Tenants
A tenant is one company’s Motions: its members, its CRM connection, its motions and their batches, its source keys and secrets, and its spend. A consultant working for three clients belongs to three tenants, with one account.
What a tenant holds
Section titled “What a tenant holds”| Set in | |
|---|---|
| Id, name and time zone | tenant.yaml, pushed |
| CRM connection and field map | crm.yaml, pushed; the HubSpot token in Settings → CRM |
| Fixture mode and fixtures | tenant.yaml and fixtures/sources/, pushed |
| Motions and their versions | motions/, pushed |
| Custom sources | sources/, pushed; their secrets in Settings → Secrets |
| Members, roles and handles | Settings → Members |
| Provider keys | Settings → Source keys |
| API tokens | Settings → API tokens |
| GitHub connection | Settings → GitHub |
Everything pushed lives in the tenant repository. Everything secret, and everything about people, lives only in the app.
The id
Section titled “The id”A tenant’s id, such as v360, appears in the app’s addresses (/t/v360/…) and must match id in tenant.yaml. Pruma chooses it when creating the tenant. It doesn’t change.
Time zone
Section titled “Time zone”timezone in tenant.yaml, such as America/Sao_Paulo, is the zone the app shows times in, and the zone a motion’s calendar is resolved in: { weekday: fri, at: "18:00" } means Friday 18:00 there. A motion can set its own timezone to override it.
Isolation
Section titled “Isolation”Nothing crosses between tenants: not members, not CRM data, not facts, not secrets. The one thing shared is the cache of public lookups, such as a company registry or a web search, which holds no tenant’s data.
Several tenants
Section titled “Several tenants”If you belong to more than one tenant, the app asks which to open after you sign in, and the tenant switcher in the top bar moves between them. Your handle and role are per tenant. API tokens are too: a token works only for the tenant it was created in.
Motions is built by Pruma. These docs describe what the platform does today; Limitations lists what it doesn't do yet. Open the app