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 dashboards analytics, billing statements, order and manage products for one or more cloud vendors.  The 'Storefront' features display tiles that contain information about a cloud vendor product, plans and pricing. 

 As a reseller, you can disable the storefront features if you only want your customers to use the Customer Portal. *


From your ION account, you access the customer portals:

(1) From the Business overview screen

(2) From the Setting menu 


Business Overview Quick Links










< Managed Storefront link takes you to the Settings > Customer Storefront menu options






Setting Menu


There are two views of the Customer Portal:

(1) Launch Storefront - this link directs you to the TD SYNNEX-branded Solution Marketplace.  You or your customers use their platform credentials to login to this URL.

(2) Launch White-Label Storefront - Provides access to the customized solution marketplace configured by you, our resellers 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


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

(1) Setup Customer users and send them a welcome email with instructions on how to login and use the 'forgot password' link to gain access.

(2) Setup Customer profile and 'invite' them to sign-in and use the 'forgot password' link to gain access. (Sample screenshot below)

(3) 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


Sign-Up or Sign-In


The end customer experience with accessing the portal is controlled by the settings you define in the StreamOne Ion management console. When you provide the URL access to a customer, the option 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
As a platform administrator, follow these steps to Approve new customers (signing up for access to the platform) or approve an account request (submitted by existing customers):


1. Log into ION and select the 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 Dashboards - View Cloud Billing Reports - Save a custom billing Report - Export report as CSV - Create a Pivot Table in Excel - Add Slicers to the Pivot Table - View Billing Statements (non-payable Invoices) - View settings and account details - View a list of cloud accounts and subscriptions - And view the options for Dashboard filters & customize. 
*Topics not included in this tutorial: Catalog, Support, My Order or My Products*


Attached is an end customer user guide to the customer portal.  This guide can be customized to your business practices and brand.