Tenant Management
Feature Overview
Tenant Management is a platform administration feature within CoreStack's Platform module that allows Account Admins and Tenant Admins to create and manage organizational tenants. Tenants are isolated governance units within a CoreStack account, each maintaining its own cloud accounts, policies, users, and roles. Available actions include creating tenants, renaming them, managing administrators, suspending or deleting tenants, and configuring cloud account and notification settings. This feature does not cover cloud account onboarding or user role assignment outside of tenant-scoped administrators.
Note: Account Admins have access to all tenants. Tenant Admins are scoped to a single tenant.
How It Works
Tenants are created from the Tenant Management screen and become active immediately. Each tenant operates as an isolated governance context — cloud accounts, policies, and configurations within one tenant are not visible to users in another. Admins manage tenants through the Tenant Info panel on the right side of the screen, where settings, administrators, status, and the tenant name can all be updated.
Prerequisites
Before you begin, ensure the following:
-
Role: Account Admin or Tenant Admin in CoreStack
-
Access: Settings > Tenant Management
-
For renaming: the Tenant ID is immutable — only the display name can be changed
Creating a New Tenant
Navigate to Settings > Tenant Management and click the Tenants tab.
Step 1: Open the Create Tenant form
Click the + icon at the top of the tenant list.
Step 2: Enter the tenant details
| Field | Description |
|---|---|
| Tenant Name | Unique name for the tenant within this account |
| Description | Short description of the tenant's purpose |
| Email Notification | Jobs: notifications for job executions. Cloud Account Configuration: notifications for cloud account access failures |
| Configuration Management | Enable ITSM Change Management and/or Change Tracking Reference |
| Activity Queue | Select activity queues and configure each queue's details |
Step 3: Save the new tenant
Click Create Tenant. The tenant appears in the Active tenants list.
Note: Users may need to re-login to see the new tenant reflected in their session.
Additional Tasks
Adding Administrators
Navigate to Settings > Tenant Management, select a tenant, then in the Tenant Info panel:
- Expand Administrators.
- Select a user from the dropdown.
- Click + to assign them as a tenant administrator
Managing Existing Tenants
Select a tenant from the list. The following actions are available in the Tenant Info panel:
| Action | How |
|---|---|
| Edit settings | Click the Edit icon at the Tenant Status row |
| Suspend | Click the Suspend icon at the Tenant Status row |
| Reactivate | Click the Reactivate icon at the Tenant Status row |
| Delete | Click the Delete (X) icon at the Tenant Status row |
| Edit notification settings | Expand Notification Settings → Edit |
| Edit cloud account settings | Expand Cloud Account Settings → Edit |
Renaming a Tenant
Navigate to Settings > Tenant Management. The Tenants tab is active by default.
Click the tenant you want to rename. The Tenant Info panel opens on the right.
Note: A View history link next to Tenant Name indicates the tenant has been renamed before — click it to open rename history in the Audit Log.
Step 1: Open the inline edit field
Click the pencil icon next to the Tenant Name field. The field becomes an editable text input.
Step 2: Enter the new name
Type the new tenant name.
Requirements: must be 3-100 characters long, with no special characters ('" # ? / ), and the first character must be alphanumeric (Abc, 123).
Tip: Click the cancel icon to discard without saving.
Step 3: Click Apply
Click Apply. The RENAME TENANT? confirmation dialog opens.
Step 4: Review the confirmation dialog
Important: Previously downloaded files (PDFs, CSVs, reports) that reference the current tenant name will not be updated. Communicate this change to affected users before proceeding.
Step 5: Acknowledge and confirm
Check the acknowledgment checkbox, then click YES, RENAME.
The dialog closes and the rename takes effect immediately across all dashboards, reports, and selector dropdowns. An Audit Log entry is created and a View history link appears in the Tenant Info panel.
To view rename history, click View history in the Tenant Info panel.
Frequently Asked Questions
Q: Will renaming a tenant affect historical data?
No. The Tenant ID is unchanged — all historical cost data, compliance records, and configurations are preserved. The new name propagates immediately to dashboards and reports going forward.
Q: Will previously downloaded reports show the new name?
No. Files downloaded before the rename retain the old tenant name and cannot be updated retroactively. All newly generated reports use the new name.
Q: What if the name I enter is already in use?
An inline validation error appears below the Tenant Name field. Enter a unique name to proceed.
Q: Can I undo a rename?
There is no automated undo. Repeat the rename process to revert to the original name. Full rename history is available via the View history link in the Tenant Info panel.
Troubleshooting
The pencil icon does not appear next to Tenant Name
Cause: Your role does not have rename permission. Only Account Admins and Tenant Admins can rename tenants.
Solution:
- Verify your role at Settings > Identity and Access Management.
- If your role is correct and the icon is still missing, contact CoreStack support to confirm the feature is enabled on your account.
Dashboards still show the old name after renaming
Cause: Browser cache.
Solution:
Reload the page (F5 / Cmd+R). If the old name persists, log out and back in. Note that previously downloaded files will always retain the old name — this is by design.
If the issue continues, contact CoreStack support with the account name, affected module, and timestamp of the rename.