← Back to Home

What is Tenant Copy Workbench?

The Tenant Copy Workbench allows Ambivo tenant administrators to securely share and copy configuration between tenants. This is useful when setting up new tenants with similar configurations or sharing best practices across organizations.

Source Tenant
Shares configuration
→
Copy Code
Secure transfer
→
Destination Tenant
Receives configuration

How It Works

For Source Tenant (Sharing Configuration)

  1. Login as Tenant Admin
    Select "Share Config" on the login page and enter your Ambivo credentials.
  2. Select What to Share
    Choose which configuration items to include:
    • Settings Categories: Core settings, feature flags, business rules, etc.
    • Entity Types: Widgets, automations, campaigns, email templates, etc.
    • Integrations: QuickBooks, Stripe configurations (optional)
  3. Configure Security Options
    Set expiration time, maximum uses, and optionally require a PIN code.
  4. Generate Copy Code
    A 12-character alphanumeric code is generated. Share this code (and PIN if enabled) with the destination tenant administrator.

For Destination Tenant (Receiving Configuration)

  1. Login as Tenant Admin
    Select "Receive Config" on the login page and enter your Ambivo credentials.
  2. Enter Copy Code
    Enter the 12-character copy code provided by the source tenant. If a PIN was required, enter that as well.
  3. Preview Configuration
    Review what will be copied to your tenant. You can see all settings, entities, and integrations that will be transferred.
  4. Select Items to Copy
    Choose which items you want to copy. You can deselect any items you don't need.
  5. Execute Copy
    Confirm and execute the copy operation. The configuration will be copied to your tenant in the background.

Understanding Copy Codes

Copy Code (Required)

A 12-character alphanumeric identifier (e.g., F902118AD363) that identifies the shared configuration package. This code specifies WHAT can be copied.

PIN Code (Optional)

A 6-digit numeric security code (e.g., 510251) that provides an additional layer of security. When enabled, recipients must enter both the Copy Code and PIN to access the configuration.

Security Best Practice: Share the Copy Code and PIN via different communication channels (e.g., Copy Code via email, PIN via SMS or phone call) for enhanced security.

What Can Be Copied?

Settings Categories

  • Core Settings: Fundamental tenant configuration
  • Feature Flags: Enable/disable features
  • Business Settings: Business rules and policies
  • Notification Settings: Email and alert configurations
  • UI/Branding: Visual customizations

Entity Types

  • Widgets: Dashboard widgets and components
  • Automations: Workflow automations
  • Campaigns: Marketing campaigns
  • Email Templates: Email template designs
  • Disposition Codes: Status and outcome codes
  • And more...

Integrations (Optional)

  • QuickBooks: Accounting integration settings
  • Stripe: Payment processing configuration
Note: Integration credentials and API keys are NOT copied for security reasons. Only the configuration structure is transferred.

Security Features

  • Time-Limited Codes: Copy codes expire after a configurable time period (1 hour to 30 days)
  • Usage Limits: Codes can be limited to a specific number of uses
  • PIN Protection: Optional 6-digit PIN for additional security
  • Admin-Only Access: Only tenant administrators can create or use copy codes
  • Audit Trail: All copy operations are logged in the History section
  • Revocable Codes: Source tenant can revoke codes at any time

Frequently Asked Questions

Can I undo a copy operation?

No, copy operations cannot be automatically undone. We recommend reviewing the preview carefully before executing. For critical tenants, consider backing up your configuration first.

Will copying overwrite my existing configuration?

It depends on the item type. Settings are typically merged or overwritten, while entities (like widgets or templates) are added as new items. Duplicate items may be skipped.

Can I use the same copy code multiple times?

Yes, if the code hasn't expired and hasn't reached its maximum usage limit. You can configure the maximum number of uses when creating the code.

Who can see my copy codes?

Only tenant administrators from your organization can see the codes you've created. The code itself is shared only with those you choose to share it with.

What happens if a copy operation fails?

Failed operations are logged in the History section with error details. Partial copies may have occurred. Check the history for details on what was copied before the failure.

Need More Help?

For additional assistance, please contact Ambivo support or visit www.ambivo.com.