Recorded live walkthrough · 2:01 · English captions
Add a Tenant and Contact — Guided Video Walkthrough
Follow Add a Tenant and Contact in Proplix with genuine application footage, clear narration and checked English captions.
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Fictional training records. Feature availability depends on your plan, enabled modules, permissions and connected services. Private verification and provider authorisation are completed off screen.
Read the video transcript
Create the tenant account with the correct account group. Enter the name and contact address, then save. Use a separate contact and review portal permissions before inviting someone to sign in. This keeps each person linked to the right business relationship.
Add the named contact under the correct tenant account. Enter their name and work email, then review portal permissions and email notification preferences. This training contact uses a fictional email address, and no welcome email will be sent.
After completing password preparation privately, save the contact and check that it appears under the correct account. The contact is now available for the related portal and workflow settings.
Where to start
Workspace → Add a Tenant and Contact
Before you begin
Sign in to the correct company workspace with the required permissions. This walkthrough uses fictional training records. Complete passwords, verification and external provider authorisation privately.
Follow these steps
- Create the tenant account with the correct account group. Enter the name and contact address, then save. Use a separate contact and review portal permissions before inviting someone to sign in. This keeps each person linked to the right business relationship.
- Add the named contact under the correct tenant account. Enter their name and work email, then review portal permissions and email notification preferences. This training contact uses a fictional email address, and no welcome email will be sent.
- After completing password preparation privately, save the contact and check that it appears under the correct account. The contact is now available for the related portal and workflow settings.
Check the result
Review the available controls and verify any saved result in the relevant record or activity history. Availability follows your plan, enabled modules and permissions.
If something does not look right
If an option is unavailable, check the company, permissions, module availability and provider connection status. Do not repeat a send, payment or approval action until you have checked its recorded outcome.
Useful next steps
- Your first steps with Proplix
- Plan staff access without per-user charges
- Choose an integration that solves a real task
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.