Skip to main content

Uniphore Customer Portal

Tenant Setup for U-Self Serve

The customers that are signing up to use an environment are represented as the tenants of the system. As a part of on-boarding procedure, setting up a Tenant for a customer is the first and foremost activity. The tenants can only access the applications which are added to their specific tenant account. Prior to using U-Self Serve, each customer must be added as a Tenant on the X-Platform using the Uniphore Cloud Admin portal.

Steps involved in Tenant Management:

  1. Login to Cloud Admin Portal using the credentials provided by Platform team.

  2. Click Accounts from left pane. You can see a list of customers/tenants already exist for your organization.

  3. To Create new Account/Tenant in Cloud Admin Portal:

    1. Go to Account Management menu, Click Add New Account from the top right corner.

    2. In the Add New Account dialog, Enter the Account Name and SLUG.

      Tip

      The Slug name is mentioned as "Account ID" on the X-Console login page, as "Organization Name" on the U-Assist AfterCall login page, and as "Tenant" in the Conversation.

    3. In the Cluster , select the region from the dropdown list. Changing this field value will have an impact on the URL for each application (example: https://xconsole.in.cloud.uniphore.com/).

      Note

      The value may change based on the partner organization.

    4. Select Environment from the drop down. The available environments are Dev, Staging and Production. Based on your requirement, select the appropriate environment.

      • Dev – A dedicated environment for development. DEV environment can be used during the design and early testing stage for the configuration of U-Self Serve components under Account Admin and Flow Admin roles.

      • Staging – A dedicated environment for testing. Staging environment can be used to simulate either the PROD environment (for testing of new features in a production-like setting) or the DEV environment (for fixes of production defects).

      • Prod - The production environment. You cannot make any configuration changes in this environment.

      Note

      It is recommended to use the dev environment for demonstration purposes as it contains the most recent/up-to-date features requested for demos.

    5. Click Add. The newly added Account/Tenant will be displayed in the list.

  4. Use the Search bar to find and select your new tenant or customer.

  5. To Add Applications for U-Self Serve:

    1. From the Account/Tenant list, select the Account/Tenant and click Apps tab to add Applications (U-Self Serve, U-Assist InCall) for the Account.

      Caution

      Once applications are deployed, no updates or changes can be made.

    2. Add the U-Assist InCall Application. The Provision New App dialog opens.

      Note

      U-Assist InCall need to be provisioned as U-Self Serve uses X-Console.

    3. In Provision New App dialog, select the Standard Solution Pack and enter the Tenant Management Endpoint.

    4. Click Add.

    5. Add the U-Self Serve Application. The Provision New App dialog opens.

    6. In Provision New App dialog, select the Standard Solution Pack.

    7. Click Add.

  6. Go to Users tab, Click Add User, the Add New User dialog opens.

    1. In Add New User dialog, Enter the Name of the User, Email.

    2. In Roles, select the appropriate roles that are required for U-Self Serve. Currently the below given Roles are assigned to U-Self Serve users:

      • U-Admin

      • In-Call Flow Admin

      • In-Call Account Admin

    3. Enter the Password.

    4. Click Add. The newly added User will be displayed in the list.

In this section: