Master Data — Partners & Tenants

Section: Master Data
Updated: 2026-05-05

Master Data holds the core reference records that appear throughout all other modules — business partners used on invoices, contracts, and subscriptions, and tenants (the NVG legal entities).

Navigate to Master Data in the sidebar, then choose Partners or Tenants.

Master Data section in the sidebar — Partners and Tenants links visible

Navigate to Master Data → Partners.

A Partner is any external organisation or person that NVG interacts with. Partners are assigned one or more roles that describe their relationship with NVG:

• Customer — receives invoices
• Supplier — sends bills to NVG
• Investor — subscribes to financial instruments
• Candidate — job applicant
• Employee — NVG staff member
• Intermediary — referral or agent partner

Number, Name, E-Mail, Town, Roles (icon badges), Action buttons

Columns:

Filters:

• Search — free text across name, email, town
• Status — Active or Inactive
• Role — filter by a single role (Customer, Supplier, Investor, etc.)

Sorting: click any column header (Number, Name, E-Mail, Town) to sort ascending or descending.

Partners list with Role filter open — "Investor" selected, showing only investor partners

1. Click “Add Partner” (top-right of the list).
2. Fill in the partner form (name, email, roles, language, etc.).
3. Save.

Add Partner modal or form — name, email, role selection fields

Click the Edit (pencil icon) button on the partner row, or open the partner and click Modify. Update the fields and Save.

Clicking into a partner opens their detail page. This shows all partner information and — depending on your access — tabs or sections for their related records: contracts, invoices, subscriptions, and documents linked to this partner.

Partner detail page — name, email, roles, address information, and related records

Navigate to Master Data → Tenants.

A Tenant is one of the NVG legal entities. Tenants appear as the issuing party on invoices, contracts, and official documents. Examples: “New Ventures Group AG”, “NVG Real Estate AG”.

Tenants list — table showing tenant names, short names, and status

You select the correct tenant when creating invoices, accounting periods, or banking entries. Tenant management is typically done by administrators only.

The tenant record holds:

• Full legal name and short name (shown in dropdowns across the system)
• Address and contact details
• Active / inactive status

Tenant detail page — name, short name, address