The Partner Dashboard is used as a single console to manage all projectsAssessments. On the Partner
In the dashboard, you can create new orders, access all projectsassessments, review training resources, and submit
support tickets. Most Cloudamize customers are partners and have access to the Partner Dashboard. The enterprise customers will not have access to this mostly and will be able to access the App directly.Once the access is provided, users need to be created before orders are added. Note that the user management for the partner dashboard and the app are differentAn Order needs to be created to set up an assessment. Below are the steps to create a new order.
Note: If a user doesn't see the Add New Order button, the logged-in user lacks admin permissions. In such cases, they should contact their dashboard admin or contact Cloudamize support for assistance in creating the order.
Order Creation
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Note: All fields must be completed to create an order.
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Add New Order in the upper-right corner. 2. Fill out the following fields (see F ig.1) and press Submit:
A. Company
Client company name
B. First Name
Client first name
C. Last Name
Client last name
D. Email for Cloudamize Application
Use the following example to create an alias for the account: clientcompanyname@partnerdomain.com
E. Title
Client contact’s title
F. Assessment Type
Can You can pick Plan Edition or Platform Edition
G. Number of Nodes
Maximum number of machines included in the projectH.
Enable Region
Select the enable region check box to select the assessment region.
Use Available Licenses for this Order
If this order will use licenses from a bulk purchase, check the box and select the bucket from which to pull the licenses.
I. Expiration Date
The default expiration date is set to 81 days. You can select a date between 30 days to 2 years.
J. PO#
The number is listed on the PO or order form. If a PO is unavailable, please enter a stand-in number and upload a text file to act as a placeholder.
K.Upload PO File
Upload appropriate documentation associated with the order.
L.IaaS Provider
Select the appropriate providers.
M.Billing Contact Email
Enter your email address unless otherwise specified.
N.Assign Order to Users
Enables the order assignment to all users associated with the Partner Dashboard. A new window will open, showing both.
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