Viewing and managing BillOps Admin Dashboard

Owned by Dhanraj Tijare (Unlicensed)
Aug 30, 2020
6 min read

In this chapter, you will learn how use the BillOps Admin Dashboard to:

  • Add and manage customers
  • View bills
  • View Analytics
  • View Alerts



View and manage customers

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

  • Adding a BillOps customer
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Customers tab.
  3. Click Add BillOps Customer.



Figure 5: ADD BILLOPS CUSTOMER SCREEN

  1. 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.
  1. 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

  • Editing a BillOps customer profile
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Customers tab.
  3. Click Edit Profile for the required customer.



Figure 6: CUSTOMER PROFILE SCREEN

  1. 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.
  1. Click Apply.

Defining contact details of a BillOps customer's contact person

  • Defining contact details of a BillOps customer
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Customers tab.
  3. Click Edit Profile for the required customer.
  4. Click Add Contact.



Figure 7: ADD CONTACT SCREEN

  1. 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.
  1. Click Apply.

Aquila Clouds BillOps adds the contact details of the customer's contact person.

Creating a user account for customer's contact person

  • Creating a user account for customer's contact person
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Customers tab.
  3. Click Edit Profile for the required customer.
  4. Click Create/Update User Accounts.



Figure 8: CREATE/UPDATE USER ACCOUNTS SCREEN

  1. Select the check box for the required members from the list to create a user account for them and click Apply.

Aquila Clouds BillOps creates user accounts for the selected users. This enables the selected users to login to the Aquila Clouds BillOps' customer dashboard and view the usage analytics of cloud resources based on their organization's approved bills. By default, the username and password of new user accounts is set to the email address of the user. It is recommended that users reset the password using the Forgot Password option after their first login.

Adding a purchase order

  • Adding a purchase order
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Customers tab.
  3. Click Edit Profile for the required customer.
  4. Click Add PO.



Figure 9: ADD PO SCREEN

  1. Enter the following details.
  • Name: Type the required name for the purchase order.
  • Annual Value: Type the annual value of the purchase order.
  • Current Status: Type the current status of the purchase to indicate whether it is active, inactive, expired or still in discussion.
  • Provider Type: Select the required provider type from the list such as Microsoft Azure or Microsoft Azure Stack etc.
  • Start Date: Select the start date from which the purchase order becomes effective.
  • Expiry Date: Select the expiry date till when the purchase order remains effective.
  • Renewal Date: Select the renewal date by when the purchase order should be renewed.
  • Consumption Start Date: Select the date on which the actual consumption started. This date may be the same or after the start date of the purchase order.
  • Consumption Base Value: Type the consumption base value indicating the lump sum amount of consumption for the purchase order that was consumed before the tracking started in Aquila Clouds BillOps.
  • Contract Period: Type the period in the number of days for which the contract would remain active.
  • Currency: Select required currency that is used for the purchase order.
  1. Click Apply.

Aquila Clouds BillOps add the purchase order for the selected customer with the required details.

Viewing bills

You can view the charts or bill details of all customers in the Bills tab on the BillOps Admin Dashboard. This tab enables you to further drill down to the charts or details of all the bills that have been generated for any customer.

  • Viewing customer bills
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Bills tab.



Figure 10: BILLS SCREEN

Viewing analytics

You can view the analytics for all customers based on their purchase orders, purchase orders vs consumption and top 10 purchase orders by tagged resources consumption in the Analytics tab. You can also view analytics for each customer.

  • Viewing analytics
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Analytics tab.



Figure 11: ANALYTICS SCREEN

  1. You can select the required customer from the list to view analytics for the required customer.


Viewing alerts

You can view the alerts in the Alerts tab for all customers that are generated based on the threshold values defined.

  • Adding BillOps Customer
  1. On the top bar, select > BillOps Admin Dashboard.
  2. On the BillOps Admin Dashboard page, select the Alerts tab.



Figure 12: ALERTS SCREEN