The Tenant Core Information screen allows you to add a new or update an existing tenant application within your enterprise environment. The fields on this screen allow you to update information pertinent to your tenant.
Buttons onthe screen…
Click Save to save your changes. You will return to the Tenant Management Data Grid.
Click Cancel to return to the Tenant Management Data Grid without saving your changes.
SATenantUpdate_Tab1
Tenant Code (SATenant_TenantCode)
If you are creating a new tenant, enter your tenant code in this field. Codes may be alpha and/or numeric. This is a mandatory field for the default Vermont Systems design. Your design may vary.
If you are updating an existing tenant you will not visit this field.
DeleteTenant Description (SATenant_TenantDescription)
Enter the Description for this tenant. The description appears on reports, selection lists, and data grids in the application.
Data Grids in RecTrac can be sorted by descriptions, if desired.
DeletePermissions (SATenant_Permissions)
Select the Permissions code(s) you want to apply to this tenant.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called Access Rights and they are maintained on the Table Permissions tab of the Permissions profile
Note: You can leave this field blank if desired. When this field is blank the system skips the Permissions check for this record. In that event all users will have access to this record provided their Access Rights for the module allow for it.
Site Area (SATenant_SiteArea)
Select the Site Area for this tenant. Associating a Site Area with tenants allows for reporting on tenants and tenant data by Site Area.
Site Areas are maintained in System Code Management. Type = Site Area. They are linked to Sites in Site Management and they are linked to Tenants in Tenant Management.
DeleteSite Category (SATenant_SiteCategory)
Select the Site Category for this tenant. Associating a Site Category with tenants allows for reporting on tenants and tenant data by Site Category.
Site Categories are maintained in System Code Management. Type = Site Category. They are linked to Sites in Site Management and they are linked to Tenants in Tenant Management.
DeleteSite Group (SATenant_SiteGroup)
Select the Site Group for this tenant. Associating a Site Group with tenants allows for reporting on tenants and tenant data by Site Group.
Site Groups are maintained in System Code Management. Type = Site Group. They are linked to Sites in Site Management and they are linked to Tenants in Tenant Management.
DeletePrimary Contact (SATenant_PrimaryContact)
Enter the Primary Contact name for this tenant. The primary contact appears on reports and in data grids.
DeletePrimary Contact Email (SATenant_PrimaryContactEmail)
Enter the Primary Contact email address for this tenant. The primary contact email appears on reports and in data grids within the application. The primary contact email is used for automated notifications related to tenant activity.
The system will alert you if the address you enter seems invalid due to selected criterion, such as lack of an '@' symbol, lack of a valid extension (i.e. .com, .org, .edu, etc...), invalid characters, etc.....
DeletePrimary Contact Phone (SATenant_PrimaryContactPhone)
Enter the Primary Contact phone number for this tenant. The primary contact phone number appears on reports and in data grids within the application.
DeleteReport Tag (SATenant_ReportTag)
Click the Picklist icon to select the Report Tag you wish to use for this Tenant, if desired.
Report Tags offer a method of categorizing like tenants for internal reporting purposes.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag.
Note: You can link up to three (3) Report Tags per item. Custom Screen Design is needed. Report Tag 2 and Report Tag 3 must be changed from "Hidden" to "Updateable."
Report Tag 2 (SATenant_ReportTag2)
Click the Picklist icon to select the Report Tag 2 you wish to use for this Tenant, if desired.
Report Tags offer a method of categorizing like tenants for internal reporting purposes.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag.
Note: You can link up to three (3) Report Tags per item. Custom Screen Design is needed. Report Tag 2 and Report Tag 3 must be changed from "Hidden" to "Updateable."
Report Tag 3 (SATenant_ReportTag3)
Click the Picklist icon to select the Report Tag 3 you wish to use for this Tenant, if desired.
Report Tags offer a method of categorizing like tenants for internal reporting purposes.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag.
Note: You can link up to three (3) Report Tags per item. Custom Screen Design is needed. Report Tag 2 and Report Tag 3 must be changed from "Hidden" to "Updateable."
RecTrac Base URL (SATenant_RecTracBaseURL)
Enter the Base URL for the RecTrac Application instance associated with this tenant. The Base URL is used to provide single sign-on functionality from the enterprise parent application to the child tenant's RecTrac application within the environment. This is a mandatory field for the default Vermont Systems design. Your design may vary.
DeleteWebTrac Base URL (SATenant_WebTracBaseURL)
Enter the Base URL for the WebTrac Application instance associated with this tenant. The Base URL is used to provide quick access from the enterprise parent application to the child tenant's WebTrac application within the environment. This is a mandatory field for the default Vermont Systems design. Your design may vary.
DeleteAPI Base URL (SATenant_APIBaseURL)
Enter the API Base URL for the API Interface associated with this tenant. The Base URL is used to provide API Access to the child tenant's application within the environment. API Access is used to return data from the child tenant application and to populate new user accounts into the child tenant application. This is a mandatory field for the default Vermont Systems design. Your design may vary.
DeleteAPI Key (SATenant_APIKey)
Enter the API Key generated from the child tenant application. API Keys are generated within the RecTrac License Profile of the child tenant application. Contact Vermont Systems support for assistance accessing the License profile and generating an API Key for your child tenant application. This is a mandatory field for the default Vermont Systems design. Your design may vary.
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