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
| 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:
- The user's role.
- The user's tenant, partner, distributor, or platform relationship.
- Whether the relevant feature is enabled in Settings.
- 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. |
Related Pages
- 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