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Tenant Administration

Tenant Administration in Breeze helps you configure and manage separate instances of the platform, each with its own settings, users, and workflows. This page gives you an overview of tenant administration features and points you to detailed guides.

What is a Tenant?

A Tenant, also known as a Portal, is a separate instance of the Breeze platform that can be used to manage Credentials, Users, and other settings. Tenants allow you to organize and separate different aspects of your organization, such as:

  • Different brands: Manage separate portals for different brand identities
  • Departments: Create dedicated portals for different departments or divisions
  • Customers: Provide isolated portals for different customer organizations

Each Tenant operates independently with its own users, Credentials, templates, and configuration settings.

Tenant Administration Features

Production Sites

A production site is a Tenant assigned to handle the production of Credentials that need to be printed or encoded. The production site is responsible for the physical production of Credentials, such as printing, encoding, and personalization.

Key Features:

  • Dedicated Production module for managing Credential production
  • Quality check workflows to ensure Credential quality
  • Order lock settings for new Tenants to prevent processing issues
  • Domain-level or local production site configuration

Tenant Settings

Tenant settings allow you to configure how each Tenant operates, including checkout processes, order management, and production workflows.

Documented Settings:

  • Order Lock: Prevent Tenants from placing orders until setup is complete
  • Checkout Flows: Configure different checkout processes (Default, On-the-Fly, Scheduled, Merge)
  • Production Settings: Control production workflows and quality check steps

Getting Started

To learn more about setting up and managing Tenants in Breeze, explore the following sections:

Common Tasks

  • Set up a production site for Credential production
  • Configure quality check workflows
  • Enable or disable order locks for Tenants
  • Set up checkout flows to match your operational needs
  • Manage Tenant-specific settings and configurations

For detailed instructions on these tasks, see the documentation sections linked above.