Tenant Admin Panel Guide

The Tenant Admin Panel is where tenant owners and admins manage their organization's users, teams, projects, and settings.

Accessing the Tenant Panel

URL: http://your-tenant.yourdomain.com/app

Example: http://demo.tenanto.local/app

Dashboard

After login, you'll see the tenant dashboard with key metrics.

Dashboard Widgets

• Active Projects - Projects currently in progress
• Open Tasks - Tasks waiting to be completed
• Overdue - Tasks past their due date
• Completed This Week - Tasks done in the last 7 days

My Assigned Tasks

The dashboard shows tasks assigned to you with quick "Done" buttons for fast completion.

Sidebar Navigation

The sidebar provides access to all tenant features:

• Dashboard - Overview and metrics
• Projects
  • Projects - Manage projects
  • Tasks - Manage tasks across projects
• Team Management
  • Users - Manage tenant users
  • Invitations - Track pending and accepted invitations
  • Teams - Manage team groups
• Settings
  • Billing - Subscription management

Managing Projects

Viewing Projects

Navigate to Projects → Projects to see all projects.

The table shows:

• Name - Project name
• Description - Short description
• Tasks - Total task count
• Open - Open task count
• Progress - Completion percentage

Creating a Project

1. Click New project
2. Fill in:
   • Name - Project name
   • Description - Project description
3. Click Create

Project Actions

• View - See project details and tasks
• Edit - Modify project settings
• Archive - Archive completed projects
• Unarchive - Restore archived projects
• Delete - Remove project permanently

Managing Tasks

Viewing Tasks

Navigate to Projects → Tasks to see all tasks.

The table shows:

• Project - Parent project
• Title - Task name
• Status - Current status (todo, in_progress, in_review, done)
• Priority - Priority level (low, medium, high, urgent)
• Assignee - Assigned user
• Due date - Deadline

Creating a Task

1. Click New task
2. Fill in:
   • Project - Select parent project
   • Title - Task name
   • Description - Task details
   • Status - Initial status
   • Priority - Task priority
   • Assignee - Assign to a user
   • Due date - Set deadline
3. Click Create

Task Actions

• Complete - Mark task as done (shortcut button)
• View - See task details
• Edit - Modify task
• Delete - Remove task

Task Status Workflow

todo → in_progress → in_review → done

Managing Users

Viewing Users

Navigate to Team Management → Users to see tenant users.

User Roles

Inviting Users

1. Click Invite User
2. Fill in:
   • Name - Optional display name
   • Email - Email address
   • Role - Assign role (admin or member)
3. Click Send invitation

The invited user receives an acceptance link, creates their password, and is added to the tenant as a verified account.

Creating Users Directly

1. Click Create User
2. Fill in:
   • Name
   • Email
   • Password
   • Role
3. Click Create

Note: Owners and admins can create tenant users within plan limits. Pending invitations are tracked separately under Team Management → Invitations.

Editing Users

1. Click Edit on the user row
2. Modify details
3. Click Save

Restrictions: You cannot change your own role or delete yourself.

Managing Teams

Viewing Teams

Navigate to Team Management → Teams to see team groups.

Creating a Team

1. Click New team
2. Enter team name
3. Click Create

Managing Team Members

1. Click View on the team
2. Go to Users tab
3. Click Attach to add members
4. Select role (lead, member)

Team Roles

Billing

Access billing at Settings → Billing or directly at /billing.

Current Subscription

Shows your current plan status:

• Plan name and features
• Trial status (if applicable)
• Next billing date

Subscription Plans

Click View Plans to see available plans.

Plan Features Comparison

Default values shipped in config/billing.php. Enforcement depth varies - see the legend below.

Note on placeholder flags: The config keys exist and are readable via PlanFeatureService::canAccess(), so you can display "Pro / Enterprise only" messaging from day one. The underlying modules are intentionally left for you to implement against your business requirements. See Billing & Subscriptions for the full breakdown.

Upgrading Your Plan

1. Go to Billing → View Plans
2. Click Start Free Trial or Subscribe on desired plan
3. Complete Stripe checkout
4. Plan is activated immediately

Managing Subscription

• View Invoices - Download past invoices
• Update Payment - Change payment method
• Cancel Subscription - Cancel (access continues until period end)

Global Search

Use the search box (top right) to quickly find:

• Projects
• Tasks
• Users
• Teams

Press / to focus the search box.

User Profile

Click your avatar in the top-right corner to access:

• Profile - Edit your profile
• Sign out - Log out

Next Steps

• Billing Setup - Configure Stripe for your tenants
• API Quick Start - Integrate programmatically
• Customization - Modify for your needs