Set up a tenant

A tenant is a Cloud-based instance of Transtream that has been created for you. You will have been given a link to access it. From this point, you can use the Administration App to configure locations, users, and carriers. This content outlines the recommended route from receiving your tenant to having users who can access Apps and generate shipping labels.

All tenant configuration is done using Product Admin, and beyond that, the Administration App. You will have been given a link to your tenant's URL, which will load into Product Admin. Here, on the Apps tab, you can see the Apps that have been included in your instance. This will include the Administration App. To open it, in the Administration App row, click Open.

The Administration App includes a Setup My System feature that guides you through the setup process. We recommend using it, however, below each of the following steps, you will find further guidance should additional or manual configuration be needed.

In the Administration App, configure your tenant:

1. Add a location.
   This is the Ship From detail that will appear in Apps. You can add multiple locations. See Locations for more detail.
2. Add a user.
   If you want Transtream to email your users with their login details and a link, in the Administration App's Data page, on the Mail Settings tab, provide details of the SMTP service you are using to send emails. See Set up Email. You may not want to add all your users until you have onboarded carriers and tested the installation. Users can also be imported. See Users and Import Users for more details.
3. Onboard a carrier.
   If your carrier is not listed under Setup My System, you have to onboard it manually. See Carriers for a list of available carriers and links to their setup instructions.
4. Add a default label.
   Even if Setup My System is showing this as done, we recommend adding a default label that can be used by all carriers. If onboarding a carrier has created labels for that carrier, Setup My System will show this step as done, regardless of whether the label is generally usable. See Outputs for details on this area in the Administration App, and each carrier's reference topic for details on any documents and labels required.

At this point, your user should be able to login, see their Apps, and process a shipment. If your users require local devices (printers and scales), provide them with access to the HubCapp Peripheral Agent installer. If they will use local data sources, provide access to the HubCapp Data Agent installer. See HubCapp for details (installers are on the Downloads page). Once users have the agents installed, they will need the name of the HubCapp server they are to connect to and a license. You will have been given this with your tenant (if you are using HubCapp).

How users access Apps

Users can access Apps:

• Through Product Admin. When users are added, they get a URL that takes them to a simplified Product Admin that lists their Apps. See Open the Desktop App for an example.
• From a direct URL to the App. In Product Admin, on the Apps tab, use the Copy Url command to obtain this.