Multi-tenancy and Data Management

When your Data Management system is set up for multi-tenancy, users can associate more than one company with their profiles. Users can create jobs and templates for these companies, and can use custom templates that have been created for the companies. Multiple companies can be added to custom templates so that the templates can be shared. For more information, see Creating customized job templates.

Best practice

For non-multi-tenant environments or centralized data administration, we recommend that all Data Management users have unrestricted access or they should have access to the company data they are loading. Centralized data administration can be implemented in a multi-tenant environment when you have defined a central group of users who will administer data across all tenants.

Example

A user's profile has company A and company B defined. The user can create separate jobs for company A and company B, create templates for company A and company B, and can also use the custom templates that have been created for either company.

If a custom template has been created for company B and company C, the user has access to the template because of their access to company B. The user cannot see custom templates created only for company C. Likewise, the user cannot see jobs, steps or staging form data created under company C; they can view jobs, steps, and staging form data only for company A and B, and can modify only jobs and steps that they own for company A and B.

Multi-tenancy and Data Management

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