Tenant Management

AdministrationTenant adminLast updated:

This area is available to tenant administrators and global administrators. What you see depends on your access level:

  • Global administrators can view all tenants, create new tenants, and enter any tenant’s context.
  • Tenant administrators can manage the settings of their own tenant from the settings gear menu (see Manage Tenant).

Accessing Tenant Management

As a global administrator:

From the left navigation, select Tenant Management. You will see a searchable table listing all tenants in the system.

As a tenant administrator:

Select the settings gear in the top navigation bar and choose Manage Tenant to go directly to your tenant’s detail page.

The Tenant List (Global Administrators)

The Tenant Management page displays a table with columns for Tenant Name, Description, and Status. You can search for a tenant by name using the search bar at the top of the table.

By default, the list shows active tenants only. Use the Show inactive toggle above the table to include tenants marked Inactive. Inactive tenants cannot log in and do not run background processing.

Each row includes two action icons:

  • Edit (pencil icon) — Opens the tenant’s detail page.
  • Enter Tenant (login icon) — Switches your session into that tenant’s context. You will be redirected to the Dashboard within that tenant. This option is visible to global administrators only.

Creating a New Tenant

  1. On the Tenant Management list page, select New Tenant in the upper right corner.
  2. A panel slides open on the right side. Fill in the required information and save.
  3. The new tenant will appear in the table.

Tenant Detail Tabs

When you open a tenant (either from the list or via Manage Tenant), you land on the tenant detail page with six tabs:

Tenant Details

The Tenant Details tab contains the core configuration for the tenant:

  • Basic Information — Tenant Name, Status (editable by global administrators only), and Description. Global administrators can set tenant status to Active or Inactive. Inactive tenants cannot log in and do not run background processing.
  • Company Information — Corporate Name, Company Phone, Time Zone, and the Measurement System used for displaying observation values (for example, whether weight is shown in pounds or kilograms).
  • Letter Signer — The name, credentials, and title that appear on patient letters sent by this tenant.
  • Company Logo — Upload a PNG, JPG, GIF, or SVG logo (max 5 MB) displayed at 100 px height with a 16:9 aspect ratio on outgoing letters.

After making changes, select Save to apply them.

Configurations

The Configurations tab contains workflow and policy settings for the tenant. These settings control how authorization requests are processed and what features are enabled.

The Data request expiration (days) and Guideline Review & Evidence Check Settings appear in this tab. In the guideline settings section, use Guideline review period to set the tenant’s default number of days after a guideline’s last evidence check before the next check is scheduled. Enter a positive whole number, or leave it blank to use the system default of 365 days.

Everyone with access to this tab can view Enable guideline evidence checks in the same section. Global administrators can turn it on or off and select Save Guideline Settings to make evidence-check controls available for that tenant. Tenant administrators can view the current evidence-check status and save the review period, but the evidence-check toggle is read-only for them.

In PA Workflow Settings, global administrators can turn Determination LLM summary on or off for the tenant and select Save workflow settings. When on, PA timelines show an AI-generated summary banner above Determination Review; when off, staff still use Determination Review without the summary text. Tenant administrators can see the current setting but cannot change it.

Integrations

The Integrations tab is where you connect the tenant to external systems. See the Integrations article for details on setting up fax and PharmPix integrations.

Users

The Users tab lists everyone with access to this tenant. From here you can invite new users, assign roles, and manage existing accounts. See Users and Roles for full instructions.

Business Units

The Business Units tab shows the organizational hierarchy for this tenant. You can create, rename, and rearrange business units here. See Business Units for details.

Duplicate Patients

The Duplicate Patients tab surfaces patient records the system has flagged as possible duplicates within this tenant. Administrators can review the flagged pairs and merge records where appropriate.