Read Me First: A Guide to Getting Started With BlueSky

Transcription

1 Read Me First: A Guide to Getting Started With BlueSky As part of your onboarding to the BlueSky platform, we will create an initial administrator user account ( admin account/admin user ) so you may log into the resellers portal. This admin account will enable you to have access to screens to setup and maintain all the login IDs that you need for your organization s use. We do not support login capabilities for your end user customers at this point and do not recommend that you use this capability to create user accounts for them since the reseller s portal is designed to support the ordering and monitoring of the business you are transacting with Westcon-Comstor and has been designed for the user experience of a reseller. For instance, all your end user accounts with BlueSky orders are visible through the portal. This guide walks through the main items that need to be in place so you can begin to place orders on behalf of your customers in BlueSky. STEPS DESCRIPTION 1-5 Getting started logging in and accepting the TOU 6 Dashboard customize what information you would like to display 7-8 Settings change passwords, setup additional users, manage company info 9 Activating Products define your catalog 10 Add Customers list who you are selling to 11 Place orders once the setup is complete you can start placing orders on behalf of your customers

2 Once you have received your password to your initial administrator user account, please follow the steps below to access your custom account. 1) Go to the to access the BlueSky market site. 2) Click on the lock icon on the BlueSky landing page to access the reseller s portal.

3 3) Enter your Address and Password credentials that have been sent to you and then select Login to access the Reseller Portal. 4) You can reset your password by clicking on Forget Password? A form will be displayed for you to enter the address to submit for a password reset. After you hit submit you will receive an that contains a new password. We always recommend that you change that password to your own choice after you log back in.

4 5) If you have login credential issues you may also call customer support at or Please note: you will need to click and accept the Terms of Use (TOU) for the platform, the first time the reseller s portal is accessed by the initial administrator account. This acceptance will be done on behalf of the reseller administrator for your company. Additional reseller users that the administrator sets up will not be required to accept the TOU.

5 6) Dashboard - After a successful login, you will be able to see the dashboard page that provides a variety of informational windows or widgets. The dashboard can be customized to select which widgets to display for the reseller by clicking on the dashboard icon on the top right side. You can turn widgets on or off. Once selected you can move the widgets around on the dashboard for the reseller s order of preference by holding down your mouse and dragging the widget to the location you d prefer. 7) Settings Icon - The admin user may select Settings (the gear icon) on the horizontal Account Tab at the top of the portal display to setup additional reseller login IDs and other settings.

6 Once Settings is selected, the screen for all users defaults to the Your profile tab where your name, , phone number and password can be maintained. Press the Edit/ Reset Password button to change any of these items. The additional tabs under Settings include Company information and User admin. All users can see Company information, which includes the address and telephone number, but only Admins may edit this information. Only Admins can see/access the User Admin tab. Change Passwords - We recommend that you change the password to your account the first time you log in. Passwords are case-sensitive and acceptable passwords must be at least 8 characters, must contain at least one letter, must contain at least one number, and may contain special characters. An admin may also reset another user s password: from Settings select the Users admin tab and a list of reseller users is displayed. Select the Change Password button to the right of the row in the list you want to change. You will then be presented with a screen to enter the new password.

7 8) Add Users - An admin user may authorize additional reseller user IDs by selecting the add user icon. Enter the required fields and assign an initial password. Anyone with an admin role will be able to create/edit reseller users. The other roles are generic at this current 1.1 release. However in the future the BlueSky platform will allow different roles to have different assignments and authorizations in the platform. Company information: the admin and other roles will be able to maintain reseller s company info through this tab including the address and telephone number.

8 9) Activate Products - The next step will be to activate the products that you will include in your catalog. These are the products that will be available when placing an order. This is done by clicking on the Product icon in the left menu bar. You will be able to search all available products and select activate to the right of the product listing for those you want to include in your catalog. You can always return to this step to update your selections. NOTE: for the current release 1.1 we have activated all available products for our platform. No further action is necessary. 10) Add Customers - The next step will be to create the customer accounts and assign a reseller user to the account. This is done by clicking on the customer icon in the left menu bar.

9 A list of available customers is displayed - click the add customer icon in the upper left to initiate the process to create one or more new customers. Clicking the add customer icon initiates a workflow which will guide you through the necessary steps to add a customer: identifying the account manager (this is optional), specifying the customer name, address information and contact information, and final confirmation. Select the Next step button to proceed with the setup. Some rules to note: values for Company Name must be unique, we use the alpha-2 ISO code for country, and if the country is US then a valid 2-letter state code is required.

10 The Step 1 is required for selecting the Account manager from the reseller perspective. The Step 2 is required to filling out company information. Scroll down until you reach the bottom of this formulary and click on Next.

11 The Step 3 is required to filling out specific information from Microsoft which will be also replicated in the Microsoft Partner Center. Domain field: if customer is already created in Microsoft Partner Center, please provide the corresponding Domain here. Otherwise, choose a Domain for the new customer to be created. The domain will be replicated and registered in the Microsoft Partner Center. Tenant Id (optional): If customer is already created in Microsoft Partner Center, please provide the corresponding Tenant Id. Otherwise, left it in blank and the new user will be added and registered to the Microsoft Partner Center. Scroll down and continue with the rest of the fields from the form.

12 Scroll down and continue with the rest of the fields from the form. Scroll down and continue with the rest of the fields from the form.

13 Scroll down and continue with the rest of the fields from the form. Scroll down and continue with the rest of the fields from the form until you will reach the Step 4 to confirm the Data filled out.

14 You can add multiple customers at once by uploading a CSV (comma separated values) file that contains one customer per line. Clicking the load customer icon initiates a workflow which will guide you through the necessary steps to import your list of customers using a downloadable template. Use the template to create a comma separated text file with values that represent the listed fields. The header row from the template needs to be included in the file you upload. Note that all fields listed in the header row are required, up to 50 records can be uploaded per CSV file, values for Company Name must be unique, the country field expects the alpha-2 ISO code, and if the Country is US then a valid 2-letter State code is required. The extension of the file must be.csv and after the CSV file is prepared you would select the Next step button to proceed with the upload. There is detailed help for this function available by clicking on the help icon from the Load customers screen.

15 11) Place Orders - Once the main items described in this guide are in place you can now start ordering services on behalf of your customers. To place an order click on the Buy Now button in the upper left of the screen. This button is displayed while in the Dashboard or Orders left menu bars, or when looking at a specific Customer from the left menu bar. After you click Buy Now the user interface will walk you through the steps in the order flow, which include: Step 1 Select Customer

16 Step 2 Select Products We should be able to choose the following two products: Azure and Microsoft Office 365. Azure Web Form:

17 There are three available options for the Support Level drop down: L1/L2, Advanced and Premier. Moving forward through the web form, we should select the corresponding categories of the product.

18 Before clicking Next, we can either attach any relevant document to the order or just save it as a Draft if we would like to continue with the ordering process in a different moment. Total of the amount of the order is displayed at the bottom of the page. Step 3 Product Information

19 Step 4 Review-Submit We review the details of the order and we are ready to submit the order. Microsoft Office 365 Web Form: Following the same design used for Azure.

20 Scroll down and continue with the rest of the fields from the form. Scroll down and continue with the rest of the fields from the form.

21 Scroll down and continue with the rest of the fields from the form.

22 12) Questions/help - If you have issues with any of the features of the system (e.g., logging in, creating new reseller user logins, placing orders) call customer support at or us at resellersupport@wgcloudconnect.com. There is no need to worry about remembering this info. It is always available by clicking the Contact Us link on the bottom of the page.