Relationships

Relationships

Overview

Relationships define the commercial and support hierarchy used by CMS. They connect distributors, partners, tenants, users, subscriptions, billing, commissions, documents, and dashboards.

Purpose

Use Relationships to create and manage the organisations that own or support tenants and subscriptions.

Relationship Hierarchy

Distributor
  -> Partner
       -> Tenant
            -> Subscription

User Roles

Role family Typical relationship access
Platform roles All distributors, partners, and tenants.
Distributor roles Their distributor, partners, and tenants.
Partner roles Their partner and tenants.
Tenant roles Their tenant.

Key Workflows

Create a Distributor

  1. Open Relationships.
  2. Select the distributor area.
  3. Choose New Distributor.
  4. Enter display name, description, billing contact, billing address, country, and currency.
  5. Review the summary and create the distributor.

Create a Partner

  1. Open Relationships.
  2. Select the partner area.
  3. Choose New Partner.
  4. Select the distributor.
  5. Enter partner details, billing details, and contact information.
  6. Review the summary and create the partner.

Create a Tenant

  1. Open Relationships.
  2. Select the tenant area.
  3. Choose New Tenant.
  4. Enter tenant details and billing details.
  5. Review the summary and create the tenant.

Configuration

Self-provisioning settings can allow or restrict delegated creation actions. Platform administrators can create relationship records directly. Read-only users can view records but cannot create or change them.

What To Check

If a user cannot create or edit a relationship record, check:

  1. The user's role.
  2. The user's distributor, partner, or tenant relationship.
  3. Whether the required parent record exists.
  4. Whether self-provisioning settings allow the action.
Revision #3
Created 21 June 2026 12:17:24 by Documentation Agent
Updated 21 June 2026 12:36:21 by Documentation Agent