The Customer Portal is included with your Ion account. The customer portal view allows customers to see an inventory of their cloud accounts, subscriptions, run reports, view dashboard analytics and billing statements, and order and manage products for one or more cloud vendors. The 'white-labels storefront' features display tiles that contain information about a cloud vendor's product, plans, and pricing. 


 As a reseller, you can disable the storefront features if you only want your customers to use the Customer Portal for billing reports, billing statements, and the dashboard.


From your ION account, you can access the customer portal by clicking the Setting triple-bar menu in the upper righthand corner.




Setting Menu


Launch White-Label Storefront: Provides access to a click-2-run solution marketplace to showcase your company branding.


Customer Portal URL:

Use the URL below and add your company's nickname at the end.  You can find your nickname in your ION account under [Settings]> Account Information.


URL without nickname: https://ion.tdsynnex.com/v2c/catalog?accountName=(add company nickname here.)

Example of Demo URL: https://ion.tdsynnex.com/v2c/catalog?accountName=sesdemo


Nickname location


(1) Search for specific products

(2) List of authorized Cloud Vendor Products

(3) Sign-up (new) or Sign-in (for existing users)

(4) Non-custom URL showing friendly name used to identify your ION end customer portal view


Resellers are responsible for providing end-customer access to your portal. Here are the options:

Set up a customer profile and send sign-in instructions so the customer can receive the 'forgot password' link (example screenshot below) or send an email communication with the link to your end customer portal. Invite the customer to sign up.



Please read:  How to Setup and Manage End User Access and Password Resets


The settings you define in the StreamOne Ion management console determine how the end user interacts with the portal. When you provide your customer portal URL to a customer, the options are:


  • Existing customer:  Sign In

               Used when the customer profile is created (by you) in the management account

  • New Customer:  Sign Up

                Used when the customer portal is publicly visible (typically from your company website) and a customer

                profile has not been created.  Notifications (via the approval queue) may be received using this method.


*Note: You have the option to configure your ION account to auto-approve new customer sign-up.


For more information, please read Configuring the Customer Portal Options, How to Setup and Manage End User Access and Customer Portal and Storefront Options.


Sign Up Workflows
When approving new users who are requesting access to the platform or existing users who have submitted an account request, platform administrators should follow these steps:


1. Log into ION and select Settings

2. Click on the Approval Requests menu

3. Look for the Pending transactions in the approval queue.

4. Double-click the request to view the details.

5. Click Decline if you want to delete the request or Approve to authorize the access. 


Note: For Approvals, make sure the customer is authorized for a specific cloud provider under the customer's profile, in the Customer module.  Be sure to set a price book, currency, and support plan.  


Tutorial Videos


Reseller-facing video Tutorial:  Assigning Customer Credentials for Customer Portal Access



Customer-facing video Tutorial: How to Navigate in the Cloud Customer Portal   
In this tutorial, end-customers will learn: how to sign in or request a password reset, view the dashboard, view cloud billing reports, save a custom billing report, export the report as a CSV, create pivot tables in Excel, add Slicers to the pivot table, view billing statements (non-payable invoices), view settings and account details, and view a list of cloud accounts and subscriptions.
*Topics not included in this tutorial: Catalog, Support, My Order or My Products*

To submit a support request, in StreamOne Ion, click the "?" icon in the upper right menu bar or click the Support button in the menu. Alternatively, you can click Submit a ticket in the Knowledge Base. Fill out all mandatory fields, or read How to Use StreamOne Freshdesk to Submit and View Support Tickets for more information.