ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud...
Transcript of ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud...
ICP Intcomex Cloud PlatformUserguide for “Admin” & “Billing” accounts
LoginAdd a new customerCreate a new serviceModify an existing serviceSuspend a productReportsAzure Reports
1
2
3
4
5
6
7
Intcomex Cloud Platform
Guide
With the provided link you get the next login 1 screen,please use your admin credentials
1
Intcomex Cloud Platform
Login
Reseller
Customer
Your customers list and detailed information foreach of them is shown2
Home menu
Intcomex Cloud Platform
From the Home screen, press the “+New” option1
Add a newcustomer
Intcomex Cloud Platform
Select the “Company” option2
Intcomex Cloud Platform
Add a newcustomer
Press “next” to continue3
Intcomex Cloud Platform
Add a newcustomer
Register the customer information (Required fields aremarked with an asterisk)4
Intcomex Cloud Platform
Add a newcustomer
Click “next” to continue5
Intcomex Cloud Platform
Add a newcustomer
Select customer roles
• Customer Admin(read-only)• Customer Admin (Modify)• Customer Admin (Advanced)
6
Intcomex Cloud Platform
Customer roles
Click “next” to continue7
Intcomex Cloud Platform
Customer roles
Select the Marketplace and press “finish” tofinish up8
Intcomex Cloud Platform
Add theMarketplace
Select it to add/create the Tenant domain9
Intcomex Cloud Platform
Add/Createthe Tenantdomain
You should create/add the tenant choosing“new service”10
Intcomex Cloud Platform
Add/Createthe Tenantdomain
Search the “Tenant” product and click “next”11
Intcomex Cloud Platform
Add/Createthe Tenantdomain
Read the Terms and conditions section and click“next” when you feel ready12
Intcomex Cloud Platform
Terms &Conditions
If the tenant already exists, select the checkbox and fillthe next field with the domain name13
Intcomex Cloud Platform
Tenant
Example:The domaincajacr.onmicrosoft.com already exists, so we fill the field with its name “cajacr”
Intcomex Cloud Platform
Contactinformation
14 Fill the required information and click “finish ” to finish it up.
Intcomex Cloud Platform
Customercreated
A window with your customer information will show up as soonas you finish it´s creation
Intcomex Cloud Platform
Select thecustomer
1 Select the customer to whom you need to add thelicenses
Intcomex Cloud Platform
New Service
2 Select “New Service” to add a new product or service,while the customer name is highlighted.
Intcomex Cloud Platform
Serviceselection
3 Enter the name of the service/product that youneed to add at the “Search” field.
Intcomex Cloud Platform
4 Select the producto
Serviceselection
Press “next” once you have selected the product5
Intcomex Cloud Platform
Serviceselection
Read the Terms and conditions section and click“next” when you feel ready.6
Intcomex Cloud Platform
Terms &Conditions
Enter the seats quantity you need to add and click “finish” to finish it.7
Intcomex Cloud Platform
Configuration
Select the customer to whom you will perform the modification and select the product1
Intcomex Cloud Platform
Seatsmodification
Enter the desired number, and select the checkbox (if you do not want to change it press the"x“ to cancel the procedure)2
Intcomex Cloud Platform
Seatsmodification
If you want to save the changes, click “Save”, if not,3 click “X” to cancel it3
Intcomex Cloud Platform
Seatsmodification
Select the customer to whom you will cancel theproduct, and then the product to be canceled
Click “terminate” in the below options
1
Intcomex Cloud Platform
Servicetermination
A warning window will show up, to confirm if youwant to proceed, click at “terminate now” to terminate the service immediately
2
Intcomex Cloud Platform
Servicetermination
A warning window will pop up, press “Yes” ifyou are completely sure that you want toterminate the product subscription.
3
Intcomex Cloud Platform
Servicetermination
Once you terminate the suscription, this ítem willbe erased from the list4
Intcomex Cloud Platform
Servicetermination
Intcomex Cloud Platform
Login to the ICP (Iintcomex Cloud Platform) with yourcredentials1
Reports
Intcomex Cloud Platform
Select the “Reporting” tab2
Reports
Intcomex Cloud Platform
Search the "Invoice Add-on" option and set the monthyou need to consult4
Reports
You can make general queries like:
• Subscription.• Cost.• Billing period.• Final customer account.• Etc.
5
Consults
Intcomex Cloud Platform
Intcomex Cloud Platform
Login the ICP (Intcomex Cloud Platform) and placeyour username and password1
AzureReports
Intcomex Cloud Platform
Select the company whose report want to get2
AzureReports
Intcomex Cloud Platform
Select the customer's Azure subscription3
AzureReports
Intcomex Cloud Platform
The "Usage Details" section has links to displayeach type of report available4
AzureReports
Intcomex Cloud Platform
The "Azure usage Reconciliation" report downloadsan Excel with monthly consumption information5
AzureReports
Intcomex Cloud Platform
The report "Azure usage Reconciliation RAW data"downloads an Excel with daily consumptioninformation
6
AzureReports
Intcomex Cloud Platform
The report "Azure Insights" displays a dashboard withthe consumption detail, with a click on each sectionyou can graphically view the information7
AzureReports
The report "Azure Insights" displays a dashboard with theconsumption detail, with a click on each section you can graphically view the information8
Intcomex Cloud Platform
AzureReports
Intcomex Cloud Platform
The "Azure Insights for customer" report displays a dashboard with the customer's consumption detail, you can share the link with your end customers to visualize it9
AzureReports
Intcomex Cloud Platform
The "Azure Price List" report displays a dashboard for price inquiries10
AzureReports
Intcomex Cloud Platform
Description and detail of the reports included in the Intcomex portal
Description
Audit
Accounts Modified: Displays all of the products/clients that have been modified since the first logged start date to the day of the report’s request.
Audit Log Object Company: Displays the movement logs to the resellers, but not to the clients.
Audit Log Subject Company: Displays the movement logs to the customers. Country Managers.
Sales Price Changes: List of price changes in the marketplaces that belong to your account.
Latest customers: List of the 30 (still active) resellers and most recent clients, with their respective date of creation.
Top customer by users: List of all of the clients and resellers sorted by the number of users they have.
Top products: List of the number of seats that have been sold for each product.
Top products per Customer: Displays the products sold to each client, and how many times each client has been re-supplied (added).
Users by date: Displays the dynamics of the number of active users grouped by geographic countries
Customers
Intcomex Cloud Platform
Description and detail of the reports included in the Intcomex portal
Description
Sales
All product accounts with fields: Lists of all product accounts, sorted by date and field. The field list can be different for each product.
Discounts: Displays the discount history.
Invoices: Summary of amounts invoiced to the clients of the last three closed billing periods.
LoginCount: Statistics of how many time a user has successfully logged in with each reseller and Enter-prise. It can take start and end dates. By default, the start date being = recorded start, and the end date being the moment the statistics are requested.
MSCSPSeatChanges: Displays the changes in the amounts of seats a product has seen, along the respec-tive date of change.
MSCSPSeatDelta: Displays the amount of seas a product had in two different, specified dates.The default dates are “now” and “now minus one day.”
MSCSPSeats: Displays the amount of seats we have sold.
MSCSPStorage: Analog of MSCSPSeats but for Storage based services. Default date = now.
Price protected services: list of all active, Price-protected products. The number of seats is included when appropriate, as is the final date of the PriceProtection period.
Special Deal Discounts: Displays special discounts history.
Intcomex Cloud Platform
Description and detail of the reports included in the Intcomex portal
Description
Service Desk
Reseller Information: Contact details of your high level Client (reseller or company)
Reseller products: A list of all products the customer/reseller has. Probably a long list