This is our best practice guide on how to create a new tenant in your Planner solution. If you have enabled that users can create themselves, this will let them create themselves and get their own billing account. If you are using Visitor it will also ensure they are under their own company in Visitor.
Table of contents
- Requirements
- How to create a company
- How to create department
- How to connect domains
- How to create a Meeting type
- How to Connect billing account and Meeting type to a department
- How to delete companies or departments
Requirements
- Windows PC or Windows Server
- with access to the Planner Web installation via http/https
- User account in Planner that can work as a service account. It only requires local booker rights.
How to create a company
- Go to Planner
- Go to the Administration tab and click on the Organization tab
- Go to Company and click on add a new company
- A pop-up window will appear where you can name the firm/company
- Press Create and all your created companies will be displayed under the Company tab
Now you have successfully created a company in your planner solution.
How to create a department
- Go to Planner
- Go to the Administration tab and click on the Organization tab
- Go to Departments and click on Add new department
- A pop-up window will appear where you can name the firm/company
- Press Create and all your created departments will be displayed under the Department tab
Now you have successfully created a department in your planner solution.
How to connect domains
This should be done for both the company and the department. The process is the same for both.
- Go to Planner
- Go to Administration tab and click on the Organization tab
- Click the company or department
- Click Add email domain
- Type in your domain and click Save
How to create a billing account
- Go to Planner
- Go to the Administration tab and click on the Settings tab
- Click on Billing
- Click New billing account
- Name it and click save
How to create a Meeting type
- Go to Planner
- Go to the Administration tab and click on the Settings tab
- On the left side, click "Meeting Types"
- Click "New Meeting Type"
- Give the new meeting type a name
- ID can be anything from letters to numbers
- Choose what features the meeting type should have
- "Participants must be specified" Which means you have to specify the guests that are attending the meeting
- "Active" if the meeting type should be active on creation
- "is default" if the new meeting should be the default
- Add the meeting type to the departments which should be able to have that meeting type.
Under the tab "Organization" you can also add the meeting types to the wanted department by going down to the department and adding the wanted meeting type to it.
How to Connect billing account and Meeting type to a department
- Go to Organization
- Click on your department
- Click on Billing accounts
- Click on the + to add them to your department
- Click on Meeting Types
- Click on the + to add them to your department
You can add both the meeting types and billing account to the wanted department by choosing the department and then add the wanted meeting type and billing account by clicking Green plus or delete them by clicking the Red trashcan.
How to delete companies or departments
This can be done for both the company and the department. The process is the same for both.
- Go to Planner
- Go to the Administration tab and click on the Organization tab
- Go to Company or Department and click on the desired comapany/ department
- Press on the trash icon.
- A pop up window will appear and press delete.
Now you have successfully deleted a company or department in your planner solution.
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