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Tenant Admin role

Purpose​

Define responsibilities for tenant configuration, access control, and master data governance.

Primary responsibilities​

  • Create and manage users in User Management
  • Create roles and assign permissions in Role Management
  • Maintain sites in Site Management
  • Maintain assets in Asset Management
  • Govern templates in Templates
  • Manage tenant settings in Tenant Configurations
  • Support inspection operations using Inspection Management
  • Provide reporting access and exports using Report Management
  • Manage billing access in Account Management (where enabled)

Enterprise governance note​

Tenant admins should establish a simple access and change-control practice:

  • define who can change master data and templates
  • keep a record of major template changes
  • restrict broad admin roles to a small, trained group

Need step-by-step instructions? If you already have access to the app, open the Role Guides in the private documentation area (requires login).