> For the complete documentation index, see [llms.txt](https://v2.dataos.info/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://v2.dataos.info/operate/phase-2-setup-tenant/tenant.md).

# Setup

Complete after [Phase 1 Provision Dataplane](/operate/phase-1-provision-data-plane/overview.md) has registered a healthy Data plane.

## Steps

{% stepper %}
{% step %}

### Open Instance Admin

Open the DataOS home page.

Click the **Profile** icon.

Select **Instance Admin**.

<figure><img src="/files/lIHh9tvouawk1sFDTmqP" alt="Open Instance Admin from the profile menu"><figcaption><p>Open Instance Admin from the profile menu.</p></figcaption></figure>
{% endstep %}

{% step %}

### Create the tenant

In **Instance Admin**, click **Create New Tenant**.

<figure><img src="/files/M87MeiyTbGiiXFbVbvqm" alt="Create a new tenant"><figcaption><p>Start a new tenant from Instance Admin.</p></figcaption></figure>

Enter the Tenant title and description.

<figure><img src="/files/tMIOt6PhB6urIInDRWNw" alt="Enter tenant details and create the tenant"><figcaption><p>Enter the tenant details and create the tenant.</p></figcaption></figure>

Click **Create**.

{% hint style="info" %}
The Tenant status shows yellow while the Tenant is being created. The process takes up to 10 minutes.
{% endhint %}

{% hint style="warning" %}
Use stable naming. You can update titles and descriptions later, but frequent changes disrupt references and communication.
{% endhint %}

Repeat the steps to create more Tenants.

{% hint style="info" %}
Before creating a new Tenant, see\
[https://github.com/moderndatacompany/dataos/blob/main/documentation/operate/phase-2-setup-tenant/choosing-between-instance-and-tenant.md](https://github.com/moderndatacompany/dataos/blob/main/documentation/operate/phase-2-setup-tenant/choosing-between-instance-and-tenant.md "mention")
{% endhint %}
{% endstep %}

{% step %}

### Invite users and assign roles

Open the tenant **Access** tab.

Click **+ Grant**.

<figure><img src="/files/ZlAdjoqJGezwUOFMto2q" alt=""><figcaption></figcaption></figure>

Choose the user and assign a Tenant role: **Tenant Admin**, **Data Developer**, **Data Consumer**, or **Data Admin**. See [Roles and Permissions](/operate/governance/roles-and-permissions.md) for role details.

<figure><img src="/files/KCmC8qHnlaJf05JyBCf4" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
First, grant **Tenant Admin** access to the users who manage the Tenant. Tenant Admins can then invite more users, assign roles such as **Developer** and **Consumer**, and manage Tenant resources, including Dataplane and Compute attachments.
{% endhint %}
{% endstep %}
{% endstepper %}

{% hint style="info" %}
You can now hand off the Tenant for use.

A **Tenant Admin** can complete any remaining configuration.
{% endhint %}

### Optional next steps

{% stepper %}
{% step %}

### Connect the dataplane

Open the tenant **Settings**. Go to the **Dataplane** tab.

Click **+ Connect**.

<figure><img src="/files/pWx0NeF57syhWZWjpOMx" alt=""><figcaption></figcaption></figure>

Select the dataplane provisioned in [Phase 1](/operate/phase-1-provision-data-plane/overview.md).

Click **Create Connection**

<figure><img src="/files/mnIs5AFLSax7XU10TvsX" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
The Dataplane must exist before you attach it to a Tenant.

The connection takes up to **10 minutes**. The status stays **grey** during processing and turns **green** once connected.
{% endhint %}
{% endstep %}

{% step %}

### Attach compute

In Instance Admin, go to the **Compute** section for the tenant.

Click **+** **Add**

<figure><img src="/files/7fSrnGLzXPFfPR5DsmHA" alt=""><figcaption></figcaption></figure>

Provide the node pool selector and related infrastructure details.

<figure><img src="/files/4QZJMNXybC93aDBCP9Fc" alt=""><figcaption></figcaption></figure>

Without Compute, the Tenant cannot run workloads.

{% hint style="info" %}
Compute creation takes 2 to 3 minutes. The status changes from **Pending** to **Active** when the Compute is ready.
{% endhint %}
{% endstep %}
{% endstepper %}


---

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