HATZ AI: Create & Manage Tenants, Users & Invite Links

Navigating to the Tenants Tab

The host begins by showing how to access the 'Tenants' tab within the Hats admin portal, which is the starting point for all tenant management actions.

Creating a Single Tenant

A step-by-step guide on creating a single tenant, including entering a tenant name and selecting an available package, demonstrating the basic creation process.

Adding Users to a Tenant

The video explains two methods for adding users to a newly created tenant: individually or via a CSV invite, providing a high-level overview of each.

Configuring Invite Links for Tenants

Detailed instructions on enabling and configuring a unique invite link for a tenant, including setting default user roles and whitelisting allowed email domains for secure access.

Bulk Tenant Creation via CSV

A demonstration of how to create multiple tenants simultaneously using a CSV file, outlining the required fields like tenant name, package, invite link status, and email domains.

Handling CSV Upload Errors

The host intentionally introduces errors in a sample CSV to show how the platform highlights invalid entries and allows for corrections during the bulk upload process, such as fixing roles or invite link settings.

Resolving Duplicate Domain Errors

An explanation of how the system handles duplicate email domains across tenants, illustrating that a domain can only exist in one tenant and generating an error if duplicated.

Exporting Active Invite Links

Instructions on how to retrieve a CSV of all active invite links from the admin portal dashboard, ensuring that administrators can always access this crucial information.