Managing Tenants

This section describes how to manage the bills and create billing templates for the provider. These templates are customized based on the services offered to a provider. To manage the billing template:

1. Click on Billing Management in the left navigation bar.
2. It opens the Billing Template screen on the right pane.

   

3. The screen includes the list of existing billing templates and a button to create a new template.
4. Listed below are the details of the columns displayed in the figure - Manage Bills and Billing Template:
   • Name - Name of the template
   • Description - Brief explanation about the template
   • Created By - Owner of the template
   • Action - Option to edit or delete the template

1. Click on on the Billing Template screen.
2. It navigates you to the screen which consist of the following billing template sections:
   • Create Billing - General information about the billing template.
   • Billing Component - The component basis on which the provider is billed. The BigFix AEX admin console provides you with various billing components such as Conversation, Ticket Created Tenant/Monthly and so on.

     

3. In the Create Billing form, specify the following information:
   • Name - Enter the name of the new template.
   • Description - Enter the description of the new template.
   • Created By - Email ID of the current user. This field is auto populated and non-editable.
   • Currency - Select the currency in which it bills the provider.
4. In the Billing Component form, specify the following information:

   Table 2. Billing Components Fields

   Field	Description
   Name	Name to distinguish the templates created by selecting the different usage categories. For example, enter the conversation’s name to identify the billing component added by selecting “Conversation” as a usage category.
   Description	A description of the billing component.
   Unit Measure	Specific number of units that can be consumed. For example, 1000 conversations with BigFix AEX can be consumed.
   Unit Price	Price of each unit measure. For example, $5 for each conversation.
   Price Point	Discount or Mark-Up on the unit price.
   Price Point Value%	Percentage of the discount or mark-up value to be applied on the unit price.
   Usage Category	Billing components that are used to generate the bill. It includes the following categories: Users: Chat that concludes Based on the how many users are access the BigFix AEX bot
   With Effect From	Billing Start Date
   With Effect To	Billing Close date

   

   
5. To add more billing components to the same template, click on and it adds a new billing component form below the current form.

   

To enable multiple channels for an instance,

1. Click Open in the Choose Channels box as shown in the Figure - Configuring Instance.
2. It opens the list of channels available for the configuration based on billing template customization.

   

   Note:

   The web channel is the primary channel for all the tenants and is always enabled with respect to BigFix AEX. The remaining channels are optional add-ons.
3. Use the toggle () button to enable the channels that you need.
4. To initiate the channel configuration in the instance, click on the logo of a selected channel. It activates the button with a support link.

   

5. Click button. It re-directs you to BigFix AEX Cognitive Console of the respective tenant.

   For further steps of channel configuration, refer to the BigFix AEX Configuration Guide. A user with access to configure channels will be able to configure the channel through the Cognitive Console.

6. Click SAVE to add the channel as part of the instance configuration or click CANCEL to discard changes.

The next step is to configure the integrations.

1. Click Open in the Choose Integrations box as shown in the figure - Configuring Instance.

   It lists all the readily available, out-of-the-box connectors that can integrate with BigFix AEX chat instance, such as ITSM, HR, or Service Desk Queuing.

   

2. To configure the integration connectors with the tenant instance, go to the integration that you want to configure and click Open.
3. It opens a new page and asks you to enter the API credentials provided by the instance integration to be used as a connector for the integration.

   

4. Fill in the following details to communicate with the tenant instance.
   • Username
   • Password
   • Client ID
   • URL
5. To verify the details, click the button.
6. On successful validation, the button changes to button.
7. Click Save to update details. It re-directs you to the Integrations screen.
   
8. On successful integration, icon appears on the integration box.

On successful creation of the tenant and their respective instance, the tenant can either use the HCL SSO or BigFix AEX’s User Management System mechanism to login into their instance. Initially, a tenant is not able to use their own SSO login credentials. In such a scenario, it is required to configure the customer specific SSO so that the other users of the organization can automatically login using their AD (Active Directory) instead of creating a new user.