Managing Tenants

After completing the Configuration Wizard, you can manage BGMconnects 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:

    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 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:

  • BGMconnects App

  • BGMconnects 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

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.


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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