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...
Tue, 4 Jun, 2024 at 10:23 PM
Email Templates: How to Customize Email Templates
Navigation Menu: Settings > Email Templates   TIP:  For best results, use Google Chrome when working in the platform   Overview:  Email templa...
Tue, 3 Dec, 2024 at 7:17 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...
Tue, 20 Aug, 2024 at 12:47 AM
How to Create Budgets
                                                           Navigation:  Settings/Cost Management/Budgets Overview Budgets is a platform cost manage...
Tue, 20 Aug, 2024 at 12:40 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...
Tue, 20 Aug, 2024 at 12:57 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...
Wed, 11 Dec, 2024 at 11:53 PM
Settings: Customizing the Customer Storefront
Navigation Menu: Settings > Customer Storefront > Catalog Look & Feel TIP:  For best results, use Google Chrome when working in the platform...
Tue, 20 Aug, 2024 at 1:01 AM
How To Enable Platform Billing API
Navigation Menu: Settings > Account Information API Keys are enabled in the Account Information menu option under [Settings]   TIP: For best res...
Tue, 20 Aug, 2024 at 12:38 AM
Commerce API - Ordering and Order Management
StreamOne® Ion Commerce API support the full range of commerce and order management functions for all transactional vendors on the platform.  Commerce API ...
Tue, 20 Aug, 2024 at 1:04 AM
ION Cost Management Fields vs Cloud Vendor Cost Allocation Tags
The platform allows you to setup custom fields (associated with the customer profile), and Cloud Account Fields (associated to a specific account, subscript...
Tue, 20 Aug, 2024 at 12:37 AM