Admin Portal
The Admin Portal is the operational hub for infrastructure operators. From here you configure cloud services and products, manage client accounts, oversee orders, and handle support tickets. This guide walks through initial setup and covers all management sections.
Quick Start
A first-time setup involves four steps: resetting the Super Admin password, completing Company Settings, uploading required documents, and configuring SMTP. Once all four are complete, the Customer Portal becomes fully accessible to clients.
Step 1 - Super Admin Password Reset
The Super Admin account is created during provisioning. An email containing both the Admin Portal and Customer Portal URLs is sent to the Super Admin’s address. The Super Admin should reset their password using the link in that email and sign in to the Admin Portal to begin setup.
Step 2 - Company Settings
Several mandatory fields must be completed before the Customer Portal can leave maintenance mode and become accessible to clients. Navigate to Settings → Company Settings and complete the following tabs in order.
Tip: Right-click any screenshot in this guide and select Open image in new tab to view field labels at full resolution.
1. Company Information
Fill in all fields from Company Name through About Us, upload the company logo using the Upload Company Logo field, then click Move Out of Maintenance at the top right. Click Save and Update to apply your changes.
2. Country
Fill in the Country, Country Code, Currency, and Tax fields. Click Save and Update to apply.
3. Locations
Click Add Location and add at least one address. Once added, right-click the entry and select Set as Default to mark it as your primary address.
4. Payment Gateway
Click Add Gateway and configure a payment gateway. Ensure all credentials are entered accurately so that client payments are settled into your account.
Step 3 - PDF and Video
Navigate to the PDF and Video section and upload the following files. All four are required before the Customer Portal can leave maintenance mode.
| File | Format |
|---|---|
| Terms and Conditions | |
| Data Protection Policy | |
| Privacy Policy | |
| Company Video | MP4 |
Click Update Company Attachments to save.
Step 4 - SMTP Configuration
Navigate to the SMTP Configuration section, fill in all fields, and click Save. Use the Test Configuration button to send a test email to an address of your choosing. If the message arrives, the configuration is valid.
Once all four steps are complete, the Customer Portal is accessible to clients in full mode. The next step is connecting your clusters and building the product catalogue that clients will see in the Customer Portal.
Create Products
Products in NavEngine follow a fixed configuration hierarchy:
Cloud Service → Cloud Configuration → Product → Virtual Machine
Each layer must be created before the next. Once set up, products and their virtual machines appear in the Customer Portal immediately and are available for clients to purchase.
Step 1 - Cloud Service
Navigate to Cloud Services and click Add Cloud Service. Select a hypervisor platform from the dropdown menu to register it as a service endpoint.
Step 2 - Cloud Configuration
Navigate to Cloud Configuration and click Add Cloud Configuration. The form contains two sections:
- Cloud Service - cluster connection and resource settings. Under Service Type, select the Cloud Service created in Step 1. The Microsoft License and VLAN fields are optional and can be left blank.
- Payment Settings - billing parameters for this configuration.
Complete both sections and click Save.
After saving, live cluster resource statistics are visible on the Dashboard. If you have multiple cloud configurations, use the Select Cloud Configuration dropdown to switch between them.
Step 3 - Products and Services
Navigate to Products and Services and click Add New Product. Select a Business Name, complete the Description field, then open the Cloud Service tab and select the Cloud Configuration from Step 2 using the Select Cloud Services by Service Type dropdown. Click Save.
The product is immediately visible in the Customer Portal under the associated business name. Clients can browse it, but they will not be able to make a purchase until at least one virtual machine is added in the next step.
Step 4 - Virtual Machines
Navigate to Virtual Machines and click New Product. Fill in all fields, noting the following:
- Service Type - select the Cloud Configuration created in Step 2.
- Compute / Memory / Storage - these are the baseline values for the machine. Clients can increase these resources from the Customer Portal after purchase.
- Gold Copy - leave set to Standard unless specifically required for your deployment.
Click Save. The virtual machine is immediately available for purchase on the Customer Portal.
Client Management
The Clients section lists every account registered on the Customer Portal. For each client you can review their complete purchase history, active products, and open support tickets.
Available actions per client:
- Suspend the client account to revoke access
- Allow bypass payment to let the client purchase products without going through a payment gateway (useful for internal accounts or trial arrangements)
Order Management
The Orders section provides a consolidated view of all purchases across every client. Each order record shows the purchasing client, allocated compute, memory, and storage resources, total cost, and subscription validity period.
Actions available per order:
| Action | Description |
|---|---|
| Suspend | Suspend the virtual machine without deleting it |
| Renewal Mail | Send a renewal reminder - use when expiry is approaching or has already passed |
| Transfer | Move the virtual machine to a different client account |
| Extend | Push back the expiration date |
| Delete | Permanently remove the virtual machine and release its resources |
Ticket Management
The Tickets section displays all support tickets raised by clients from the Customer Portal. Tickets are marked Open or Resolved. To close a ticket after resolving the issue, open the ticket and click Resolve Issue.
