Navigation Menu: Settings > Customer Portal > Portal Functionality
TIP: For best results, use Google Chrome when working in the platform
Overview: The Customer Portal allows the ability to view the Billing Reports, Dashboards, request new Cloud
accounts or request to link an existing AWS accounts and other account management activities.
Customize the customer portal to include standard navigational links. The links appear in the header of the customer portal.
|Enable Catalog||Provide a navigational link to the catalog view. This helps users easily return to the catalog after visiting other pages.|
|Enable Dashboard||Display a dashboard in the customer portal. By default, the dashboard is enabled.|
|Enable Test Drives||Enable end users to sign up for Test Drives in the customer portal. By default, Test Drives are enabled.|
|Enable Reports||Display reports in the customer portal.|
|Enable Subscriptions||Display subscription settings in the customer portal.|
|Enable Invoices||Display invoices in the customer portal.|
|Enable credit card payments *||Enable end users to make credit card payments in the customer portal. By default, credit card payments are disabled.|
|Require EULA acceptance when customers add new accounts.||Require that end users accept a EULA for each new account. By default, the EULA requirement is disabled. You can add or edit terms at Settings > Account > Terms.|
Customer Portal Example
The Reseller Logo can be updated in the main Settings page, bottom left corner
How to find your Customer URL:
Click the drop-down arrow next to the suitcase Icon in the upper right hand corner of SES.
Then right-click on Launch Marketplace to open in new tab, window or incognito window.
Your Customer Portal URL captures this URL with your "nickname" following the equal sign.
https://ses.techdata.com/v2c/catalog?accountName=(your company nickname here)
(sesdemo = Tech Data's Demo Cloud Marketplace/Customer Portal)
You can find your companies Nickname under Settings > Account Information
Please see the Knowledge Base article, Configure Customer Sign-up Options