View and Update Tenant Information
A Tenant is your organization's account with Somos®. Users with tenant-management permission can update organization information and view subscribed products.
Select the Tenants menu item on the left side navigation menu. On the Tenant Management page, review the following fields:
- Tenant Name
- Description
- Tenant Type
- Phone Number
- Address
Update the permitted Organization fields and review the Products panel to see products subscribed to by the tenant. Select the Save to retain the changes. You will see a Success message in the upper right corner when the changes have been saved successfully.
View Resp Orgs
TFNRegistry™ Responsible Organizations (Resp Orgs) (also known as Toll-Free Service Providers) Tenants may have a Resp Orgs tab to the right of the Tenant tab on the Tenant Management page. The page provides the Resp Org ID, Entity ID, Tenant, Contact Number, Primary and Billable indicators, Connect Date, Primary Contact, and Actions. Authorized users can begin a new Resp Org request, update permitted organization details, or maintain the contacts associated with an existing Resp Org.
Select the Tenants menu item from the left side navigation and then select the Resp Orgs tab on the Tenant Management page. Use the Tenant, Product, and Search Controls to narrow the Resp Org list as necessary. Use the Actions icons to the far right of the page to edit the desired Resp Org or manage its contacts.
Request a New Resp Org
The Add Resp Org workflow collects organization details, a Primary Contact, and a Resp Org Change Contact in three sections. Information entered in each section should be reviewed before moving forward because the completed submission is routed for approval rather than activated immediately.
Enter Resp Org Details
On the Resp Orgs tab of the Tenant Management page, select the Add Resp Org button. Select the Tenant and enter the Resp Org name in the Organization field and request the Resp Org ID. Enter an optional description and notes as needed.
Select Is Primary and Is Billable when those designations apply. A Primary Resp Org is required for each Entity. As you add a new Resp Org, you have the option to replace the existing Primary Resp Org or leave the current one. Review the connect date, then select the Next button.
Select a Primary Contact
If you selected Is Primary in the pervious step then a Primary Contact is required, it must be an existing Somos Hub user under the Tenant. Select the Somos Hub user who will serve as Primary Contact. Review the populated name and email information. Complete the required Phone and Address fields.
If you did not select Is Primary in the previous set, the information will be populated from the existing Primary Resp Org.
Select the Next button to continue.
Select a Resp Org Change Contact and Submit
A Resp Org Change Contact may be selected from existing users or entered manually.
Select a user or enter the change contact information. Complete all required fields. Select the Submit button. Retain the ticket email. After approval, the Resp Org Change Contact will appear in the Somos Hub.
Manage Resp Org Contacts
Select Tenants from the left navigation, then select Resp Orgs on the Tenants Management Page. Select the Manage Contacts button to work across Resp Orgs or use the contact action for a specific Resp Org to open a filtered list.
On the Resp Orgs tab (that was selected from the Tenants page), select the Manage Contacts button, or select the contact action for a specific Resp Org. Use the filter row or search controls to find the contact. Select the Edit icon to update an existing Resp Org Contact.
To add a Resp Org Change Contact in the pop-up window, select the Add Contact(s) button, select Resp Org and click Proceed, then select the Contact Type as resp org change, and select an existing Somos Hub user. Select the Add Contact button to retain the new contact.
After the Resp Org Contact is saved, it will become available in the Contact list for the selected Resp Org. Use this list and its filters to confirm that the Contact Type and user information are correct.
Edit Resp Org Information
The Edit Resp Org page separates organization information that may be maintained by the customer from identifiers and service dates controlled by Somos. The Resp Org ID, connect date, and disconnect date are therefore provided for reference, while the permitted description, address, and contact information fields can be updated.
On the Resp Orgs tab (that was selected from the Tenants page), select the Edit icon for the desired Resp Org ID. Update the permitted name, address, description, notes, and contact information as needed and then review the read-only Resp Org ID, connect date, and disconnect date. Select the Save button.