---
title: "Tenant hierarchy"
slug: "tenant-hierarchy"
updated: 2025-07-10T16:09:36Z
published: 2025-07-10T16:09:36Z
canonical: "help.frisbii.com/tenant-hierarchy"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tenant hierarchy

## Tenant hierarchy overview

*This feature must be enabled. Please contact* ***support@frisbii.com****.*

Tenant hierarchy in Frisbii Transform lets you easily view and manage multiple Frisbii Transform entities. For example, you could have different entities depending on geography, division or department. Each entity is independent of one another - neither products, settings nor reporting are shared between entities.

The tenant hierarchy is headed by a main entity (parent entity) with sub-entities (child entities) beneath.

This article contains the following sections:

1. Tenant hierarchy search and switching entities
2. Entity configuration
3. Creating new sub-entities
4. Entity user access and roles
5. Granting user access to selected entities

## Tenant hierarchy search and switching entities

You can search for an entity or switch entities by following the steps below:

- To access the *Search Entity* feature:
  - If you are not logged into the Frisbii Transform platform, the *Switch Entity* screen will appear after login.
  - If you are already logged into the Frisbii Transform platform, click on the **Switch Entity** link in the top-right corner. On the *Switch Entity* page, a tree view of your entities will be displayed. You can use the search box by typing in the name of entity or entity ID and clicking on the magnifying glass icon to display the results.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/tenan.png)

1. Click on the name of the entity to switch to that entity.
2. Press the **Select** button.

## Entity configuration

To access the configuration page for entities:

1. Click on the **Profile icon** in the top-right corner.
2. Select the **Account** option.
3. From the *Account* menu on the left-hand side, choose **Tenant Hierarchy**.
4. On the *Tenant Hierarchy* page, a tree view of your entities will be displayed. You can use the search box by typing the name of entity or entity ID and clicking on the magnifying glass icon to display the results.
5. Click on the name of the entity to switch to the entity.
6. Press the **Select** button.

## Creating new entities and sub-entities

To create a new entity or sub-entity:

1. Click on the **Profile icon** in the top-right corner.
2. Select the **Account** option.
3. From the *Account* menu on the left-hand side, choose **Tenant Hierarchy**.
4. Depending on which hierarchy level you want to add the entity:
  - Press the **New Entity** button.
  - Press the **New sub-entity** button in the line of the account name to create a sub-entity within the entity.
5. On the next page, fill out the details about the new entity or sub-entity.
6. Click on the **Save** button to save your changes.

![User_accounts_HC.png](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/167d9a5ae18a24.png)

## Entity user access and roles

To view which users have access to the entities and what is their role:

1. Go to the main entity.
2. Click on the **Profile icon** in the top-right corner.
3. Select the **Account** option.
4. From the *Account* menu on the left-hand side, choose **User Accounts**.
5. The table will display all users which are at the current level in the hierarchy or in sub-entities with information about their role for each of the entities they have access to in the *Role* column.
6. You can use the search box above the table to search for users by typing in their first name, last name or email address and clicking on the magnifying glass icon.
7. To filter by user role, click on the **Rules** button to expand the menu and select the role.

![Roles_HC.png](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/167d9a5ae1b97c.png)

## Granting user access to selected entities

You can grant access to users to selected sub-entities and manage their roles and rights. You can learn more about user roles and rights under [this link](/frisbii-transform/docs/how-can-i-manage-user-administration-and-set-roles-and-rights).

To grant access to selected entities and manage the users" roles and rights:

### For users without access to Frisbii Transform:

1. Go to the main entity.
2. Click on the **Profile icon** in the top-right corner.
3. Select the **Account** option.
4. From the *Account* menu on the left-hand side, choose **User Accounts**.
5. Click on the **Invite User** button.
6. In the *User* section, add the user details.
7. In the *Roles* section, you can grant the user access to a new entity by clicking on the **Add Entity** button and selecting the user role. The user will be granted access to the that entity and all sub-entities belonging to this entity.
8. Press the **Save** button.

### For existing users of Frisbii Transform:

1. Go to the main entity.
2. Click on the **Profile icon** in the top-right corner.
3. Select the **Account** option.
4. From the *Account* menu on the left-hand side, choose **User Accounts**.
5. Click on the **Edit** icon in the line with the name of the user.
6. In the *Roles* section, you can grant the user access to a new entity by clicking on the **Add Entity** button and selecting the user role.
7. Press the **Save** button.