Our CX system is a multi-tenant system that allows you to create and manage multiple tenants, each of which is isolated in data. Let's take a look at tenant configuration and management.
This guide will guide you to learn and understand the management of tenants
Create Tenant
To create a new tenant, select the left menu "Tenant" and click "
". When creating a tenant, you can specify the tenant profile details such as "Company Name", "Admin Username", "Email Address", and "Storage". A tenant's profile can be modified after the "System Admin" signs into the Web Portal.
You can also limit the resources the tenant uses:
Maximum Agents: You can limit the number of Agent in the tenant, please note that this number will consume the number of Agent 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 the system administrator.
Email Activation Required: When Tenant admin creates agents, agents must click the link sent to agents' email to activate your account and login to the CX platform.
Deactivate Tenant
After the tenant has been created, you can activate or disable the tenant through the "Enable" switch button in the tenant management interface.
When the tenant is disabled, people under the tenant will not be able to log in to the CX system again until the system administrator activates the tenant again, but the data under the tenant will be retained.
Delete Tenant
After the tenant has been created, you can force delete the tenant by click the " " button.
Note: Please use this operation carefully, it will delete the tenant data completely and cannot be recovered!
Manage the permissions of the tenant
An administrator can limit the permissions of a tenant after it has been created, for example, by disabling the tenant's permission to use Contact, HelpCenter, and other functions.
For more information, please click the Permission button corresponding to tenant Management.
