Using the Portal
The Provision Portal is where you model the catalog and run Oclavex day to day — these guides cover each task. Where you’d rather script it, the admin API offers the same operations.
The portal is organized into six groups in the left nav — Insights, Catalog, Sales, Customers, Compliance and Settings. You only see the groups your role can use, so your nav may be shorter than the full list below.
Who can do what
Section titled “Who can do what”The portal is built around four roles.
| Role | Sees | Job |
|---|---|---|
| Administrator | Everything | Setup, catalog, team & seats, plus Compliance and Settings |
| Sales | Insights, Catalog, Sales, Customers | Sell, renew and upsell: entitlements, orders, codes, customers |
| Support | Insights, Catalog, Sales, Customers | Fix: renewals, credit top-ups, activation releases, approve/unblock users |
| Viewer | Insights, Catalog, Sales, Customers (read-only) | Watch the business — dashboards, reports and record browsing |
The role vocabulary is fixed — there’s no custom-role builder.
The tasks
Section titled “The tasks”The role in parentheses on each task is the minimum — an Administrator can do everything.
- Set up your account & team — environments, invite people, assign roles and seats. (Admin)
- Model products & features — the catalog, the feature catalog, monitored assets and versioning. (Admin)
- Build plans & add-ons — tiers and limits, packaged into the offerings customers buy. (Admin)
- Author & publish entitlements — customers, orders, offers and activation codes. (Sales)
- Set entitlement policies — subscription, trial, time-restricted, seats and lease. (Sales)
- Renewals, credits & activations — renew, top up credits, oversee activations, revoke entitlements, approve and unblock users. (Support)
- The end-user portal — the self-service portal where your customers’ users activate and see their licenses. (Admin)
- Reports & dashboards — usage by entitlement and session activity. (Viewer and up)
- Administer access & settings — users, roles, API credentials, webhooks and environments. (Admin)
New to the model? Start with Building blocks, or follow the Admin path end to end once.