Tenant Onboarding Wizard (Access Control Admin)
Template-driven onboarding wizard used to provision VoicePro tenants (customer or operator) and corporate tenants.
Last updated: 2026-01-26
Where to find it: Tenants > Onboarding Wizard (/onboarding/voicepro)
Who can use it: Platform administrators
Prerequisites: Organization details + tenant provisioning authority
Help link: /onboarding-wizard
VoicePro onboarding
Use the VoicePro templates to provision customer or operator tenants.
Wizard Steps
Step 1: Template Selection
Choose a template:
- VoicePro Customer — isolated VoicePro tenant
- VoicePro Operator / MSP — cross-tenant visibility for managed customers
- Corporate / Enterprise — CRM + messaging only (no VoicePro)
Step 2: Organization Details
| Field | Type | Description |
|---|---|---|
| Organization Name | Text | Display name for the organization |
| Country / Region | Text | Primary region for the tenant |
| Timezone | Text | Default timezone |
| Currency | Text | Billing currency |
| Contact Email | Primary admin contact | |
| Description | Text | Optional notes |
Step 3: VoicePro Configuration (VoicePro templates)
| Field | Type | Description |
|---|---|---|
| VoicePro Tenant Slug | Text | Unique VoicePro identifier |
| Managed VoicePro Tenant Slugs | Tags | Operator-only list of customer slugs |
| Porta Credentials Inheritance | Text | Customer-only, optional operator slug |
Step 3: CRM & Messaging Configuration (Corporate template)
| Field | Type | Description |
|---|---|---|
| CRM Tenant ID | Text | Optional CRM identifier |
| Messaging Provider | Select | Optional provider (sendgrid/twilio/internal) |
Step 4: Initial Users
Roles are based on the selected template:
- VoicePro:
TENANT_OWNER,TENANT_ADMIN,VOICEPRO_EDITOR,VOICEPRO_VIEWER - Corporate:
TENANT_OWNER,TENANT_ADMIN,CRM_ADMIN,CRM_VIEWER
Step 5: Review & Provision
Review your configuration and click Submit to create the tenant.
Step 6: Complete
Success confirmation with created users and a link to the tenant list.
Screenshot
Error Handling
Validation errors are shown inline; server errors surface in the wizard with the backend message when available.
Required Capabilities
To access the onboarding wizard, users need:
| Feature | Action |
|---|---|
TENANT_MGMT | create |
Related
- Admin Capabilities — Role requirements
- User Management — Managing users after onboarding