In Bryt Admin: 

• Log In to the Bryt Admin Page and click the 'Add Tenant' button 

  • The Display Name and Company Name should be the same​

  • Contact Name is the account holder's First and Last name

  • Time Zone: You'll want to verify this with the client before creating the tenant, this is important so their tenant updates tenant-wide data at the right time. 

  • If they're a professional version user (most Multi-Tenant users are) then check the checkbox for 'Unlimited Loans'

  • Otherwise, set 20 for the max number of loans (Business version user)

  • Mirror the number of users according to their existing tenant, unless otherwise specified by the client. Some may only want access to themselves and not others. 

  • Do not check the box for Generic Settings since this will be set up by the client. 

• Once that's all set, finish by clicking 'Create'

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In Chargify (Maxio):

• Check to see if there was an extra subscription created (should only be one - if they've previously signed up for a free trial organically) 

  • Check for this added subscription the following day to ensure there is no subscription created.​

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In Salesforce: 

• Do nothing - service is set so that the next free trial is assigned the following tenant ID after the internally created tenants.