Set up tenant access and your team

A tenant is your company’s OpenLimo workspace. It contains your company settings, customers, fleet, drivers, and bookings. Your sign-in may give you access to more than one tenant; the profile screen calls them Organizations.

Before you start

Have your Back Office sign-in address and administrator access for the company you are setting up. There is no password; see Sign in with a passkey, single sign-on, or an emailed code. If you were invited, open the invitation and choose Create a passkey or Continue without a passkey — you’ll sign in with a code we email you. Tenant provisioning happens before these Back Office steps. If your company has not been created, ask your OpenLimo onboarding contact or administrator to arrange it and grant your email access.

A fleet or a location within an existing company is different from a new tenant. Use the company setup guide for locations and the vehicle setup guide for fleets and services.

Confirm your tenant

1. Open the Back Office address supplied for your company. On Sign in to your account, enter your own Email and select Continue. Then use your passkey, Google or Microsoft if your company uses them, or the 6-digit code we email you. If you have access to several companies, choose one on Choose Workspace.
2. Select your profile icon at the bottom of the navigation to open My Profile.
3. Find Organizations and check Active organization. If you have access to several companies, choose Switch organizations and select the one you intend to configure. The list shows only organizations that use OpenLimo.
4. Open Settings → Company Setup. Check that Company Name belongs to that organization before adding records.
5. If Platform Terms requires review, have an authorized company administrator use its review action and complete the displayed process.
6. Open Studio from the main navigation and confirm that you can access the intended company’s pricing workspace. Confirm the company again whenever you switch between tenants or products.

Repeat the setup journey separately for each tenant you operate. Do not assume that a vehicle, driver, or customer entered in one company has also been set up in another.

Add your Back Office team

1. Open Settings → Team & Permissions and choose New User.
2. Enter the person’s First name, Last name, and Email. All are required.
3. Select the appropriate Role: Admin, Manager, Dispatcher, CSR, or Billing. Choose the role that matches the person’s work.
4. Save. The person receives an invitation that opens Set Up Your Sign-In. They enter their Full Name and choose Create a passkey or Continue without a passkey — you’ll sign in with a code we email you; either way they arrive signed in. Someone who already has an OpenLimo account sees Join Organization instead.
5. Confirm the person can open the areas they need. If they can’t find the invitation, open them in Team & Permissions and use Security & Sign-in → Send sign-in instructions.

These are staff logins. Customer billing accounts belong in CRM → Customers, passengers in CRM → Individuals, and drivers in Fleet → Drivers.

You are ready when

Your profile shows the correct organization, Company Setup opens for that company, and the people responsible for dispatch, pricing, and billing can access their areas using their own logins.

If you get stuck

• The sign-in code doesn’t arrive or your passkey is lost: follow “If you can’t sign in” in Sign in with a passkey, single sign-on, or an emailed code. OpenLimo Support manages your organization’s sign-in policy; it isn’t a Backoffice setting.
• The organization is missing from Switch organizations: ask an administrator or your onboarding contact to check your membership. Creating a customer or fleet will not create tenant access.
• A setup page is unavailable: have an administrator review your role and the company’s enabled features.
• An add button reports a plan limit: ask your administrator to review the tenant’s plan and capabilities before adding more records.