Adding a Tenant
- Access the XMedius Online portal
- Click Child accounts > Management, choose Add new enterprise
- Sections:
- Display name: Company name (from ConnectWise)
- Home page: use the customer email handle
Example: https://portal.xmedius.com/businessname - Full name: add main point of contact for company
- Security officer and Privacy officer can be left blank
- XM Fax: checked
- XM SecureSend: uncheck
- XM SendSecure user licenses: leave blank
- Add logos (not required)
- Change default time zone to customer time zone
- Default service access: uncheck XM SecureSend
- Change Password expiration to 0
- Uncheck Send welcome email to users and Send fax number assignment email to users
- Check Enable email-to-fax
- Fax retention: set to 90 days
- Click Add
- Within the portal, search for the new tenant; copy the URL below the company name
- Add the configuration to ConnectWise
- Access the company within ConnectWise and click the Configurations tab
- Click + to add a new configuration
- Configuration name: XM Cloud Tenant
- Within the Configuration Details pod:
- Type: Software
- Install Date: date tenant was added
- Within the Configuration Questions pod
- Website: paste the URL copied from the XM Cloud portal
- Access the company within ConnectWise and click the Configurations tab
Updated 2 years ago
Version 2.0