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Initial Setup: Select Tenancy Level

  • 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.
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Type 1: Database Tenancy Level

Select the tenancy level as “Database” if your client data is stored in separate databases for each customer.
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Type 2: Table Tenancy Level

  • 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.)
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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.