The Partner Dashboard is used as a single console to manage all Assessments. On the Partner
dashboard, you can create new orders, access all assessments, review training resources, and submit support tickets. An Order needs to be created to set up an assessment. Below are the steps to create a new order.
Note: If a user doesn't see the Add New Order button, the logged-in user lacks admin permissions. In such cases, they should contact their dashboard admin or contact Cloudamize support for assistance in creating the order.
Order Creation
Plan Edition
Note: All fields must be completed to create an order.
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On the Partner Dashboard, select Add New Order in the upper-right corner.
2. Fill out the required fields and click Submit:
Company: Client company name.
First Name: Client first name.
Last Name: Client's last name.
Email for Cloudamize Application
Use the following example to create an alias for the account: clientcompanyname@partnerdomain.com.
Title: Client contact’s title.
Assessment Type
Please select Plan Edition, which includes access to Discover, Analyze, Plan, and Migrate.
Please note that selecting Network Discovery will only provide access to the Network Discovery tool.
Number of Nodes: The maximum number of machines included in the project.
Data Locality
Select the region where you would like your data processed and stored..
Use Available Licenses for this Order
If this order will use licenses from a bulk purchase, check the box and select the bucket from which to pull the licenses.
Expiration Date
The default expiration date is set to 81 days. You can select a date from 30 days to 2 years.
PO#
The number is listed on the PO or order form. If a PO is unavailable, please enter a stand-in number and upload a text file to act as a placeholder.
Upload PO File
Upload appropriate documentation associated with the order.
Cloud Recommendations
Select the cloud(s) that you'd like recommendations produced for.
Billing Contact Email
Enter your email address unless otherwise specified.
Assign Order to Users
Enables you to assign the order to team members associated with your Partner Dashboard. Clicking this option opens a window displaying Available Users and Assigned Users. Use the arrows to move users between categories, then click Confirm to save your changes.
Order Creation
Network Discovery
Note: All fields must be filled in to create an order.
-
On the Partner Dashboard, select Add New Order in the upper-right corner.
-
Fill out the required fields and click Submit:
Company: Client company name.
First Name: Client first name.
Last Name: Client’s last name.
Email for Cloudamize Application
Use the following example to create an alias for the account: clientcompanyname@partnerdomain.com
Title: Client contact’s title.
Assessment Type
Please select Network Discovery, which will only provide access to the Network Discovery tool.
Assign Order to Users
Enables you to assign the order to team members associated with your Partner Dashboard. Clicking this option opens a window displaying Available Users and Assigned Users. Use the arrows to move users between categories, then click Confirm to save your changes.
If you have any queries, please get in touch with the helpdesk via our Helpdesk Portal or by email at helpdesk@cloudamize.com.