Assign tenant plan to qualifying new member accounts
Assign tenant plan to qualifying new member accounts
When new members aren't assigned a tenant plan, your onboarding queue fills and tenants wait for access. This assigns the tenant plan automatically so provisioning completes and tenants can start setup same day.
Overview
Stop leaving tenant provisioning to manual follow-up and reduce onboarding queues. This flow assigns the tenant plan for approved new members automatically, so onboarding coordinators can hand off ready accounts the same day.