Client Management
Learn how to create, manage, and organize client accounts in Tandem Beam's multi-tenant environment.
Overview
In Tandem Beam, clients represent your business customers or organizational units. Each client can have multiple advertisers, and each advertiser can have multiple platform integrations. This hierarchical structure provides complete data isolation and customized configurations for each client.
Multi-Tenant Structure
Creating a Client
Navigate to Clients
From the main dashboard, click on "Clients" in the navigation menu.
Add New Client
Click the "Add Client" button and fill in the required information:
- Client name (required)
- Domain (optional - used for SkyBeam deployment)
- Contact information
- Billing details
Configure Access
Set up user access and permissions for the client account.
Managing Client Users
Each client can have multiple users with different permission levels. Users can be invited via email and will receive access to their client's data only.
User Roles
- Full client management access
- View and edit advertiser settings
- Read-only access to data
Invitation Process
- 1 Send email invitation
- 2 User creates account
- 3 Access granted automatically
Best Practices
Do
- • Use descriptive client names
- • Set up domain configurations early
- • Assign appropriate user permissions
- • Document client-specific configurations
- • Regularly review user access
Don't
- • Share admin credentials
- • Mix test and production data
- • Delete clients with active tracking
- • Grant unnecessary permissions
- • Forget to remove departed users
Next Steps
Once you've created your client, the next step is setting up advertisers and platform integrations.