Users & Cooperations Desk Praxis Kasse

Learn how to give users and cooperation partners access to specific tenants, and how to switch between tenants in the app.

Prerequisites

• The tenants module is activated in your license.
• You have admin permission in offisy.
• The users or cooperation partners are already created in offisy.

Assign a user to a tenant

Tenant assignment for users is done through user management, not through tenant settings.

1. Open Settings → Users.
2. Click the action menu for the desired user.
3. Select Assign tenants.
4. Choose Full access (access to all tenants) or Custom (select individual tenants).
5. Click Save.

A user can be assigned to multiple tenants. They only see data for the tenants they are assigned to.

Note: Users with admin permission have full access to all tenants by default.

Assign a cooperation partner to a tenant

Tenant assignment for cooperation partners is done through cooperation management.

1. Open Settings → Cooperations.
2. Click the action menu for the desired cooperation user.
3. Select Assign tenants.
4. Choose Full access or Custom and select the desired tenants.
5. Click Save.

Switch tenants in the app

Click the tenant dropdown in the app (shows the currently active tenant). Select the desired tenant from the list. The view immediately switches to the data of the selected tenant.

Invoices, documents, and other entries are always assigned to a tenant. After switching, you only see the data of the active tenant.