Tenant settings
Open Tenant settings to keep your organisation's billing details, HaloPSA connection, AI providers and models, and communication policy up to date, and learn what the spend figures do and do not control.
Written By Chris Scaminaci
Last updated About 2 hours ago
Tenant settings is the one page where an administrator keeps the details of the organisation that owns this QuantumOps:
its billing name and address, the connection to HaloPSA, the AI providers and models, and the communication policy for AI
replies. The page is titled Tenant Configuration, and its address is /UpdateTenant.
Before you start: you need the Administrator role. Nobody else can open this page.
Open Tenant settings
- Select the gear icon in the page header (its tooltip is Settings). On a phone, open More actions in the header and select Settings.
- If your setup is finished but no HaloPSA address is saved, QuantumOps opens this page for you after you sign in, so you can enter the connection. See Your HaloPSA connection.
Back, at the top right of the page, returns you to Home.
The sections of the page
At the bottom of the page, Open Q-Director Settings takes you to the settings for ticket analysis, triage and the other Q-Director features. They are a separate page. See Q-Director Settings.
Save your changes
Each section has its own Save button, and Communication Policy has Save policy. Keep these points in mind:
- A Save button stores everything you have entered on the page, not only the entries in its own section. A change you made in another section is saved with it.
- Save policy saves only the communication policy.
- The HaloPSA Integration section asks for the Agent URL, the Client ID and the Client Secret before it saves. AI Provider Configuration asks for a key for every provider that is switched on.
- A message confirms each save, for example that the tenant information was saved.
- If a save works but a warning says the settings could not be synchronised, the save itself succeeded. Contact support if the warning keeps coming back.
Tenant Information
- Open Tenant Information.
- Fill in the fields below.
- Select Save.
What the spend figures do
QuantumOps has no screen for your plan or your invoices. Billing uses the Billing Name and address on this page, so keep them current. For billing questions, use Get help in the page header.
Two figures on QuantumOps screens look like spending limits:
Nothing on these screens stops AI calls when a figure is reached. What does stop them is a limit at the AI provider. When a provider reports that your account has reached its own billing limit, QuantumOps pauses AI processing, the header shows Paused, and an e-mail with the subject "Action Required: AI Processing Paused" goes to the primary contact. Add funds with the provider, then resume processing from the header. See Pausing and resuming AI processing.
Vector Store Configuration
This section is for information only. It shows Managed Vector Store, with the note Fully Managed: the store that powers semantic search needs no configuration from you.
Things that are not on this page
- Team access. Tenant settings has no multi-user setting. Manage your team from the people icon in the header (Multi-user management). See Team Management.
- Analysis and triage settings. They live in Q-Director Settings.
Other administration screens
These screens are separate from Tenant Configuration. Administrators use them to look after people and modules.
- Team Management: who works tickets and who can sign in. Inviting people, roles and agent links covers invitations, sign-in roles and agent links, and Importing agents and organisation settings covers the Import and Organization tabs.
- Module Management: turn QuantumOps modules on or off.
Related pages
- Your HaloPSA connection: create the API application, test the connection and recreate webhooks.
- AI providers and models: providers, keys, models and the monthly AI budget.
- Communication policy for AI replies: the rules every AI-drafted reply follows.
- Pausing and resuming AI processing: what happens when a provider's billing limit is reached.
- AI Usage Analytics: what the AI calls cost.
- Q-Director Settings: the analysis and triage settings.
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