One login, one search, one set of permissions

Modules Start with the service desk and switch the rest of Tenvara on one module at a time: what each module gives and needs, Enable and Disable, what stops while a module is off, and the Home card. Switching modules on Start with the service desk and turn the rest of Tenvara on one module at a time in Settings > Modules: what each module gives you and needs, the suggested order, Enable and Disable, and how the setup helper follows. Finding your way around The 16 areas on the rail, each area's sidebar, the top bar, quick create, search and the command menu, keyboard shortcuts, the Settings home, Home and the bottom bar on a phone. Customer portal overview What your customers' contacts see when they sign in to the portal: Home, How can we help, To do and Needs you, the side menu and its groups, search, the phone layout and how portal roles decide who sees what. Portal roles The portal roles in each edition, holding more than one, what each role sees (costs, billing, security, records, reports), the quote acceptance limit, department heads and changing what a role gives. Company pages for managers The company dashboard, devices with health and self-service fixes, licences, security, the board pack, People with starters and leavers, Documents, Sign-up mail and the co-managed IT view, and which portal role sees each. To do, sign-offs and presentations in the portal What a contact sees when you ask them for something: the To do list on Home, answering an information request, signing or declining a sign-off, checking a signed document, signing off a desktop image, the Presentations page and Updates to approve. Portal appearance Change how the portal looks for every customer or one customer, with a live preview: name, logos, colours, style, Home, the side menu, footer, sign-in page and emails. The setup helper The Setup hub: your readiness score, the plan by phase, the recommended next step, who is on what, exporting the plan and where the helper lives after go-live. Roles and permissions Role templates for every kind of staff, custom roles, module levels, actions and sensitive actions, customer scope, hidden fields for costs and personal details, and the kinds of work and seat each role has. What each role switch controls The role switches that matter most (Run scripts, Reveal credentials, Restore backups, the remote switches, Export, Bulk changes, Module settings, Change Microsoft 365, identity check overrides, device web pages, Docker, sales settings and the mobile app) and every place each one applies, with Owner protection, role templates, Reset to template and what happens to tokens. Teams, invitations and handover Group staff into teams with leads and queues, invite new people by email, hand over a leaver's work in one go, give a customer's own IT team co-managed access, and see the app as someone else with View as. The settings catalogue and overrides Find any setting by searching, see what you have changed, put things back to their defaults, give one customer or contract its own value, and try changes on yourself first in test mode. Customer groups and scoped access Group customers, and limit a person or a whole role to some customers so they see nothing that belongs to anyone else, enforced in the database itself. Departments Give each customer's departments a cost centre, a manager and a place in the structure, put contacts and devices in them, and use them for approvals and SLA policies. Custom fields Add fields of your own to customers, sites, contacts, devices, tickets, contracts, quotes and projects, and use them in lists, filters, automation, reports, the portal and CSV. Audit log, data retention and privacy requests The tamper-evident audit log of who did what, how long each kind of data is kept, legal holds, erasing inactive customers, and handling data subject requests from export to erasure. Erasing a customer Erase a customer for good as a GDPR erasure: what goes and what is kept, legal holds, where to start it, backups and the second approval, the erasure page and its certificate, and erasing inactive customers automatically. Company edition overview Who the Company edition is for, how the one organisation replaces customers, how your licence sets the edition, and what works the same as in the MSP edition. Brand profiles Set your product name, logos, colours and customer wording on a brand profile, add profiles for other trading names, and choose which customers use each one. Custom domains Serve the staff app, the customer portal and the public knowledge base on your own addresses, verified through your DNS, with certificates issued automatically. Branded agent and installers Get agent packages in a customer's brand from the Installers tab of Devices > Enrolment, and see what the agent shows on their devices: Apps and features, the tray, the consent prompt and the session indicator. Languages Run Tenvara in English (UK or US), French, German, Spanish or Dutch, set per install, per person and per customer, with the portal, emails and PDFs in each customer's language. Importing from CSV Bring customers, sites, contacts, devices, assets and credentials across from spreadsheets, matching columns to fields and checking every row with a dry run.