Tenant users are the people who can sign in and work inside your tenant. Each user belongs to exactly one tenant.
Add a tenant user
- Open Tenant, then go to Users.
- Select Add User.
- Enter identity details such as name, email, phone number, WhatsApp number, and role.
- Choose whether the user is active and whether the user should be treated as staff.
- Assign household ownership, manager access, or all-household access.
- Save the user.
Household access model
- Access all households: manager-level access everywhere in the tenant.
- Owner households: the user is marked as an owner and automatically receives manager-level access too.
- Manager households: the user can help operate those households without becoming an owner.
Per-app permissions
Permissions can be configured by household and app. For each user and household, you can control whether the user can view, create, edit, or delete records in:
- Documents
- Tasks
- Appointments
- Flights
Why a user can or cannot see a record
Check these areas in order:
- Does the user belong to the same tenant?
- Does the user have access to the linked household?
- Does the user have permission for that app and action?
- Was the item marked Only for me by another user?
Deactivating a user
Deactivation is the correct way to remove access without losing history. The system prevents users from deactivating their own account from the tenant user form.
Recommendation: keep household access narrow by default, then grant broader access only where it is operationally necessary.