# Managing Tenants After completing the **Configuration Wizard**, you can manage **PortSIP PBX** through the **Web Portal**. From here, administrators can configure and manage all core PBX features, including: * Tenants * Users (extensions) * Call routing and call forwarding * Feature Access Codes (FAC) * SIP trunks * Queues and ring groups * And more *** ### Creating a Tenant To create a new tenant: 1. Sign in to the **PBX Web Portal** as a System Administrator. 2. Navigate to **Tenants** from the left-hand menu. 3. Click **Add**. When creating a tenant, you can configure key tenant profile settings such as Name, SIP Domain, Office Hours, and Storage quotas. Once created, a tenant’s profile can be modified at any time by a System Administrator through the Web Portal. *** #### Tenant General Settings The **General** tab allows you to define the tenant’s identity and resource limits. **Basic Information** * **Name**\ The display name used to identify the tenant (for example, *ABC Company*). * **SIP Domain**\ A unique SIP domain used to distinguish extensions across tenants.\ This domain **does not need to exist or be resolvable** and may be a dummy domain. **Example:** * Tenant A SIP domain: `test1.com` → Extension URI: `sip:101@test1.com` * Tenant B SIP domain: `test2.com` → Extension URI: `sip:101@test2.com` This mechanism ensures complete SIP namespace isolation between tenants. > ❗**Important**\ > Do **not** configure the PBX server IP address as a tenant SIP domain. **Capability (Resource Limits)** The **Capability** section allows you to control how many resources a tenant may consume, including: * Maximum number of extensions * Maximum concurrent calls * Maximum ring groups * Maximum call queues * Maximum meetings * Maximum virtual receptionist * Other tenant-level limits This enables precise capacity control in multi-tenant environments. **AI Transcription** * **AI Transcription:** Enable or disable AI transcription for the tenant. * **Daily Transcription Quota:** Define daily usage limits to control costs and resource consumption. For more details, please refer to [Tenant Feature Management](#tenant-feature-management). *** #### Tenant Options The **Options** tab allows you to configure operational and regional settings. * **Enable This Tenant:** If disabled, the tenant and all associated extensions become inactive. * **Allow Concurrent Logins:** Allows tenant administrators to sign in from multiple devices simultaneously. * **Country:** Specifies the tenant’s country. * **Timezone:** Defines the tenant’s timezone for call routing, reports, and logs. * **Currency:** Used for billing and reporting purposes. * **Enable Extension Audio Recording:** Forces audio recording for all extensions, regardless of individual extension settings. * **Enable Extension Video Recording:** Forces video recording for all extensions. * **Night Mode:** When enabled, all IVRs, queues, and ring groups follow night-mode routing rules. * **Office Hours:** Defines global office hours for the tenant.\ If extensions, inbound rules, or outbound rules are set to *follow global office hours*, call routing will respect these settings. * **Holidays:** Defines tenant-wide holidays.\ When the current date falls within a holiday period, call routing follows the configured holiday rules. *** #### Storage Settings The **Storage** tab allows administrators to manage tenant-level storage usage. * **Disk Quota (MB):** Maximum total storage allocated to the tenant. * **Chat File Quota:** Configure chat file limits per user and per tenant. **Auto Cleaning** You can define automatic cleanup policies for: * Call recordings * Call reports * Chat files * Voicemail messages This helps maintain predictable storage usage. *** #### Apps Control The **Apps** tab allows you to control which client applications tenant extensions may use: * PortSIP ONE App * PortSIP Team Phone App * Limit App Logins * Disabled: No application usage limits * Enabled: Specify how many extension users may use each app Setting a value to **0** means no users in that tenant may use the corresponding app. For more details, please refer to [Tenant Feature Management](#tenant-feature-management). *** #### Tenant Feature Management The **Features** tab allows you to enable or disable major functional modules per tenant, including: * Billing * Call Statistics * Contact Center * Message Channels * Trunks * Microsoft Teams Integration * CRM Integration This provides flexible service packaging for different customer tiers. For more details, please refer to [Tenant Feature Management](#tenant-feature-management). *** ### Deactivating a Tenant To deactivate or reactivate a tenant: 1. Navigate to **Tenants** in the left menu. 2. Locate the tenant in the list. 3. Toggle the **ON/OFF** switch in the **Status** column. When deactivated, all extensions and services under the tenant are disabled. *** ### Deleting a Tenant To delete a tenant: 1. Navigate to **Tenants**. 2. Select the tenant. 3. Click **Delete**. > ❗**Note**\ > Deleting a tenant may take some time, as all associated resources (extensions, recordings, reports, messages, etc.) must be removed.\ > The tenant **will remain visible** in the list until the deletion process is fully completed. *** ### Managing a Tenant A **System Administrator** can manage tenants and their extensions directly. 1. Sign in to the **PBX Web Portal**. 2. Navigate to **Tenants**. 3. Select the tenant and click **Manage**.
This allows the System Administrator to temporarily assume the role of the tenant administrator and configure tenant settings and extensions. #### Switching Back to System Administrator After completing tenant management tasks: 1. Click the profile picture in the top-right corner. 2. Select **Switch to Administrator**. This returns you to the System Administrator role **without requiring logout and re-login**.
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