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
Tenant Information
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 "First Name". A tenant's profile can be modified after the "System Admin" signs into the Web Portal.
Basic Setting
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 notification: When Tenant admin creates agents, agents can log in through the login information sent or by clicking on the activation link.
If you wish for your end-user to log in using their own personalized sub-domain, you should opt for a Tenant Domain setup. Subsequently, you're required to add the customer's sub-domain, already established on your DNS Provider’s portal, to your service. Consequently, your customers can access their accounts directly through their unique sub-domain. For instance, if your system's domain is: [https://cx.example.com](https://cx.example.com/), and you have a customer named CompanyA, you can assign a sub-domain like [https://company-a.example.com](https://company-a.example.com/) exclusively for this customer. By using such a sub-domain, the customer can customize their tenant's branding and eliminate the need to input a company code during the login process.
Notice：If your domain is in the No Secure state, the sub-domain configured to the tenant will not succeed.
Permission Setting
After the previous two steps, you then need to configure your tenant’s permissions. There is a default setting for tenant feature permissions, but you can adjust it as needed.
After this Step, there will have a page to show the tenant informations
Click Save to completed the tenant creatation!
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.
