To Add a New Tenant by Using the Web Interface

A tenant is a separate company workspace within your MYOB Acumatica site, containing its own data, settings and users. Your site administrator can create a test tenant with a copy of your company data. For more information about tenants, see Tenants: General Information.

Creating a Tenant

  1. Go to the Tenants screen (SM203520).
  2. Click the Add New Record plus icon.
  3. Enter a Tenant Name and Login Name. Do not use any special characters in the tenant name other than spaces, underscores (_) or hyphens (-). If you're creating a test tenant, make it clear in the name, e.g. TestTenant.
  4. Save your changes to start creating your new tenant. This can take up to five minutes.

Copying Data From One Tenant to Another

After your test tenant is created, your site administrator can copy your company data to it. This is This only copies data, not file attachment. Copying also increases your data usage.
  1. Sign in to the tenant whose data you want to copy (check the top right corner below your username).
  2. Go to the Tenants screen (SM203520).
  3. In the Tenant ID, select the tenant with the data you want to copy.
  4. On the form toolbar, click Copy Tenant.
  5. In the Destination Tenant ID field, select the test tenant.
  6. Click OK.

  7. In the warning window, check that you've selected the right tenants and click OK to start copying. How long this takes depends on your database size.

    When copying is complete, users will have access to both tenants.

Recommended Test Tenant Settings

  • Avoid performance issues by deactivating all automation schedules on the Automation Schedules form (SM205020).
  • Make it easy to tell your test tenant apart by changing its colour scheme on the Visual Appearance tab of the Companies form (CS101500).