Provisioning Workflows

Provisioning in the CMS follows the hierarchy of Distributor → Partner → Tenant → Subscription. Each workflow ensures that commercial alignment and technical access are established at the same time.

Adding a Distributor

• Action: Platform Admin creates a new distributor record.

• Inputs: Distributor name, contact details, commission framework.

• Outputs: Distributor admin account and portal access.

Onboarding a Partner

• Action: Distributor (or Platform Admin) creates a partner under their scope.

• Inputs: Partner name, branding settings, commission rates if defined.

• Outputs: Partner admin account with delegated access.

Creating a Tenant

• Action: Partner admin creates a tenant.

• Inputs: Tenant organization name, contact details, identity provider mapping.

• Outputs: Tenant administrator account.

Assigning a Subscription

• Action: Partner or tenant admin creates a subscription under a tenant.

• Inputs: Linked plan, quotas, optional overrides (pricing/credits).

• Outputs: Active subscription that begins generating usage.

Checklist

• Ensure commission settings are correct before onboarding partners.

• Confirm tenant identity settings before creating user accounts.

• Validate subscription linkage to an active plan to avoid billing gaps.