Login
Menu
Login
Free Demo

Customer self-service set up

Dyfed Wallis
Oct 6, 2017, 5:56:20 PM

Why do this..

Empower your customers with a private portal where they can: -

  • Discover and add new services in their curated e-store.
  • Manage existing services to make adds, moves and changes.
  • Have visibility and control of all users and which services they have allocated to them.
  • Run billing and service cost breakdown reports

 

Follow the instructions below to set up your Customer Portal

1. Adding organization users, so they can login to Cloudmore.

2. Managing organization settings to configure the approval process and billing start date.

3. Managing Cloud Service Broker properties relating to notifications for approvals and support.                                              

1. Add organization admin users

Create organization users that have access to www.cloudmore.com and define what actions each user can carry out.

1.1 Go to organizations view

Log in to Cloudmore.  Navigate to your cloud service broker menu > manage organizations > organizations.

DA1.png

1.2 Go to organization users

Click on the users column, for the organization you wish to add users – this will take you directly to that organization's user menu.

DA2.png

1.3 Add a new user

Multiple users can be imported using the import function.

If you have existing CSP users, these can be exported from the 0365 user list to the Cloudmore user directory. 

Select new user.

DA3.png

Complete the form

Notes:-

Additional domains can be added under the organization menu > organization > domain.

Minimum password length is eight (8) characters. Password must contain uppercase and lowercase characters, numbers and non-word characters. Password cannot contain parts of the user's account name or parts of the user's full name.

Roles:-

  • Organization user – limited functionality, user can view services they have but with no administration rights.
  • Organization view only admin – view everything with no administration rights.
  • Organization billing admin – view billing details only with administration to billing details only.
  • Organization admin – view everything with full administration rights.

DA4.png

Click on Create

The new administrator can now access Cloudmore using these credentials.

1.4 – Edit existing user

Use the Action drop done menu next to a user to add new services, edit, change password or delete existing user.

If the user has been assigned services, the number of services they have will show in the services column.

edituser

1.5 – Disable a user

To disable an account, tick the box next to each account you want to disable.  Then select the list option by clicking on the burgerbar icon and select disable account(s).

DA6.png

2. Manage Organization Settings

Set approval process rules and the date from which organizations can see billing history. 

2.1 Go to organizations view 

Log in to Cloudmore.  Navigate to your cloud service broker menu >manage organizations > organizations.

DA7.png

2.2 Go to organization settings

Click on the Actions menu next to an organization and then click properties to review and edit the settings.

orgproperties

The details for the organization selected will be displayed.

Check your customers notification email address is correct.

Click more

DA9.png

Here you can set approval process rules and the date from which organizations can see billing history

DA10.png

Approval Process – Tick this box if you want all transactions to require approval. 

Dynamic Approval Process Activation – Tick this box to set an annual financial limit for each transaction.  You will then be prompted to enter a limit.  Note:  monthly transaction amounts will automatically be converted to an annual amount.  

DA11.png

Billing Start Date – Set the date that organizations can run billing reports from.   This date will default to the date the organization was created in Cloudmore.   Click on calendar icon to select the date.

DA12.png

Click update at the bottom of the form to apply the settings.

DA13.png

3. Manage Cloud Service Broker Properties

Confirm that your notification and support email addresses are correct.  Approval request notifications will be sent to the notification email address and support requests will be send to the support email address.

Log in to Cloudmore.  Navigate to your Cloud broker menu, properties

CSBmenu

Your reseller properties will be displayed.  Check the notification and support email addresses are correct.

Click update to apply any changes.

DA15.png

End

You May Also Like

These Stories on Setup

Subscribe by Email

No Comments Yet

Let us know what you think