CMS v2 Usage Manual

CMS v2 Usage Manual

Overview

CMS v2 is the CloudAxis management portal for relationships, subscriptions, platform regions, catalogue data, pricing, usage, billing, invoicing, alerts, jobs, settings, and updates.

This manual is written for platformpeople administrators,who platformuse, readers,administer, distributoroperate, or support CMS. It explains what users can do in the portal, where to find each area, and partner administrators, tenant administrators, support users, and technical operators. It describes howwhat to usecheck thewhen portalsomething andis where operational boundaries apply.missing.

Core Operating Model

CMS is organised around thesea records:small set of business records.

Area	PurposeWhat users use it for
Distributors	Top-level commercial or operational grouping forGroup partners and tenants.tenants under a distributor organisation.
Partners	PartnerManage partner organisations underand distributors.their customer tenants.
Tenants	CustomerManage organisationscustomer that own subscriptions,organisations, users, documents, invoices,subscriptions, and quotabilling state.visibility.
Regions	PlatformDefine hostingthe boundaries for Azure Stack, Azure Local, Public Azure,platforms and CloudStack.locations where subscriptions can be created or billed.
Subscriptions	TenantConnect billinga tenant to a platform region for usage, billing, invoices, quotas, and platform-resource boundaries.views.
Catalogue	PlatformReview the platform items that can be priced, such as meters, SKUs, offers, templates, and images.
Pricing	RegionManage orregion and tenant rateprice cardslists used by billing and calculator workflows.estimates.
UsageBilling	Review usage charges, invoices, billing status, commissions, and billing	Usage collection, billing generation, billing grids, charts, invoices, and commissions.reports.

Navigation

TheUsers portalsee navigation exposesitems thebased mainon worktheir areasrole accordingand toorganisation the signed-in user's role.access.

Navigation item	Typical use
Dashboard	Review scoped KPIs, region health, current invoices, consumption, and projected billing.
Billing	Review billingcharges, rows,invoices, billing status, invoices, commissions, and invoice generation actions.commissions.
Documents	View or accept tenant documents and terms.
Regions	Configure infrastructure regions and run region operations. Platform roles only.
Relationships	Manage distributors, partners, and tenants. Platform, distributor, and partner roles.
Notifications	Review alerts and messages.
Pricing	Manage pricing, currencies, catalogue pricing, and Azureplatform categories.catalogue Platform roles only.pricing.
Subscriptions	Browse and manage cloud subscriptions and quota operations.quotas.
Catalogue	ManageReview Azure, Azure Stack, Azure Local, and CloudStack catalogue items. Platform roles only.
Users	Manage users and roleassign assignmentroles inside the caller'user's permittedallowed scope.
Settings	Manage platform settings, themes, backups, notifications, jobs, updates, and updates. Platform roles only.themes.

User Roles

CMS uses server-side authorization policies. Portal visibility is only a convenience layer.

Role family	MainWhat capabilitiesusers can generally do
PlatformAdministrator	FullAdminister platformthe administration,full mutationplatform, actions,including billingconfiguration, generation,billing, invoice generation,invoices, jobs, settings, updates, and cross-scopeall reads.organisation data.
PlatformReader	Read-onlyView platformplatform-level areas andwithout platform-scopedmaking data. Mutation actions remain restricted.changes.
PlatformService	Service-Run service-level automation where explicitly allowed, such as billing, usage, invoice, and alert workers.configured.
DistributorAdministrator	Manage distributor-scoped partners, tenants, users, subscriptions, and billing visibility, and delegated actionsviews where enabled.
DistributorUser	ReadView distributor-scoped data where enabled.
PartnerAdministrator	Manage partner-scoped tenants, users, subscriptions, and billing visibility, and delegated actionsviews where enabled.
PartnerUser	ReadView partner-scoped data where enabled.
TenantAdministrator	Manage tenant-scoped users, subscriptions, documents, and billing visibility, and delegated actionsviews where enabled.
TenantUser	ReadView tenant-scoped data and complete required document acceptance.

Security and ScopingAccess

CMSAccess datadepends accesson isthe scopeduser's byassigned role and byorganisation theaccess. relatedUsers distributor,only see records that match their tenant, partner, tenant,distributor, region, subscription, or platform relationship.scope.

Sensitive

If configurationa valuespage, arerecord, maskedbutton, or withheldaction fromis non-platformnot users.visible, check:

For

scoped
1. The users,user's APIassigned routesrole.
must
2. The validateuser's accessorganisation onrelationship.
3. Whether the serverfeature beforeis returningenabled in settings.
4. Whether prerequisite records orexist, applyingsuch changes.as Doregions, notpartners, rely on grid filterstenants, or hiddensubscriptions.
buttons as the security boundary.

Common Empty States

ManyCMS v2often pages intentionally showshows a short alert and loading skeletonmessage instead of an empty gridsgrid when prerequisite datasetup is missing. Common examples are:incomplete.

canrun.

Message context	What to check
No regions	Create or enable a region before subscription, pricing, quota, or usage workflowsworkflows.
No distributors	Create a distributor before creating partners.
No partners	Create a partner before creating tenants.
No subscriptions	Create a subscriptionsubscriptions before invoice, billing-status, or commission dataviews hashave useful scope.data.

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