Best practise on how to create a new tenant in a multicompany house

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.

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.