The Customer Portal is included with your Ion account. With the customer portal view, users can effortlessly access a comprehensive inventory of their cloud accounts and subscriptions. They can generate reports, explore dashboard analytics, review billing statements, and efficiently order and manage products across multiple cloud vendors. The 'white-label 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.
To access the customer portal from your ION account, click on the Settings triple-bar menu located in the upper right-hand corner.
Setting Menu
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
Customer Portal URL
(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 access to your customer 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.
White-Label Storefront: Provides access to a click-2-run solution marketplace to showcase your company branding. For more information, please read: Click-2-Run Solutions for Microsoft Azure and Click To Run (C2R) Solution Deployment.
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:
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 customers who are requesting access to your customer portal 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: How to Assign End-user Credentials and Sign Into the Customer Portal - Reseller View
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.