Adding a New Customer

This guide explains how to create a new customer tenant in Synthreo’s Tenant Management system.

Prerequisites

• Access to the Tenant Management portal
• Administrative privileges

Steps to Create a Customer

1. Access Tenant Management

1. Go to https://admin.synthreo.ai
2. Log in with your administrative credentials

2. Navigate to Customer Creation

1. Click Customers in the left sidebar
2. Click Onboard New Customer

3. Fill in Customer Details

Complete the onboarding form:

Basic Information

• Customer Name: Enter the company’s full legal name
• Region: Select the appropriate region (e.g., EU)

Hierarchy Permissions

• Can add customers: Enable if this customer should be able to create sub-customers
• Their customers can add customers: Enable if sub-customers should also 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:

Permission	Purpose
Tenant Management	Access to manage users and settings
Builder	Access to the Synthreo Builder application
ThreoAI	Access to the ThreoAI application

4. Customer Setup Completion

1. A setup email is automatically sent to the customer’s email address
2. The customer receives instructions to complete their account setup
3. Once the customer completes setup, onboarding is finished

Note

The setup link in the email is valid for 7 days. If the customer doesn’t complete setup in time, you can resend the welcome email.

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Troubleshooting

Issue	Cause	Fix
Onboard New Customer button not visible	Insufficient administrative privileges	Verify your account has the Owner or Admin role in Tenant Management
Customer not appearing in the Customers list after creation	Page not refreshed	Reload the Customers page; new tenants appear immediately after creation
Customer did not receive setup email	Email address entered incorrectly, or email landed in spam	Verify the email address in the customer record, then resend the welcome email
Setup link expired	Customer did not complete setup within 7 days	Use the resend welcome email workflow to issue a fresh setup link

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FAQs

Can I edit a customer’s details after creation? Yes. Navigate to the customer in the Customers list, open their detail page, and update any fields. Changes to the customer name or region take effect immediately.

What is the difference between “Can add customers” and “Their customers can add customers”? “Can add customers” controls whether the new tenant itself can create sub-tenants beneath it. “Their customers can add customers” extends that ability one level further, allowing the new tenant’s sub-tenants to also create their own sub-tenants.

How many levels of customer hierarchy are supported? The platform supports multi-level nesting. Each level of the hierarchy is managed through the same Customers screen, with each tenant only able to see and manage the tenants directly beneath them.

Can I assign additional users to a new customer immediately after creation? Yes. After the customer is created, navigate to the customer’s detail page and add users from the Users tab. See Adding a New User for step-by-step instructions.

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Next Steps

After creating a new customer:

• Add users to the customer account
• Configure customer-specific settings
• Set up initial access permissions