Setting Up New Tenants

  1. Check with the customer whether there is an existing tenant who has similar properties to the new tenant to be set up.

    This allows us to copy the settings from the existing tenant for the new tenant. Of most concern is using existing carrier settings for the new tenant.

  2. Find out which database cluster the customer's instance is on.

  3. Using the .wms Admin Tool to log in to phpMyAdmin.

  4. Log into the corresponding database cluster.

  5. Confirm the customer's instance ID.

  6. Create a new record for the new tenant by copying an existing tenant record.

    Copying a similar tenenat record for a customer's instance.

  7. Change the TenantCode and TenantName on the copied tenant record.

    Renaming the tenant code and name on the copied tenant record.

  8. Click Go.

    A new record is created for the new tenant with a unique TenantID.

    A new tenant record is created.

  9. Create a CAR record for the new tenant.

    1. Find and select a CAR record that can be copied.

    2. Take note of the Carrier ID which can be used in the CAR1 set up.

      Finding a CAR record to copy.

    3. Copy the CAR record and change the TenantID to the new tenant.

      Copy an existing CAR record and change the TenantID.

  10. Create a CAR1 record for the new tenant.

    1. Find and select a CAR1 record that can be copied.

      Finding a CAR1 record to copy.

    2. Copy each carrier service line and change it to the new tenant's CarrierID.

      Copy each carrier service line.

    3. Once all the relevant carrier services have been copied, you should have all the CAR1 records for the new tenant.

      Copied CAR1 records for the new tenant.

    All relevant records for the new tenant have been created.