Sub-Tenants

A sub-tenant is a second organization under your account. It has its own workflows, agents, phone numbers, contacts and users, and it draws on the same billing plan as the organization that created it.

Use one when a part of your business needs to be kept apart — a brand, a region, a subsidiary, a customer you run Tandem for — but you want a single plan and a single set of owners across all of them.

What a sub-tenant shares, and what it doesn't

A sub-tenant shares exactly two things with its parent:

• Your billing plan. Its usage rolls up to the parent organization. A sub-tenant has no balance or invoice of its own.
• Your Owners. Everyone holding the Owner role in the parent organization becomes an Owner of the new one. That keeps up: give somebody the Owner role in the parent later and they become an Owner of every sub-tenant under it, replacing whatever role a sub-tenant had already given them.

Everything else starts empty. Workflows, agents, phone numbers, SIP trunks, contacts, knowledge bases, integrations and audio files are not copied, and neither are users who aren't Owners. Nothing is shared between the two afterwards either — a workflow in one organization cannot be used from the other.

Create a sub-tenant

You must be an Owner of the organization you're creating it under.

1. Go to Admin → Organization.
2. Select Create Sub-Tenant at the top of the page.
3. Give it a name no other organization in Tandem uses, and select Create Sub-Tenant.

The new organization exists immediately, and you'll see it in the organization switcher at the top of the page.

Its plan is the parent's. It starts with no organization email of its own: set one from the new organization's own Admin → Organization page after switching to it.

See and switch between your sub-tenants

Admin → Organization lists every sub-tenant under your organization, with its name, its organization ID, and a Switch button to move into it. Search the list by name or ID.

A sub-tenant created by a different Owner is listed too — it belongs to your account either way — but you can only switch into the ones you're a member of. The others have no Switch button until somebody invites you from inside them.

There's also an organization picker at the top of every page once you belong to more than one, showing the one you're currently in. A long list scrolls, and once you belong to five or more organizations the picker has a search box: start typing a name to narrow it. Either route does the same thing.

Switching reloads Tandem into the organization you chose, and takes you to the home page rather than leaving you on a page that may not exist there. Unsaved changes are not carried across.

Tandem remembers the organization you last switched into, so signing in again lands you back in the same one.

See a sub-tenant's activity from the parent

The parent organization's Admin → Audit Log and Insights → Call Logs include every sub-tenant's events and conversations, with an Organization filter to narrow them. See Sub-tenant events and Sub-tenant calls. This does not need you to be a member of the sub-tenant.

Add other people to a sub-tenant

Only Owners are copied in when a sub-tenant is created. To give anyone else access, switch to the sub-tenant and invite them from Manage Users, exactly as you would in any other organization. An invitation is per organization: someone invited to the parent does not gain access to a sub-tenant, and the reverse is also true.

The parent's Owners are not listed on the sub-tenant's Manage Users page. They have full access to it, and their role is set in the parent, so the list stays the people the sub-tenant itself added. To change what one of them can reach, or to take their access away, switch to the parent organization and change it there.

When an Owner disables someone in the parent, that person is also removed from every sub-tenant of the parent that the Owner also owns, and their access tokens there are revoked. Remove in the parent, and a disable by anyone who isn't an Owner, take them out of the parent only.

Losing the Owner role in the parent doesn't remove anyone from a sub-tenant. They keep the access they have, and they start appearing on the sub-tenant's Manage Users page, where an Owner of the sub-tenant can remove them.

Delete a sub-tenant

An Owner can delete a sub-tenant from its own Organization page. Its reporting stays visible to the parent as <name> (deleted). See Delete an Organization.

Billing

A sub-tenant's usage rolls up to its parent organization. It has no balance, invoice, or Admin → Billing page of its own: billing for every sub-tenant is managed from the parent.

Next steps