1. Overview
  2. Admin Guides
  3. Settings
  4. How to enable tenant mode

How to enable tenant mode

Overview

Tenant mode is best suited for installations that require support for multiple customers using a single Yurbi installation and database. This guide is designed for the Yurbi server administrator, who should be familiar with server administration, Internet Information Services, and operating system best practices.

In most instances, you won't want your customers accessing Yurbi as an agent or builder to see security groups, folders, or reports belonging to other customers. Similarly, they should not use the default "All users" group or see contacts of other customers while scheduling reports.

Tenant mode resolves these concerns by:

  • Filtering the security group list to only show groups that users belong to.
  • Removing the "All Users" group from these lists.
  • Limiting the contact list to only those contacts that belong to user's groups when scheduling reports.

Step 1 - Login

1. Login to your account

Step 2 – Access Settings

1. On the sidebar, click Settings

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2. Click Server Settings

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3. In Application Settings, scroll down and under Multi-Tenant Settings, toggle on Enable Tenant Mode

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Congratulations! You have now successfully enabled the Tenant Mode.