Portal Overview
The Azotte Portal is your central hub for managing your subscription business — from configuring storefronts and bundles to managing customers, campaigns, and monitoring performance. This guide is designed for business users, operations managers, and support teams.
Accessing the Portal
Navigate to your organization's Azotte Portal URL and sign in with your credentials.
Screenshot: Portal login screen
Dashboard
When you log in, you'll see the main dashboard with a real-time overview of your business.
Screenshot: Main dashboard with KPI tiles
Key Metrics at a Glance
| Metric | What It Tells You |
|---|---|
| Monthly Recurring Revenue (MRR) | Your predictable monthly income from active subscriptions |
| Active Subscriptions | Total number of currently active subscriber accounts |
| Churn Rate | Percentage of subscribers lost over the current period |
| Payment Success Rate | Percentage of successful payment transactions |
Quick Actions
From the dashboard you can quickly:
- Create a new subscription for a customer
- Process a refund
- Manage a customer account
- Launch or pause a campaign
Screenshot: Quick Actions panel on the dashboard
Main Navigation
The portal is organized into the following sections, accessible from the left-hand sidebar:
| Section | Purpose | Who Uses It |
|---|---|---|
| Storefronts | Manage sales channels, branding, and regional settings | Business Managers, Admins |
| Bundles & Pricing | Create and manage subscription packages and pricing | Product Managers, Admins |
| Campaigns | Run promotional campaigns, discounts, and A/B tests | Marketing Managers |
| Customers | View customer profiles, subscriptions, and support history | Support Teams, Managers |
| Subscriptions | Monitor and manage active subscriptions | Operations, Support |
| Analytics & Reporting | Revenue, customer, and campaign reports | All Roles |
| Settings | Tenant configuration, users, roles, and permissions | Administrators |
Screenshot: Portal left-hand navigation sidebar
User Roles & Permissions
The portal supports role-based access to ensure the right people have access to the right features.
| Role | Access Level | Typical Use |
|---|---|---|
| Administrator | Full access to all features, tenant management, user management, financial operations, system configuration | IT Admins, Business Owners |
| Manager | Business operations, customer management, campaign configuration, analytics | Team Leads, Product Managers |
| Operator | Day-to-day operations, customer support, basic reporting | Support Agents, Operations Staff |
| Viewer | Read-only access to analytics, reports, and customer information | Executives, Stakeholders |
Screenshot: User Roles & Permissions settings page
Getting Started Checklist
Follow these steps to set up your subscription business through the portal:
- Initial Setup — Configure your tenant and create your first storefront
- Bundle Creation — Define the products and services you want to offer
- Pricing Setup — Set pricing strategies, trial periods, and promotions
- Payment Configuration — Connect your payment providers
- Customer Onboarding — Import or create your first customers
- Go Live — Launch your subscription service
Each step links to a detailed guide. Start with Storefront Management to configure your first sales channel.
Getting Help
- Use the ? icon in the top-right corner of any portal page for contextual help
- Contact your Azotte account manager for configuration assistance
- Visit the help desk for support tickets and FAQs
Next Steps
- Storefront Management — Set up and manage your sales channels
- Bundle Management — Create subscription packages
- Campaign Management — Run promotions and discounts
- Customer Management — View and manage customer accounts
- Subscription Management — Monitor active subscriptions
- Analytics & Reporting — Track business performance