Viewing and managing BillOps Admin Dashboard
In this chapter, you will learn how use the BillOps Admin Dashboard to:
Add and manage customers
View bills
View Analytics
View Alerts
You can add customers to provide them access to the BillOps dashboard to view details of their monthly bills. Once you add a customer, you can perform the following tasks:
Define address details of customer's organization that should be included in the bills
Billing contact details of the customer employees who will be responsible for approving bills and renewing subscriptions
Create user accounts for the users with the required permissions to view the usage details based on the customer approved bills
Define Purchase Order (PO) details for the customers to track their orders effectively
Workflow for adding and managing customers:
Figure 4: ADD AND MANAGE CUSTOMERS WORKFLOW
Adding a BillOps customer
On the top bar, select > BillOps Admin Dashboard.
On the BillOps Admin Dashboard page, select the Customers tab.
Click Add BillOps Customer.
Figure 5: ADD BILLOPS CUSTOMER SCREEN
Enter the following details:
Name: Type the name of the company or organization.
Vertical: Type the industry vertical of the company or organization.
Account Type: Type the account type of the new customer.
Azure CSP Customers: Select the Azure CSP customers from the list for which this new customer can view bill details.
Azure Stack Subscriptions: Select the Azure stack subscriptions from the list for which this new customer can view bill details.
Click Apply.
Aquila Clouds BillOps adds the new customer. You can now add billing details for the new customer, add point of contact to create login credentials for the contact person and add purchase order to track and manage all purchase orders for the required customer. Once the login credentials are created, customers can now login to the Aquila Clouds BillOps dashboard to view the bill details of the approved bills.
Editing a BillOps customer profile
On the top bar, select > BillOps Admin Dashboard.
On the BillOps Admin Dashboard page, select the Customers tab.
Click Edit Profile for the required customer.
Figure 6: CUSTOMER PROFILE SCREEN
In the Customer Profile group, enter the following details.
Office/Registered Address:
Address 1: Type the required address of the office.
Address 2: Type the additional address details of the office.
Address 3: Type the additional address details of the office.
Landmark: Type the details of the landmark near the office.
City: Type the city in which the office is located.
State: Type the state in which the office is located
Pincode: Type the pin code of the area in which the office is located.
Country: Type the country in which the office is located.
Phone Number: Type the phone number of the office.
Fax Number: Type the fax number of the office.
Billing Address: Select Yes if the billing address is the same as the office address. If it is not the same, select No and enter the same details as explained in the Office/Registered Address.
Click Apply.
Defining contact details of a BillOps customer
On the top bar, select > BillOps Admin Dashboard.
On the BillOps Admin Dashboard page, select the Customers tab.
Click Edit Profile for the required customer.
Click Add Contact.
Figure 7: ADD CONTACT SCREEN
Enter the following details.
First Name: Type the first name of the contact person in the customer's organization.
Last Name: Type the last name of the contact person in the customer's organization.
Designation: Type the designation of the contact person in the customer's organization.
Email: Type the email address of the contact person in the customer's organization.
Phone Number: Type the phone number of the contact person in the customer's organization.
Mobile Number: Type the mobile number of the contact person in the customer's organization.
User Type: Select the required type of user of the contact person in the customer's organization.
Subscription Preferences: Select the Billops Alerts check box to send alerts to the contact person's email address.