Command Palette

Search for a command to run...

GitHub

Tenant Onboarding

Track new customer provisioning — subdomain setup, data import, admin invites, and go-live.

In Pipeline
5

Active onboardings

Provisioning
1

Infrastructure setup

Trial Setup
1

Evaluation tenants

Avg. Progress
45%

Across pipeline

Onboarding Pipeline
Active tenant onboarding workflows — stage, progress, and ETA
CompanyStageProgressChecklistOwnerStartedETA
Pulse Health ClinicsProvisioning
65%
4/6 completePlatform Ops2025-06-102025-06-14
GreenLeaf PharmaTrial Setup
90%
5/6 completeCustomer Success2025-05-282025-06-12
Orion TextilesData Import
40%
2/6 completePlatform Ops2025-06-082025-06-18
Skyline ArchitectsContract Review
20%
1/6 completeSales2025-06-112025-06-20
FreshFarm Co-opKickoff Scheduled
10%
0/6 completeCustomer Success2025-06-122025-06-22
Standard Onboarding Checklist
Template steps applied to every new tenant provisioning workflow
Contract signed
Tenant provisioned
Subdomain configured
Admin user invited
Employee data imported
Go-live verified