Navigation Menu: Settings > Account

TIP: For best results, use Google Chrome when working in the platform

 

Overview: This knowledge base article covers default settings for your StreamOne Enterprise platform account. The cloud platform includes powerful features such as dashboards, analytics, custom storefronts, build your own solutions, and end-customer access and control.

 

Default configurations are located throughout the menu options under Settings. 


Parts of the Settings Module

The tables below are short descriptions of the sub-menu screens. Following the table you will find detailed instructions on how to configure some of the settings within these screen.


> Menu - Account

Sub Menu
Description
Account Information
This screen displays important information about how you your business is identified in the platform database.
It also contains the Public Profile fields used by several features of the platform.
Users
Add, modify and suspend your users with access to the SES management console.
Logs
The Log entry table tracks any changes made to price books in the platform by your users
Approval requests
The approval requests table tracks all the workflows from customer portal requests.  Use these entries to approve or deny the request.
Partner Invites
The Sent invitation table tracks requests sent to a partner-level customer from the platform.
Email Templates
Features under this menu allow you to customize the workflow messages generated by the platform, turn email communications on or off as well as configure email templates to use your business domain.
Terms
Manage all the click-through terms for end customers.
Callback
Use callbacks when building a custom product displayed in an active customer marketplace portal.
Third-party Integrations
Manage cloud provider API credentials associated with
Products you may build in your marketplace portal.
Password Requirements
The password requirements sent in this screen apply to all users (reseller and end customer) access.
Account Options

Legal and Compliance
Primarily used by the European resellers to meet the GDPR requirements


> Menu - Billing

Sub Menu
Description
Invoice Options
Settings in this screen determine how the platform support your billing statement/invoice process.
Detailed Billing exports
Settings in this screen supports an automated process to create detailed billing files in an S3 bucket.  This are primarily used for AWS detailed billing data but the export also support Azure recon-level file data.
Cloud Accounts
The cloud accounts table should be empty.
The only cloud accounts listed in this table would be an account used to manage a product in your marketplace and it not a billable account.
Taxes
If you want your billing, statements in the platform to reflect taxes you can manage tax tables in this screen.
Charges and discounts
Setup and manage support plans and custom charges you may apply to your customers.
Currencies
Managed multiple currencies in this table.  Currencies setup are available in a drop-down list within several screens in the platform (dashboard, invoices)


AWS RI purchases: as an AWS reseller, you can select how you want to bill for Reserved Instance (RI) purchases made by the end customer. There are 3 options:

1. Invoice for RI purchases at end-of-month

2. Invoice for RI purchases immediately

3. Exclude all RI purchases from billing report


SES includes an advanced feature called AWS Detailed Bill that allows you to separate your detailed billing data into its own programmatic billing file. Using this feature also supports resellers who are working with third party tools that require access to programmatic billing data.  For more information on how use this feature, refer to this article:  How to Configure Detailed Billing Export


If you are using the the platform Tax Tables and you have issued a credit to your customer in the platform, the Include Credits for Tax Calculation feature allows you to have the credit look at tax fees on the billing statement as value against the applied credit. This is a global setting.

 

The text entered in the Billing Statement Notes box displays on every billing statement that is generated in the platform.

 

> Menu - Customer Portal

Sub Menu
Description
Customer Sign-up
Use the features within this screen to determine how your end customers interact with the platform customer portal.
Portal functionality
The settings in this menu control what features are available to your customer from the customer portal.
Catalog Look & Feel
This screen contains the controls for customizing and branding the customer portal.
Test Drive setup
This screen contains the settings for product trials developed within the platform.
Embedded Test Drive
This screen allows you brand the customer test drive portal.  A copy of the code use to configure the test drive portal is also located under this menu option.


The features in the Customer Signups Options apply to the end customer portal. 

 Use the toggle to enable and disable a feature. Domains or email addresses in the Green List automatically approve new end customers for access to your SES customer portal. Domains or email addresses in the Red List will not allow a new end customer to automatically register or sign-up for an SES account without prior approval from the reseller. Note: Multiple domains or email addresses entered in the green list and red list boxes must be separated by commas.



To "Automatically approve" new customers sign-ups the corresponding check box. This will allow customers to run test drives without first being approved by an administrator. Note: Users will be limited to launching test drives by the launch limit specified in the test drive itself.


Portal functionality Feature Descriptions


Portal Setting
Description
Disable Test Drives in Customer Portal
Test Drives are specific to AWS customers. AWS-based test drives provide a sandbox environment containing pre-configured solutions that can be simulated for a specific amount of time. Based on approval, the end customer may be provided an AWS test drive. This feature would allow the end customer to see Test Drives in the end customer portal.

Note: Separate scripting is provided to enable test drive functionality into the end customer portal. See the "Widget Code" section further down in the Options screen.
Disable Reports in Customer Portal
Reports available to end customers are specific to the cloud products that the end customer is authorized to purchase through a reseller. An example of one of the disabled report options would be billing reports.
Disable Cloud Accounts in Customer Portal
This setting will block an end customer from adding or requesting any new accounts to your portal.
Require Acceptable Use Policy (AUP) acceptance when customers signup
The end customer will be presented with the platform acceptable use policy terms upon initial login the platform
Require Use Policy (AUP) acceptance when customer add new cloud Accounts
The reseller general terms and conditions along with any click-through cloud provider terms will be presented to an end customer when this feature is activated.



Catalog settings are used to brand your end customer Marketplace portal. You can assign font colors associated to the title and subtitle – select the appropriate color next to the title or subtitle. The image will be visible at the top of the page.


For more information on customizing your marketplace portal refer to this article by clicking this LINK

 

Note:  The Header Image size recommendations is a ratio of 1018 x 286.


Embedded Test Drive 


SES provides code that supports resellers in the setup of their the test drive portal (aslo referred to as the Widget) which interfaces with each Reseller SES account. 

Note:  For additional information on how to customize the widget, click on this link