************* Cloud version ************* .. contents:: Table of Contents :local: | ======================================================================================================================= | Sign up ======= To get started with the **Cloud version** of DataGerry, follow these steps: 1. Visit the sign-up page: `Sign up to DataGerry `_ 2. Fill out the registration form with your details. 3. Press the "Confirm Email" button to recieve a confirmation link 4. Check your email inbox and confirm your email address using the verification link. 5. Once confirmed, you'll receive access to a **free 14-day trial** of DataGerry in the cloud. .. figure:: img/service_portal/sp_sign_up_form.png :width: 600 Picure: Sign up form | After signing up, you'll be redirected to the login page of the Service Portal, where you can start exploring the platform immediately. .. note:: The trial version includes all core features of DataGerry and allows you to evaluate the software without any installation effort. | ======================================================================================================================= | Login ===== To access your DataGerry Cloud instance, follow these steps: 1. Open the login page: `Login to Service Portal `_ 2. Enter your **email address** and the **assigned password** used during registration. 3. Click **Login** to access your Service Portal. .. figure:: img/service_portal/sp_login.png :width: 200 Picure: Login page for Service Portal | .. note:: Make sure to use the same email address you verified during the sign-up process. | ======================================================================================================================= | ======================================================================================================================= | Service Portal ============== The **Service Portal** provides an interface for managing cloud-based DATAGERRY subscriptions and configurations. | Subscription Management ----------------------- After logging into the Service Portal, the **Subscription** section is loaded by default. This section lists all current subscriptions linked to your user account. Each subscription represents an isolated environment with its **own database**. This ensures that data is not shared or mixed across subscriptions. .. figure:: img/service_portal/sp_subscriptions.png :width: 600 Picure: Subscriptions overview | .. note:: If your account is linked to multiple subscriptions, a **dropdown selector** will appear on the DataGerry login page. This allows you to choose the subscription you wish to access. | Creating a New Subscription ~~~~~~~~~~~~~~~~~~~~~~~~~~~ To create a new subscription: 1. Click the **"Add Subscription"** button above the subscription table. 2. Fill in the required details in the form. 3. Submit to initialize a new isolated instance of DataGerry in the cloud. Each subscription is managed independently, allowing you to test, separate business units, or operate multi-environment setups with ease. | ======================================================================================================================= | User Management --------------- The **Users** section, accessible via the left sidebar in the Service Portal, provides an overview of all users associated with your account. Existing users are displayed in a table, including their email address and assigned roles. | Creating a New User ~~~~~~~~~~~~~~~~~~~ To add a new user: 1. Click the **"Add User"** button located above the user table. 2. Fill in the required fields in the user creation form. .. figure:: img/service_portal/sp_user_create_form.png :width: 600 Picure: User creation form | The form includes the following options: - **Role**: - ``Admin``: Grants full access to both the Service Portal and the connected DataGerry instance. - ``Cloud User``: Grants access to the DataGerry instance only, without permissions to use the Service Portal. - **Subscriptions**: - Assign the user to one or more active subscriptions. - The user will only be able to log into the DataGerry environments tied to the selected subscriptions. .. note:: A user assigned the **admin** role has management privileges and can modify subscription settings, user access, and billing configurations. | ======================================================================================================================= | Documentation & Cloud Access ---------------------------- In the left sidebar of the Service Portal, two quick access links are provided for convenience: - **Documentation**: Redirects to the official DataGerry documentation. This link helps users quickly access user guides, feature descriptions, and technical references. - **Cloud Access**: Opens the login page of the DataGerry Cloud instance. This allows users to easily switch from managing their subscription in the Service Portal to working within their assigned DataGerry environment. | ======================================================================================================================= | Invoices -------- The **Invoices** section, accessible from the left sidebar of the Service Portal, provides an overview of all billing documents. - A table lists all invoices associated with the active account. - Invoices can be downloaded individually as PDF files for record-keeping or internal processing. .. figure:: img/service_portal/sp_invoices.png :width: 600 Picure: Invoices overview | ======================================================================================================================= | Settings and Account Management ------------------------------- In the **top right corner** of the Service Portal interface, a settings section is available with several options: - **Language Selection**: Change the interface language. - **Account Information**: View and edit personal account details such as name, email, and password. - **API Tokens**: Manage API tokens, which are required to authenticate external access to the DataGerry API. - **Logout**: Safely log out of the Service Portal. These settings help personalize the experience and enable secure integration with external systems.