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Quick Start Tutorial

Introduction

This page is intended to guide new operators through the steps required to onboard tenants.

Step 1: Add a Region

Note: Only Platform Administrators can onboard regions.
  • From the Dashboard or under Settings and Regions.

  • Select Add Region and complete the wizard to onboard a region

Step 2: Add a Distributor

Note: Only Platform Administrators can onboard distributors.
  • Under Relationships select Distributors.

  • Select Add Distributor and complete the wizard to onboard a distributor.

Step 3: Add a Partner

Note: Only Platform and Distributor Administrators can onboard partners.
  • Under Relationships select Partners.

  • Select Add Partner and complete the wizard to onboard a partner.

Step 4: Add a Tenant

Note: Only Platform, Distributor and Partner Administrators can onboard tenants.
  • From the Dashboard or under Relationships and Tenants.

  • Select Add Tenant and complete the wizard to onboard a tenant.

Step 5: Create a Subscription

Note: Any Administrator role can onboard a new subscription.
  • From the Dashboard or under Subscriptions.
  • Select Add Subscription and complete the wizard to onboard a new subscription.

Step 6: Configure Users

Note: Create and scope users accordingly noting that at each level of the model (Distributors, Partners and Tenants) can manage their respective scoped users.
  • From the Dashboard or under Settings and Users.
  • Select Add User and complete the wizard to onboard a new user.

Step 7: Configure Pricing

  • Under Pricing.

  • While in the Meters or SKUs view.

  • Select Add Pricing. Configure the price lists as required.

Step 8: Generate Billing Records

  • Under Settings. Select Regions.

  • Select Update Usage.

  • Under Billing. Ensure the billing records have been created as required.

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