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Pending Signup Customers #

Cloud7 features a built-in self-signup and registration process tailored for end customers. As the Cloud-Admin, you have the option to configure how customer accounts are activated. You can choose between automatic activation upon successful validation of their email, contact number, and online payment method, or you can opt for manual approval.

In the manual approval process, customer accounts are created by Cloud7 only after your final review and confirmation. This approach allows you to maintain control over account creation, ensuring that all necessary validations and approvals are met before granting access to Cloud7 services.

List Pending Signups #

1. To list the Pending Signups section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Pending Signup Customers.
2. Cloud7 will list all the pending signups with their contact number and email address validation status.
3. Based on the information provided, you can approve the activation of the pending account by clicking on “Activate” icon against the required customer/organization.
4. Click on “Delete” icon to permanently remove the pending signup entry from the list.

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Customers #

Cloud7 provides a versatile and secure framework for managing customer accounts. functionality is designed to provide a secure, efficient, and flexible environment for managing customer accounts. With robust validation processes, comprehensive RBAC controls, and a multitenant architecture, Cloud7 ensures that each customer can operate independently and securely. The ability to subscribe to Resource Plans tailored to specific needs further enhances the customer experience, making Cloud7 a powerful solution for resource management and cloud services.

Cloud7 offers you two primary methods for customer account creation:

• Admin Creation: Cloud-Admins or authorized staff members can manually create customer tenant accounts, ensuring that all necessary configurations and permissions are in place from the outset.
• Self-Registration: Customers can independently register their accounts using Cloud7’s intuitive self-signup functionality, streamlining the onboarding process.

Customers have access to a comprehensive dashboard that provides insights into resource usage, billing information, and subscription details.

Account Structure #

Each customer account in Cloud7 can host multiple logins, known as staff members, with one user account designated as the primary contact. The RBAC (Role-Based Access Control) feature of Cloud7 allows for granular control over staff member permissions, ensuring that each individual has the appropriate access level for their role. This functionality enhances security and operational efficiency within customer accounts.

Validation Process #

Upon account creation, the primary contact and additional staff members may be required to validate their email addresses and contact numbers. Cloud7 automates this process by sending a One-Time Password (OTP) to the provided email addresses and an SMS OTP to the registered contact numbers. This step ensures the authenticity and accuracy of the contact information, enhancing account security.

Multitenancy #

Cloud7 is engineered as a multitenant solution, meaning that each customer account is completely segregated from others. This segregation guarantees privacy, security, and individualized management of resources.

• Data Isolation: Each customer tenant operates in a completely isolated environment, ensuring that their data and resources are secure and inaccessible to other tenants. This is crucial for maintaining confidentiality and data integrity.
• Resource Independence: Resources allocated to one customer do not interfere with those of another. This independence is managed through precise resource allocation and robust monitoring, ensuring optimal performance and resource utilization.
• Scalability: Multitenancy in Cloud7 supports scalable resource management. Customers can easily scale their resources up or down based on their needs without impacting other tenants, providing flexibility and cost efficiency.
• Customizable Configurations: Each tenant can customize their configurations, settings, and access controls according to their specific requirements. This personalization ensures that customers have a tailored experience that aligns with their business needs.
• Enhanced Security: The multitenant architecture of Cloud7 includes stringent security measures such as isolated data storage, secure access controls, and continuous monitoring to protect against unauthorized access and data breaches.

Resource Management #

Customers can subscribe to various Resource Plans offered in Cloud7. These plans dictate the types and amounts of resources available to the customer, providing flexibility and scalability. Resource Plans can include a variety of services, such as virtual instances, storage, and network components, ensuring that customers have the tools they need to succeed.

For more details on reseller module, please refer to the Cloud7 User Tiers & Structure.

List Customers #

1. To list the Customers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Customers.
2. Cloud7 will load a page with all the existing customer organizations with their respective details.
3. By clicking on the customer organization name (hyperlinked), a popup will open with additional information.

Add Customers #

1. To list the Customers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Customers.
2. Cloud7 will load a page with all the existing customer organizations with their respective details.
3. In the top right corner of the header, click on the “Create” button to open the customer creation form.
4. Under “Organization Information” section, provide organization name and any additional custom fields defined for this form.
5. Under “User Information” section, provide the following:
   • In “Username” field, provide the unique username for the primary contact (primary user) of the customer.
   • In “Password” field, specify the password for the primary contact.
   • In the “First Name” field, provide the first name of the primary contact.
   • In the “Last Name” field, provide the last name of the primary contact.
   • In the “Email Address” field, specify the email address that will be used by Cloud7 to send all the emails and alerts to the primary contact.
   • In “Phone” field, provide the contact number for the primary contact.
   • In the “Country” field, specify the location of the primary contact.
   • In the “State/Province” field, specify the state or the province of the primary contact.
   • In the “City” field, specify the city where the primary contact is residing.
6. Check “Select the checkbox to initiate a pre-validation of the customer’s contact information” option if you want the customer primary contact (primary user) to validate its email address and contact number upon first login.
7. Click on “Add Custom Fields” option to add additional fields in the customer creation form.
8. Click on “Done” button in Cloud7 footer to submit and add the customer organization along with its primary contact.

Edit Customers #

1. To list the Customers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Customers.
2. Cloud7 will load a page with all the existing customer organizations with their respective details.
3. Hover the cursor on the required customer organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “Edit” icon against the required customer organization to edit its details.
5. Click on “Done” in the Cloud7 footer to submit and update the customer information.

Delete Customers #

1. To list the Customers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Customers.
2. Cloud7 will load a page with all the existing customer organizations with their respective details.
3. Hover the cursor on the required customer organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “Delete” icon against the required customer organization to delete it.
5. A confirmation prompt will appear. Click on the “Confirm” button to validate the delete action.
6. Cloud7 will remove the customer organization.

Activate/Deactivate Customers #

1. To list the Customers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Customers.
2. Cloud7 will load a page with all the existing customer organizations with their respective details.
3. Hover the cursor on the required customer organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “More” icon against the required customer organization to list the additional options.
5. Select the “Activate” or “Deactivate” options to activate or deactivate the customer organization.

View Staff Members #

1. To list the Customers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Customers.
2. Cloud7 will load a page with all the existing customer organizations with their respective details.
3. Hover the cursor on the required customer organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “More” icon against the required customer organization to list the additional options.
5. Select “View Staff Members” option to list all the associated staff members (users) of the customer organization.
6. On the staff members listing page, you can select “Create” button at the top right corner of the header to add additional staff members (users) against the customer organization:
   1. On the “Create Customer Staff Member” form, select the role (privileges) for the staff member to be created.
   2. Input the required data in the fields under “User Information” section.
   3. Click on “Done” at the footer of Cloud7 to add the additional staff member for the customer organization.
7. On the staff members listing page, hover the cursor on a staff member and click on “Autologin” icon to automatically login to the customer organization.
8. On the staff members listing page, hover the cursor on a staff member and click on “Delete” icon to remove the staff member from the customer organization.
9. On the staff members listing page, hover the cursor on a staff member and click on “More” icon to view additional options. Select “Activate (User)” or “Deactivate (User)” to activate or deactivate the required customer staff-member.
10. On the staff members listing page, hover the cursor on a staff member and click on “More” icon to view additional options. Select “Reset Password” option to force a staff member to reset its password. The staff member will be shown a password reset popup upon the next successful login in Cloud7.
11. On the staff members listing page, hover the cursor on a staff member and click on “More” icon to view additional options. Select “Re-Verify” option to force a staff member to re-verify its email address and contact number. The staff member will be shown a validation popup upon the next successful login in Cloud7 with an option to generate OTP to email address and contact-number for validation.

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Resellers #

The Cloud7 Reseller module is designed to empower resellers with the tools and capabilities needed to efficiently manage and distribute cloud services. This module enables resellers to extend Cloud7’s services to their own customer base, providing a seamless and scalable way to expand market reach and enhance service offerings.

Cloud7 allows Cloud-Admins or authorized staff members to create and manage reseller accounts. Each reseller operates in a fully isolated environment, ensuring data privacy and security. This multitenant architecture prevents any cross-tenant data access, maintaining strict confidentiality. For more details on reseller module, please refer to the Cloud7 User Tiers & Structure.

List Resellers #

1. To list the Resellers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Resellers.
2. Cloud7 will load a page with all the existing reseller organizations with their respective details.
3. By clicking on the reseller organization name (hyperlinked), a popup will open with additional information.

Add Resellers #

1. To list the Resellers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Resellers.
2. Cloud7 will load a page with all the existing reseller organizations with their respective details.
3. In the top right corner of the header, click on the “Create” button to open the reseller creation form.
4. Under “Organization Information” section, provide organization name and any additional custom fields defined for this form.
5. Under “User Information” section, provide the following:
   • In “Username” field, provide the unique username for the primary contact (primary user) of the reseller.
   • In “Password” field, specify the password for the primary contact.
   • In the “First Name” field, provide the first name of the primary contact.
   • In the “Last Name” field, provide the last name of the primary contact.
   • In the “Email Address” field, specify the email address that will be used by Cloud7 to send all the emails and alerts to the primary contact.
   • In “Phone” field, provide the contact number for the primary contact.
   • In the “Country” field, specify the location of the primary contact.
   • In the “State/Province” field, specify the state or the province of the primary contact.
   • In the “City” field, specify the city where the primary contact is residing.
6. Check “Select the checkbox to initiate a pre-validation of the reseller’s contact information” option if you want the reseller primary contact (primary user) to validate its email address and contact number upon first login.
7. Click on “Add Custom Fields” option to add additional fields in the reseller creation form.
8. Click on “Done” button in Cloud7 footer to submit and add the reseller organization along with its primary contact.

Edit Resellers #

1. To list the Resellers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Resellers.
2. Cloud7 will load a page with all the existing reseller organizations with their respective details.
3. Hover the cursor on the required customer organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “Edit” icon against the required reseller organization to edit its details.
5. Click on “Done” in the Cloud7 footer to submit and update the reseller information.

Delete Resellers #

1. To list the Resellers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Resellers.
2. Cloud7 will load a page with all the existing reseller organizations with their respective details.
3. Hover the cursor on the required reseller organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “Delete” icon against the required reseller organization to delete it.
5. A confirmation prompt will appear. Click on the “Confirm” button to validate the delete action.
6. Cloud7 will remove the reseller organization.

Activate/Deactivate Resellers #

1. To list the Resellers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Resellers.
2. Cloud7 will load a page with all the existing reseller organizations with their respective details.
3. Hover the cursor on the required reseller organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “More” icon against the required reseller organization to list the additional options.
5. Select the “Activate” or “Deactivate” options to activate or deactivate the reseller organization.

View Staff Members #

1. To list the Resellers section, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Resellers.
2. Cloud7 will load a page with all the existing reseller organizations with their respective details.
3. Hover the cursor on the required reseller organization entry in Cloud7 UI and the actions available will list to the right corner.
4. Click on “More” icon against the required reseller organization to list the additional options.
5. Select “View Staff Members” option to list all the associated staff members (users) of the reseller organization.
6. On the staff members listing page, you can select “Create” button at the top right corner of the header to add additional staff members (users) against the reseller organization:
   1. On the “Create Reseller Staff Member” form, select the role (privileges) for the staff member to be created.
   2. Input the required data in the fields under “User Information” section.
   3. Click on “Done” at the footer of Cloud7 to add the additional staff member for the reseller organization.
7. On the staff members listing page, hover the cursor on a staff member and click on “Autologin” icon to automatically login to the reseller organization.
8. On the staff members listing page, hover the cursor on a staff member and click on “Delete” icon to remove the staff member from the reseller organization.
9. On the staff members listing page, hover the cursor on a staff member and click on “More” icon to view additional options. Select “Activate (User)” or “Deactivate (User)” to activate or deactivate the required reseller staff-member.
10. On the staff members listing page, hover the cursor on a staff member and click on “More” icon to view additional options. Select “Reset Password” option to force a staff member to reset its password. The staff member will be shown a password reset popup upon the next successful login in Cloud7.
11. On the staff members listing page, hover the cursor on a staff member and click on “More” icon to view additional options. Select “Re-Verify” option to force a staff member to re-verify its email address and contact number. The staff member will be shown a validation popup upon the next successful login in Cloud7 with an option to generate OTP to email address and contact-number for validation.

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Staff Members #

In Cloud7, you have the ability to create staff members with different privileges assigned, allowing for tailored roles within your organization. There are three types of staff members that can be created:

• Sub Admin: Sub Admins possess comprehensive rights within Cloud7, akin to those of the Cloud-Admin role, but without the authority to delete the primary Cloud-Admin account. They have the capability to create other Sub Admins, Billing Admins, and Reporting Admins. Additionally, Sub Admins can utilize the auto-login feature to access customer and reseller accounts for management purposes. Their responsibilities encompass all aspects of system configuration, including billing configuration, service catalog management, and provider configuration.
• Billing Admin: Billing Admins specialize in managing billing-related functions and reports within Cloud7. They have permissions to configure the billing module, which includes tasks such as setting up invoicing parameters, managing payment gateways, defining tax rules, and overseeing service catalog and product management. However, Billing Admins do not have the ability to create customer, reseller, or other staff member accounts.
• Reporting Admin: Reporting Admins are focused on utilizing and managing reporting features within Cloud7. Their role is restricted to accessing and generating reports to monitor system performance and resource usage. Reporting Admins do not have permissions to create customer, reseller, or other staff member accounts, nor can they perform billing-specific configurations.

These distinct roles enable organizations to assign responsibilities effectively, ensuring that staff members have the appropriate level of access and authority needed to fulfill their duties within the Cloud7 environment.

List Staff Members #

1. To list Staff Members associated with your organization, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Staff Members.
2. Cloud7 will load a page with all the existing staff members with their respective details.
3. By clicking on the staff member entry, a popup will open with additional information.

Add Staff Members #

1. To list Staff Members associated with your organization, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Staff Members.
2. Cloud7 will load a page with all the existing staff members with their respective details.
3. At the top right corner of the Cloud7 header, click on “Create” button.
4. In the “Select role for staff member” field, select the required role (privileges) for the staff member to be created. For details on the roles, click here.
5. Under “Organization Information” section, your associated organization will be prepopulated and you cannot change it.
6. Under “User Information” section, provide the following:
   • In “Username” field, provide the unique username for the staff member.
   • In “Password” field, specify the password for the staff member.
   • In the “First Name” field, provide the first name of the staff member.
   • In the “Last Name” field, provide the last name of the staff member.
   • In the “Email Address” field, specify the email address.
   • In “Phone” field, provide the contact number for the staff member.
   • In the “Country” field, specify the location of the staff member.
   • In the “State/Province” field, specify the state or the province of the staff member.
   • In the “City” field, specify the city where the staff member is residing.
7. Click “Done” to submit and add the staff member.

Delete Staff Members #

1. To list Staff Members associated with your organization, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Staff Members.
2. Cloud7 will load a page with all the existing staff members with their respective details.
3. Hover the cursor over the required staff member account and select the “Delete” icon.
4. A popup prompt will appear to confirm the delete action. Click on “Confirm” button on the prompt to proceed with the removal of the staff member.

Activate/Deactivate Staff Members #

1. To list Staff Members associated with your organization, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Staff Members.
2. Cloud7 will load a page with all the existing staff members with their respective details.
3. Hover the cursor over the required staff member account and click the “More” icon to view additional options.
4. Click on “Activate” or “Deactivate” to activate or deactivate the staff member account.

Enforce Password Reset #

1. To list Staff Members associated with your organization, log in as Cloud-Admin (or a staff member with the necessary privileges) and navigate through the menu path: User Management >> Identity & Access Management >> Staff Members.
2. Cloud7 will load a page with all the existing staff members with their respective details.
3. Hover the cursor over the required staff member account and click the “More” icon to view additional options.
4. Select the “Reset Password” option to enforce the password reset for the staff member. The staff member will be required to reset the password upon the next successful login.