CMS v2 Usage Manual

CMS v2 Usage Manual

Overview

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

This manual is written for peopleadministrators, operators, support teams, and users who use,need administer,to operate, or support CMS. It explainsunderstand what usersthe canportal dodoes inand 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 portal,pages whereand records available to findtheir eachassigned area,organisation and what to check when something is missing.

Core Operating Model

CMS is organised around a small set of business records.access.

Area	What users useUse 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

Users see navigation items based on their role and organisation access.

Navigation item	Typical use
Dashboard	Review scoped KPIs, health, consumption, invoices, consumption, and projected billing.projections.
Billing	Review charges, invoices, billing status, and commissions.
Documents	View orand accept tenant documents andor terms.
Regions	Configure infrastructureplatform regions and run region operations.
Relationships	Manage distributors, partners, and tenants.
Notifications	Review alerts and messages.
Pricing	Manage currencies, pricing,price lists, and platform catalogue pricing.
Subscriptions	BrowseCreate and manage cloudsubscriptions, subscriptionsquotas, and quotas.resource views.
Catalogue	Review Azure, Azure Stack, Azure Local, and CloudStackplatform catalogue items.
Users	ManageCreate usersusers, assign roles, and assignmanage rolesauthentication inside the user's allowed scope.actions.
Settings	Manage platform settings, themes, backups, notifications, jobs, updates, and themes.updates.

User Roles

Role family	WhatTypical users can generally doaccess
PlatformAdministrator	AdministerFull theplatform full platform, including configuration, billing, invoices, jobs, settings, updates, and all organisation data.administration.
PlatformReader	View platform-Platform-level areasread-only without making changes.access.
PlatformService	RunAutomation service-levelaccess automationfor whereplatform configured.service tasks.
DistributorAdministrator	ManageDistributor-scoped distributor-scopedmanagement of partners, tenants, users, subscriptions, and billing views where enabled.reports.
DistributorUser	View distributor-Distributor-scoped dataread access where enabled.
PartnerAdministrator	ManagePartner-scoped partner-scopedmanagement of tenants, users, subscriptions, and billing views where enabled.reports.
PartnerUser	View partner-Partner-scoped dataread access where enabled.
TenantAdministrator	ManageTenant-scoped tenant-scopedmanagement of users, subscriptions, documents, and billing views where enabled.reports.
TenantUser	View tenant-Tenant-scoped dataread access and complete required document acceptance.

Access

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

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

1. The user's assigned role.
2. The user's organisationtenant, partner, distributor, or platform relationship.
3. Whether the relevant feature is enabled in settings.Settings.
4. Whether prerequisite records exist, such as regions, partners, tenants, or subscriptions.exist.

Common EmptySetup StatesDependencies

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

subscriptions,workflows.

MessageIf contextthis is missing	WhatCheck tothis checkfirst
NoPricing, regions	Create or enable a region before subscription, pricing, quota,quotas, or usage	At least one enabled region exists.
No distributorsPartners	Create aA distributor before creating partners.exists.
No partnersTenants	Create aA partner before creating tenants.exists.
NoBilling subscriptionsand invoice data	CreateUsage subscriptionscollection beforeand invoice,billing billing-status,generation have run for the period.
Resource group billing	Azure or commissionAzure viewsLocal haveresource usefulgroups data.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