Menu
Login
Free Demo

Cloudmore Agreements

Jan 8, 2020 1:54:04 PM

Why do this..

A Cloud Service Broker can now enter a Service agreement for a custom service. This will force an Organization to sign the service agreement when the service is added from their e-store.

These are the organization agreements you have created for all organizations to sign. After creating a new agreement, open the detail modal once more and set the agreement status to "current". After that the agreement will be immediately be the one organizations must sign. You cannot edit the current agreement and any old agreements.


1. Enable Agreements

  • Navigate to the Cloud Service Broker menu then click on Manage organizations and then click Agreements
  • To activate the Agreement service, click on the button Enable agreement signing

AgreementsSection1.1

2. Create a New Agreement 

  • Click on the New Agreement button to open the Agreement template

AgreementsSection2.1

  • Click on the New Agreement button to open the Agreement template. Complete the fields as required for the agreement
    • Name: Enter the name of the agreement to be signed
    • Current Agreement: Once the agreement has been created tick this box to make it the current agreement to be signed
    • Language: The language in which the agreement will be presented, and spell checked
    • Content: The text of the agreement that will be presented to the organization user logging in

AgreementsSection2.2

  • Click Save

3. Signing the Agreement

  • Once saved and once the Current Agreement box is ticker each Organization will be required to either defer the agreement or electronically sign the agreement once when logging in
  • Only one user will be required to sign the agreement
  • If deferred the agreement will continue to be presented on login until signed, after 30 days users will not be able to login until signed

AgreementsSection3.1 

  • Once signed the user is presented with a Success message and once logged in will be directed to the Dashboard

 AgreementsSection3.2

4. Checking the agreement

  • Navigate to Cloud Service Broker menu > Manage organizations > Agreements. A list of agreements will be presented. The name, language, version and last date modified are all shown as well as the status of the agreement.
  • Only one agreement can be shown as Current
    • CURRENT – If agreements are enabled this will be the active agreement
    • OLD – An agreement that has previously been active
    • NEW – An agreement that has never been activeAgreementsSection4.1
  • To view which Organizations have signed the agreements open the Actions tab and click on the Organization option

AgreementsSection4.2  

5. Editing an agreement

  • Navigate to Cloud Service Broker menu > Manage organizations > Agreements.
  • Use the Actions key to open the options and click on Properties

AgreementsSection5.1


  • When presented with the Agreement only the Name, Language and Content can be changed
  • Click Save to update
  • If the agreement is the current agreement this will require the Organization to re-sign the agreement upon login

6. Create a Service Agreement 

  • Click on the Service which requires an agreement Cloud Service Broker menu > My Services
  • In the service overview window access the Agreement window

AgreementsSection6.1

  • In the Organization Agreement section click on the Edit button to open the agreement template and complete the fields
  • Agreement Name: Enter the name of the agreement to be signed
  • Agreement Text: The text of the agreement that will be presented to the organization user logging in
  • Create new agreement: Once the agreement has been created tick this box to make it the current agreement to be signed  

AgreementsSection6.2
  • When an organization user logs in they will be asked to accept the agreement by ticking the agreement acceptance box and clicking the Sign All Agreements option

 AgreementsSection6.3

  

  • At Organization level navigate to My Services and choose the service and navigate to the Agreement window the agreement will be visible

 AgreementsSection6.4 

7. View Organizations that have signed the Service Agreement 

  • Click on the Service which requires an agreement Cloud Service Broker menu > My Services and access the service overview window

 AgreementsSection7.1

 

 

 

END

 

 

 

A Great Offer, Just a Click Away

Lorem ipsum dolor sit amet, consectetur adipiscing elit

Subscribe by Email

No Comments Yet

Let us know what you think