

  • Database: Choose it when your client data is stored at database level i.e. each client has its own database

  • Table: Choose it when your client data is stored in the form of column with ids in a table

Type 1: Database Tenancy Level

Select the tenancy level as "Database"

Type 2: Table Tenancy Level

1. Select Client Data Source and Determine Primary Key:

• Find and select the "Table" on the right that houses your client, organization, or customer data.

• Utilize the search function if necessary. Clicking a table will display its columns.

• Choose the "Primary Key" column for the selected table. (This could be labeled as id, user_id, org_id, etc.)

1. Identify Client Name and finalize configuration:

Select the column indicating the "Customer Name". (This could be labeled as name, client_name, org_name, company_name, etc.)

After designating both the primary key and customer name columns, press the "Complete" button. This action finalizes the customer configuration of your company.