The Tenant creation step allows the Super Admin to give rights to Tenant Admins to manage and configure the Virtual Agent which can be leveraged to the end-users for their requests according to the organization’s needs.
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Context
Create a Tenant for an organization to give access to the Virtual Agent and other Luma applications.
Pre-requisites to create a Tenant Admin:
URL of the Luma Virtual Agent Environment
Super Administrator Credentials: If you are an MSP partner or have an On-Premise Luma Virtual Agent Implementation, you would receive Super Administrator (Super Admin) credentials from the Serviceaide Support team.
Contract and Subscription information which holds the validity and method of the usage of Virtual Agent
Basic details of the Tenant Administrator which is required to create a Tenant account
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With the above-mentioned Tenant Admin details acquired/captured, Super Admin can now create a Tenant Admin account for a specific organization after successfully logging into the application.
Tenant Admin account creation process:
Step 1: Starting Tenant Creation
Click on the Create Tenant button provided on the Tenant management screen which is the landing screen after Super Admin logs in, into the application.
Step 2: Enter Tenant Details
Once clicked on the Create Tenant button, SuperAdmin will be redirected to the Tenant Creation screen which will allow them to create the Tenant Admin account. The first section is the Tenant details, which is as following:
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Description: The description of the Tenant defines the Tenant details. It is used to identify the Tenant with details if SuperAdmin is not able to differentiate the Tenant on the list.
Step 3:
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Provide Bot and Domain
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Details
Bot Name, Bot Symbol: The Bot name and Bot symbol are pre-populated from the previous step.
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Domain Name, Domain Identifier: The Domain Name and Domain Identifier will be loaded by default, based on the Bot Name.
Step 4:
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Provide Tenant Administrator details
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Username: SuperAdmin can assign a username using which the Tenant Administrator can log in to the application.
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Last Name: The last name of the Tenant Administrator will be entered here.
Step 5:
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Confirm Automation Integration
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This step allows SuperAdmin to share automation features with the newly created Tenant administrator. This step includes the details of the Domain, Organization, Email Address, Username, Password, Token, and the Automation Service provider Uuid(User ID).
Step 6:
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Provide Subscription Details
Enter the contract details here as required in the respective fields. Add the License Type, Sessions purchased, Contract duration, and Contact Details. Contacts added here will receive notifications regarding Subscription, License usage, and renewal. The details of the amount and type of licenses that can be assigned to the Tenant Administrator is provided in the Subscription file in the backend.
For more details on the Licensing and Subscription, please refer Luma Virtual Agent Licensing Models
Step 7: Complete the Tenant Creation process
Once the details are filled in, click on the Create button to complete Tenant Provisioning. The Tenant account is now successfully created. The Virtual Agent is now ready to be configured.
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