Skip to main content

Relationships

Relationships

Overview

The Relationships area managesdefine the distributor, partner,commercial and tenantsupport hierarchy used acrossby CMS. They connect distributors, partners, tenants, users, subscriptions, users, billing, commissions, documents, and dashboards.

Purpose

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

Relationship Hierarchy

CMS uses this ownership chain:

Distributor
  -> Partner
       -> Tenant
            -> Subscription

Platform

User administrators can work across the whole hierarchy. Distributor, partner, and tenant users work only inside their assigned organisation scope.

Creating RecordsRoles

New distributor, partner, and tenant forms use step-by-step screens. Each step validates the entered information before the record is created.

RecordRole family KeyTypical detailsrelationship access
DistributorPlatform roles DisplayAll distributors, partners, and tenants.
Distributor rolesTheir distributor, partners, and tenants.
Partner rolesTheir partner and tenants.
Tenant rolesTheir 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, billing country, and billingcurrency.
    5. currency.
  5. Review the Partner Display name, distributor, description, billing contact, billing address, billing country,summary and billingcreate currency.the distributor.
Tenant

Create Tenanta 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 confirmation.

    New partner and distributor forms usecreate the platformpartner.

    7. default
currency

Create unlessa Tenant

  1. Open Relationships.
  2. Select the usertenant selectsarea.
    3. another
  3. Choose currency.

    New Tenant.
  4. Enter tenant details and billing details.
  5. Review the summary and create the tenant.

Relationship PagesConfiguration

TheSelf-provisioning top-levelsettings Relationshipscan 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 emptyallow 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

Somerestrict delegated creation actions can be enabled or disabled in settings.actions. Platform administrators can still create relationship records directly. Read-only rolesusers can view records but cannot create or change them.

AccessWhat To Check

Relationship access follows the organisation hierarchy.

User scopeTypical visibility
PlatformAll distributors, partners, and tenants.
DistributorThe distributor, its partners, and related tenants.
PartnerThe partner and related tenants.
TenantThe assigned tenant.

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

their
    role,
  1. The theiruser's organisationrole.
    2. assignment,
  2. The anduser's anydistributor, partner, or tenant relationship.
  3. Whether the required parent record exists.
  4. Whether self-provisioning settings for that record type.

    Billing and Commissions

    Distributor and partner detail pages can show consumption and commission information whereallow the useraction.

    5. has access. Commission views are limited to the partner or distributor scope available to the signed-in user.

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