Commercial management | Create and manage commercial tenants

Content

• Create new commercial tenant
• Add rental periods
• Delete commercial tenant

Create new commercial tenant

To create a new commercial tenant in the Cockpit, you need the "PM Company Admin" permission. If you have the permission, proceed as follows:

1. Navigate to Commercial management.
2. Click the "Add commercial tenant" button.
3. Add the name of the commercial tenant.
4. Confirm the entry with "Save".

Afterwards, you can assign a rental period to the commercial tenant and invite employees to use the app.

Add rental periods

After creating the commercial tenant, you have the option to add rental periods. These determine for which period the company is managed as active in a specific usage unit.

This is how you add a commercial tenant:

1. In the commercial tenant overview, open the desired company.
2. Click on the "Periods" menu item.
3. Click on "Add periods".
4. Select the corresponding unit or rental period.
5. Save the period with a click on "Add".

Once the rental period is set, you can invite new employees to the app. You can read how to do that here.

Note: Please make sure that the date does not overlap with the rental period of the previous tenant. There must always be 24 hours between two rental periods.

Delete commercial tenant

Please note that you cannot delete a commercial tenant, but only end the rental period.

1. In the commercial tenant overview, open the desired company.
2. Click on the "Periods" menu item.
3. Click on the "Delete symbol" in the "Action" column for the respective rental period and confirm the process.

Employees of the commercial tenant will not be deleted, but will no longer have access to the app.

Note: Alternatively, the deletion of the rental period can be carried out via the Master Data.