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Administration

Administration is where a Tenant Admin manages tenant-level settings: the organization's profile, billing, and — for admins with access to more than one tenant — the list of tenants and switching between them. User and role management lives on its own page — see Manage users and roles.

Before you start​

  • You are signed in to the portal with the Tenant Admin role (or broader platform access). Other roles do not see Administration.

Open Administration​

  1. In the bottom-left corner of the portal, open the tenant selector (labeled Selected tenant).
  2. Click Administration.

What you see next depends on how many tenants you have admin access to:

  • One tenant — the page opens with Tenant Profile, Billing, and Users tabs, scoped to that tenant.
  • More than one tenant — the page opens with Tenants and Users tabs, and you manage every tenant you have access to from one place.

Switch tenants​

If you have access to more than one tenant, use the tenant selector in the bottom-left corner to switch which tenant's data — agents, sessions, channels, and so on — the rest of the portal shows. Your role can be different in each tenant.

Tenant Profile / Tenants tab​

Keep your organization's workspace details current.

  1. Open Administration.
  2. On Tenant Profile (one tenant) or Tenants (several tenants — find the one you want first), click the edit (pencil) icon.
  3. In the Edit tenant dialog, update the fields:
    • Name — your company (tenant) name. Required.
    • Description — a short description of the tenant.
    • Phone — contact number: 7 to 15 digits, with an optional leading +.
    • Billing email — the address used for billing contact. Required.
    • Country — select from the dropdown.
    • Street — mailing address.
    • ZIP code — postal code, 3 to 10 characters.
    • Website — company website; must start with http:// or https://.
    • Timezone — the timezone used to display dates and times in the portal.
  4. Click Save.
tip

Set the Timezone early. Timestamps in the portal are shown in the tenant timezone, which keeps them consistent for your whole team.

Keep the Billing email pointed at a mailbox your finance or admin team actually reads. For plans, payment methods, and usage, see Billing.

Copy the tenant API key​

The tenant API key authenticates API calls made on behalf of your tenant.

  1. Open Administration and find your tenant's row (or the Tenant Profile tab).
  2. Click Copy API key (or Copy API Key on the Tenants tab's row menu, in the multi-tenant view).
  3. The key is copied to your clipboard, and a confirmation message confirms it.
warning

Treat the API key like a password — anyone who has it can act on behalf of your tenant. Store it in a secret manager, and never commit it to code repositories or paste it into shared documents.

Common issues​

  • You don't see Administration. Your role is not Tenant Admin — ask an admin in your organization to change your role.
  • You only see one tenant, but expected several. You have admin access to only one tenant; ask whoever manages the others to grant your account access — see Manage users and roles.

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