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Tenant onboarding: workspace, branding, and API keys
A new tenant is live and needs the dashboard to look like their program, with keys and webhooks ready for their integration — before agents start working files.
What you use
- Getting started for login and roles
- Tenants for workspace, branding, security, API keys, and webhooks
These areas are usually available to Tenant Admin.
Worked example
A Tenant Admin at Riverbend Credit Union signs in on day one.
- Confirm they can see Agent Dashboard, Tenants, and the other menus their role allows. If a menu is missing, another admin must change their role.
- Open Workspace and set the workspace name.
- Open Branding and apply the credit union’s white-label options.
- Create an API key for the integration team and store it in the tenant’s secret store — the dashboard will not show the full key again after you leave the create flow (follow the API keys guide).
- Add a webhook endpoint for the events the integration needs.
- Review Security and Configuration before inviting underwriters and CSRs.
Best practices
- Complete workspace, branding, keys, and webhooks before you invite a wide agent population.
- Treat API keys as secrets. Create a new key if one is exposed; do not paste keys into chat or tickets.
- Give people the smallest role that lets them do the job. Tenant Admin is not required to work applications.
- If someone cannot see a menu, check role first — see Platform overview.