Platform Management
This section applies exclusively to platform owners and operators who manage the OPBX deployment itself. Regular organization users (Owner, PBX Admin, PBX User, Reporter) do not have access to Platform Management features. If you are an organization administrator, refer to Organization Settings instead.
Platform Management provides a cross-tenant administrative interface for service providers who host and operate OPBX for multiple customer organizations.
Access Requirements
Platform Management requires the platform_manager flag on your user account. This is a system-level privilege that is separate from the organization role hierarchy. The flag can only be set by:
- Direct database modification by a system administrator
- Another existing platform manager
This privilege is intended for the team that operates the OPBX platform, not for end-user organizations.
Platform Dashboard
The Platform Dashboard displays aggregate statistics across all organizations:
| Metric | Description |
|---|---|
| Total Organizations | Number of organizations on the platform |
| Total Users | Combined user count across all organizations |
| Total Extensions | Total extensions configured |
| Active Calls | Currently active calls across all tenants |
Organization Management
Viewing Organizations
The Organizations list shows all organizations with key details:
- Organization name and ID
- Owner information
- Status (Active, Suspended)
- Creation date
- User and extension counts
Creating Organizations
Click Create Organization to add a new organization. You will need to specify:
- Organization name
- Owner email address
- Owner name
OPBX creates the organization and sends an invitation email to the owner.
Suspending Organizations
Suspended organizations prevent all user login and API access. Use suspension for:
- Non-payment situations
- Policy violations
- Temporary service pauses
Suspended organizations retain all data and can be reactivated.
Deleting Organizations
Deleting an organization permanently removes ALL data including:
- Users and authentication records
- Extensions and devices
- Call records and history
- Recordings and voicemails
- Configuration and routing rules
Deleting an organization permanently removes ALL data including users, extensions, call records, recordings, and configuration. This action cannot be undone.
Organization Status
Organizations transition through states based on platform manager actions:
User Management
Viewing Users
The Users list displays all users across all organizations with:
- User name and email
- Organization membership
- Role (Owner, Admin, User)
- Platform manager status
- Last login time
Creating Users
Create users in any organization by specifying:
- Organization (dropdown selection)
- Name
- Email address
- Role
- Password (or send invitation)
Editing Users
Modify user details including:
- Name and contact information
- Role assignment
- Password resets
- Platform manager flag
Platform Manager Access
Grant or revoke platform manager access for any user. When you revoke platform manager access:
- All active tokens for that user are immediately invalidated
- The user must log in again
- Access to Platform Management is removed
Revoking platform manager access immediately invalidates all tokens and forces re-login.
Audit Logs
Every platform management action is logged with:
| Field | Description |
|---|---|
| Timestamp | When the action occurred |
| Actor | Who performed the action |
| Action | What was done |
| Target | Which organization or user was affected |
| Before State | Previous values (for updates) |
| After State | New values (for updates) |
Review audit logs to track changes and investigate issues.
Safety Guards
Platform Management includes safety guards to prevent accidental damage:
| Guard | Behavior |
|---|---|
| Last Owner Protection | Cannot delete the last owner of an organization |
| Self-Protection | Cannot delete your own user account |
| Last Platform Manager | Cannot revoke the last platform manager access |
| Cascade Warnings | Confirm before deleting organizations |
These guards protect against accidental lockouts and data loss.