# Relationship Management

#### Introduction

Relationship management is a critical part of administering the system.

[![image.png](https://docs.cloudaxis.cloud/uploads/images/gallery/2025-09/scaled-1680-/ZwQimage.png)](https://docs.cloudaxis.cloud/uploads/images/gallery/2025-09/ZwQimage.png)

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#### Add a Distributor

**Purpose**  
Register a new distributor as the top-level commercial entity under the platform.

**Permission Level**  
Platform Administrator

**Steps**

1. Go to Relationships→ Distributors.
2. Select **Create**.
3. Enter Distributor Name and details.
4. Assign a Distributor Administrator user.
5. Select **Save**.

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#### Edit a Distributor

**Purpose**  
Update distributor details or administrators.

**Permission Level**  
Platform Administrator

**Steps**

1. Go to Relationships → Distributors.
2. Select the distributor you want to edit.
3. Update Name, contact information, or administrator assignments.
4. Select **Save**.

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#### Delete a Distributor

**Purpose**  
Remove a distributor permanently.

**Permission Level**  
Platform Administrator

**Steps**

1. Go to Relationships → Distributors.
2. Select the distributor you want to delete.
3. Select **Delete**.
4. Confirm deletion.

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#### Add a Partner

**Purpose**  
Register a new partner under a distributor.

**Permission Level**  
Distributor Administrator  
Platform Administrator

**Steps**

1. Go to Relationships → Partners.
2. Select **Create**.
3. Enter Partner Name and details.
4. Assign Partner Administrator(s).
5. Select the Distributor this partner belongs to.
6. Select **Save**.

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#### Edit a Partner

**Purpose**  
Update partner details or administrator assignments.

**Permission Level**  
Distributor Administrator  
Platform Administrator

**Steps**

1. Go to Relationships → Partners.
2. Select the partner you want to edit.
3. Update details or administrators.
4. Select **Save**.

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#### Delete a Partner

**Purpose**  
Remove a partner permanently.

**Permission Level**  
Distributor Administrator  
Platform Administrator

**Steps**

1. Go to Relationships → Partners.
2. Select the partner you want to delete.
3. Select **Delete**.
4. Confirm deletion.

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#### Add a Tenant

**Purpose**  
Onboard a consuming organization under a partner.

**Permission Level**  
Partner Administrator  
Distributor Administrator  
Platform Administrator

**Steps**

1. Go to Relationships → Tenants.
2. Select **Create**.
3. Enter Tenant Name and details.
4. Assign Tenant Administrator(s).
5. Select the Partner this tenant belongs to.
6. Select **Save**.

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#### Edit a Tenant

**Purpose**  
Update tenant details or administrators.

**Permission Level**  
Partner Administrator  
Distributor Administrator  
Platform Administrator

**Steps**

1. Go to Relationships → Tenants.
2. Select the tenant you want to edit.
3. Update details or administrators.
4. Select **Save**.

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#### Delete a Tenant

**Purpose**  
Remove a tenant permanently.

**Permission Level**  
Partner Administrator  
Distributor Administrator  
Platform Administrator

**Steps**

1. Go to Relationships → Tenants.
2. Select the tenant you want to delete.
3. Select **Delete**.
4. Confirm deletion.