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Multi-tenant Portal

This cookbook is for SaaS products serving multiple customer workspaces.

Core Pattern

  1. Create or map each customer to a Roset space
  2. Ingest customer files into that space
  3. Issue short-lived portal tokens for customer-facing UI access
  4. Use portal search and Q&A endpoints scoped to the token space

Why This Works

  • Strong tenant isolation by design
  • No need to maintain custom indexing per customer
  • Fast path to embedded search/Q&A experiences
  • Short token TTLs
  • Tenant-aware audit logging in your app
  • Explicit fallback states when portal APIs are unavailable

For full space setup details, start with Multi-Tenant Spaces.