icp intcomex cloud platformmycrm.intcomex.com/.../intocomexcloud/.../admin_en.pdf · intcomex cloud...
TRANSCRIPT
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ICP Intcomex Cloud PlatformUserguide for “Admin” & “Billing” accounts
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LoginAdd a new customerCreate a new serviceModify an existing serviceSuspend a productReportsAzure Reports
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Intcomex Cloud Platform
Guide
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With the provided link you get the next login 1 screen,please use your admin credentials
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Intcomex Cloud Platform
Login
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Reseller
Customer
Your customers list and detailed information foreach of them is shown2
Home menu
Intcomex Cloud Platform
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From the Home screen, press the “+New” option1
Add a newcustomer
Intcomex Cloud Platform
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Select the “Company” option2
Intcomex Cloud Platform
Add a newcustomer
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Press “next” to continue3
Intcomex Cloud Platform
Add a newcustomer
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Register the customer information (Required fields aremarked with an asterisk)4
Intcomex Cloud Platform
Add a newcustomer
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Click “next” to continue5
Intcomex Cloud Platform
Add a newcustomer
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Select customer roles
• Customer Admin(read-only)• Customer Admin (Modify)• Customer Admin (Advanced)
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Intcomex Cloud Platform
Customer roles
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Click “next” to continue7
Intcomex Cloud Platform
Customer roles
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Select the Marketplace and press “finish” tofinish up8
Intcomex Cloud Platform
Add theMarketplace
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Select it to add/create the Tenant domain9
Intcomex Cloud Platform
Add/Createthe Tenantdomain
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You should create/add the tenant choosing“new service”10
Intcomex Cloud Platform
Add/Createthe Tenantdomain
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Search the “Tenant” product and click “next”11
Intcomex Cloud Platform
Add/Createthe Tenantdomain
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Read the Terms and conditions section and click“next” when you feel ready12
Intcomex Cloud Platform
Terms &Conditions
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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”
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Intcomex Cloud Platform
Contactinformation
14 Fill the required information and click “finish ” to finish it up.
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Intcomex Cloud Platform
Customercreated
A window with your customer information will show up as soonas you finish it´s creation
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Intcomex Cloud Platform
Select thecustomer
1 Select the customer to whom you need to add thelicenses
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Intcomex Cloud Platform
New Service
2 Select “New Service” to add a new product or service,while the customer name is highlighted.
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Intcomex Cloud Platform
Serviceselection
3 Enter the name of the service/product that youneed to add at the “Search” field.
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Intcomex Cloud Platform
4 Select the producto
Serviceselection
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Press “next” once you have selected the product5
Intcomex Cloud Platform
Serviceselection
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Read the Terms and conditions section and click“next” when you feel ready.6
Intcomex Cloud Platform
Terms &Conditions
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Enter the seats quantity you need to add and click “finish” to finish it.7
Intcomex Cloud Platform
Configuration
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Select the customer to whom you will perform the modification and select the product1
Intcomex Cloud Platform
Seatsmodification
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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
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If you want to save the changes, click “Save”, if not,3 click “X” to cancel it3
Intcomex Cloud Platform
Seatsmodification
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Select the customer to whom you will cancel theproduct, and then the product to be canceled
Click “terminate” in the below options
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Intcomex Cloud Platform
Servicetermination
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A warning window will show up, to confirm if youwant to proceed, click at “terminate now” to terminate the service immediately
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Intcomex Cloud Platform
Servicetermination
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A warning window will pop up, press “Yes” ifyou are completely sure that you want toterminate the product subscription.
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Intcomex Cloud Platform
Servicetermination
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Once you terminate the suscription, this ítem willbe erased from the list4
Intcomex Cloud Platform
Servicetermination
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Intcomex Cloud Platform
Login to the ICP (Iintcomex Cloud Platform) with yourcredentials1
Reports
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Intcomex Cloud Platform
Select the “Reporting” tab2
Reports
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Intcomex Cloud Platform
Search the "Invoice Add-on" option and set the monthyou need to consult4
Reports
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You can make general queries like:
• Subscription.• Cost.• Billing period.• Final customer account.• Etc.
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Consults
Intcomex Cloud Platform
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Intcomex Cloud Platform
Login the ICP (Intcomex Cloud Platform) and placeyour username and password1
AzureReports
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Intcomex Cloud Platform
Select the company whose report want to get2
AzureReports
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Intcomex Cloud Platform
Select the customer's Azure subscription3
AzureReports
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Intcomex Cloud Platform
The "Usage Details" section has links to displayeach type of report available4
AzureReports
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Intcomex Cloud Platform
The "Azure usage Reconciliation" report downloadsan Excel with monthly consumption information5
AzureReports
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Intcomex Cloud Platform
The report "Azure usage Reconciliation RAW data"downloads an Excel with daily consumptioninformation
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AzureReports
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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
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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
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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
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Intcomex Cloud Platform
The "Azure Price List" report displays a dashboard for price inquiries10
AzureReports
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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
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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.
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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
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