The Management Portal for Multiple Organizations or Multitenant allows you to centrally manage multiple entities —the managed organizations— from a single location. This feature is ideal for companies with branches in different territories, business groups, or any structure with multiple operational units.
Navigation and Data Isolation
The portal makes it easy to move between organizations while keeping their data completely separate. From a single interface, you can:
Access information for each organization.
Monitor their progress.
Manage campaigns.
Create and customize content according to their needs.
Flexible Hierarchical Structure
Organizations can be related through a tree hierarchical model. Regions, subsidiaries, or offices can be configured as child instances dependent on a parent instance.
There is no limit to the number of levels: the portal reflects the organizational structure without restrictions and allows campaign and content management from the parent instance down to the child instances.
Centralized Campaign Scheduling
Scheduling is managed with a central calendar that can apply to all or only some instances, and within them to the groups, hierarchical levels, and functional areas you choose.
The components, topics, and scheduling options are consistent across all instances, ensuring homogeneous operation.
Content with Automatic Inheritance
Creating or customizing content is done only once in the top instance. That material is automatically inherited as predefined content in the dependent instances.
All management is done from the Personalized Content section of the parent instance.
Advantages of the Multitenant Portal
Centralized control: parent instances can audit and supervise subordinate ones with tree view filters.
Independent management: each organization can operate its platform in a decentralized, centralized, or mixed manner, as you define.
Whitelist per instance: if organizations use different technologies, it is possible to configure DMI (Direct Message Injection) as an independent sending method per instance.
Time zone per organization: each organization defines its own time zone and campaigns run at the corresponding local time.
Access Between Instances (SSO)
Administrators can access child instances from the parent instance using Single Sign-On (SSO):
- No need to manage separate credentials for each instance
- Allows seamless access between environments
- Maintains audit logs of access and actions
Ecosystem Instance Management
Multitenant instances include the Ecosystem > Instance Management section, from which it is possible to:
- Manage the inventory of organizations
- Monitor the status of each instance
- Directly access each environment via unified login
The section includes a table with information such as:
- Name: Corresponds to the official name of the organization (defined in the child instance configuration).
- URL: Web address for access.
- Validity: Shows the start and end dates of the contracted service.
- Time Zone: Time setting governing the campaign sends for that instance.
- Users: Breakdown of license status:
- Contracted: Maximum allowed limit.
- Active/Inactive: Actual number of users registered on the platform.
Individual Actions (The "Actions" Button)
In the last column of each row, you will find a dropdown button called "Actions". This menu allows you to manage a specific instance:
- Edit instance: Opens the configuration panel to modify data specific to the organization.
- Shortcuts (SSO): The options Manage users, Manage integrations, and View reports function as a "Single Sign-On" access.
By clicking, the system will automatically redirect you to the corresponding section within the child instance, without needing to enter additional credentials.
| Security Note: Your access will be logged in the audit logs of the target instance to ensure traceability. |
Bulk Actions (Batch Editing)
To speed up maintenance, you can select multiple organizations using the checkboxes located to the left of the table.
When selecting one or more rows, the option will be enabled:
- Change Time Zone: Allows applying a new time zone to all selected instances simultaneously.
Campaign Creation in Multitenant Environments
The campaign creation process is organized into two stages:
- Selection of recipient instances
- Using an advanced filter
- With a dedicated interface
- Definition of the audience within the selected instances
- All active users
- Or a manual selection
This approach allows:
- Greater precision in segmentation
- Clearer and more organized configuration
💡Best Practices
- Properly define the hierarchical structure before implementation
- Use SSO to simplify administration
- Leverage the Ecosystem section for centralized monitoring
- Validate campaign segmentation before execution