A - new Spacewell tenant

Laura CARBO

13 October 2026 08:30

In this scenario, we are dealing with a 100% new tenant. No migrations from MCS or Asset.

When in doubt, go back to Space Management activation playbooks

Step	Component	Action	How	Who
1	REQUEST
1a	Zendesk	When a new Spacewell tenant must be set up, this task is handled by the support team completely. Based on the Salesforce information, the necessary actions are triggered for the various deployment tasks (see next steps).	Manual	Support team
1b	Zendesk	Send notification of the request to product team and create Jira item in the QUEEN project	Manual	Support team

2	DEPLOYMENT
2a	Cobundu	Deploy new tenant	Automation	Cobundu Core team
2b	Space Mgt + storage app	Enable space management for tenant (db schema + roles) via script	Automation	Cobundu Core team
2c	Asset	Deploy new tenant	Automation	Support team
2d	Integration platform	Deploy new tenant https://onespacewell.atlassian.net/wiki/spaces/KB/pages/4522999812/Integration+platform+tenant+creation+SW+internal	Manual	Integration team
3	ACTIVATION
3a	Asset	Activate the “Space management integration” module in Asset Global assistance page: https://onespacewell.atlassian.net/wiki/spaces/KB/pages/4834983937/Space+Management+integration Activation instructions: https://onespacewell.atlassian.net/wiki/spaces/KB/pages/4642701313/Space+Management+integration+module+activation+and+information	Manual	Implementation consultant
3b	Integration platform	Login to https://integration.spacewell.com/ Space Sync – Setup connectors to Asset and to Space Management Instructions: https://onespacewell.atlassian.net/wiki/spaces/KB/pages/4834983937/Space+Management+integration	Manual	Implementation consultant
3c	Integration platform	Activate Space Sync for the tenant	Manual	Implementation consultant
3d	Studio	For the specific tenant, create or edit an account with role “space.admin” who will perform the data import. Check that this role has all the necessary rights to import location master data.	Manual	Implementation consultant

4	DATA IMPORT
4b	Space Management	Login to space management using the account from steps above. From Space Management, export XLXS templates for master data: Building Types Space Types Subspace Types Regions Sites Buildings Floors Spaces Subspaces	Manual	Implementation consultant
4c	Excel	Populate the XLSX templates with appropriate customer data	Manual	Implementation consultant
4d	Space Management	Import the XLSX files in correct order: Building Types Space Types Subspace Types Regions Sites Buildings Floors Spaces Subspaces	Manual	Implementation consultant
4e	Space Management	Besides importing location master data via the XLSX templates, you can also create them interactively in the Space Management application	Manual	Implementation consultant or customer
4f	DWH	Update tenants.yaml → is_space_enabled : true Populated BIT/BIX pipeline with space tables	Manual	BI team
5	Quality assurance	Checking all integrations
5a	Space Management	Check if locations are all available in Space Explorer	Manual	Implementation consultant
5b	Studio	Check if locations are visible (refresh the page)	Manual	Implementation consultant
5c	Asset	Check if locations are under control of space management. When space management is activated, there will be some level of restricted access in Asset.	Manual	Implementation consultant

6	Floor plans
6a	Prepare drawings	See guidelines: https://onespacewell.atlassian.net/wiki/spaces/KB/pages/4961894421/Addendum+A+-+Preparing+CAD+Files	Manual	Customer
6b	Space Management	Import floor plans Use the normal procedures in Space Management: Import drawing Prepare drawing Create Layout Activate Layout	Manual	Implementation consultant or customer
6c	Floor plans in Studio	Configure Space Mgt layouts in Studio	Manual	Implementation consultant or customer

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