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ICP Intcomex Cloud Platform Userguide for “Admin” & “Billing” accounts

ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

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Page 1: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

ICP Intcomex Cloud PlatformUserguide for “Admin” & “Billing” accounts

Page 2: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

LoginAdd a new customerCreate a new serviceModify an existing serviceSuspend a productReportsAzure Reports

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Intcomex Cloud Platform

Guide

Page 3: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

With the provided link you get the next login 1 screen,please use your admin credentials

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Intcomex Cloud Platform

Login

Page 4: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Reseller

Customer

Your customers list and detailed information foreach of them is shown2

Home menu

Intcomex Cloud Platform

Page 5: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

From the Home screen, press the “+New” option1

Add a newcustomer

Intcomex Cloud Platform

Page 6: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Select the “Company” option2

Intcomex Cloud Platform

Add a newcustomer

Page 7: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Press “next” to continue3

Intcomex Cloud Platform

Add a newcustomer

Page 8: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Register the customer information (Required fields aremarked with an asterisk)4

Intcomex Cloud Platform

Add a newcustomer

Page 9: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Click “next” to continue5

Intcomex Cloud Platform

Add a newcustomer

Page 10: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Select customer roles

• Customer Admin(read-only)• Customer Admin (Modify)• Customer Admin (Advanced)

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Intcomex Cloud Platform

Customer roles

Page 11: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Click “next” to continue7

Intcomex Cloud Platform

Customer roles

Page 12: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Select the Marketplace and press “finish” tofinish up8

Intcomex Cloud Platform

Add theMarketplace

Page 13: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Select it to add/create the Tenant domain9

Intcomex Cloud Platform

Add/Createthe Tenantdomain

Page 14: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

You should create/add the tenant choosing“new service”10

Intcomex Cloud Platform

Add/Createthe Tenantdomain

Page 15: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Search the “Tenant” product and click “next”11

Intcomex Cloud Platform

Add/Createthe Tenantdomain

Page 16: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Read the Terms and conditions section and click“next” when you feel ready12

Intcomex Cloud Platform

Terms &Conditions

Page 17: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

If the tenant already exists, select the checkbox and fillthe next field with the domain name13

Intcomex Cloud Platform

Tenant

Example:The domaincajacr.onmicrosoft.com already exists, so we fill the field with its name “cajacr”

Page 18: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Contactinformation

14 Fill the required information and click “finish ” to finish it up.

Page 19: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Customercreated

A window with your customer information will show up as soonas you finish it´s creation

Page 20: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Select thecustomer

1 Select the customer to whom you need to add thelicenses

Page 21: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

New Service

2 Select “New Service” to add a new product or service,while the customer name is highlighted.

Page 22: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Serviceselection

3 Enter the name of the service/product that youneed to add at the “Search” field.

Page 23: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

4 Select the producto

Serviceselection

Page 24: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Press “next” once you have selected the product5

Intcomex Cloud Platform

Serviceselection

Page 25: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Read the Terms and conditions section and click“next” when you feel ready.6

Intcomex Cloud Platform

Terms &Conditions

Page 26: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Enter the seats quantity you need to add and click “finish” to finish it.7

Intcomex Cloud Platform

Configuration

Page 27: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Select the customer to whom you will perform the modification and select the product1

Intcomex Cloud Platform

Seatsmodification

Page 28: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Enter the desired number, and select the checkbox (if you do not want to change it press the"x“ to cancel the procedure)2

Intcomex Cloud Platform

Seatsmodification

Page 29: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

If you want to save the changes, click “Save”, if not,3 click “X” to cancel it3

Intcomex Cloud Platform

Seatsmodification

Page 30: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Select the customer to whom you will cancel theproduct, and then the product to be canceled

Click “terminate” in the below options

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Intcomex Cloud Platform

Servicetermination

Page 31: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

A warning window will show up, to confirm if youwant to proceed, click at “terminate now” to terminate the service immediately

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Intcomex Cloud Platform

Servicetermination

Page 32: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

A warning window will pop up, press “Yes” ifyou are completely sure that you want toterminate the product subscription.

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Intcomex Cloud Platform

Servicetermination

Page 33: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Once you terminate the suscription, this ítem willbe erased from the list4

Intcomex Cloud Platform

Servicetermination

Page 34: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Login to the ICP (Iintcomex Cloud Platform) with yourcredentials1

Reports

Page 35: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Select the “Reporting” tab2

Reports

Page 36: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Search the "Invoice Add-on" option and set the monthyou need to consult4

Reports

Page 37: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

You can make general queries like:

• Subscription.• Cost.• Billing period.• Final customer account.• Etc.

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Consults

Intcomex Cloud Platform

Page 38: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Login the ICP (Intcomex Cloud Platform) and placeyour username and password1

AzureReports

Page 39: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Select the company whose report want to get2

AzureReports

Page 40: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Select the customer's Azure subscription3

AzureReports

Page 41: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

The "Usage Details" section has links to displayeach type of report available4

AzureReports

Page 42: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

The "Azure usage Reconciliation" report downloadsan Excel with monthly consumption information5

AzureReports

Page 43: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

The report "Azure usage Reconciliation RAW data"downloads an Excel with daily consumptioninformation

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AzureReports

Page 44: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

The report "Azure Insights" displays a dashboard withthe consumption detail, with a click on each sectionyou can graphically view the information7

AzureReports

Page 45: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

The report "Azure Insights" displays a dashboard with theconsumption detail, with a click on each section you can graphically view the information8

Intcomex Cloud Platform

AzureReports

Page 46: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

The "Azure Insights for customer" report displays a dashboard with the customer's consumption detail, you can share the link with your end customers to visualize it9

AzureReports

Page 47: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

The "Azure Price List" report displays a dashboard for price inquiries10

AzureReports

Page 48: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Description and detail of the reports included in the Intcomex portal

Description

Audit

Accounts Modified: Displays all of the products/clients that have been modified since the first logged start date to the day of the report’s request.

Audit Log Object Company: Displays the movement logs to the resellers, but not to the clients.

Audit Log Subject Company: Displays the movement logs to the customers. Country Managers.

Sales Price Changes: List of price changes in the marketplaces that belong to your account.

Latest customers: List of the 30 (still active) resellers and most recent clients, with their respective date of creation.

Top customer by users: List of all of the clients and resellers sorted by the number of users they have.

Top products: List of the number of seats that have been sold for each product.

Top products per Customer: Displays the products sold to each client, and how many times each client has been re-supplied (added).

Users by date: Displays the dynamics of the number of active users grouped by geographic countries

Customers

Page 49: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Description and detail of the reports included in the Intcomex portal

Description

Sales

All product accounts with fields: Lists of all product accounts, sorted by date and field. The field list can be different for each product.

Discounts: Displays the discount history.

Invoices: Summary of amounts invoiced to the clients of the last three closed billing periods.

LoginCount: Statistics of how many time a user has successfully logged in with each reseller and Enter-prise. It can take start and end dates. By default, the start date being = recorded start, and the end date being the moment the statistics are requested.

MSCSPSeatChanges: Displays the changes in the amounts of seats a product has seen, along the respec-tive date of change.

MSCSPSeatDelta: Displays the amount of seas a product had in two different, specified dates.The default dates are “now” and “now minus one day.”

MSCSPSeats: Displays the amount of seats we have sold.

MSCSPStorage: Analog of MSCSPSeats but for Storage based services. Default date = now.

Price protected services: list of all active, Price-protected products. The number of seats is included when appropriate, as is the final date of the PriceProtection period.

Special Deal Discounts: Displays special discounts history.

Page 50: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal

Intcomex Cloud Platform

Description and detail of the reports included in the Intcomex portal

Description

Service Desk

Reseller Information: Contact details of your high level Client (reseller or company)

Reseller products: A list of all products the customer/reseller has. Probably a long list

Page 51: ICP Intcomex Cloud Platformmycrm.intcomex.com/.../Intocomexcloud/.../admin_en.pdf · Intcomex Cloud Platform Description and detail of the reports included in the Intcomex portal