Add, Edit, or Delete a Tenant

Add a New Tenant

The first steps in configuring an organization structure for a new customer is to set up a tenant.

1. Under the System section at the bottom of the left-side menu, click on the Tenants page.
2. Click on the New icon in the blue toolbar
3. Configure the tenant settings.
4. Click the Save button at the bottom right of the screen.

Edit a Tenant

Make changes to this tenant's tenant-level default settings, available subscriptions, or billing contact information.

1. Under the System section at the bottom of the left-side menu, click on the Tenants page.
2. Find the tenant in the list. Optionally use the search field to search by Name, Creation Date, or Enabled (yes or no).
3. Click on the Actions menuand select Edit Tenant.
4. Make the needed changes to the tenant settings.
5. Click the Save button at the bottom right of the screen.

Tenant Settings

Tenant Information

Name

The name of the tenant listed on the Tenants page in nVoq.Administrator. 

• Field length is 45 characters maximum.
• The following characters are NOT allowed:  < >

Enabled 

This setting configures whether or not user accounts in the tenant have an active billing subscription and are able to log in to nVoq Platform products.
This setting indicates whether a tenant is enabled/active (blue) or disabled/inactive (gray/white).

Tenant Type

Selecting a tenant type (Customer Care or Healthcare) sets the default settings for organizations and accounts in the tenant. See Tenant Type Default Settings. 

Show Audio and Text Links

This settings configures whether accounts with an Admin Role at a company, division, or group Admin Level have access to the Download Audio and Download Text links in the Detail window on the Review & Correct page. If OFF (gray/white), company, division, and group level administrators may still listen to transcripts and see the text returned, but they will not have access to the download links. (Tenant level and System level administrators will still see the links.) This setting is OFF for new tenants by default, but can be turned on or off at any time.  

Trial Expires Available

Setting this to ON (blue) will allow new accounts in this tenant to have a Trial period, during which time the account is not billable. When enabled, the Trial Expires menu is available on the Accounts page for new accounts in this tenant.

Adding or removing the checkmark on this box to an existing tenant will only affect NEW accounts.

• If you turn this OFF (gray/white), existing accounts will keep any trial expiration dates that were previously configured. The Trial Expires menu will still appear on the Accounts page for these accounts.
• Conversely,  if you turn this ON (blue) you will not be able to configure a trial period for existing accounts that are already billable. The Trial Expires menu will be visible on the Accounts page for existing accounts, but will be grayed-out. 

Plans Available

The subscription plans selected here will be listed on the Accounts page when adding or updating accounts. You can edit a tenant to remove available options at any time, but you will NOT be able to remove options that are assigned to accounts in that tenant.

If there is only ONE plan available for a tenant, it will be selected automatically for administrators when creating accounts.  

Monthly

Lines of Dictation

This is a monthly subscription plan that creates an account that is billed based on lines of dictation for the current month. Invoices are sent on the 1st of the month for usage in the previous month. Putting a checkmark in this box will make this this type of subscription available on the Accounts page for accounts in this tenant.  

Shortcuts and Dictation

This is a monthly subscription plan that allows an account to use Shortcuts and Dictation and is billed on the 1st of each month for the current month. Putting a checkmark in this box will make this this type of subscription available on the Accounts page for accounts in this tenant. 

Shortcuts Usage:

This is a subscription monthly subscription plan that allows an account to only use Shortcuts and is billed based on usage for the current month. Invoices are sent on the 1st of the month for usage in the previous month. Putting a checkmark in this box will make this this type of subscription available on the Accounts page for accounts in this tenant. 

Enterprise

Shortcuts and Dictation

These plans are paid up-front with a subscription that's tied to a parent. They allow an account to use both Shortcuts and Dictation. 

Services

Accuracy Optimization Service

Accuracy Optimization Service (AOS) is a personalized service designed to maximize dictation accuracy and user experience with nVoq dictation. A specially trained team of medical transcriptionists review the user’s dictations, correct errors generated by the dictation engine, and tune the user’s account to maximize accuracy and usability. Putting a checkmark in this box will make this this service available on the Accounts page for accounts in this tenant. 

Customer Administrator Access 

A menu in this section lists all of the system level accounts with "Customer Administrator" access that exist on this system. There is a count just above the list of the total available accounts in the list. 

• Put a checkmark in the box beside one or more accounts to grant access to the tenant.
• A count above the list lets you know how many of the total available have been selected.

Tenant Type Default Settings

These are the default settings for each organization or account under a tenant for each of the two tenant types.
Many of the settings are the same for each type. Differences between the two are highlighted below.
Default settings can be changed on the Organizations or Accounts pages.

Delete a Tenant

Before you can delete a tenant you must disable it.

1. Find the tenant in the list that you wish to delete by using the Search field at the top right of the screen.
2. Open the Actions menu of the tenant and select Edit Tenant.
3. On the Edit Tenant screen, uncheck the Enabled checkbox.
4. Click Save at the lower right of the Edit Tenant screen.
5. Open the Actions menu of the tenant and select Delete. You will see a confirmation message before the tenant is deleted.

You can also delete one or MORE disabled tenants by selecting the building icon/checkbox next to the tenant Name(s) and then clicking on the trash can icon in the blue toolbar.