Manage Tenants

Tenant Management (TM) is an administrative application that enables business partners to support their own tenants High-level organizational grouping used to manage technical support, billing, and global settings for your NiCE CXone system. and customers.

Using TM, you can view the applications and features available to your tenants. You can also impersonate your tenants to provide technical support. Only NiCE users can create a tenant or turn features on or off for a tenant. Contact your partner account manager for help.

Tenants can have parent-child-grandchild relationships. When viewing a tenant, the Child Tenant tab displays that tenant's children. Parent tenants can impersonate their child tenants to provide support. Tenants can view information for their grandchild tenants but cannot impersonate them. As an administrator creating or viewing a tenant, the Parent drop-down allows you to select a parent, if applicable.

View Tenant Details

Required role: TM Admin

In the dashboard that appears above the tenant High-level organizational grouping used to manage technical support, billing, and global settings for your NiCE CXone system. list on the Tenants page, you can view the following details about your tenants:

Total Users
Billable Users
User counts for each of the applications licensed to the tenants

Details about using this page:

Click and drag the column title to reorder the columns.
The Converted Tenant column indicates whether the tenant has been migrated from Central to NiCE CXone.
Click a row to view and manage more details of that particular tenant.
To view details of a tenant in the dashboard above the table, click the Show Data button on that tenant's row.

Configure a Tenant

Required role: TM Admin or Implementation Partner TM Admin

Impersonate & Configure allows you to impersonate any tenant High-level organizational grouping used to manage technical support, billing, and global settings for your NiCE CXone system. associated with your partner account. You can use your elevated permissions to do things for them that they are unable to do. The tenants with the status Central are not editable.

In the left navigation menu, click Tenants.
Click the tenant you want to configure.
On the upper right portion of the Tenants page, click the Action icon, and then select Impersonate & Configure.
Configure the tenant as needed.
When you are done, click Stop in the message at the top of the page.
- The impersonation message may not appear in all NiCE CXone applications. If you want to stop impersonating and do not see the message on the current page, navigate to the Admin application and then click Stop.

System Type Selection:

During tenant creation, you must select one of four system types. The selection defaults to Standard, and cannot be changed after the tenant is created.

Lab – Development, lab, or pre‑production environments
Standard – Supports up to 4,000 concurrent calls; recommended for small- to medium‑scale deployments
Large – Supports up to 8,000 concurrent calls; designed for large‑scale enterprise environments
Very Large – Supports more than 8,000 concurrent calls; ideal for enterprise‑grade customers with high call volumes

If side‑by‑side recording permissions are added during a tenant update, the system type remains unchangeable.

Support a Tenant

Required role: TM Admin or Implementation Partner TM Admin

The Use Impersonation option allows you to impersonate any tenant High-level organizational grouping used to manage technical support, billing, and global settings for your NiCE CXone system. associated with your partner account. You can do things for the tenant as if you were the tenant administrator.

In the left navigation menu, click Tenants.
Select the tenant you want to configure.
On the upper right portion of the Tenant page, click the Action icon, and then select Impersonate & Support.
Provide needed support for the tenant.
When you are done, click Stop in the message at the top of the page.
The impersonation message may not appear in all NiCE CXone applications. If you want to stop impersonating and do not see the message on the current page, navigate to the Admin application and then click Stop.

Support a Child Tenant Through the Admin Menu

Required role: Parent Tenant Administrator

The Parent Tenant Administrator role allows you to impersonate child tenants High-level organizational grouping used to manage technical support, billing, and global settings for your NiCE CXone system.. It can used as a primary role or a secondary role. This role is automatically created when you:

Create the first child for a tenant.
Assign the TM license to the parent tenant.

Log in to NiCE CXone.
Click the app selector and select Admin.
Click TM.
In the list of the Child Tenants, click the child tenant you want to support.
When the Tenants page for the child tenant opens, click the Settings button and select Impersonate & Support or Impersonate & Configure.
Perform any actions needed to support the child tenant and stop impersonating when you're done.

Applications and Configurations for Tenants

Only internal NiCE users have the ability to manage applications and configurations for tenants High-level organizational grouping used to manage technical support, billing, and global settings for your NiCE CXone system.. However, you can view complete information about the applications and features your tenants are enabled to use. Expand the following drop-down to learn more.

View applications and configurations

Application Name in Tenant Management	Features	Configuration settings
Omnichannel Routing (ACD)	This application includes much of the functionality associated with the base NiCE CXone communications platform. Features and applications are grouped into these categories: Core: Essential features such as contact The person interacting with an agent, IVR, or bot in your contact center. handling. The Advanced Routing Features section includes: Multiple Attributes: Lets you route contacts based on more than one routing attribute. Least Occupied: Lets you configure skills to route interactions The full conversation with an agent through a channel. For example, an interaction can be a voice call, email, chat, or social media conversation. to agents with the fewest active contacts and who haven’t hit their limit. This helps spread work evenly across agents. Most Occupied: Lets you configure skills to route interactions to agents with the most active contacts and who haven’t hit their limit. This helps make the most of agent availability. NiCE CXoneReporting, Data, and Dashboards: Features such as Performance Management (Integrated) (Standalone), and custom reporting. Agent Applications: Applications for agent use in NiCE CXone. NiCE CXoneStudio: Enables features accessible via Desktop Studio and Studio. NiCEWEM Integrated: Allows you to enable one or more of the listed integrations. Attendant: Options for Attendant. Advanced Routing Features: Features for advanced routing, such as multiple attributes.	No settings.
ActOne	Features for the ActOne application.	No settings.
Adapters	Enable the adapters for Presence Sync (3rd Party, includes Directory Sync) and Directory Sync. Presence Sync (3rd Party, includes Directory Sync) allows you to sync agent states between Omnichannel Routing (ACD) and your application. Directory Sync allows agents to use MAX to consult their contacts from other applications, such as Microsoft Teams.	Directory Sync Settings: The presence look-up applications you can use to sync agent states between Omnichannel Routing (ACD) and your selected applications.
Analytics	Enables Interaction Analytics. If the tenant uses Interaction Analytics with Recording Management (CXone), you must select Recording Advanced and enable stereo recording. Go to Tenants > Applications & Features > Recording > Recording Mode and select Recording Advanced and Stereo. Select either Interaction Analytics Advanced or Interaction Analytics Premium. Using NiCE CXone metrics with Interaction Analytics requires Premium.	No settings.
Analytics Models	Enables behavioral models for use in NiCE CXone: Customer satisfaction. Sales effectiveness.	No settings.
AI Agents (Cognigy)	Enables AI Agents (Cognigy).	No settings.
NEVA Discover Studio	Enables NEVA Discover Studio.	No settings.
BCP This feature is part of a Controlled Release program. Contact your Account Representative if you're interested in knowing more.	Enables Business Continuity Plan. BCP Configurations: Select this option to allow a user to initiate the syncing of data from the primary to secondary system. BCP Tenant Enablement: Select this option to allow a user to switch between the primary and secondary system.	Available Regions: Select the region where your Business Continuity Plan tenant is located. DR Tenant: Select the ID of your Business Continuity Plan tenant. Passkey: Click Generate Passkey, then click Copy Passkey. Save the passkey somewhere secure or provide it to the user who will enable the backup system. When enabling the backup system, the user must enter the passkey.
Bot Builder	Enables Bot Builder.	No settings.
Dashboard (New)	Enables Dashboard.	No settings.
Coaching	Enables Coaching.	No settings.
Supervisor	Supervisor Workspace (Supervisor): Select this for the Supervisor Workspace (Supervisor) features. Supervisor Workspace (Supervisor) CSAT: This license is available for organizations with the NiCE CXone CSAT package. When enabled, the Urgent Assist feature in Supervisor Workspace (Supervisor) will be enabled. Copilot for Supervisors: This license is available for organizations with NiCE CXoneAI package. When enabled, the Alerts insights feature in Supervisor Workspace (Supervisor) will be enabled. This product is in controlled release (CR) and not yet available for everyone. If you are not part of the CR group and would like more information, contact your Account Representative.
Legacy Dashboard	Enables the legacy Legacy Dashboardapplication
Engagement Manager	You can switch on Engagement Manager for a tenant configured with Workforce Management (IEX Integrated) 7.2.9 or 7.3.1 or later and using the NiCE CXoneOmnichannel Routing (ACD). Engagement Manager provides a mobile app for viewing the schedules and receiving notifications.	No settings
Actions	Enables NiCE CXoneActions.	No settings.
Automated Summary (AutoSummary)	If Automated Summary (AutoSummary) is enabled, the Automated Summary (AutoSummary) and Topic AI applications will be enabled and will be visible under the NiCE CXone Applications menu.	No settings.
Knowledge Management (Expert)	Enables Knowledge Management (Expert).	Knowledge Management (Expert) Hostname: Enter the hostname for the tenant's instances of Knowledge Management (Expert)
Guide	Enables engagement rules for Guide.	No settings.
Data Policies	Controls the applications available in Interactions Hub (Data Policies): Data Policies	No settings.
Knowledge Hub	Enables Knowledge Hub.	No settings.
NiCE CXone Desktop Discovery	Enables NiCE CXoneDesktop Discovery and allows selection of the following features: NiCE CXone Desktop Discovery (Hybrid) NiCE CXone Desktop Discovery Client Desktop Discovery (Advanced) NEVA for Compliance
Orchestrator	If Orchestrator is enabled, the NiCE CXoneOrchestrator feature will be enabled. It is the only feature with this application.	No settings.
Monitoring Gateway	Controls the applications available in Monitoring Gateway: Voice Diagnostics Log Reader Self-Service Port Management POC Provisioning Voice Quality Metrics	Voice Diagnostics: Enter the Empirix data specific to the tenant.
AI Routing	If NiCE CXoneAI Routing is enabled, the Voice feature will be enabled. It is the only feature with this application.	ACD Integration: Choose the integration that AI Routing should use for your tenant.
Performance Management (Integrated) (Standalone) (New)	Enables Performance Management (Integrated) (Standalone).	No settings.
Platform Services	For Cloud Storage Services, select the following flags to give access to the tenant: Adv. Storage for Omnichannel Routing (ACD) Recordings: Select Adv. Storage For Omnichannel Routing (ACD) Recordings to upload all your files (from file server) to cloud storage. Disable this option to store all your files in the file server. Custom Storage: Select Custom Storage to make it available on the Storage Settings page. Custom KMS: Select Custom KMS to make it available on the Storage Settings page. Dispositions: Select Dispositions to enable disposition-based TTL The period of time these interactions are retained and the timing of their deletion. You define the TTL settings for your interactions. rules. This feature is part of a Controlled Release program. Contact your Account Representative if you're interested in knowing more. Advanced File Scan: Select to enable the ability to upload digital file attachments up to 100 MB. Cloud Storage Services is available by default to all NiCE CXone users. Select Custom Storage and Custom KMS to make them available on the Storage Settings page. For Data Share, select the Data Share option. For Data Streams, select the Data Streams option. You can opt to enable IVR Log.	Cloud Data Share: Select whether the tenant uses the NiCE CXone Snowflake account or their own.
QM	Enables Quality Management (CXone): QM: Includes the core quality assessment capabilities, such as evaluation forms, plans, and monitoring views to evaluate agent interactions. QMAdvanced: Includes all QM license features and analytics capabilities that provide additional insight into agent performance using categories QMPremium: Includes all QM license features and additional agent behavior insight capabilities. To access the features with this license, the tenant must have both the QMAdvanced and QMPremium licenses enabled. The QMPremium license will continue to be available within the Enlighten bundles and for expanding existing QMPremium deployments. If you are using QM with Recording Management (CXone), you must select Recording Advanced. Go to Tenants > Applications & Features > Recording and select Recording Advanced. If you are using QMAdvanced with Recording Management (CXone), you must select Recording Advanced and enable stereo mode. Go to Tenants > Applications & Features > Recording and select Recording Advanced and Stereo.	Recording Source: Select from the drop-down of applications you can use with QM.
Recording	Recording options License options: Recording Advanced, the following features are available: NiCE CXoneOmnichannel Routing (ACD) (Voice) calls recording. Select this license for voice and screen recording. Store & Forward. Select this license for importing voice and screen recording, and other supported interactions to NiCE CXone using Recording AppLink (NiCERecording Management (Engage)), Outbound Engagement (SmartReach), CRM Ticketing and other future integrations. If selected, choose at least one integration. Third Party Telephony Providers. Select this license when using Engagement Hub (Multi-ACD/Open) and select one or more telephony providers from third-party systems like Avaya, Cisco, Genesys, MS Teams, or other future integrations. If selected, choose at least one vendor. Screen Recording Advanced. Select Screen Recording and Screen Recording – Advanced to enable the ScreenAgent Manager application on top of screen recording features for NiCE CXone Omnichannel Routing (ACD) and/or Engagement Hub (Multi-ACD/Open). Real-Time Recording Status Update. Select this license to show recording notifications in NiCE CXone Agent Workspace (Agent) applications and NiCE CXone Supervisor Workspace (Supervisor). If you need to use more than one of the above recording methods, select all the relevant options for side-by-side recording. Recording Basic: Select this license for voice recording only (no option to use QM/IA). Migrated Calls: Select this license for migrating historical call data into NiCE CXone using Migrated Calls solution.	Recording Mode: Select either stereo or mono. If the tenant uses QMAdvanced or Interaction Analytics with Recording Management (CXone), you must: Select Recording Advanced and Stereo. For Systems Type, choose one of the four options (Lab, Standard, Large and Very Large). described above. The choice is permanent once saved. If you are using Microsoft Teams as your third party telephony provider, Standard is the only system type available. System Type Selection options do not display. The following system restrictions apply: System Type Selection: The system type can only be chosen during the creation of a new tenant and is set to Standard by default. Modification Restriction: Once created, the system type option is disabled and cannot be changed during updates to this tenant. Known Limitation: If side-by-side recording permissions are added during a tenant update, there is currently no option to change the system type.
Reporting	If Reporting is enabled, the Custom Reports feature will be enabled. It is the only feature with this application.	No settings
Feedback Management	If Feedback Management is enabled, the Feedback Management feature will be enabled. It is the only feature with this application.	Feedback Management Settings: Enter the URL for the tenant's instance of Feedback Management.
SSA	If SSA is enabled, the Self-Service Analytics feature will be enabled. It is the only feature with this application.	No settings
WFI	Enables Workforce Intelligence.	No settings
WFM	Enables Workforce Management (CXone).	ACD Integration: Select from the drop-down of supported Omnichannel Routing (ACD) integrations. If integrating your Omnichannel Routing (ACD) via the WFM Engagement Hub, you need to have the WFM Advanced license enabled.
X-Sight	Enables features for X-Sight in the following categories: X-Sight Core X-Sight Entitlements External Data Enrichment Security X-Sight Commons File Upload Aggregations SAM Analytics Models Fraud Analytics Models Entity Risk Analytics Models Entity Risk Scoring Lists Business Metrics Business Configurations ML Features ML Models Data Mapping Data Prioritization	No settings.
X-Sight AI	The following features are available: Data Exploration SAM IFM Visual Analytics AML Reports FRAUD Reports Quarterly Review Snapshots Market Insights Report Project Workspace	No settings.
Agent Integrations	Enables the following features for Agent Workspace (Agent) applications: Agent Configurations: Enables the integration of Agent Workspace (Agent) applications with third-party CRMs Third-party systems that manage such things as contacts, sales information, support details, and case histories.. Data Memorialization: Allows data to be popped into CRM records. Dynamic Data: Allows selection of which CRM fields appear in the Agent Workspace (Agent) application. Agent Workspace for Microsoft ACS (Agent for ACS): Enables the Agent Workspace for Microsoft ACS (Agent for ACS) application. Standard Address Book 2.0: Enables the address book functionality in Agent Integrations . Agent Workspace Advanced (Enhanced Customer Card): Enables Agent Workspace Advanced (Enhanced Customer Card) (ECC). Desktop Profiles: Allows you to configure desktop profiles. These settings apply to: Agent Workspace (Agent), Agent Workspace (Embedded) (Agent Embedded), Agent Workspace (Browser Extension) (Agent Integrated). and Agent Workspace for Microsoft Teams (Agent for Microsoft Teams).	No settings.
Automation & AI	Enables the following features: Automation & AI: Enables the visibility of the Automation & AI page in NiCE CXone. Connect Auth: Enables the use of the CONNECTAUTH Studio action. This action is used with Integration Hub. Connect Request: Allows the use of the CONNECTREQUESTStudio action. This action is used with Integration Hub. Custom Agent Assist Endpoint: Enables the use of Custom Agent Assist Endpoints. Google CCAI Agent Assist: Enables the use of Google Contact Center AI.	No settings.
Divisions	Enables divisions for the tenant. Contains the following settings: Division Management: Enables users to create, organize, and maintain divisions within the tenant. Division Visibility Control: Enables users to assign specific entities to a division.

Enter Tenant Ownership Information

The Ownership tab in the Tenant profile allows you to save ownership information.

In NiCE CXone, click the app selector and select TM.
In the left navigation menu, click Tenants.
Select the tenant you want to configure.
Click Ownership.
Enter the owner's name and email.
Select the owner's Type and Line of Business from the drop-downs.
Click Save.

Configure an Omnichannel Routing (ACD) Integration for NiCE CXone WFM

The following helps you configure Omnichannel Routing (ACD) in NiCE CXone WFM.

Click the app selector and select TM. The TM page displays a list of all existing tenants.
Select the tenant for which you are configuring the WFM application. If the tenant is new, click New Tenant on the TM page.
Click the Applications & Features tab.
Locate WFM. Enable the toggle associated with it.
Click Settings .
In the settings dialog box, click Next.
Choose the type of Omnichannel Routing (ACD) from the ACD Integration drop-down.
- Choose InContact ACD if you want to integrate the NiCE CXone Omnichannel Routing (ACD).
- For non-NiCE CXone ACDs, select Third-Party ACD. If you are integrating a third-party Omnichannel Routing (ACD), enter a Name and, optionally, its Version.
Click Finish.