Configure a customer's cloud provider accounts

After you import billing for a customer, you can configure settings for the associated cloud providers.

Assign a price book

Before you begin

Assign a price book

Assigning a price book changes how the customer's usage data is rated going forward.

Go to Customers

  1. Select a customer and click Edit.
  2. Click Cloud providers.
  3. Select a cloud provider, and click Edit.
  4. Select a price book.
  5. Click Save.

Retrigger the import job

For the new pricing to be applied to the customer's usage data, you need to retrigger the import job.

Go to Billing Imports

  1. Select the import job and click Edit.
  2. Set the Import Month to the current month and click Save.
  3. Click Edit > Start.

When this job completes, it's going to rerate all of the usage and assign it to the customer.

Billing reports show the cost that the provider is charging you, and the cost that you are charging your customer.

Add optional information relevant to the provider

You can add additional data to a customer's provider account.

For example, for AWS, you can pass reserved instance (RI) optimization to the customer.

For GCP, you can specify a billing account ID.

Go to Customers

  1. Select a customer and click Edit.
  2. Click Cloud providers.
  3. Select a cloud provider, and click Edit.
  4. Add optional information.

Enable or disable requesting an account

In the Orbitera customer portal, customers can request a new account for a service provider. When the feature is enabled, customers can use the Orbitera customer portal to request an account for this cloud provider.

(For more information, see Add a new account.)

You can enable or disable the add-account feature.

Go to Customers

  1. Select a customer and click Edit.
  2. Click Cloud providers.
  3. Select a cloud provider, and click Edit.
  4. Click the slider to enable or disable requesting an account.