Skip to content

Add Multi-Tenant Usage Metering and Billing partner docs (PSAOKR-5462) - #38581

Draft
lucarelli111 wants to merge 26 commits into
masterfrom
alessandro.lucarelli/PSAOKR-5462-partner-documentation-updates
Draft

Add Multi-Tenant Usage Metering and Billing partner docs (PSAOKR-5462)#38581
lucarelli111 wants to merge 26 commits into
masterfrom
alessandro.lucarelli/PSAOKR-5462-partner-documentation-updates

Conversation

@lucarelli111

@lucarelli111 lucarelli111 commented Jul 29, 2026

Copy link
Copy Markdown

Summary

  • Adds a new partner-facing documentation section under content/en/partners/multi_tenant_billing/ covering the Admin Org: what it is and its capabilities (including Preview features), requesting one, Trial Org provisioning, cost/usage visibility, and troubleshooting.
  • Draft PR opened to get a preview build; not yet ready for full review.

AI assistance

Content sourced from internal Confluence pages and partner enablement decks, and structured/worded to match existing doc patterns in this repo (tracing/_index.md, account_management/plan_and_usage/partner_experience.md).

Test plan

  • Review rendered preview once the build completes
  • Add real screenshots in place of the placeholder {{< img >}} tags (marked with TODO comments)
  • Confirm content with PSAOKR-5462 stakeholders before merging

New section under content/en/partners/multi_tenant_billing/ covering the
Admin Org: what it is and its capabilities (including preview features),
requesting one, Trial Org provisioning, cost/usage visibility, and
troubleshooting.
Merge Overview/capability-list redundancy into concise, action-oriented
sections modeled on cloud_cost_management/_index.md and
plan_and_usage/_index.md. Replace ad-hoc HTML alert divs with the
site's bold-prefixed Note/Important convention, use {{< ui >}}
consistently for in-app element names, and tighten prose.
…view / Getting started / Use cases / Troubleshooting)
@lucarelli111 lucarelli111 added the WORK IN PROGRESS No review needed, it's a wip ;) label Jul 29, 2026
@github-actions github-actions Bot added the Architecture Everything related to the Doc backend label Jul 31, 2026
…ecklist

- Fix Vale violation: 'ensures' -> rephrase
- Wrap remaining bold-only UI element names in {{< ui >}} for consistency
  (Trial Org Provisioning dashboard, Customer Pricing, Customer Contracts tabs)
- Match heading/link-text capitalization to actual page titles (Cost and
  Usage Visibility, Trial Org Provisioning) per the title-consistency check
- Remove orphaned further_reading front matter on cost-and-usage-visibility.md
  (never rendered - no whats-next partial call on that page - and duplicated
  its own inline reference links)
Placeholder 1x1 PNGs at static/images/partners/multi_tenant_billing/ for
each {{< img >}} reference in _index.md - replace with real screenshots
before merging.
@github-actions github-actions Bot added the Images Images are added/removed with this PR label Jul 31, 2026
- New content/en/partners/multi_tenant_billing/centralized-usage-metrics.md,
  based on the internal EUM/UM/Admin Org roll-up doc, filtered to what's
  partner-facing (drops internal Mosaic/consul-config flags, Slack channel,
  and C&A team ownership note - replaced with the standard
  partner-support@datadoghq.com contact for enabling UM roll-up)
- No longer marked (Preview) - capability is GA
- _index.md: shortened teaser section, added nav/whatsnext links to the
  new page, updated Use Cases table
- cost-and-usage-visibility.md: removed now-duplicated Centralized Usage
  Metrics section, cross-links to the new page instead
- Added the new page to config/_default/menus/partners.en.yaml
Datadog's own billing nav links to the 'Estimated Usage Metrics' page
with the text 'Usage Metrics', treating 'estimated' as a plain
descriptive word rather than a branded acronym pair. EUM/UM are
internal-only shorthand.
…nshots

- List the 6 real Usage Metering API endpoints with links and the correct
  include_connected_accounts / filter[include_connected_accounts] flag per
  endpoint, on both _index.md and cost-and-usage-visibility.md
- Correct Trial Org Provisioning: it's the Admin Org homepage, not a
  Dashboards-menu item (troubleshooting.md, trial-org-provisioning.md,
  _index.md)
- Remove plan_and_usage_admin_org.png screenshot/reference - redundant
  with the linked Plan and Usage Experience for Partners page
- Add real screenshots: admin_org_hierarchy, customer_contracts,
  customer_pricing, usage_metrics_rollup
- New customer-onboarding.md, based on the internal Customer Onboarding
  Process for Partner doc: register deal -> create Trial Org -> share
  Trial Org ID with the PSM. Corrects the source's outdated 'navigate to
  Dashboards' instruction and drops dated 'as of <date>' framing.
- Wired into _index.md (Overview pointer, first whatsnext link) and the
  left nav (weight 5, ahead of Requesting an Admin Org).
- Removed the three _index.md H3 sections that duplicated their own
  dedicated pages (Cost and Usage Visibility, Trial Org Provisioning,
  Centralized Usage Metrics) - those topics now live only in the Use
  Cases table + their dedicated page, matching how tracing/_index.md
  only keeps full sections for topics without a separate deep page.
- Moved the Trial Org Provisioning and Centralized Usage Metrics
  screenshots onto their dedicated pages along with the removed sections.
- trial-org-provisioning.md: removed the inaccurate 'PSM is notified
  automatically' claim, fixed a leftover step-numbering gap.
- centralized-usage-metrics.md: dropped the tag descriptions to match
  the source's literal parent/child framing; removed the preview/enable
  section now that the capability is GA.
- Trial Org usage is not visible from the Admin Org until the customer
  org has an active contract tied to the partnership (confirmed) - fixed
  trial-org-provisioning.md and customer-onboarding.md, which both
  implied automatic rollup on Trial Org creation.
- _index.md: fixed 'manage billing' contradicting the read-only-access
  alert two lines below - changed to 'view billing'.
- Updated admin_org_hierarchy.png screenshot.
…tor in request

- _index.md: clarify the read-only/no-billing-changes alert applies by
  default, and the Preview capabilities below add supported pricing and
  contract-management workflows (was a flat contradiction otherwise).
- requesting-an-admin-org.md: note that partners planning to provision
  trials should include the Trial Org Creator capability in the initial
  request, since it's a separate opt-in capability, not bundled by
  default.
- whatsnext/nav order: Requesting an Admin Org -> Onboarding a New
  Customer -> Trial Org Provisioning -> Cost and Usage Visibility ->
  Centralized Usage Metrics -> Troubleshooting (get the org before
  using it).
- Use Cases table: rename 'How an Admin Org helps' column to
  'Capability', and name the capability directly ('[X]: does Y')
  instead of 'Use X to Y' in every row - matches the Name: description
  pattern already used in the whatsnext block.
- The page only had two real facts (prerequisites, contact) surrounded
  by internal-mechanics detail irrelevant to a partner (Partner Plan,
  separate contract, US1-site creation, read-only access already stated
  in the Getting started alert). Deleted it and folded the prerequisites
  + contact directly into _index.md's Getting started section.
- Contact is now partner-support@datadoghq.com only, not 'or a PSM' -
  the PSM alternative wasn't the intended request path.
- Updated all cross-references (customer-onboarding.md,
  cost-and-usage-visibility.md, centralized-usage-metrics.md) and the
  left nav to drop the removed page.
- cost-and-usage-visibility.md: softened 'The same data is available
  programmatically' to 'Cost and usage data is also available...' -
  the API and UI aren't guaranteed to return identical data.
…iew gaps

- Broaden 'resell or MSP partner' to include systems integrator partners
  throughout (Overview + eligibility bullet).
- Replace 'PSM'/'Partner Sales Manager' with 'partner account team',
  matching how other Datadog partner docs refer to this contact
  (partner-support@datadoghq.com / 'Datadog partner representative'
  are the established terms; naming a specific role isn't).
- customer-onboarding.md: merge the trial-to-paid transition into the
  existing 'Share the Trial Org' section instead of a new redundant
  section - continue working with the partner account team through to
  a signed contract.
- trial-org-provisioning.md: add a 'Find the Trial Org ID' fallback
  section (browser console / bookmarklet), adapted from the equivalent
  section in getting_started/laying-the-groundwork.md, for partners who
  didn't capture the org ID from the result panel.
- cost-and-usage-visibility.md: state that a Trial Org's usage isn't
  included until its customer org is connected (previously only stated
  on other pages, not the page most likely to be checked for it), and
  that final invoices are the authoritative source for billed amounts,
  not the estimated/projected views shown here.
…reenshot placement

- Registration/eligibility now uses the official DPN terminology
  (Solution Provider) instead of the earlier guessed resell/MSP/SI
  enumeration.
- Add a Register Now link (partners.datadoghq.com/s/login/) for
  partners not yet registered, before the partner-support contact
  instruction for already-registered partners.
- Move the Partner Portal registration screenshot to sit right after
  the Register Now sentence instead of before it.
- Trial Org Creator note reformatted as a proper Note callout.

Full review pass against our style rules across all six pages:
- Fixed redundant phrasing ('by Datadog' after 'Datadog partner',
  'as early as possible, even at an early stage').
- Genericized the remaining 'Partner Solutions Architect (PSA)'
  reference to 'partner account team', matching the PSM fix.
- Updated stale scope language now that Onboarding a New Customer
  covers the full path through contract signature, not just Trial Org
  creation - 'a live Trial Org' -> 'a connected customer organization'
  in _index.md (twice) and customer-onboarding.md's description/Overview,
  and the Overview's 'two steps' updated to the actual three-part flow.
- Verified no Vale-flagged words, filler words, you/your, orphaned
  refs, or dangling links to the removed Requesting an Admin Org page
  across all six files.
…w, fold Trial Org Creator line into prose

The two notes sat side-by-side in Getting started with mismatched
styles (one HTML alert box, one plain bold text). Moved the read-only
access alert to the Overview where it fits conceptually (describing
what an Admin Org is/does), and folded the short Trial Org Creator
sentence into the preceding paragraph instead of styling it as its
own note.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

Architecture Everything related to the Doc backend Images Images are added/removed with this PR WORK IN PROGRESS No review needed, it's a wip ;)

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant