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.