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 people who use, administer, operate, or support CMS. It explains what users can do in the portal, where to find each area, and what to check when something is missing.

Core Operating Model

CMS is organised around a small set of business records.

Area	What users use it for
Distributors	Group partners and tenants under a distributor organisation.
Partners	Manage partner organisations and their customer tenants.
Tenants	Manage customer organisations, users, documents, subscriptions, and billing visibility.
Regions	Define the platforms and locations where subscriptions can be created or billed.
Subscriptions	Connect a tenant to a platform region for usage, billing, invoices, quotas, and resource views.
Catalogue	Review the platform items that can be priced, such as meters, SKUs, offers, templates, and images.
Pricing	Manage region and tenant price lists used by billing and estimates.
Billing	Review usage charges, invoices, billing status, commissions, and billing reports.

Navigation item	Typical use
Dashboard	Review scoped KPIs, health, invoices, consumption, and projected billing.
Billing	Review charges, invoices, billing status, and commissions.
Documents	View or accept tenant documents and terms.
Regions	Configure infrastructure regions and run region operations.
Relationships	Manage distributors, partners, and tenants.
Notifications	Review alerts and messages.
Pricing	Manage currencies, pricing, and platform catalogue pricing.
Subscriptions	Browse and manage cloud subscriptions and quotas.
Catalogue	Review Azure, Azure Stack, Azure Local, and CloudStack catalogue items.
Users	Manage users and assign roles inside the user's allowed scope.
Settings	Manage platform settings, backups, notifications, jobs, updates, and themes.

User Roles

Role family	What users can generally do
PlatformAdministrator	Administer the full platform, including configuration, billing, invoices, jobs, settings, updates, and all organisation data.
PlatformReader	View platform-level areas without making changes.
PlatformService	Run service-level automation where configured.
DistributorAdministrator	Manage distributor-scoped partners, tenants, users, subscriptions, and billing views where enabled.
DistributorUser	View distributor-scoped data where enabled.
PartnerAdministrator	Manage partner-scoped tenants, users, subscriptions, and billing views where enabled.
PartnerUser	View partner-scoped data where enabled.
TenantAdministrator	Manage tenant-scoped users, subscriptions, documents, and billing views where enabled.
TenantUser	View tenant-scoped data and complete required document acceptance.

Access

Access depends on the user's assigned role and organisation access. Users only see records that match their tenant, partner, distributor, region, subscription, or platform scope.

If a page, record, button, or action is not visible, check:

The user's assigned role.
The user's organisation relationship.
Whether the feature is enabled in settings.
Whether prerequisite records exist, such as regions, partners, tenants, or subscriptions.

Common Empty States

CMS often shows a short message instead of an empty grid when setup is incomplete.

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

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