Navigation Menu: Customers

TIP: For best results, use Google Chrome when working in the platform



Customer Menu Navigation Options

Customer360 allows you to manage subscriptions within the management console vs. using the Storefront (end customer portal).


When you set up a new customer there are settings that need to be considered. 

  • Add Users (Assigning credentials for the Customer Portal)
  • Set Cloud Provider authorization
  • Set Pricebook(s) by cloud vendor
  • Set Custom Charges (ie., support plans or global-level discounts and uplifts)

Customer accounts are created two ways:

  1. Resellers create the customer account using the platform management console
  2. Customers request an account through the reseller's end-customer portal (white label marketplace) *

*Note:  Sign-up for a platform account is controlled by you in the Settings menu


When you create a customer, determine the following:

  1. What cloud providers are you authorizing your customer to buy
  2. What pricebook should be applied to your customer
  3. What support type are assigning to your customer (If applicable)


The Customer menu has the following sub-menus used as logical grouping of features supporting how you manage a customer in the platform:


Menu HierarchyMenu NameDescription
GeneralCustomer InformationContains address fields, contact names, phone numbers and general information about your client is stored here.

A threshold setting used to manage a spending amount and notify end customer purchasing licenses from the Solution marketplace when threshold is met or exceeded (*For MWP/O365 licenses only)  

Users*Optional:  Create and manage end customer users' credentials

Custom Fields*Optional:  Enter data for custom fields that may be added to reports

Customer Options*N/A:  Settings related to the test drive module feature of the platform
Cloud BillingCloud Providers- Set pricing by cloud vendor
- Set you preferred currency (vendor specific).
- Enable customer's ability to purchasing products from the solution marketplace

Cloud Accounts- View current subscriptions and account numbers.
- Request a new or add existing accounts/subscriptions

Tax Profile*Optional: If you want to see tax data on your billing statements, add a tax rate in this screen. 

Credits*If applicable:  If you need to issue a credit to a customer, enter it in this table

Charges and DiscountsSetup your support plan or custom charges in this screen.  You can also mark a customer for a global discount or up-lift across their monthly fees (AWS Accounts must have a Support Plan Group configured in the platform)  

Detailed billing exports*Optional: This feature is used to export consumption data to a cloud vendor storage file.  The platform supports the export of detailed billing data to an AWS S3 or GCP file.
MarketplacePurchased Products*If applicable: Displays SaaS order placed through the Solution Marketplace.


Creating a customer (from the Management Console)

1. From the management console home screen, select the Customer menu 

2. From the Customers table, click Add

3. Enter the customer information in the Add customer screen for all mandatory fields (noted by a "*").  

4. (Optional for SaaS) Toggle on Enable marketplace threshold to set a budget for allowed purchases by the end customer for SaaS offerings.

5. When done, click Save


View of the Add Customer Screen


(1) The Enable marketplace threshold feature notifies the user who is modifying an existing subscription or buying additional products if they are over a set purchase limit for SaaS only. (Optional) 

(2) The Send Invitation feature is used to communicate with the admin contact their access to the ION Storefront is setup.  To view the message sent, go to Settings > Email Templates and search for 'invite', (Optional)

(3) The Save option is active when all required fields are filled


Note:  A warning message displays when a threshold is met. It does not prevent the customer from making a change or purchase. The feature is available for Microsoft subscriptions only*


For more information regarding addresses in StreamOne Ion, please watch: Address Verification Brainshark Tutorial


Creating user(s)

Before you can place an order and before a customer can access the platform, a user must be created. Set up one or more users in the 'Users' table.

  1. To create a user, click Add. 
  2. Complete all the fields (required as noted by '*')
  3. Click Save

Password: Enter any password you want.  The customer uses the Forgot password process to reset the one you entered during initial setup.



View of the Add User Screen


Status: There are three options:

  • Pending Approval (Use this status when a customer signs up via the end customer portal)
  • Active
  • Suspended


For more information regarding the Customer Storefront, please read: How Do I Find the End-Customer Portal URL?



Note:  Every time a new customer account is created on StreamOne® Ion, a user will be automatically generated by default, eliminating the need for manual user creation.


Enable Customer Access to Storefront (End Customer Portal)

You decide whether your customers can self-serve report data, create and add accounts/subscriptions.   Double-click the cloud vendor name to enable it.  The Edit screen appears.  Toggle the Enable provider in customer portal feature by using the slider.  Save the changes. Repeat for each cloud vendor you enable.



Note:  When setting a pricebook for AWS, you see a custom setting Pass RI Optimization. This option should be avoided*. Your customer receives the benefits of RI purchases made automatically by platform logic. This setting flows through benefits that the customer does not own.