The Subtenant feature allows for individual advisors or satellite firms to have their own Client Portals or Billing subsets within the platform.
Subtenant-specific settings are managed under Run Business > Firm Profile, within the Firm, Template Texts, and OWM tabs.
The Subtenants tab is the control center of the subtenant feature. Within this tab, new subtenants can be created, edited, deleted, activated, or disabled.
Prior to creating a Subtenant, you will want to create all relevant Advisors and Advisor Codes that will belong to the Subtenant. Each Subtenant must use unique Advisor Codes; they cannot be shared between Tenant or Subtenants.
The majority of the settings will be inherited from the main Tenant settings.
Configuration for the Subtenant Client Portal will largely be identical to establishing OWM Settings for the main tenant with the following exception:
Be sure to clickat the bottom of the OWM Settings page to complete the Subtenant OWM activation.
The following tabs under Run Business > Firm Profile can be configured at the Subtenant level. Navigate to any of these tabs, select the Subtenant from the upper-right drop-down, and click to make changes for a particular Subtenant. Configuration will function identical to Tenant configuration in these areas but changes will apply only to the Subtenant.