An UmbrellaCost admin manages the organization, invites users, defines the roles, the cost centers and manages the overall structure of the organization.
As an UmbrellaCost reseller admin, you serve as an admin to your own organization, as well as your customers. To keep it simple, the organization management area (:gear:) for reseller admins includes several components to allow you managing your own organization, or your customers, in the same place, yet with clear distinction between them.
Manage Customers
Go to the customers tab and manage your accounts and customers.
Manage My Organization or my Customers
Use the simplified tabs to administer your own organization or your customers.
Manage Customers
The Customers tab allows you to
View your customers
Add new customers
Click on +Add Customer to add new customers under your organization.
Assign accounts to customers, shared or dedicated.
Search for sub accounts to find their assignment to customers.
Customers View
This view lists all customers.
Click on a customer name to expand and view accounts that are assigned to that customer.
Customers Tab -Customers View
Accounts View
This view lists all the accounts.
The information for each account:
Account Name - The account name as it was onboarded.
Account Id
Customers - the number of customers this account is assigned to
Account Type - Shared or dedicated. Marking the account as a dedicated account for one customer, or shared between several customers.
Auto customer - Marking whether customers are automatically created from the billing file. This is relevant for:
Azure CSP program customers
AND the account is defined in the partner portal with Auto customer
AND the account is defined as a shared account.
Auto Assigned - An on/off switch to determine whether new sub accounts added to this account are automatically assigned to the customer. Relevant to dedicated accounts in AWS and Azure.
Exclude Rule - Exclude expression for accounts. Relevant to
Dedicated accounts
AND defined as Auto Assigned
Click on an account to view the customers it is linked to.
Customers tab - Accounts View
Manage your own organization or your customers
✅
The My Org / Customer switch
Find it in the Users, Roles and Cost Centers Tabs.
Switch left to administer your own org, switch right and choose a customer to administer that customer.
My Org OR Customer Switch
As a reseller admin, you can view your own users/roles/cost centers, as well as your customers.
Each customer admin can manage their own users, roles and cost centers, they see only their own organization's users, roles and cost centers.
Manage Users
ℹ️
Add users to your own organization
Add a user to my org
Or, switch to right, and choose a customer and invite users to that customer organization.
Add a user to a customer org
Manage Roles
ℹ️
Add Roles to your own Organization
Add roles to my organization
Or, switch to customers and add roles to one of your customers
Add Roles to a customer
Manage Cost Centers
ℹ️
Manage your own organization's Cost Centers
My Org Cost Centers
Or, switch to customers and choose a customer to manage their Cost Centers
