Common Tenant operations

Concord CRM SaaS Module provides a set of useful tenant management operations to help you easily manage, provision, and maintain tenant instances.

Common Tenant Operations are accessible via the triple-dot menu, on the right of each tenant's CRUD:

📦 Associate Package

The Associate Package option allows you to assign or update a tenant’s pricing plan.

Steps:

1. Click the triple-dot menu next to the tenant you want to update.

2. Select Associate Package.

3. A modal will appear with a list of available packages.

4. Select the package and confirm.

🔄 If the tenant already has a package assigned, selecting a new one will upgrade it automatically. 📌 This operation can also be done during tenant creation or while editing a tenant.

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📥 Download Instructions

This action generates and downloads a markdown file containing step-by-step setup instructions for deploying the tenant on a dedicated or VPS server.

The downloaded file includes:

• DNS configuration details

• Database setup guidelines

• Web server configuration notes

• Domain/subdomain routing instructions

• CPanel/manual setup references

📝 Use this option when you're manually provisioning a tenant on your own server infrastructure.

For Plesk environments, the downloaded setup instructions will not apply. Manual intervention is required for:

• Domain setup in Plesk panel

• Creating and assigning MySQL database and users

• Ensuring permissions are correctly configured

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✅ Activate Tenant

If a provisioning error occurs during tenant creation, the tenant may remain in an inactive state. You can manually activate it using this action.

Steps:

1. Click the triple-dot menu for the inactive tenant.

2. Select Activate Tenant.

3. You will be given two options:

   • Run Provisioning Again: Re-attempts the failed provisioning actions (e.g., DB creation, domain setup).

   • Mark as Active: Simply update the tenant status to "Active" without running provisioning steps.

⚠️ Only use Mark as Active if you're sure the provisioning was completed manually or externally.