Skip to main content

Relationships

Relationships

Overview

The Relationships area manages the distributor, partner, and tenant hierarchy used by subscriptions, users, billing, commissions, and document visibility.

Relationship Hierarchy

CMS uses this ownership chain:

Distributor
  -> Partner
       -> Tenant
            -> Subscription

Platform administrators can work across the whole hierarchy. Distributor, partner, and tenant users are limited to their assigned scope.

Creating Records

New distributor, partner, and tenant creation uses stepper-style forms with validation before the record is saved.

Record Captured details
Distributor Display name, description, billing contact, billing address, billing country, and billing currency.
Partner Display name, distributor, description, billing contact, billing address, billing country, and billing currency.
Tenant Details, billing details, and summary confirmation.

New partner and distributor forms load the platform default currency from DefaultPlatformCurrency.

Relationship Pages

The top-level Relationships page contains distributor, partner, and tenant management surfaces. Detail pages show related records and operational widgets such as consumption, commissions, tenants, partners, subscriptions, invoices, and documents where relevant.

The portal checks prerequisites before loading scoped grids:

  • Partners need a distributor scope.
  • Tenants need a partner scope for platform and distributor roles.
  • Partner roles load tenant summaries through server-side scoped tenant routes rather than partner-level summary access.

Self-Provisioning

Platform administrators can create tenants regardless of partner or distributor tenant self-provisioning settings. Platform readers remain read-only.

Delegated creation and lifecycle actions are controlled by settings for the relevant role family. The portal hides actions when settings disable self-provisioning, and the API enforces the same boundary.

Security and Scoping

Tenant create and update validates the target partner through the signed-in user's hierarchy before saving. Partner update validates the target distributor through scoped distributor access before saving.

These checks prevent delegated administrators from attaching records to distributors, partners, or tenants outside their permitted hierarchy.

Billing and Commission Relationships

Partner and distributor commission generation uses billing rows in the selected month. The month end is treated as the first day of the next month so full-month rows ending on day one of the next month are included.

Commission chart routes validate non-platform access to the requested partner or distributor before returning chart data.

  • Subscriptions and Resource Groups
  • Usage, Billing, and Invoicing
  • Settings and Operations
Back to top