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:
Click the triple-dot menu next to the tenant you want to update.
Select Associate Package.
A modal will appear with a list of available packages.
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.
📥 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
✅ 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:
Click the triple-dot menu for the inactive tenant.
Select Activate Tenant.
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.
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