{"id":475257,"date":"2024-12-03T12:41:25","date_gmt":"2024-12-03T12:41:25","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=475257"},"modified":"2025-06-10T03:42:39","modified_gmt":"2025-06-10T03:42:39","slug":"krayin-crm-multi-tenant-saas-documentation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/krayin-crm-multi-tenant-saas-documentation\/","title":{"rendered":"Guide for Krayin CRM Multi Tenant SaaS"},"content":{"rendered":"\n<p>Krayin <a href=\"https:\/\/store.webkul.com\/krayin-crm-multi-tenant-saas.html\" target=\"_blank\" rel=\"noreferrer noopener\">Multi Tenant CRM<\/a> SaaS extension is an add-on for Krayin CRM and allows the superadmin of Krayin CRM to onboard tenants and offer them Krayin CRM in the form of Software as a Service.<\/p>\n\n\n\n<p>The tenants get their own individual and specific CRM domain and dashboard with Krayin CRM feature and functionalities.<\/p>\n\n\n\n<p>Apart from this, if you&#8217;re also looking to integrate WhatsApp with Krayin CRM, then you can check <a href=\"https:\/\/store.webkul.com\/krayin-crm-whatsapp-integration.html\" target=\"_blank\" rel=\"noreferrer noopener\">Krayin CRM WhatsApp Integration<\/a>.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Features<\/h2>\n<\/div><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Superadmin has the ability to create tenants and assign them personal domains.<\/li>\n\n\n\n<li>After domain assignment, tenants can login to their CRM admin panel from the domains.<\/li>\n\n\n\n<li>The superadmin can create, modify and remove Roles within the CRM.<\/li>\n\n\n\n<li>Specific permissions can be assigned to different roles.<\/li>\n\n\n\n<li>Agents can be added, changed and deleted by superadmin.<\/li>\n\n\n\n<li>Roles created by superadmin can be assigned to the Agents.<\/li>\n\n\n\n<li>Superadmin can mark an Agents status as active or inactive.<\/li>\n\n\n\n<li>Filters are provided on superadmin dashboard to search for Tenants, Agents and Roles.<\/li>\n\n\n\n<li>Extension supports multiple locales including RTL languages and can be set by tenant and superadmin both.<\/li>\n<\/ul>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Installation<\/h3>\n<\/div><\/div>\n\n\n\n<p>Customers will get a&nbsp;<strong>zip folder<\/strong>&nbsp;after purchasing Multi Tenant CRM SaaS extension. After that,&nbsp;Unzip the respective extension zip and then merge the \u201c<strong>package<\/strong>\u201d folder into the project root directory.<\/p>\n\n\n\n<p><strong>Note<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Do not install Krayin till you configure Open source Multi Tenant CRM SaaS extension.<\/li>\n\n\n\n<li>Clone Krayin to your root directory from <strong>https:\/\/github.com\/krayin\/laravel-crm\/tree\/v2.0.4<\/strong><\/li>\n\n\n\n<li>Unzip the Multi-Tenant Extension zip to the Krayin root directory.<\/li>\n\n\n\n<li>Do not try to seed the database with command <strong>php artisan db:seed<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Now, follow the below process for installation, <\/p>\n\n\n\n<p>1) Run the below command from root directory in terminal:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">composer create-project<\/pre>\n\n\n\n<p>2) Find <strong>.env<\/strong> file in root directory and change the <strong>APP_URL<\/strong> param to your mapped <strong>domain<\/strong>.<\/p>\n\n\n\n<p><strong>Ex:<\/strong> APP_URL = http:\/\/saas.com<\/p>\n\n\n\n<p>3) Also, Configure the <strong>Mail<\/strong> and <strong>Database<\/strong> parameters inside <strong>.env<\/strong> file.<\/p>\n\n\n\n<p>4) Goto config\/app.php file and add following line under &#8216;providers&#8217;<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">Webkul\\SaasKrayin\\Providers\\SaasKrayinServiceProvider::class,<\/pre>\n\n\n\n<p>5) Goto config\/app.php file and add following line under &#8216;aliases&#8217;:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">&#039;Company&#039; =&gt; Webkul\\SaasKrayin\\Facades\\Company::class,<\/pre>\n\n\n\n<p>6) Goto config\/concord.php and packages\/Webkul\/Core\/src\/Config\/concord.php files and add following line under &#8216;modules&#8217; index in both files:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">\\Webkul\\SaasKrayin\\Providers\\ModuleServiceProvider::class,<\/pre>\n\n\n\n<p>7) Goto composer.json file and add following line under &#8216;psr-4&#8217;:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">&quot;Webkul\\\\SaasKrayin\\\\&quot;: &quot;packages\/Webkul\/SaasKrayin\/src&quot;<\/pre>\n\n\n\n<p>8) Another entry inside file(&#8216;app\/Http\/Kernel.php&#8217;):<\/p>\n\n\n\n<p>In this file you can find an array <strong>&#8216;middlewareGroups&#8217;<\/strong> inside it there is a key named <strong>&#8216;web&#8217;<\/strong> inside it do an entry:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">\\Webkul\\SaasKrayin\\Http\\Middleware\\ValidatesDomain::class<\/pre>\n\n\n\n<p>9) Find a file auth.php present inside config folder from root and do the following entries:<\/p>\n\n\n\n<p>Insert the below code in <strong>&#8216;guards&#8217;<\/strong> array.<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">&#039;super-admin&#039; =&gt; &#091;\n    &#039;driver&#039;   =&gt; &#039;session&#039;,\n    &#039;provider&#039; =&gt; &#039;superadmins&#039;\n],<\/pre>\n\n\n\n<p>Now, Insert the below code in <strong>&#8216;providers&#8217;<\/strong> array.<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">&#039;superadmins&#039; =&gt; &#091;\n    &#039;driver&#039; =&gt; &#039;eloquent&#039;,\n    &#039;model&#039; =&gt; Webkul\\SaasKrayin\\Models\\Agent::class\n],<\/pre>\n\n\n\n<p>insert the below code in <strong>&#8216;passwords&#8217;<\/strong> array.<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">&#039;superadmins&#039; =&gt; &#091;\n    &#039;provider&#039; =&gt; &#039;superadmins&#039;,\n    &#039;table&#039; =&gt; &#039;super_admin_password_resets&#039;,\n    &#039;expire&#039; =&gt; 60,\n],<\/pre>\n\n\n\n<p>10) Run the below mentioned commands from the root directory in terminal:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\">composer dump-autoload<\/pre>\n\n\n\n<pre class=\"EnlighterJSRAW\">php artisan saas:install<\/pre>\n\n\n\n<p>11) After that, access the super admin panel using &#8211; (<strong>http:\/\/saas.com\/super\/login<\/strong>)<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">About DNS Records<\/h3>\n<\/div><\/div>\n\n\n\n<p><strong>CNAME:-&nbsp;<\/strong>Cname stands for Canonical Name. Every website has an IP address to connect to the world wide web. <\/p>\n\n\n\n<p>Wherever we need more than one domain on a single IP address, their Cname will be useful to map the multiple domains on a single IP address.<\/p>\n\n\n\n<p>For example, If you have your domain<strong> shop.mydomain.com<\/strong> and you want this domain point on your main domain(<strong>shop.com<\/strong>). <\/p>\n\n\n\n<p>Then you have to just replace the <strong>IP address<\/strong> of <strong>mydomain.com<\/strong> with <strong>shop.com <\/strong>so that your <a href=\"https:\/\/bagisto.com\/en\/create-cname-record-for-laravel-ecommerce-multi-tenant-saas-module\/\" target=\"_blank\" rel=\"noreferrer noopener\">CNAME<\/a> record will be created.<\/p>\n\n\n\n<p><strong>Wildcard:- <\/strong>With the help of the Wildcard DNS record, we can match the request for the non-existence domain name. <\/p>\n\n\n\n<p>A Wildcard DNS record is identified by an \u201c*\u201d asterisk. For example <strong>*.example.com.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/bagisto.com\/wp-content\/uploads\/2019\/07\/wildcard-entry.png\" alt=\"wildcard entry\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Super Admin Panel<\/h3>\n<\/div><\/div>\n\n\n\n<p>After the successful installation of the Krayin CRM Multi Tenant SaaS extension, we can now login to the Superadmin CRM panel dashboard. <\/p>\n\n\n\n<p>Enter the credentials and tap on the <strong>Login<\/strong> button to access the dashboard,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-1\"><img decoding=\"async\" width=\"2240\" height=\"1760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin.webp\" alt=\"super admin login\" class=\"wp-image-488580\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin.webp 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperlogin-2048x1609.webp 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Once logged in, the superadmin is redirected to the dashboard as per the below image,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-2\"><img decoding=\"async\" width=\"2240\" height=\"1760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants.webp\" alt=\"tenants\" class=\"wp-image-488584\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants.webp 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-2048x1609.webp 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now, from here, the superadmin manages the Tenants, Settings and Configuration, let&#8217;s check the workings below,<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Tenants<\/h3>\n<\/div><\/div>\n\n\n\n<p>On the Tenants page, the superadmin manages the Tenants and their listing. They can view the list of tenants which  are registered on their Krayin CRM SaaS platform.<\/p>\n\n\n\n<p>On the listing page, they can check the following tenant information,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ID<\/strong>&#8211; Check ID of the tenant.<\/li>\n\n\n\n<li><strong>Name<\/strong> &#8211; View the Tenant&#8217;s name.<\/li>\n\n\n\n<li><strong>Email<\/strong>&#8211; View Tenant&#8217;s email address.<\/li>\n\n\n\n<li><strong>Username<\/strong> &#8211; View Username of tenant.<\/li>\n\n\n\n<li><strong>Domain<\/strong>&#8211; Check Tenant&#8217;s Domain name <\/li>\n\n\n\n<li><strong>Status<\/strong>&#8211; View Tenant Status<\/li>\n\n\n\n<li><strong>Actions<\/strong>&#8211; Edit and Delete option for Superadmin.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-3\"><img decoding=\"async\" width=\"2240\" height=\"1760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1.webp\" alt=\"tenants\" class=\"wp-image-488586\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1.webp 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayisaascomsupertenants-1-2048x1609.webp 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>A <strong>Search bar <\/strong>is provided to search from the list of tenants and a <strong>Filter<\/strong> option to set conditions and filter the required tenant list.<\/p>\n\n\n\n<p>Superadmin also has <strong>Edit<\/strong> option to update tenant information and <strong>Delete<\/strong> button to delete them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Create Tenant<\/strong><\/h3>\n\n\n\n<p>A Tenant can also be created by the superadmin when they click on the <strong>Create Tenant<\/strong> button. After which they fill the below details,<\/p>\n\n\n\n<figure class=\"wp-block-image size-large wp-duotone-unset-4\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupertenantscreate-1-1200x943.webp\" alt=\"create-tenant\" class=\"wp-image-488588\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupertenantscreate-1-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupertenantscreate-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupertenantscreate-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupertenantscreate-1-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupertenantscreate-1-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupertenantscreate-1-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Once the details are filled, they&#8217;ll tap on <strong>Save as Tenant<\/strong> which will save the tenant details and credentials and add them to the tenant list.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Settings<\/h3>\n<\/div><\/div>\n\n\n\n<p>In the <strong>Settings<\/strong> section, superadmin creates <strong>Roles<\/strong> and <strong>Agents<\/strong> for their CRM and can manage them from here as well.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-5\"><img decoding=\"async\" width=\"2240\" height=\"1760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings.webp\" alt=\"settings\" class=\"wp-image-488589\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings.webp 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettings-2048x1609.webp 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Roles<\/h3>\n\n\n\n<p>The superadmin creates <strong>Roles<\/strong> and can provide them custom permissions or all permissions for their CRM.<\/p>\n\n\n\n<p>To create a Role, they tap on Roles which will redirects them to the Roles listing page where all of the roles created are visible. It is displayed as per the image below,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-6\"><img decoding=\"async\" width=\"2240\" height=\"1760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole.webp\" alt=\"roles\" class=\"wp-image-488591\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole.webp 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingrole-2048x1609.webp 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>To create a new role, superadmin will tap on <strong>Create Role<\/strong> button and then fill the necessary details as below,<\/p>\n\n\n\n<p><strong>1) For All Permissions<\/strong><\/p>\n\n\n\n<p>If they want to create a Role and provide them all permissions, then they have to enter the <strong>Name<\/strong>, <strong>Description<\/strong> and select <strong>Permission Type<\/strong> as <strong>All<\/strong>. It will be visible as below,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-7\"><img decoding=\"async\" width=\"1442\" height=\"1120\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingsrolcreate.webp\" alt=\"create-roles\" class=\"wp-image-488592\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingsrolcreate.webp 1442w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingsrolcreate-300x233.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingsrolcreate-1200x932.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingsrolcreate-250x194.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaacomsupersettingsrolcreate-768x597.webp 768w\" sizes=\"(max-width: 1442px) 100vw, 1442px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p><strong>2) For Custom Permissions<\/strong><\/p>\n\n\n\n<p>If a role needs to be created with custom permissions, then, the superadmin enters the <strong>Name<\/strong>, <strong>Description<\/strong> and selects <strong>Permission Type<\/strong> as &#8220;<strong>Custom<\/strong>&#8220;.<\/p>\n\n\n\n<p>After selecting custom permissions, superadmin selects the permissions that are to be given to that particular role. It will be visible as per the image below,<\/p>\n\n\n\n<figure class=\"wp-block-image size-large wp-duotone-unset-8\"><img decoding=\"async\" width=\"1200\" height=\"932\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsroleedit-1200x932.webp\" alt=\"edit-role\" class=\"wp-image-488593\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsroleedit-1200x932.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsroleedit-300x233.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsroleedit-250x194.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsroleedit-768x597.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsroleedit.webp 1442w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>After filling the details, they&#8217;ll simply tap on <strong>Save as Role<\/strong> which will create the role and will be visible on the Roles section.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Agents<\/h3>\n\n\n\n<p>Superadmin of Krayin CRM Multi Tenant SaaS extension can create Agents and assign them roles as well.<\/p>\n\n\n\n<p>When they tap on Agents, they are redirected to the listing page where all of the created agents are visible. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-9\"><img decoding=\"async\" width=\"2240\" height=\"1760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent.webp\" alt=\"agents\" class=\"wp-image-488594\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent.webp 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagent-2048x1609.webp 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>To create a new agent, simply tap on <strong>Create Agent<\/strong> and fill the necessary details like <strong>First Name<\/strong>, <strong>Last Name<\/strong> and <strong>Email<\/strong> address. <\/p>\n\n\n\n<p>Additionally, they&#8217;ll have to assign a <strong>Role<\/strong> to the agent as per their requirement and set the status of Agent as active or inactive.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large wp-duotone-unset-10\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagentedit-1200x943.webp\" alt=\"update-agent\" class=\"wp-image-488596\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagentedit-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagentedit-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagentedit-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagentedit-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagentedit-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsupersettingsagentedit-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Now, to save the details, superadmin taps on <strong>Save as Agent<\/strong> and the agent will be successfully created.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Configuration<\/h3>\n<\/div><\/div>\n\n\n\n<p>Superadmin gets the functionality to set the Locale of their admin panel dashboard as per their requirement. The extension also supports RTL (Right to Left) script languages. <\/p>\n\n\n\n<p>They&#8217;ll navigate to <strong>Configuration&gt;Locale Settings<\/strong> and then select the required locale as per the below image.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large wp-duotone-unset-11\"><img decoding=\"async\" width=\"1200\" height=\"943\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperconfigurationgeneralgeneral-1200x943.webp\" alt=\"locale-change\" class=\"wp-image-488597\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperconfigurationgeneralgeneral-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperconfigurationgeneralgeneral-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperconfigurationgeneralgeneral-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperconfigurationgeneralgeneral-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperconfigurationgeneralgeneral-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/krayinsaascomsuperconfigurationgeneralgeneral-2048x1609.webp 2048w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Tenant Registration<\/h3>\n<\/div><\/div>\n\n\n\n<p>Moving further, lets check how Tenants or Merchants can register on Krayin Multi Tenant CRM SaaS platform and get their own CRM dashboards.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Register Company<\/h4>\n\n\n\n<p>Initially, the merchants have to navigate to the Registration page and tap on <strong>Register Company<\/strong> to start the registration process,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-12\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/register.webp\" alt=\"karyin-index\" class=\"wp-image-495140\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/register.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/register-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/register-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/register-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Merchant Registration<\/h4>\n\n\n\n<p>Next, after tapping on Register Company, the merchants\/tenants are redirected to the Merchant Registration page which is displayed as below,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-13\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/authentication-details.webp\" alt=\"merchant-registration\" class=\"wp-image-495141\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/authentication-details.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/authentication-details-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/authentication-details-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/authentication-details-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Here, the merchant has to fill the below details,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Email<\/li>\n\n\n\n<li>Password<\/li>\n\n\n\n<li>Confirm Password<\/li>\n<\/ul>\n\n\n\n<p>After the above details are filled, tap on  <strong>Continue<\/strong> to proceed to the next step which is to fill the personal details,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-14\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/personal-details.webp\" alt=\"personal-details\" class=\"wp-image-495142\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/personal-details.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/personal-details-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/personal-details-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/personal-details-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>Here, they&#8217;ll enter the <strong>Name<\/strong> and <strong>User Name<\/strong> and then tap on <strong>Continue<\/strong> to proceed further,<\/p>\n\n\n\n<p>For the next step, tenant has to enter the Organization details as per the below image,<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-15\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/organization.webp\" alt=\"organization-details\" class=\"wp-image-495144\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/organization.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/organization-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/organization-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/organization-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>The merchant fills the below organization details,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Domain<\/strong> &#8211; Fill the domain name as per requirement<\/li>\n\n\n\n<li><strong>CName<\/strong> &#8211; Fill the Canonical name as per requirement<\/li>\n\n\n\n<li><strong>Description<\/strong> &#8211; Provide a suitable description<\/li>\n<\/ul>\n\n\n\n<p>Once filled out, tap on the Register button to complete the tenant registration page. Once the registration is successful, the merchants can now login to their personalized CRM dashboard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full wp-duotone-unset-16\"><img decoding=\"async\" width=\"2240\" height=\"1760\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard.webp\" alt=\"dashboard\" class=\"wp-image-488607\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard.webp 2240w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard-1200x943.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard-768x603.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard-1536x1207.webp 1536w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2024\/12\/sitekrayiaascomadmidashboard-2048x1609.webp 2048w\" sizes=\"(max-width: 2240px) 100vw, 2240px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>From here, they can access the features and functions of Krayin CRM such as,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Leads<\/strong> &#8211; Section to create and manage leads.<\/li>\n\n\n\n<li><strong>Quotes <\/strong>&#8211; Tenant can create new quotes from this section.<\/li>\n\n\n\n<li><strong>Mail<\/strong> &#8211; Email section with options like composing, inbox and outbox as well.<\/li>\n\n\n\n<li><strong>Activities<\/strong> &#8211; Tenant can check their activities from this section.<\/li>\n\n\n\n<li><strong>Contacts<\/strong> &#8211; The tenant creates person or organization contacts from this section.<\/li>\n\n\n\n<li><strong>Products<\/strong> &#8211; Tenant can create and manage products in this section.<\/li>\n\n\n\n<li><strong>Settings<\/strong> &#8211; Options such as Users, Lead, Automation &amp; other settings are available here.<\/li>\n\n\n\n<li><strong>Configuration<\/strong> &#8211; Tenant can set the Locale from this section.<\/li>\n<\/ul>\n\n\n\n<p>The features and functions can be restricted by the superadmin as per requirement.<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h3 class=\"wp-block-heading index-title\">Support<\/h3>\n<\/div><\/div>\n\n\n\n<p>So that was much about the Krayin Open source Multi Tenant CRM SaaS extension. If you have any more doubts or require further assistance you can <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">raise a ticket<\/a> or email us at <strong>support@webkul.com<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Krayin Multi Tenant CRM SaaS extension is an add-on for Krayin CRM and allows the superadmin of Krayin CRM to onboard tenants and offer them Krayin CRM in the form of Software as a Service. The tenants get their own individual and specific CRM domain and dashboard with Krayin CRM feature and functionalities. Apart from <a href=\"https:\/\/webkul.com\/blog\/krayin-crm-multi-tenant-saas-documentation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":551,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11937],"tags":[],"class_list":["post-475257","post","type-post","status-publish","format-standard","hentry","category-laravel"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide for Krayin CRM Multi Tenant SaaS<\/title>\n<meta name=\"description\" content=\"Krayin CRM Multi Tenant SaaS guide shows how Krayin CRM is setup as software as a service and provide tenants with personalized CRM domains.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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