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Our The CX system is designed as a multi-tenant system that allows platform, enabling you to effortlessly create and manage oversee multiple isolated tenants, each of which is isolated in data. Let's take a look at . Now, let's delve into the specifics of tenant configuration and management. |
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1. Create Tenant
1.1 Tenant Information
To create a new tenant, select the left menu "Tenant" “Tenant” and click "“
" “. When creating a tenant, you can specify the tenant profile details such as "Company Name", "Admin Username", "Email Address", and "First Name". “Company Name”, “Admin Username”, “Email Address”, and “First Name”.
A tenant's profile can be modified after the "System Admin" “Tenant Admin” signs into the Web Portal.
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1.2 Basic Setting
You can also limit the resources the tenant uses:
Maximum Agents: You can limit the The number of Agent Agents in the tenant , please can be restricted. Please note that this number limit will consume correspond to the number of Agent Agents authorized by the system license.
Disk Quota: You can limit the storage limit for tenants, and after reaching the storage limit, you can expand it through Tenants' storage capacity can be restricted, and upon reaching the limit, expansion can be facilitated by the system administrator.
Email notificationNotification: When a Tenant admin creates agents, agents can log in through the they can access the system by logging in using the provided login information sent or by clicking on the activation link.
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1.3 Tenant Domain (Optional)
If the end-user wishes to log in using their
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personalized sub-domain
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and make customizations on their tenant, a Tenant Domain setup is recommended.
Subsequently, you
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must integrate the customer's sub-domain, already
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configured on your DNS Provider’s portal,
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into your service.
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This enables customers to access their accounts directly through their unique sub-domain. For
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example, if your system's domain is:
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, and you have a customer named
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Company A, you can
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allocate a sub-domain like
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exclusively for this customer.
By
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utilizing such a sub-domain, the customer can
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personalize their tenant's branding and eliminate the
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necessity to
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enter a company code during the login process.
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Note：If the domain is in
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a Non-Secure state, the sub-domain configured to the tenant will not
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be operational.
1.4 Permission Setting
After Upon completing the previous two steps, you then need to configure your tenant’s permissions. There is preceding steps, the next task involves configuring the permissions for your tenant. While there exists a default setting for tenant feature permissions, but you can adjust it as needed.
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you have the flexibility to customize it according to your requirements.
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After this Stepstep, there will have a page to show the tenant informationsinformation.
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Click Save to completed “Save” to finalize the creation of the tenant creatation!.
2. Deactivate Tenant
After creating the tenant has been created, you can have the option to activate or disable deactivate the tenant through using the "Enable" switch button available in the tenant management interface.
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| Note |
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When the tenant is disabled, |
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agents under |
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this tenant will not be able to log in to the CX system again until the system administrator |
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reactivates the tenant |
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. However, |
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the data under the tenant will be |
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preserved. |
3. Delete Tenant
After the tenant has been created, you can force delete the tenant by click the " " button.
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| Note |
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Note: Please |
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exercise caution when utilizing this operation |
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, as it will |
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result in the complete deletion of tenant data |
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, which cannot be recovered! |
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4. Manage The Permissions
An administrator can limit has the ability to restrict the permissions of a tenant after it has been createdpost-creation. This can be achieved by, for exampleinstance, by disabling the tenant's permission access to use features such as Contact, HelpCenterHelp Center, and other functions.
For more informationfurther details, please kindly click on the Permission button corresponding to associated with tenant Management.
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