Quick Start Tutorial

Introduction

TheThis followingpage walkthroughis introducesintended to guide new operators through the coresteps conceptsrequired ofto theonboard CMS by creating a simple tenant, publishing a plan, and generating usage data.tenants.

Step 1: Add a TenantRegion

Note: Only Platform Administrators can onboard regions.

• From

  Logthe inDashboard asor anunder Administrator.

  Settings and Regions.

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

Step 2: Add a Distributor

AdministrationNote: →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 providecomplete the wizard to onboard a name and contact email.tenant.

Step 2:5: 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

• CreateUnder a new subscription and associate it with the tenant.Pricing.

• AssignWhile onein the Meters or moreSKUs usersview.

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

Step 3:8: RecordGenerate UsageBilling Records

• Deploy a resource (e.g., a VM or storage account) within the subscription.

• Usage is automatically captured through the CMS usage collection pipeline.

Step 4: Generate a Billing Record

• Navigate toUnder BillingSettings. →Select SummaryRegions.

• Select theUpdate active subscription and generate a usage summary.Usage.

• ReviewUnder calculatedBilling. chargesEnsure and confirm thatthe billing datarecords ishave available.been created as required.