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CMS v2 Usage Manual

CMS v2 Usage Manual

Overview

CMS v2 is the CloudAxis portal for managing cloud customers, platform regions, subscriptions, catalogue pricing, usage, billing, invoices, alerts, jobs, settings, and updates.

This manual is for administrators, operators, support teams, and users who need to understand what the portal does and how to use it.

Purpose

Use CMS to:

  • Manage distributors, partners, tenants, users, and subscriptions.
  • Configure Azure Stack, Azure Local, Public Azure, and CloudStack regions.
  • Maintain catalogue and pricing data.
  • Collect usage and review billing.
  • Generate and review invoices.
  • Track alerts, scheduled jobs, backups, and updates.
  • Control platform settings, branding, notifications, and access.

Navigation

The left navigation changes by role. Users see only the pages and records available to their assigned organisation access.

Area Use it for
Dashboard Review scoped KPIs, health, consumption, invoices, and projections.
Billing Review charges, invoices, billing status, and commissions.
Documents View and accept documents or terms.
Regions Configure platform regions and region operations.
Relationships Manage distributors, partners, and tenants.
Notifications Review alerts and messages.
Pricing Manage currencies, price lists, and platform catalogue pricing.
Subscriptions Create and manage subscriptions, quotas, and resource views.
Catalogue Review platform catalogue items.
Users Create users, assign roles, and manage authentication actions.
Settings Manage platform settings, themes, backups, notifications, jobs, and updates.

User Roles

Role family Typical access
PlatformAdministrator Full platform administration.
PlatformReader Platform-level read-only access.
PlatformService Automation access for platform service tasks.
DistributorAdministrator Distributor-scoped management of partners, tenants, users, subscriptions, and reports.
DistributorUser Distributor-scoped read access where enabled.
PartnerAdministrator Partner-scoped management of tenants, users, subscriptions, and reports.
PartnerUser Partner-scoped read access where enabled.
TenantAdministrator Tenant-scoped management of users, subscriptions, documents, and reports.
TenantUser Tenant-scoped read access and document acceptance.

Access

Access depends on the user's role and organisation relationship. If a page, record, button, report, or action is missing, check:

  1. The user's role.
  2. The user's tenant, partner, distributor, or platform relationship.
  3. Whether the relevant feature is enabled in Settings.
  4. Whether prerequisite records exist.

Common Setup Dependencies

If this is missing Check this first
Pricing, subscriptions, quotas, or usage At least one enabled region exists.
Partners A distributor exists.
Tenants A partner exists.
Billing and invoice data Usage collection and billing generation have run for the period.
Resource group billing Azure or Azure Local resource groups are tagged to the CMS subscription.
  • Authentication and Users
  • Relationships
  • Regions and Platforms
  • Subscriptions and Resource Groups
  • Catalogue, Pricing, and Calculator
  • Usage, Billing, and Invoicing
  • Quotas
  • Alerts, Jobs, and Updates
  • Settings and Operations
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