Create Tenant accounts

When creating new tenants accounts, you can add tenants in Production mode or Trial mode. Trial accounts are valid for 60 days. If your Service Provider account is a Trial account, you can only add Trial Tenant accounts.

Add a Tenant account

1.      Log in to a Service Provider Tenant account.  

2.      Click > Service Provider > Tenants. The Tenants List page appears.

3.      Click Add. An Add Tenant page appears.

4.      Enter the Contact Information, as follows:

a.      Enter the user's First Name.

b.      Enter the user's Last Name.

c.      Enter the user's User ID. The user ID is used to log into Identity as a Service.

Tip: Record this User ID in a separate location so that the user can reference it when logging in to the account.

d.      Enter the user's Email address. The e-mail address is used to deliver OTP authentication emails.

e.      Optional. Enter the Mobile device number.

Note: The Mobile number you enter is the number that receives any One-Time Passwords (OTPs) generated by Identity as a Service for authentication purposes. The user can set up to use other authenticators after logging in for the first time. However, they must use OTP to log in for the first time. If Identity as a Service cannot connect with the mobile number entered, the OTP is sent to the user's email address.

5.      Enter the Company Information as follows:

a.       Company Name filed, enter name of the company or team that will manage the tenant account

b.      Optional. From the Company Country drop-down list, select the country where the company creating this Identity as a Service account is located.

c.      Optional. If you select Canada or the United States as the  Company Country, in the Company Province/State field enter the province or state.

6.      Enter the Account Information, as follows:

a.      In the Account URL field, enter a custom domain name. The value entered is combined with the hosted region of the Service Provider account to create a custom URL. For example, an account with the domain name example that is created by a Service Provider account in the United States would generate the custom URL example.us.trustedauth.com.

b.      By default, the Account Type is Authentication.  

7.      Click Next. The Add Tenant page updates to set the Contract Information and Entitlements Details.

8.      Enter the Contract Information:

c.      Select the Contract Mode from the drop-down list. Trial accounts are valid for only 60 days. If your Service Provider account is a Trial account, you can only add Trial Tenant accounts. See About account entitlements for more information on account limitations.

d.      Optional. Enter the following:

–  Customer ID

–  Contract Number

–  Entitlement ID

9.      Enter the User Entitlement Details, as follows:

Note: You cannot modify dates and quantities of trial accounts.

a.      Enter the Quantity of Entitlements.

Note: The entitlements given to a new Tenant account cannot exceed those of the Service Provider account that created the Tenant account. Entitlements given to a Tenant account are subtracted from total number of entitlements available for the Service Provider. See About account entitlements.

Tenant account entitlements can be modified by a Service Provider with the appropriate role (see Managing Service Provider roles).

b.      By default, the start date is the date the account is being created. To modify the date, click the Start Date field and from the calendar select the start date for the entitlements and click OK.

The start date cannot be before the start date of the Service Provider account contract. You cannot modify dates and quantities of trial accounts.

c.      Click the End Date field and from the calendar select the expiry date for the entitlements and then click OK.

The end date cannot be later than the Service Provider account contract end date.

Note: Accounts are locked once the entitlements reach the expiration date.

10.  Select the Bundle Type from the drop-down list. The bundle type determines the Identity as a Service features available to the Tenant account. Trial accounts only have access to features of a Plus account. See About Service Provider bundles for more information.

Note: For more information on features available in the different bundles, see https://www.entrust.com/digital-security/identity-and-access-management/products/identity-as-a-service.

11.  Select Enable SMS/Voice Entitlements to allow the tenant to deliver OTPs by SMS or Voice.

12.  If you select to Enable SMS/Voice Entitlements, complete the following:

a.      Enter the Quantity of SMS/Voice Credits.

Note: Email OTP is always available even if there are no SMS/Voice credits.

b.      By default, the start date is the date the SMS/Voice Credits are available to the Tenant account. To modify the date, click the Start Date field and from the calendar select the start date for the entitlements and click OK.

c.      The start date cannot be before the start date of the Service Provider account contract. You cannot modify dates and quantities of trial accounts.

d.      Click the End Date field and from the calendar select the expiry date for the Voice/SMS Credits and then click OK.

The end date cannot be later than the Service Provider account contract end date.

e.      Optional. Enter the Renewal Quantity. This is the number of SMS/Voice Credits automatically renewed for the Tenant account when it reaches the SMS/Voice Credits entitlement end date.

13.  Click Next. The Review Details page appears.

14.  Review the details and click Add. You are returned to the Tenants List page.

15.  The following occurs when you create a new account:

●       A progress window shows the account creation progress. Once the Tenant Account creation is complete, the Tenant appears on the Tenants List page.

●        The Contract Mode lists whether the account is a Trial or Production account.

●       The tenant receives an email with information about their account.

16.  If you need to, click to refresh the details on the Tenants List page.