Navigation Menu: Account > Options

 

TIP: For best results, use Google Chrome when working in the Orbitera Cloud Commerce Platform Control portal

 

Overview: This knowledge base article covers default settings for the reseller's Orbitera Cloud Commerce Control platform as well as settings for the end customer widget and marketplace portals.

 

Default configurations are located in the Account > Options menu on the top bar of the Orbitera Cloud Commerce Platform Control portal. You can change these settings to meet your portal needs.

 


 

The features in the Customer Signups Options apply to the end customer portal (also known as the widget). Domains or email addresses in the Green List automatically approve new end customers for an Orbitera Cloud Commerce Platform Control account. Domains or email addresses in the Red List will not allow a new end customer to automatically register or sign-up for an  Control 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 to initiate Subscriptions," select 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.

 


 

To set the default action for the end customer portal, check one or more of the appropriate boxes next to one of the Customers Portal options.

 


 

 

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 Orbitera’s 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 Orbitera Use Policy (AUP) acceptance when customers signup

 

The end customer will be presented with the Orbitera Cloud Commerce Platform Control AUP terms upon initial login to the Orbitera Cloud Commerce Platform Control. 

Require Orbitera 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 configure your Orbitera Cloud Commerce Platform Control cloud Marketplace branding. 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.

 

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

 


 

Use the Emails fields to set the default contact and identification for your cloud brand to all your end customers. Confirmation emails are sent from the name and email address that are entered in the fields above.

 


 

AWS RI purchases: as an AWS authorized reseller, you can select how you want to bill for Reserved Instance (RI) purchases made by the end customers. 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

 

If you are using the Orbitera Cloud Commerce Platform Control Tax Tables and you have issued a credit to your customer in Orbitera Cloud Commerce Platform Control, 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 Invoices Notes box displays on every billing statement that is generated in Orbitera Cloud Commerce Platform Control.

 


 

Orbitera Cloud Commerce Platform Control includes and advanced feature called AWS Detailed Bill that allows you to separate your detailed billing data into its own file, separate from other consolidate billing data. This feature allows resellers to use third party tools that require access to programmatic billing data.

 


 

 

 

 

Orbitera Cloud Commerce Platform Control provides code that supports resellers in the setup of their end customer portal, also known as the Widget, which interfaces with the Orbitera Cloud Commerce Platform Control. Orbitera Cloud Commerce Platform Control provides scripting for the following:

· Customer Portal (white label the Orbitera Cloud Commerce Platform portal access via a reseller URL or website)

· Test Drives (accessed within the customer portal)

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

 


 

The Dashboard feature allows you to customize the data you want to track and/or view under in the Dashboard module

 


 

The settings for Password Requirements affect the reseller users as well as end customer portal (widget) users.



 

Options marked under the Custom Look section determines which modules are displayed when you click on the Home

 button. Adding a check mark to each option will make the module visible.

 



As always, click on the
[Save] button to save your changes.