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Adding a New Customer

This guide explains the process of creating a new customer in Synthreo's Tenant Management system.

🛠 Prerequisites​

  • Access to Tenant Management portal
  • Administrative privileges

📝 Steps to Create a Customer​

1️⃣ Access Tenant Management​

  1. Go to the Tenant Management portal (https://admin.synthreo.ai/#/login)
  2. Log in with your administrative credentials

2️⃣ Navigate to Customer Creation​

  1. Click "Customers" in the navigation menu
  2. Click "Onboard New Customer"

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3️⃣ Fill in Customer Details​

Complete the following information in the onboarding form:

📄 Basic Information​

  • Customer Name: Enter the company's full legal name
  • Region: Select EU

🏢 Hierarchy Permissions​

  • Can add customers: Enable if this customer should be able to create sub-customers
  • Their customers can add customers: Enable if this customer's sub-customers should be able to create their own sub-customers

👤 Owner / Contact Information​

  • Email: Primary contact email for the customer account
  • First Name: First name of the primary contact
  • Last Name: Last name of the primary contact

🔑 User Permissions​

Initial permissions for the owner account:

  • Tenant Management: Access to manage users and settings
  • Builder: Access to the Synthreo Builder application
  • ThreoAI: Access to the ThreoAI application

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4️⃣ Customer Setup Completion​

  1. A setup email will be automatically sent to the customer's email address provided in Step 3
  2. The customer will receive instructions to complete their account setup
  3. Once the customer completes their setup process, the onboarding is finished

Note: The setup link in the email is valid for 7 days. If the customer doesn't complete the setup within this timeframe, a new setup email will need to be sent. You can follow the steps here on how to resend the welcome email.

📌 Next Steps​

After creating a new customer, you can proceed to: