Summary
This guide covers how platform administrators manage tenants (Skills Development Providers and employers) on skillSYMS. You’ll learn how to review onboarding requests, create new tenants, configure tenant-level settings and features, and handle the tenant lifecycle including suspension and termination.
Who This Guide Is For
- Platform administrators (SuperAdmin) provisioning new customers
- Operations staff handling tenant onboarding requests
- Support staff troubleshooting tenant configuration
Prerequisites
Before you begin, ensure you have:
- Platform administrator credentials with tenant management permissions
- The new tenant’s legal entity details (name, SDL number, contact)
- The agreed plan or pricing tier for the tenant
Step 1: Review Onboarding Requests
Navigate to Admin → Tenants → Requests.
This screen lists incoming tenant onboarding and plan requests awaiting review. For each request you can:
- Inspect the submitted organization details
- Approve and convert the request into a live tenant
- Reject requests that don’t meet criteria
Tip: Always confirm the SDL/SDP accreditation number before approving — it cannot be silently changed later without an audit entry.
Step 2: Create a New Tenant
Navigate to Admin → Tenants → Add Tenant.
Complete the new tenant form:
- Tenant Name: The legal/trading name of the organization
- SDL Number: The skills development levy number
- Instance Code: The short code used for the tenant’s environment
- Primary Contact: Name and email of the tenant owner
- Plan: The subscription plan to assign
Submitting the form provisions the tenant and creates the initial owner record.
Step 3: Configure Tenant Settings
Navigate to Admin → Tenants, then open a tenant to reach its detail page.
From the tenant detail screen you can manage:
- Branding — upload logos and set tenant colours
- Features — toggle which platform modules the tenant can access
- Instance code — the tenant’s environment identifier
- Allowed hostnames / domains — custom domains the tenant may use
- Health — review the tenant’s operational status
Tip: Feature toggles take effect immediately. Coordinate with the tenant before enabling or disabling a module they rely on.
Step 4: Manage Custom Domains
On the tenant detail page, open the Domains section to add or remove custom hostnames.
- Click Add Domain
- Enter the fully-qualified hostname
- Save, then complete any DNS verification the tenant is asked to perform
Removing a domain immediately stops it resolving to the tenant.
Step 5: Suspend, Unsuspend, or Terminate
From the tenant detail page you can manage the tenant lifecycle:
- Suspend — temporarily block access (e.g. for non-payment)
- Unsuspend — restore a suspended tenant
- Rotate Key — issue a fresh API key for the tenant
- Terminate — permanently decommission the tenant
Tip: Suspension is reversible; termination is not. Export any required compliance data before terminating.
Step 6: Review the Tenant Audit Trail
Open the Audit tab on the tenant detail page to see a chronological record of administrative actions taken against the tenant. Use this when investigating support tickets or compliance queries.
Common Mistakes to Avoid
- Approving without verifying accreditation: Always check the SDL/SDP number against official records first
- Disabling features on active tenants: Toggling off a module mid-use can break learner workflows
- Terminating instead of suspending: Termination is permanent — use suspend for temporary blocks
- Forgetting domain DNS verification: Custom domains won’t work until the tenant completes DNS setup
Verification Checklist
Before considering a tenant live, verify:
- Onboarding request reviewed and approved
- Tenant created with correct SDL number and instance code
- Plan assigned
- Required features enabled
- Branding and any custom domains configured
- Owner can log in successfully
Next Steps
- User Management & RBAC — Provision users and assign roles for the new tenant
- Billing & Subscriptions — Set up the tenant’s subscription and invoicing
- Feature Flags & System Settings — Configure platform-wide settings