How to Use Tenant Manager

Prev Next

Note

This feature has limited availability and applies only to MSPs or multi-organization accounts.
If you are interested in accessing this feature, contact us at support@controlup.com.

Tenant Manager Dashboard

The dashboard provides a centralized view of all tenants associated with your account, including linked organizations and their usage metrics.

The dashboard displays:

  • Summary widgets showing product usage across tenants

  • A tenant list with usage metrics per product

  • DEX score per tenant

  • Quick access to tenant management actions

Tenant Manager dashboard

Users associated with the Tenant Manager can view all related organizations either from the tenants list or through the organization picker.
Other users can’t see the Tenant Manager or its organizations in the picker.

top banner org picker

Filter Tenants

You can filter tenants by:

  • Name

  • Product usage (Desktops, VDI, Synthetic Monitoring, Compliance, Applications, Workflows)

Multiple filters can be combined to refine the list.

Add a Tenant

To add a new tenant:

  1. Click Add tenant on the Tenant Manager homepage.

  2. The Add new tenant wizard opens and guides you through the process, using a numbered step flow.

Add new tenant screen

Step 1: Create Tenant

Enter the tenant name and select its region. The tenant name must be unique.
You can choose to mark a tenant as prospect. See Prospects below.

Step 2: Licensing

Configure license quotas for the tenant and set up the licensing plan.

  • Select products

  • Define license quantities

  • Review used and remaining licenses

To adjust license allocations, click Edit License.

Step 3: Add Users

Add users and assign roles.

  • You are set as an Admin by default.

  • Additional Admins or Tenant Manager users can be added as sub-tenants and assigned roles.

Step 4: Summary

Review tenant details, including:

  • Tenant name and region

  • Status (Prospect or Licensed)

  • Licensing configuration

  • Sub-tenants

You can edit any step before confirmation.

Step  5: Confirm

When the tenant is successfully created, a confirmation message appears. You can:

  • Return to the Tenant Manager dashboard, or

  • Open the newly created tenant.

Note: To correct any detail during the creation process, click the pencil icon next to the relevant step.

Prospects

When creating a new tenant, you can mark it as a Prospect. The organization is created immediately, with a 21-day trial license.
This option allows you to quickly create trial tenants  for product evaluation, and later convert them into licensed tenants.

Prospect tenants:

  • Do not consume licenses from the shared pool

  • Skip the licensing step during creation

By default, a new Prospect organization includes by default:

  • 100 Desktops licenses

  • 100 VDI licenses

  • 100 Compliance licenses

  • Applications enabled

  • Workflows enabled

Managing Prospects

  • Prospect status can be updated from the Edit License page.

  • Clearing the Prospect checkbox allows admins to allocate licenses from the shared pool.

  • Once converted, an organization can’t revert to Prospect status.

  • Each account can have up to 10 active prospects at the same time.

Edit a Tenant

You can update tenant details and licensing after creation. For license changes, see Edit tenant licenses.

.