Add a tenant operator and assign permissions
Step-by-step Eprecus guidance for add a tenant operator and assign permissions.
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PLATFORM
Tenant Administration and Security Tasks
Practical help for tenant operators, permissions, devices, account security, and support requests.
Apply Payments, Void, Send Reminders, and Rerun
8.4.3 Apply Payments, Void, Send Reminders, and Rerun Open the tenant invoice. Record payment or review payment history. Void only when the invoice is invalid and approved for correction. Send reminders or rerun the invoice when recalculation is authorized.
Read articleAudit Capability Health and Manage Routing Rules
8.7.2 Audit Capability Health and Manage Routing Rules Open the assistant administration workspace. Review the capability audit to ensure connected functions are healthy. Review intent routing rules for privacy, scope, and correct capability matching. Create, update, or delete routing rules under change control.
Read articleCancel a Tenant Contract
8.3.4 Cancel a Tenant Contract Open the contract record. Confirm there are no unresolved service or invoice issues. Select Cancel Contract and provide the memo used for audit context. PLATFORM WARNING: Never cancel or suspend service as a shortcut for handling a billing dispute. Confirm contractual authority, pending usage, and communication history before changing service status.
Read articleCorporate Structure Mapping Before Operational Setup
8.2.2 Corporate Structure Mapping Before Operational Setup Open Org Setup immediately after sign-up and complete the structural model before any business records are created. Open Org Setup > Organization Profile and confirm the registered legal name, trade name, business registration numbers, primary country, and official contact details. Open Org Setup > Legal Entities and create each legal entity the organization will report under. For each legal entity, set the reporting currency, fiscal start month, base tax posture, and default address before saving. Open Org Setup > Currencies and...
Read articleEnd-to-End Onboarding Sequence
8.2.1 End-to-End Onboarding Sequence Open the Eprecus sign-up page and select Sign Up. Enter the business owner details, business name, email address, mobile number, and password, then select Create Account. Complete email or phone verification if the portal prompts you to confirm ownership. Sign in and choose Get Started or Start Setup when the onboarding wizard appears. In the onboarding wizard, complete the organization profile, primary contact, operating country, default currency, and industry selections. Open the subscription or billing step and confirm the plan, billing contact...
Read articleFeature Enablement and Purpose
8.2.3 Feature Enablement and Purpose After the structure is in place, open Org Setup > Features, Modules, or Feature Access and enable only the functions the organization is prepared to operate. Feature or moduleWhat it enablesEnable when Human ResourceEmployee records, contracts, leave, attendance, and workforce administrationEnable after legal entities, branches, and departments are ready for employee assignment. PayrollPay periods, payroll runs, statutory calculations, payslips, and disbursement outputsEnable only after HR structure, payroll market, tax posture, and banking governance...
Read articleFirst Administrator Readiness Check
8.2.4 First Administrator Readiness Check Ask each administrator to sign in and open the modules assigned to that role. Confirm that Finance can see entity and currency setup, HR can see branch and department structure, and Operations can see branch-level workspaces. Open Security Center and confirm the founding administrators have enabled two-step sign-in and reviewed active sessions. Open Billing and confirm invoice recipients, billing contacts, and service status are correct. Only after this check is complete should the team begin employee onboarding, supplier loading, customer loading...
Read articleGenerate and Manage Usage Estimates
8.3.2 Generate and Manage Usage Estimates Open Billing and select Current Estimate or Usage Estimates. Create a new estimate when forecasting service expansion, user growth, or transaction volume changes. Review the quote, export the PDF if required, and convert to a lead or change status as appropriate.
Read articleManage SoD Rules, Temporary Grants, and Access Reviews
8.6.2 Manage SoD Rules, Temporary Grants, and Access Reviews Create or update SoD rules when your control framework changes. Create temporary grants only with expiry and business justification. Approve, reject, or revoke grants based on evidence. Launch access reviews and record decisions for each review item.
Read articleManage Tiers, Contracts, and Credit Codes
8.4.1 Manage Tiers, Contracts, and Credit Codes Open the system billing center. Review pricing tiers, contract inventory, and active promotional or credit code definitions. Create or update pricing rules and grant credit only with documented approval.
Read articleOpen an effective support ticket
Step-by-step Eprecus guidance for open an effective support ticket.
Read articleRegister and Govern Devices
8.5.2 Register and Govern Devices Register a new device only through the approved process. Review the full device inventory for the tenant or environment. Revoke lost, retired, or compromised devices immediately.
Read articleReset a tenant operator's access safely
Step-by-step Eprecus guidance for reset a tenant operator's access safely.
Read articleRespond to Suspicious Sessions
8.5.3 Respond to Suspicious Sessions Open the admin session workspace. Search for the active session. Use Lock or Logout based on incident policy. Document the action in the investigation record.
Read articleReview Contract and Credit Position
8.3.1 Review Contract and Credit Position Open the tenant billing workspace. Review the current contract, service status, currency, and recipient setup. Check credit balance before authorizing discretionary usage or custom work.
Read articleReview Customer and Revenue Intelligence
8.8.2 Review Customer and Revenue Intelligence This section is for executive and platform-level monitoring only. Use it to review customer patterns in aggregate, confirm the predictive models remain trustworthy, and decide whether commercial teams need to investigate further. For customer-by-customer review work, use Volume 5: CRM & Sales including POS User Manual, especially 8.2.3 Review Customer Health and Value. Open the predictive insights workspace and load the customer or revenue summary view. Review aggregate outputs first, such as retention bands, churn-risk groups, cohort CLV...
Read articleReview Governance Summary and Segregation of Duties
8.6.1 Review Governance Summary and Segregation of Duties Open Access Governance. Review the summary dashboard and historical events. Run a segregation-of-duties check for a named user before role expansion.
Read articleReview HR Risk and Workforce Planning Signals
8.8.1 Review HR Risk and Workforce Planning Signals Open the HR intelligence workspace. Review overview and risk signals first. Inspect workforce plans, benefit plan logic, performance goals, succession candidates, and compliance automation when interpreting organizational exposure.
Read articleReview Inventory and Operations Optimization Signals
8.8.3 Review Inventory and Operations Optimization Signals Review valuation, reorder suggestions, and substitution or cross-sell logic to identify operational drag. Use these predictive signals alongside billing, security, and AI audits for monthly platform health reviews.
Read articleReview Invoices and Submit Credit Applications
8.3.3 Review Invoices and Submit Credit Applications Open the invoice list and review issued, due, paid, and overdue invoices. Open invoice lines or PDF detail when clarification is needed. If startup or promotional credit support is available, submit a credit application with clean business context and amount requested.
Read articleReview Tenant Usage and Run Billing Cycles
8.4.2 Review Tenant Usage and Run Billing Cycles Open the tenant overview and review high-level usage and contract state. Drill into a tenant summary, contract, invoices, and payments. Generate invoices for one tenant or in batch when the billing cycle is due.
Read articleReview Your Own Sessions and Devices
8.5.1 Review Your Own Sessions and Devices Open Security Center. Review My Sessions and My Devices. Revoke any session or device you do not recognize. Review your profile audit trail after unusual events.
Read articleReview, ban, or unban a device
Step-by-step Eprecus guidance for review, ban, or unban a device.
Read articleSuspend, Resume, or Cancel a Tenant Contract
8.4.4 Suspend, Resume, or Cancel a Tenant Contract Open the tenant contract in system billing. Confirm business reason, communication history, and risk level. Apply suspend, resume, archive, or cancel only with documented authorization.
Read articleUse Assistant Chat, Settings, and Prompt Templates
8.7.1 Use Assistant Chat, Settings, and Prompt Templates Open the AI assistant. Use the standard assistant chat for guided work and the live response view when your team needs to monitor a reply as it is being generated. Review user settings and update behavior preferences or controls where allowed. Review the prompt template catalog before designing custom workflows.
Read articleUse Enterprise Controls and Leave-Aware Control Views
8.6.3 Use Enterprise Controls and Leave-Aware Control Views Open Enterprise Controls. Review the cross-area summary and drill into operational records by area. Use workflow and status actions only after understanding the downstream effect. Review leave balances and leave calendar when the control narrative spans workforce obligations. STRATEGIC TIP: Temporary grants deserve the same executive attention as failed logins. They are often the cleanest early signal that a role design or process design problem is being worked around manually.
Read articleWhat This Module Sends / What This Module Receives
8.0.2 What This Module Sends / What This Module Receives DirectionModule handoffOperational meaning ReceivesAll operational modules -> Platform OperationsUsage, billing signals, access events, model telemetry, and control exceptions roll up here for executive supervision and tenant governance. ReceivesIntegrations -> Platform OperationsConnector status, webhook health, and environment readiness inform service risk and support posture. SendsPlatform Operations -> All modulesFeature enablement, branch/entity structure, access policy, and tenant lifecycle status determine what every...
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