Portals Interface

Updated: July 14, 2021
Contents

Overview

There are three primary Portal types that are implemented by Connect:

  • Distributor Portal allows its users to onboard Vendors and Resellers, examine specified products, integrate into various ordering and billing systems, create catalogs for syndication operations, and so on.
  • Vendor Portal enables its users to define their Product within the system, get connected to the marketplaces of Distributors, integrate into various provisioning and fulfillment systems, specify product offers, and more.
  • Reseller Portal, as the name suggests, is used by Resellers for product distribution via their own marketplaces and other syndication operations.

Connect Portals are implemented using the same UI/UX framework. However, note that Connect supports end-to-end branding of its contents like color schema, domain names, logos, etc.

Portal layout consists of three primary areas:

A. Main work area: This is where most of the operations are performed. The actual layout depends on the navigation context.

B. Navigation menu: This is where users can switch between different modules within the Connect Portal.

C. User profile and account selector: A navigation element that enables users to access user profile and account selection menu.

Navigation Menu

Main navigation menu allows users to quickly switch between different sections within the portal. These sections are referred to as modules on the CloudBlue Connect platform:

Note that the actual layout and amount of modules depends on Portal type and user permissions.

User Profile and Account Selector

This navigation element allows users to access their profile information and switch between multiple accounts in case they belong to more than one:

Note that it is also possible that a user does not belong to any accounts at all – such a user has limited access to various modules, but still has access to their profile.

Required Actions

The system also helps Connect users to keep track of required actions on the platform from any module. Click on the corresponding icon on the user interface to display a list of your required actions:

Thereafter, select your required action from the list to access the module and object on the platform that require your attention. Note that the system also displays your required actions on the Home screen.

Help

The system also enables users to quickly access the links to the Connect Community page, Getting Started articles and API reference. Furthermore, you can a new Helpdesk case by selecting the Get support option.

Refer to the Contact Support article to learn how to create a new case. Note that Connect users can also report an issue or submit a request to their partners as described in the Helpdesk module documentation.

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