#Tenant Settings
| Role | Access Level |
|---|---|
| Client Admin | Edit |
| Client Manager | View only |
| Client Staff | No section |
#Overview
Tenant Settings let you review and manage organisation-level display preferences and contact details for your tenant. The current portal section covers display timezone, regional format, billing contact, security contact, and an optional branding display name.
This section does not upload logos or change visual assets. Logo and wider brand asset changes are outside the current Tenant Settings workflow.
#Prerequisites
- You are signed in to the AiDial portal. See Signing In for instructions.
- Client Admins can edit tenant settings.
- Client Managers can review tenant settings in a summary-only view.
- Client Staff do not receive this Settings section.
- Your tenant must be active. Tenant settings are tenant-scoped and do not require a project selector.
#Updating Tenant Settings
- Select Settings from the sidebar.
- Open the Tenant Settings tab. The direct route is
/settings?section=tenant-settings. - Review the current timezone, regional format, billing contact, security contact, branding display name, and last-changed details.
- If the section is editable, select Edit.
- Update the required values and any optional contact or branding fields.
- Select Save to apply your changes. Use Cancel to discard unsaved edits.
#Access, Scope, and Save Behaviour
The browser uses your signed-in portal session. You do not need to enter or send an API key.
Tenant identity comes from your signed-in session, not from a browser-supplied tenant ID. Navigation visibility is not a security boundary; access and saves are checked against your role and tenant scope.
Each save includes the version loaded with the current settings. If another user changes the same tenant settings before you save, the portal asks you to refresh and review the latest values before trying again.
#Field Reference
| Field Name | Description | Validation Rules | Default Behaviour |
|---|---|---|---|
| Display Timezone | The tenant-level timezone preference stored with tenant settings | Optional. Leave empty for no tenant preference. Non-empty values must be valid IANA timezone identifiers and must be 50 characters or fewer. | Seeded from the tenant profile timezone when first created, otherwise blank. |
| Regional Format | The tenant-level locale preference stored with tenant settings | Required. Current allowed values are en-AU, en-US, and en-GB. | Seeded as en-AU when the tenant settings record is first created. |
| Billing Contact Name | The tenant billing contact name | Optional only as a pair with Billing Contact Email. Maximum 200 characters. Only letters, numbers, spaces, hyphens, apostrophes, periods, and commas are accepted. | Seeded from the tenant profile contact name only when both contact name and business email are available. |
| Billing Contact Email | The tenant billing contact email address | Optional only as a pair with Billing Contact Name. Maximum 254 characters and must be a valid email address when provided. | Seeded from the tenant profile business email only when both contact name and business email are available. |
| Security Contact Name | The tenant security contact name | Optional only as a pair with Security Contact Email. Maximum 200 characters. Only letters, numbers, spaces, hyphens, apostrophes, periods, and commas are accepted. | Blank until set. |
| Security Contact Email | The tenant security contact email address | Optional only as a pair with Security Contact Name. Maximum 254 characters and must be a valid email address when provided. | Blank until set. |
| Branding Display Name | Optional customer-safe tenant branding name | Optional. Maximum 100 characters. Only letters, numbers, spaces, hyphens, apostrophes, ampersands, periods, and commas are accepted. | Blank until set. |
| Last changed | When the current tenant settings were last changed | Display-only. | Shown when available. |
| Changed by | The user or system actor that last changed the tenant settings | Display-only. | Initial records are created by the system on first access. |
#Common Issues
| Issue | Resolution |
|---|---|
| Cannot access tenant settings | Client Admins can edit tenant settings, Client Managers can review them, and Client Staff do not receive this Settings section. |
| Cannot edit tenant settings | Your role may be summary-only, your tenant may not be active, or the section may have returned an unavailable state from the server. |
| Timezone is rejected | Choose a valid IANA timezone from the selector. Empty timezone is allowed when no tenant preference should be set. |
| Locale is rejected | Choose one of the regional formats returned by the portal. The current supported values are en-AU, en-US, and en-GB. |
| Contact fields will not save | Billing and security contacts must each be provided as name-and-email pairs. Partial pairs are rejected. |
| Branding display name is rejected | Remove unsupported characters and keep the value to 100 characters or fewer. |
| Save reports that the state changed elsewhere | Select Refresh, review the latest values, then save again if a change is still needed. |
| Logo upload is missing | Logo upload is not implemented in the current Tenant Settings section. Contact your AiDial delivery partner for brand asset changes. |
| Changes are temporarily rate-limited | Wait for the retry guidance shown by the portal, then try again. |