Tenant Management is a core capability of Expertflow CX that enables administrators to provision, configure, and maintain tenants in a multi-tenant deployment. It provides a standardized and repeatable approach to onboarding new tenants, enforcing per-tenant security policies, and giving operations teams clear visibility into tenant activity and health.
This section covers all aspects of tenant lifecycle management — from initial creation to updates and retirement — as well as the APIs and authentication mechanisms that underpin tenant isolation across the platform.
Intended audience: Platform Administrators, Solution Architects, and Backend Developers who design, configure, or consume tenant-related APIs.
Prerequisites
Before working with Tenant Management, ensure you have:
-
Access to the Tenant Management APIs or the Tenant Portal
-
Connectivity to Keycloak (master realm) for authentication and token issuance
-
A reachable OTP Manager instance if 2FA is enabled for any tenant
-
Appropriate roles and permissions to create, update, delete, and read tenant data