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Product Updates


  • Release Notes

Getting Started


  • Features and Overview
  • Receivables Tech Glossary
  • Receivables Metrics Formulae

Multi-Tenant


  • Multi-Tenant Login

Account Hierarchy


  • Account Hierarchy

Multi Business Entity


  • Managing Receivables for Customers from Multiple Business Entities

Account Receivables


  • AR Dashboard
  • Collector Queue
  • Receivables View

Payment Failure Recovery


  • Payment Failure Management

Management and Configurations


  • User Management
  • Configuring Account Statement
  • Configuring Reminder Invoice List
  • Configuring Collection Status
  • Configuring Self Serve Client Portal
  • Configuring Ledger Statements
  • Use Your Own SMTP Server

Communications


  • Automations
  • Email and SMS Templates

Reports


  • Receivables Reports
  • PFR Reports

Analytics


  • Receivables Analytics
  • Payment Metrics
  • Payments

Customers


  • Managing Customer Details
  • Self Serve Client Portal
  • Configure Multiple Languages
  1. Receivables
  2. Multi-Tenant
  3. Multi-Tenant Login
  1. Receivables
  2. Multi-Tenant
  3. Multi-Tenant Login

Multi-Tenant Login

Introduction

Multi-Tenant Login allows users to access multiple sites belonging to a particular merchant. In other words, this feature allows a single user to have access to multiple sites.

Let's take the example of ACME Pvt. Ltd., a USA-based company with its headquarters in Boston. ACME has two more branches: San Diego and Philadelphia. Each branch has a separate instance of the Chargebee Receivables site.

Jacob is a collector from ACME Pvt. Ltd. who manages collections from all three branches but previously had access to only the Boston Receivables account. With the Multi-Tenant Login feature, Jacob can access the San Diego and Philadelphia site instances as well.

If Jacob logs in to Chargebee Receivables with his credentials, a list of sites will be displayed. Jacob can choose to log in to and review the collections for any of those sites.

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Switching Between Sites

Once you have logged in to a site, you can switch to another site using the Site Switcher in the left navigation pane.

Follow these steps:

  1. Click Switch next to the site name.
  2. Click the desired site name from the Select Your Site pop-up menu.
image

You have successfully switched to the desired site. You can now review the collections and perform any action for that particular site.


Suggestions for improvement and alignment with Microsoft/American English style:

  • Use American English spellings (e.g., "log in" instead of "login" for the verb).
  • Use the Oxford comma in lists.
  • Use em dashes (—) for parenthetical statements, not double hyphens or en dashes.
  • Use "and" instead of "&" in running text.
  • Use sentence case for headings unless referring to UI elements.
  • Use consistent casing for UI labels.
  • Use parallel structure and punctuation in bullet and numbered lists.
  • Clarify passive or wordy sentences for directness and clarity.
  • Tone is generally clear and instructional, but can be more concise and direct in some places.
  • No date format issues found.
  • Markdown and formatting are consistent.

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