Overview The Account module enables Distributor, Reseller or Vendor representatives to review and manage account properties, such as users, groups, contacts, account links. Furthermore, the Account module is used to quickly configure Helpdesk settings, review service contract terms, manage Reports templates and repositories, and more. There are three types of accounts that represent collaborating companies…
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Agreements are legally binding documents that represent versioned templates for Contracts. Agreements are created by Distributors to define expectations, duties, and terms of collaboration with other accounts on the CloudBlue Connect platform (i.e., Vendors or Resellers). Therefore, Distributors are required to generate an agreement before creating contracts on the CloudBlue Connect platform. Distributors can collaborate…
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The following provides instructions on how to generate a new token on the CloudBlue Connect platform, describes available operations within the Tokens section of the Integrations module and showcases how to use your generated token. Creating Tokens Navigate to the Tokens section from the Integrations module on the Connect platform. Click the Create Token button…
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Apiary.IO allows you to write an API in 30 minutes. You can share it with your teams, systems integrators, or customers to validate and works in a pilot or previous definition. You can use the API mock to take your API for a spin–without writing any code. Iterate, rinse & repeat. This platform is perfect…
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Introduction The APS Locales tab within the Localization section represents a legacy version of the localization functionality on CloudBlue Connect. Namely, it enables Vendors to provide a translation for the product ordering process. Specified localizations are used when presenting a product on international marketplaces. The localization file that is generated via this tab includes text…
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Azure Active Directory represents an Identity and Access Management as a service (IDaaS) solution that can be used as your Single Sign-On domain on the CloudBlue Connect platform. The following provides instructions on how to deploy your configured Azure Active Directory on the Connect platform. The guidelines below also showcase how to create a new…
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Billing requests represent objects on the CloudBlue Connect platform that contain essential information for subsequent billing operations. Namely, this includes associated billing periods, tier account data, billing attributes, information on purchased items, and more. The following article describes the workflow of the billing requests objects and outlines billing request types that are available on the…
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Access the Branding section of the Account module to customize the appearance and other attributes of your associated portals on the CloudBlue Connect platform. Namely, this includes changing interface colors, logotypes, favicons and other portal customization settings. Note that before accessing these settings, it is necessary to set up your branding and specify your domain…
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Overview The Catalog module, as the name implies, allows defining and managing an inventory of products that are available for subsequent business operations. Specifically, the system allows grouping products that can be used for syndication scenarios and for referral programs. A product group can include services of one or multiple vendors, software of a specific…
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The following describes the graphical user interface and available operations within the Catalog module on the CloudBlue Connect platform. The aforementioned operations include reviewing the provided product catalog and enrolling syndication contracts or referral (direct) contracts. In general, such operations are applicable for the Reseller accounts that are essential for syndication and creating sale chains….
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The following article describes available Catalog management operations that are available only for the Distributor accounts on the CloudBlue Connect platform. Namely, this article demonstrates how to manage your product groups that are required for the product catalog, how to manage the product group visibility for your business partners, and how to switch on the…
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