SDR Platform
Tenant onboarding

Create the structure before the workflow starts.

Registration creates the tenant, its first workspace and exactly one owner identity. New users continue immediately. Existing users recover access by email.

  1. 1. Tenant
    Company-level data boundary
  2. 2. Default workspace
    Created now; add and rename more later
  3. 3. Projects
    Every project owns exactly one workflow

Register a new tenant

The owner can later add unlimited users or transfer ownership.

Add a different profile / brand name
✓ At least 12 characters
✓ No more than 128 characters
✓ One lowercase letter
✓ One uppercase letter
✓ One number
✓ One symbol
✓ Does not contain your name or email
✓ Not found in known password breaches
Created together: 1 tenant + 1 default workspace. A project and its workflow are created when you add the first project.