ALSO

The following procedures can help you smoothly integrate Elements with the ALSO marketplace:

  1. Add a reseller from the ALSO marketplace to manage customers’ tenants within Elements. For details, refer to Manage Resellers.

  2. Add a Tenant to the ALSO module for the customer you want to manage.

  3. Connect the customer tenant in Elements to the ALSO marketplace. For details, refer to Connect a Tenant to ALSO.

  4. Once a tenant is connected to ALSO, you can view and click the tenant name to manage licenses for the tenants. For details, refer to: Manage Subscriptions and Licenses for a Tenant.

Manage Resellers

To manage customers’ tenants in the ALSO marketplace within Elements, the reseller of customers needs to be configured in Elements. To manage resellers in the ALSO marketplace, click View details on the Resellers tile. On the Resellers page, you can perform the following actions:

- Add reseller – To add a reseller from ALSO to Elements, refer to [Add a Reseller](#missing-link). - Edit reseller – To edit the information of an existing reseller, select the reseller and click **Edit**. For details, refer to [Add a Reseller](#missing-link). - Delete reseller – To delete an existing reseller that is not connected to the marketplace, select the reseller and click **Delete**. Click **OK** in the confirmation window. - View and edit reseller details – To edit the basics and customize prices for licenses of a reseller, click the reseller’s display name to access the reseller details page. For details, refer to [View and Edit Reseller Details](#missing-link).

Add a Reseller

Refer to the following steps to add a new reseller in the ALSO marketplace to Elements: On the Resellers page, click Add reseller in the upper-right corner. Complete the following information about the reseller:

- **Display Name** – Enter a display name for the reseller. **Region** – Select the region of the reseller from the drop-down list. - **Username** – Enter the username of the reseller in the marketplace. Make sure the user has disabled the multi-factor authentication and has the following user roles in ALSO: - Reseller Admin (Limited) - Reseller Admin (Sales) - Customer Admin (Read-only) - Customer Admin (Modify) - Customer Admin (Advanced) - **Password** – Enter the password of the reseller in the marketplace.

Click Save to add the reseller.

View and Edit Reseller Details

On the Reseller details page, the basic information of the reseller is displayed under the Basics tab. To update the display name, username, password, and region of the reseller, hover your mouse over the corresponding fields and click the edit (Button: Edit) button.

Price customization

Under the Price customization tab, the reseller price for each plan in the ALSO marketplace is displayed once the data retrieval is completed. You can also customize your own prices for the plans, and the prices will be used to generate the cost reports on the Overview page. The following actions are available:

The Price customization tab.

- Enter the desired price for each license plan in the **Price** column. There is a convenient method to specify a percentage to adjust customer license prices proportionally using the current reseller price as the baseline. Select the plans you want to configure and click **Set a uniform price**. Enter an increase percentage value and click **Save**. The custom prices will be automatically calculated based on the percentage and the reseller prices. - To add a record for a new license, click **Add license and configure price**. Note that only licenses that have plans in the marketplace can be added here. After selecting the license, plan, and currency for calculating the price, the record is displayed. You can enter your custom price in the **Price** column, and then click **Save**. - To delete a record, select the record and click **Delete**.

Add a Tenant

If an existing customer has tenants that are managed in the ALSO marketplace, you can add those tenants to the ALSO module in Elements.

Refer to the following steps to add a new tenant of an existing customer to the ALSO module in Elements:

  1. On the Marketplace > ALSO page, click Add tenant in the upper-right corner.

  2. Select a customer in Elements from the drop-down list, and then click Continue.

  3. Select a tenant of the customer.

    If there are no available tenants for the customer, you can click Add new tenant. For detailed instructions on how to add a tenant, refer to Add a Microsoft 365 Tenant.

  4. If the APElements Security and Analysis app for the tenant has already been consented, an app consented (Icon: app consented) icon will appear. Click Save to add the tenant.

  5. If the APElements Security and Analysis app for the tenant needs to be consented, complete the following steps:

    1. Click Authenticate.

    2. The permissions required for this app are displayed. Review the permissions and click Accept.

    3. A page appears indicating that the app was authorized. Close this page, and you will be redirected back to the Add tenant window.

    4. Click Save to add the tenant.

Disconnect a Tenant

You can disconnect tenants from Elements. To disconnect a tenant, select the tenant, click Disconnect tenant. A window appears asking for your confirmation. Enter Yes in the text box and click Disconnect to confirm your operation.

Connect a Tenant to ALSO

To manage licenses for a marketplace, you need to connect the tenants in Elements to the marketplace. After adding a tenant in Elements, refer to the following steps to connect the tenant to ALSO:

  1. Select the tenant and click Connect to ALSO.

  2. In the Connect to ALSO window, select a reseller from the Reseller drop-down list, and then select a customer in ALSO to map to the tenant.

  3. Click Save to connect the tenant to ALSO.

Once a tenant is connected, you can also edit the connection by selecting the tenant and clicking Edit connection.

If you no longer need to manage a tenant, you can disconnect it from ALSO. Select the tenant and click Disconnect from ALSO. In the confirmation window, click OK.

Manage Subscriptions and Licenses for a Tenant

After you access a tenant, you can view and manage the customers’ subscriptions and licenses under three tabs: License overall, Subscriptions, Store, and Audit logs.

From the left navigation, you can also access the License change requests page to manage all license change requests of the tenant.

License Overall

In the table, all licenses of the tenant are listed, and you can find the following statistics for each license:

- **Total user seats** – The total number of user seats for the license. - **Available user seats** – The number of available user seats for the license. This number does not include the user seats that are scheduled to be assigned. You can click the number to view the details under the [Subscriptions](#missing-link) tab. - **Pending approval** – The number of user seats that need to be approved. Click the number link to open the **All license change requests** window to manage the tasks. Refer to [Manage License Change Requests for a Tenant](#missing-link) for details. - **Pending purchase** – The number of user seats that need to be purchased. Click the number link to open the **All license change requests** window to manage pending purchase requests. Refer to [Manage License Change Requests for a Tenant](#missing-link) for details.

If you want to define approval processes and enable auto purchase for the licenses, go to Tenant settings > License. Refer to License for details.

Subscriptions

After purchasing a service, it will be listed under the Subscriptions tab.

For each subscription plan, you can adjust its quantity based on your needs and click Apply changes on the top to save and apply the changes.

Click the name of the subscription to go to the Subscription details page.

- **Basics** – The basic information of the subscription is retrieved from ALSO and displayed. You can also edit the subscription quantity. The following actions may be available based on different subscription status after you click **Manage subscription** in the upper-right corner: - Terminate subscription – For an active or suspended subscription, you can click **Terminate** to suspend it. - Terminate subscription – For an active or suspended subscription that has been terminated, you can click **Revoke termination** to revoke the termination of it. - **Audit logs** – All actions performed to the current subscription within Elements are listed in the table. You can click **Refresh** to view the latest records.

Store

The service scope in Store aligns with the available services for a customer in the ALSO marketplace. If you want to search for services in the Elements store, add your desired services to the pricelist managed by ALSO and accept the associated terms and conditions.

Under the Store tab, services can be bought and added to the subscriptions list. Click the service name link to view the following details of the service:

- **Basics** – The general information of the service, including service vendor, category, etc. - **Dependent products** – The dependent product information of the service. - **Service** **cost** – The information of service plans for this service, including charge type, customer price, and advance payment period. - **Audit logs** – All actions performed to the current service within Elements are listed in the table. You can click **Refresh** to view the latest records.

In the store, you can purchase licenses for the current service by clicking the Purchase button in the upper-right corner of the Service details page. In the Purchase subscription window, configure the quantity you want to purchase and select the billing type. After checking the information listed in the window, click Purchase to confirm to purchase the licenses from ALSO. Note that Elements only provides the purchasing channel, and the management of services and fees are the responsibility of the marketplace.

Audit Logs

All actions performed for this tenant of the current marketplace are listed in the table. You can click Refresh to view the latest records.