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.
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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.
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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.
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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.
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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
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Under Pricing.
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While in the Meters or SKUs view.
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Select Add Pricing. Configure the price lists as required.