|
Intended for: IT decision-makers, Procurement professionals, CIOs, Company Admins, Billing Admin, User, Advisor (for Advisor Company only) |
You'll need:
|
Table of Contents
Updating Payment Information/Pay Invoices
Introduction
Welcome to the AppDirect platform. This guide will help you navigate the key features and functions, ensuring you can effectively manage your cloud procurement and usage. Whether you are a Company Admin, Billing Admin, User, or Advisor, this guide provides the information you need to get started.
Navigating the Marketplace
The AppDirect Marketplace allows you to browse, search, and procure a wide range of cloud solutions.
Search & Checkout:
Use the search bar at the top of the Marketplace to find desired applications and services.
Filter and compare products based on your requirements.
Add items to your cart and proceed to checkout. Configure who can request or submit orders with role-based access control.
Choose your preferred payment method (credit card, banking (ACH), or cheque) and complete the purchase.
Updating Payment Information/Pay Invoices
Keeping your payment information up to date is essential for seamless transactions.
1. Updating Payment Information:
Navigate to the payment settings in your account.
Update your payment information directly in the platform. This will be applied to all subsequent purchases and recurring invoices.
Ensure secure management of your payment methods without needing to contact multiple sources.
2. Paying Invoices:
Access your billing section to view all invoices.
Pay invoices directly on the platform to save time and streamline the process.
View Purchases (Billing)
Track and manage your purchases efficiently through the billing section.
1. Viewing Purchase History:
Access the billing section to see all your recent activity, including successful and attempted payments.
Generate reports and review your spend history for better financial planning.
Manage Applications
Maintain control over your SaaS applications from a centralized location.
1. Managing Applications:
Use the App Management tool to review all installed applications.
Manage access permissions, update application settings, and track usage.
User and App Assignment
Ensure proper assignment and utilization of applications.
User and App Assignment:
Assign applications to users based on their roles and responsibilities.
Manage and update assignments as needed to optimize software usage and compliance.
Bulk app assignments allow company admins to mass-assign one application to many users at once.
Getting Support
For any assistance or additional support, AppDirect provides multiple support channels.
1. Technical Support for Cloud Apps:
If you need technical help with any cloud apps you've purchased through AppDirect, use the Technical Support for my Cloud Apps form.
2. Technical Support for the Marketplace:
If you need help with the way the Marketplace works (e.g., adding/removing users, updating cloud subscriptions, activating or navigating the Marketplace), use the Technical Support for the Marketplace form.
Takeaways
By following this guide, you will be able to navigate the AppDirect Procurement Platform with ease, ensuring a smooth procurement process and effective management of your cloud investments. For further assistance, please contact our support team at [contact info]. You can also reach out to your advisor for additional guidance and support.
Comments
0 comments
Please sign in to leave a comment.