workflow · Agency

Add a sub-tenant

Onboard a new client.

10 min to completeagency, tenantUpdated 2026-05-26 · v2
Launch this workflow
Opens /agency in your workspace

Why use this

You onboard a new client tenant in minutes with a pre-built configuration ready to apply.

Benefits:

  • Cuts new-client setup from hours to minutes
  • Applies a snapshot so config is consistent across clients
  • Keeps every client tenant isolated and billable

Who this is for: Agency. Time to complete: ~10 minutes.

Outcome

A new client tenant under your agency.

Steps

  1. Open /agency.
  2. Add tenant action.
  3. Fill client details.
  4. Apply snapshot if you have one.

Related

  • help-agency, workflow-agency-snapshot.