Customer Settings

Once you access your customer, you can use the Customer Settings Icon to manage additional settings of your customer as listed below

• Customer Configuration
• Provider Tenants
• Link to Billing Profile
• Reports
• Define Tags
• Reload Reconciliation Report
• Delete Customer
• Account Manager Details
  

Customer Configuration

• If you want to update any default configuration for any specific customer, Click on Customer Configuration button available in the Actions column.

• You can see the help texts while hovering the mouse over information (i) icon.

• You can validate and override the defaults.

• To override the existing value, click on Override button right to the value

• Update the value and click on Save button.

• You can revert the value to the global default by clicking on Revert button.

  

  

Provider Tenants

• Use the Provider Tenant button to review the customer Tenant Name and Tenant ID.
• Use the Link to Provider button from the top of the page and select Link Single/Link Multiple to select either your Existing/New customer and link their tenants together.
  

Link to Billing Profile

• Use this to associate the Billing System ID of your customer.

Reports

• If you want to see license reconciliation and license consumption report for a customer, Click on Reports button available in the Actions column.
• License Recon report: It shows subscription details in PC vs subscription details in C3.
• License Consumption Report: this report can be downloaded as .csv file as well. It shows license utilization report like total license purchased, no. of assigned and unassigned licenses.
  

Define Tags

• Click on Add Tag button

• Enter Name and Value and click on Submit button
  

  

Reload Reconciliation Report

In-order to sync all consumption data from C3 to Partner Center portal, you would need to use the Reload Reconciliation Report feature.

• Reload Reconciliation Report Allows you to reconcile all the data between C3 & Partner Center for all your customers. Refer to screenshot below to force sync data for a specific customer
  
• Refer to screenshot below to force sync data for all customers in one-go.
  

Delete Customer

• Use this to Delete your customer profile from the C3 portal. Please note that this doesn't delete the customer profile from your Microsoft partner center account.

Account Manager Details

• Clicking on Account Manager Details will display the associated Account Manager for this customer with relevant details associated to it.