Relationships
Relationships
Overview
The Relationships area manages the distributor, partner, and tenant hierarchy used across subscriptions, users, billing, commissions, documents, and dashboards.
Relationship Hierarchy
CMS uses this ownership chain:
Distributor
-> Partner
-> Tenant
-> Subscription
Platform administrators can work across the whole hierarchy. Distributor, partner, and tenant users work only inside their assigned organisation scope.
Creating Records
New distributor, partner, and tenant forms use step-by-step screens. Each step validates the entered information before the record is created.
| Record | Key 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 | Tenant details, billing details, and summary confirmation. |
New partner and distributor forms use the platform default currency unless the user selects another currency.
Relationship Pages
The top-level Relationships page gives authorised users access to distributor, partner, and tenant management. Detail pages show related records and operational views such as consumption, commissions, tenants, partners, subscriptions, invoices, and documents where available.
If a grid is empty or replaced by a setup message, check whether prerequisite records exist. For example, partners require a distributor, and tenants generally require a partner.
Self-Provisioning
Some delegated creation actions can be enabled or disabled in settings. Platform administrators can still create relationship records directly. Read-only roles can view records but cannot create or change them.
Access
Relationship access follows the organisation hierarchy.
| User scope | Typical visibility |
|---|---|
| Platform | All distributors, partners, and tenants. |
| Distributor | The distributor, its partners, and related tenants. |
| Partner | The partner and related tenants. |
| Tenant | The assigned tenant. |
If a user cannot create or edit a relationship record, check their role, their organisation assignment, and any self-provisioning settings for that record type.
Billing and Commissions
Distributor and partner detail pages can show consumption and commission information where the user has access. Commission views are limited to the partner or distributor scope available to the signed-in user.
Related Pages
- Subscriptions and Resource Groups
- Usage, Billing, and Invoicing
- Settings and Operations