Settings

Access to configuration menus are located in the Settings Module

Create and Manage Platform User Access
Navigation:  Settings > Account > Users The platform supports Role-Based Access Controls (RBAC).  A description of the roles and associated privil...
Fri, 7 Mar, 2025 at 11:06 PM
Email Templates: How to Customize Email Templates
Navigation Menu: Settings > Email Templates     Overview:  Email templates are used to facilitate communication between the platform, customers, a...
Fri, 7 Mar, 2025 at 11:58 PM
Terms: How to Define and Manage Click-Through Terms
Navigation Menu: Settings > Terms TIP: For best results, use Google Chrome when working in the platform   Overview:  This section will teach you...
Sat, 8 Mar, 2025 at 12:03 AM
How to Create Budgets
                                                           Navigation:  Settings/Cost Management/Budgets Overview Budgets is a platform cost manage...
Sat, 8 Mar, 2025 at 12:37 AM
Settings: Configure Customer Sign-up Options
Navigation Menu: Settings > Customer Storefront > Customer Signup For best results, use Google Chrome when working in the platform Overvi...
Sat, 8 Mar, 2025 at 12:39 AM
Configuring the Customer Portal Options
Navigation Menu: Settings > Customer Storefront > Portal Functionality Click the triple-bar icon to display the menu options available under Setti...
Sat, 8 Mar, 2025 at 12:48 AM
How To Enable Platform Billing API
Navigation Menu: Settings > Account Information API Keys are enabled in the Account Information menu option under [Settings] Overview: This arti...
Sat, 8 Mar, 2025 at 12:45 AM
Commerce API - Ordering and Order Management
StreamOne® Ion Commerce API supports the full range of commerce and order management functions for all transactional vendors on the platform. Commerce API ...
Sat, 8 Mar, 2025 at 12:54 AM
Ion Cost Management Fields vs Cloud Vendor Cost Allocation Tags
The platform allows you to set up custom fields (associated with the customer profile) and Cloud Account Fields (associated with a specific account, subscri...
Sat, 8 Mar, 2025 at 12:57 AM
How to Create and Manage Custom Fields
Navigation Menu: Settings > Cost Management > Custom Fields     TIP: For best results, use Google Chrome when working in the platform Overview: Thi...
Sat, 8 Mar, 2025 at 12:59 AM