Theme
Tenant Settings
The Settings page is organized into tabs accessible from the left sidebar:
Tenant settings page showing left sidebar tabs for My Account, General, Notifications, Security, API, and AI, with the General settings form displayed in the main content area
My Account
Profile
View and update your account information:
- First name, last name, email (read-only), and user type (read-only)
Change Password
Enter your current password and a new password (with confirmation) to update your login credentials.
Two-Factor Authentication
Enable and configure MFA for your own account using the embedded MFA settings component.
General
Tenant-level configuration:
| Setting | Description |
|---|---|
| Organization Name | Your organization's display name |
| Tenant Code | Read-only unique identifier |
| Contact Email | Read-only primary contact |
| Contact Phone | Read-only phone number |
| Timezone | Timezone for all date/time displays |
| Date Format | MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD |
| Language | English, Spanish, French, or German |
Notifications
Toggle notification preferences:
| Setting | Description |
|---|---|
| Email Notifications | Receive email alerts |
| Escalation Alerts | Notify when conversations escalate to agents |
| System Alerts | Notify on system events (errors, downtime) |
| Daily Digest | Daily summary email |
| Weekly Report | Weekly analytics report email |
Security
| Setting | Description |
|---|---|
| Require MFA | Enforce multi-factor authentication for all tenant users |
| Allowed MFA Methods | TOTP, Email, SMS (checkboxes) |
| Device Trust | Remember trusted devices |
| Audit Logging | Enable detailed audit logging |
| Session Timeout | Auto-logout after inactivity: 15 min, 30 min, 1 hour, 2 hours, 4 hours, or 8 hours |
| Password Expiry | Force password rotation: 30, 60, 90 days, or Never |
| IP Allowlist | Restrict portal access to specific IP addresses |
When IP Allowlist is enabled, enter allowed IP addresses in the text area (one per line or comma-separated).
WARNING
Be careful with IP Allowlist — adding incorrect IPs can lock you out. Always include your current IP address.
API
Manage API keys for programmatic access to the OmniBots API.
Creating an API Key
- Click Create Key.
- Enter a Key Name to identify this key.
- Click Create. The key is displayed once — copy it immediately.
Managing Keys
The key table shows:
| Column | Description |
|---|---|
| Name | Key identifier |
| Created | Creation date |
| Last Used | Most recent usage |
| Key | Masked preview |
| Actions | Copy, Delete |
WARNING
API keys grant full programmatic access. Treat them like passwords — do not commit them to source control or share them in plain text.
AI
| Setting | Description |
|---|---|
| Enabled AI Models | Multi-select dropdown of available AI models |
| Default Model | The model used when no specific model is selected |
| Bot Orchestration | Enable AI-powered bot conversation management |
| Sentiment Analysis | Enable real-time sentiment scoring |
| Conversation Summarization | Enable automatic conversation summaries |