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Tenants - Archiving a tenant, viewing past tenants and unarchiving a tenant

Updated over 5 months ago

1. Archiving a tenant

Setting a tenant to Past tenant ensures that they will no longer be visible when carrying out day-to-day system tasks, however, users can refer back to it at any point.

To change a tenant to Past tenant, please follow the steps below:

  1. Go to Tenants > View tenants

  2. Locate the tenant in question

  3. In the Status column, select Past tenant

The tenant's record will no longer appear on the default View tenants page (which lists only live/current tenants).

2. Viewing/locating past tenants

  1. Go to Tenants > View tenants

  2. Expand the View dropdown and select Past tenant

  3. The table will update to list only past tenants

3. Unarchiving a past tenant

  1. Go to Tenants > View tenants

  2. Expand the Tenant status dropdown and select Past tenant

  3. Locate the tenant record in question

  4. In the Status column, select one of the other available options

Once selected, the system will change this tenant's record back to live/current.

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