FAQ — Platform Administration
Frequently asked questions for Platform Admins managing the Survanta platform.
Q: How do I create a new tenant?
Use the Platform tenant creation action with System.ManageTenants. Provide display name, optional legal name, unique slug, tenant type, and optional logo. This creates an active tenant shell only; plan/subscription assignment and Tenant Admin creation/invitation are separate authorized workflows and are not automatic side effects of tenant creation.
Q: How do I change a tenant's subscription plan?
Use /Platform/Orders to review a submitted PlanChange order and approve or reject it. Approval issues its invoice as Unpaid; the plan and frozen entitlement snapshot change only after full payment is recorded or proof verified. The selected-tenant details action can separately set CurrentPeriodEnd, but it does not assign a plan, apply arbitrary overrides, or generate an invoice.
Q: How do I reset a tenant user's password?
The current Platform tenant-user controllers expose direct creation and invitation workflows, but no dedicated Reset Password action or guaranteed temporary-password operation. Direct users should use the account's supported recovery flow; mobile Researcher recovery is currently incomplete after code confirmation and may require support intervention.
Q: How do I send a notification to all tenants?
Use the Platform Notifications controller with System.ManagePlatformNotifications. Dashboard and mobile notification actions accept selected tenant IDs, and sending to all tenants requires explicit ConfirmAllTenants. The current controller does not make plan-based audience selection or optional email delivery part of this same action.
Q: How do I record a payment for a tenant?
Open the commercial order at /Platform/Orders/{id}. For a Submitted or Approved order without a payment record, POST /Platform/Orders/{id}/cash records the invoice's exact full amount/currency as verified Cash and applies the order. Alternatively, verify a submitted proof at /Platform/Orders/{id}/proof/verify. Arbitrary amount entry and partial payments are unsupported.
Q: Can I delete a tenant?
The current tenant administration service implements deletion as SoftDeleteAsync: it marks the tenant deleted, sets TenantStatus.Deleted, and records deletion metadata. It does not hard-delete all users, surveys, files, and responses. Do not promise irreversibility, physical erasure, or a name-confirmation UI unless the invoking controller and approved retention policy explicitly provide them.
Q: How do I deactivate a tenant without deleting them?
Use the Platform tenant Suspend action to set TenantStatus.Suspended; the central subscription gate treats any tenant status other than Active as blocked. Reactivate with the explicit Reactivate action. These status changes do not themselves delete tenant domain data, but subscription status/dates can still block plan-gated access after tenant reactivation.
Q: How do I approve or reject a billing request?
Open /Platform/Orders and filter by order status/type. Approve a Submitted order at POST /Platform/Orders/{id}/approve with optional admin notes, or reject it with a required reason. There is no separate billing-request conversation entity. Approval issues the invoice; payment verification later applies the order and entitlements.