# Overview - Tenants



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This article provides an **overview of tenants** in the Socotra Insurance Suite.

What is a tenant? [#what-is-a-tenant]

A **tenant** is a dedicated instance of the Socotra insurance policy management system. Tenants allow you to isolate data related to insurance products in a highly customizable container.

A business account can contain one or more tenants. Business accounts usually have more than one tenant to keep data separate.

For example, it’s common to have a tenant for prototyping configurations and another for live business. Some organizations will have several tenants used exclusively for prototyping configurations, some for testing, and one for live business.

Tenants page [#tenants-page]

The **Tenants** page is where you can view a list of the tenants on your business account.

<Image src="/images/overview-tenants/sc-tenant-page.png" alt="Screenshot of the Tenants page" width={1999} height={1232} unoptimized />

We’ll break down each of the major features of this page.

* **Search bar**: In the search bar, you can enter a full or partial tenant name to filter the results that appear in the table.

* **Type filter**: In the type filter (next to the search bar), you can filter by what type of tenant you want to see in the results. There are three types of tenants:
  * **Production**: A tenant in a live environment that handles actual insurance business.
  * **Test**: A tenant used for prototyping configurations and doing any other testing.
  * **Retired**: A tenant that has been deactivated. Retired tenants are retained for record keeping purposes.

* **Created on**: A date stamp of when the tenant was created.

* **Locator**: Click the Locator icon to copy the unique identifier of the tenant.

* **Create Tenant**: Click the Create Tenant button to create a new tenant.

Tenant configuration page [#tenant-configuration-page]

Clicking on any non-retired tenant will bring you to the **tenant configuration page**.

<Image src="/images/overview-tenants/sc-tenant-page.png" alt="Screenshot of a tenant page." width={1999} height={1232} unoptimized />

The tenant configuration workspace lets you modify details related to the tenant, including the name and the description.

The tenant configuration workspace is also where you can:

* Redeploy a product configuration file
* Download a product configuration file
* Promote a tenant
* Retire a tenant

There are two major sub-menus of the tenant configuration workspace: **Users** and **Resources**.

Users [#users]

The **Users** page (*Tenants > \[Selected Tenant] > Users*) is where you select which users configured on your business account have access to the tenant.

Resources [#resources]

The **Resources** page (*Tenants > \[Selected Tenant] > Resources*) is where you can upload documents, tables, and template resources to be used in the tenant.

<Image src="/images/overview-tenants/sc-tenant-resources-page.png" alt="Screenshot of a tenant's resources page." width={1999} height={1232} unoptimized />

This page contains tabs for two sub-concepts of resources: **Instances** and **Groups**.

Resource instances [#resource-instances]

A **resource instance** is an individual occurrence of a resource. In Socotra, the structure and name of a resource are defined separately from the data contained within the resource.

For example, it’s possible to define the blueprint of a table, including its static name and structure, and then create multiple instances of the resource that contain the actual data.

So, a blueprint called ExampleTable could have instances called ExampleTable2024, ExampleTable2025, and so on, that contain the actual data.

Resource groups [#resource-groups]

A **resource group** is a set of resource instances that become available based on the data parameters within the group, allowing for the selection of resources at specific times.

Ready for the next module? [#ready-for-the-next-module]

See [Set up Postman to use the Socotra API](/getting-started/set-up-postman-to-use-the-socotra-api) to continue this learning path.
