Tenants
Each tenant is an isolated workspace — its own data, users, and configuration. Add a new tenant when onboarding a new customer.
Setup checklist · Helios Therapeutics
3 of 7 steps complete. Click any row to jump to the relevant admin page.
- ○Configure →Veeva connectionConfigure vault domain, username, and password reference
- ⚠Configure →SFTP sourceFeeds added but main connection not configured
- ✓View →Email drops1 drop fully configured
- ○Configure →Account mappingsNo mappings yet — bulk-upload a CSV or wait for unmapped accounts to surface
- ○Configure →Scoring attributesNo attributes yet — use AI auto-discover or add manually
- ✓View →Goals120 goals saved across periods + metrics
- ✓View →Team3 users provisioned
Create tenant
| Slug | Name | Status | Created |
|---|---|---|---|
| demo-helios | Helios Therapeutics | active | 2026-05-04 |
| beta-bio | Beta Bio | active | 2026-04-21 |
| acme-pharma | Acme Pharma | active | 2026-04-21 |