How To: Create Tenant

Overview

A Tenant is the highest level in the evexus hierarchy of information.

The Tenant record is used to define global information relating to your account, including information about the company, logo assets, registration and accounting information, and global feature configuration.

Every Event is linked to a Tenant in the instance. Any information that is defined in the Tenant record is used in each of these Events.

The Tenant record is usually created by the evexus' Customer Success Executive once the Onboarding form has been received.

Task

Create, edit and manage a Tenant. 

Pre-requisites

  • Log in to the evexus event website/platform

  • Permissions granted of "Global Administrator" by evexus staff member. 

    • Please contact your Customer Success Executive if you require access

Instructions

  1. Within the Admin Tools Dashboard, navigate to 'Events' and then "Tenants" via the black navigational bar on the left-hand side of the platform.

  2. From this page, click "Create Tenant" which will now open up the next page where you can now input your Tenant details. 

  3. Within the "Create Tenant" page, you can now complete all the mandatory and additional information for the Tenant. The below table is a list of all the fields within the Tenant with information/notes, examples and states if they are mandatory or not. Once you have worked through the below table within the Platform, you can Submit the page. If this brings you back to the "Create a Tenant" page, please ensure you check through your page to rectify any error in the page and re-submit your page. If you have an error, please ensure you re upload your images and these do not "save". 

     

Item

Mandatory
(Yes/No)

Eg. 

Information / Notes

Item

Mandatory
(Yes/No)

Eg. 

Information / Notes

Tenant Info

 

 

 

Tenant Name

Yes

Evexus

 

Tenant Initials

Yes

EVEXUS

 

Company Legal Name

Mandatory if Registration is enabled 

 

Enter the company legal name if different to the name displayed above. This is used on invoices and other legal documents

Tax Identifier/Name

Mandatory if Registration is enabled

 

Enter the name of your tax identifier, i.e. ABN, VAT ID

Company Business Number

Mandatory if Registration is enabled

 

Enter the company tax number if applicable. Only enter the registration number, not any labels or other information

Tenant Contact Details

 

 

 

Support Email

Not mandatory but is recommended

 

This email shows within the platform footer

Enter an email address used as the reply-to address for all emails sent from the platform and for sending key notifications to

Accounts Email

No

 

Enter an email address where all invoice/payment emails are sent to as a BCC. This is also shown on the tax invoices

Mobile Phone Number

 

 

Enter a valid phone number, including country and area code, i.e. +61 3 9034 5221

Website 

Yes

 

Enter a valid website URL, including https://

Social Media Profiles

Not mandatory but is recommended

 

Twitter Profile
Enter a Twitter profile URL, including https:// 
Instagram Profile
Enter a Instagram profile URL, including https:// 
Facebook Profile
Enter a Facebook profile URL, including https:// 
LinkedIn Profile
Enter a LinkedIn profile URL, including https:// 

Tenant Address

 

 

 

Tenant Address

Mandatory if Registration is enabled

Enter the legal name for invoices i.e. Tax Invoice

 

i.e. Level 1

 

i.e. 97 Camberwell Road

 

i.e. Hawthorn East

 

ie Victoria

 

i.e. 3123

 

i.e. Australia

Invoice Name

 

Address Line 1

 

Address Line 2

 

Suburb

 

State

 

Post Code

 

Country

Tenant Styling & Appearance

 

 

 

Primary Colour

Yes

 

This pulls through to the Email Header (if no colours are put into the fields underneath)

This HEX code also pulls through to the Rich Colour Editor and it added to the colour palette. 

Secondary Colour

Yes

 

This pulls through to the Email Header (if no colours are put into the fields underneath)

Email Header Colour

No

 

TBA

Email Footer Colour

No

 

TBA

Tenant Images

Yes

 

 

Logo Image

Yes

 

Upload a logo to be shown in the platform. This is shown against a white background

Favicon

Yes

 

Square JPG image to be  used as the favicon.
The Icon circled below is an favicon. This is shown in a web browser. 

Screen_Shot_2022-08-26_at_9.18.25_am.png

It's suggested for this image/logo to have no text as it's quite small.

 

If no Favicon is loaded into the Event, it will default to this Favicon in the Tenant. 

Meta Logo

Yes

 

Square JPG image used as the meta logo.

Meta Logo relates to Google Search Engines and also relates to Meta Tags.

 

This image is also used for the Email Header Image if no image has been uploaded in the below section.

App Logo

 

 

Upload a square (192px x 192px) logo to be used for mobile applications

this is currently shown on a CPD certificate

Email Header Banner Image

No 

 

Upload a 700px x 200px PNG image to be used as an email header banner

If no image is uploaded here, the Email Header will show a gradient with the Primary and Secondary Colour, with the Meta Logo in the middle. 

Meta Tags

 

 

 

Meta title

Yes

 

Enter a title shown in search engines and when sharing pages from the Platform.
It is recommended to use the event name

Meta description

Yes

 

Enter a description shown in search engines and when sharing pages from the platform. It is recommended to use no more than two sentences. The Event Description is recommended. 

Meta Keywords

Yes

i.e. event,Evexus,virtual,conference

Enter keywords presented to search engines, separated by a comma.

Integrations

No

 

Please skip these fields and leave them all blank, unless otherwise advised. (They are not mandatory, even though they have a *)

Privacy Configuration

Complete if required

 

(more information to follow at a later date) 

Tenant Registration Configuration

 

 

 

User Registration

Either Enable or Disable

 

If enabled, users can register accounts in the platform. If disabled, no user accounts can be created, effectively disabling all registration processes

Per Event Registration

Choose Enable or Disable

 

Enable per event registration and content restrictions throughout the platform. If enabled, users are not granted access to any content until an event registration has been completed. DO NOT edit this unless you are positive you want to change how registration works, this is a GLOBAL setting

Login Link Expiration Length

(Magic Link) 

Update time accordingly if being used 

 

This link allows Users to login without using a password. 

How long a users login link should be valid for. For example, if you enter '1 week' links will be valid for 7 days after the link was generated. You can enter any standard time notation here e.g. '3 days and 12 hours' or '30 minutes'.

Feature Flags

 

 

 

Email Builder

Choose Enable or Disable

 

TBA

Tenant Status

 

 

 

Status

Ensure this is Enabled

 

 

Generate Sitemaps For Search Engines

Choose Enable or Disable

 

Enables the automatic generation of sitemaps for search engines to actively search and index the site for marketing purposes. This is highly recommended to leave this enabled to increase the visibility of the site in SEO ranks. If disabled, the site will be actively ignored by search engines, making this harder to find online without a direct link.

Enable SMS Notifications

Choose Enable or Disable

 

TBA

Events Hub

Choose Enable or Disable

 

TBA

Outcome

Once all mandatory and relevant fields are completed, you will now have a Tenant and can move on to Creating your Event.Â