User Manual

08.13.2024

MANUAL

Tenant Management Function

## What is a Tenant? It is a container that contains all sites, departments, groups, users etc. ## Tenant Management You can change the tenant settings by performing the following operations. "Tenant Administrator Privileges" are required to configure settings. ![image](https://pleasanter.org/binaries/1a222aa91e6242ef92a17e9773863622) 1. Open the "Manage" menu and click "Tenant Management". 2. Enter the required information in the table below. |Item name|Description|Setting method| |:---|:---|:---| |Title|Tenant title displayed in the upper left of the screen|Enter optional title| |Logo Type|Tenant logo displayed in the upper left of the screen|Specify display format as image only/image and text| |Dashboard|Dashboard to set as top screen|Select from created dashboards| |Theme|Theme to apply to the relevant tenant|Select "[User Interface Themes](/en/manual/user-management-theme)"| |Do not use all user permissions|Prohibit the use of all user permissions|Check if you do not want to use "All User Permissions" in cases where you are sharing with multiple business partners| |Disable API|API function|Checking will disable API functions for the relevant tenant| |Do not use the start guide|Display "Display start guide" in the user menu|Check to not display in the user menu| |Logo Image (file)|Image file to display as the tenant logo|Upload optional image file| |HTML Title (top)|HTML title when the site top is displayed|Enter optional title| |HTML Title (site)|HTML title when the site top is displayed|Enter optional title| |HTML Title (record)|HTML title when the site top is displayed|Enter optional title| |[ProductName]|Display product name (Pleasanter)| |[TenantTitle]|Display the tenant title| |[SiteTitle]|Display the site title| |[RecordTitle]|Display the record title| |[Action]|Display the action name when the screen is displayed (e.g., List, Create New, Edit, Gantt Chart, etc.)| |Top Style|Style when the site top is displayed|Enter optional CSS| |Top Script|optional script to run when the site top is displayed|Enter optional script| |LDAP Sync|Perform LDAP Sync by pressing the button|The button will be displayed if SyncByLdap is set to true in [BackgroundService.json](/en/manual/background-service-json). (Supported versions: Pleasanter 1.3.19.0 and later)| 3. Click the "Update" button. ## Start Guide This is the start guide displayed on the top screen. You can close it by clicking the x in the upper right. Check "Don't show start guide next time" to prevent it from being displayed next time onwards. If you close it with the x in the upper right without checking it, it will be displayed when you display the top screen again. ![image](https://pleasanter.org/binaries/52e4569a6aba4334a1d5074ad11f061a) ## Dashboard Set the created "[Dashboard](/en/manual/dashboard)" as the top screen. ### How to Display the Original Top Screen After setting the "[Dashboard](/en/manual/dashboard)" as the top screen, if you want to display the original top screen, please display it using the following method. 1. Add a "Quick Access" part with the site ID set to 0. 1. Specify the URL directly.http://{server name}/items/0/index (*1) (*1) Please edit the {server name} part as appropriate to suit your environment. For pleasanter.net, the format is as follows:<br>   https://pleasanter.net/fs/items/0/index ### Simultaneous Setting with Locations.json If you set the "[Dashboard](/en/manual/dashboard)" as the top screen, the settings in [Locations.json](/en/manual/locations-json) will be ignored. ## Related Information <div id="ManualList"><ul><li><a href="/en/manual/tenant-htmltitle">Tenant Management Function: HTML Title</a><span>10.08.2024 up</span></li> <li><a href="/en/manual/background-server-script">Tenant Management Function: Background Server Script</a><span>08.13.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/user-management-theme">User Management Function: Customize User Interface Themes</a><span>10.04.2024 up</span></li></ul></article> <ul><li><a href="/en/manual/dashboard">Dashboard Function</a><span>12.19.2024 up</span></li></ul></article></div><input id="SearchTextHidden" type="hidden" value="" />
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