m3ter Console

The m3ter Console is designed to facilitate setting up and configuring your Organization to implement usage-based pricing for the products and services you offer to your customers. This topic offers guidance and pointers on the layout and features you'll find in the Console.

Working in the Dashboard

When you first log in to the m3ter Console, the Dashboard opens:

This topic offers some pointers designed to help you familiarize yourself with the m3ter Console before moving on to setting up and managing your Organization in the Console.

From the Dashboard, you can:

  • Use the Getting Started panel to quickly create a Product, Meter, and Aggregation, and go on to set up Plans and Pricing. When you've done this, the panel will disappear from your Dashboard. For more details, see Quick Start.

  • Review Your Alerts for your Organization. Select View All to open the main Alerts page. For more details, see Viewing and Managing Alerts.

  • Use the Recent Accounts panel to track Accounts you've been working on- as you start to create and configure Accounts for your Organization, these will be added with most recently visited Account appearing at the top of the list, and you can select the NAME hotlink text to re-open the details page of an Account.

Usability Features

Several usability features are available as you navigate the main pages of the Console:

  • Switch to use Light/Dark mode:

  • Open a Running Tasks panel, which allows you to track the progress of any tasks, such a billing runs:

  • Check out What's New in the Product:

  • Click Recents:

  • This opens a Recents panel, which you can use to open pages you've recently visited, such as Accounts:

The m3ter Console is broken down into sections designed to support and optimize your configuration workflows when setting up for usage-based pricing and metered-billing:

  • Settings. Manage your m3ter Organization and its Users:

    • Configure your Organization in m3ter.

    • Create and manage Users and User Groups for the people and teams you want to grant access.

    • Create and manage Service Users for the automated processes that you want grant access.

    • Create and manage Permission Policies to closely control what Users can do when they are given access to your Organization.

    • Invite Users and grant them time-bound access with appropriate permissions when they accept the invitation.

    • Grant m3ter Support access if you require Help troubleshooting and resolving any issues that have arose.

  • Products. Create and configure Products to represent the products and services you offer to your customers.

  • Usage. Create Meters and Aggregations to collect usage data and aggregate that usage data into specific usage measurements to use as key pricing metrics when pricing your Product Plans.

  • Pricing. Set up Plan Templates and Plans to control billing operations and to use for pricing your Products. In the Pricing Editor, add Aggregations to apply precise usage-based pricing metrics to your Plans.

  • Accounts. Create Accounts for end customers who purchase your Products. Attach one or more usage-based pricing Plans to an Account for each of the Products an end customer consumes.

  • Integrations. Set up native integrations directly in the Console.

  • Billing. Run, view, and manage the Bills generated for your customer Accounts.

  • Data Explorer. Use the Data Explorer to query the Usage, Billing, and Commitments data collected for your Organization in the m3ter platform. Review and analyze the data returned for your queries in various formats, including Data Tables or Pivot Tables.

  • System Alerts. System Alerts are automatically generated for your Organization in m3ter, both to inform you about key events and to notify you of any issues or errors that have occurred.

  • Notifications. You can define and deploy Notifications that are triggered by specific events in your m3ter production environment and sent out to webhooks for pushing through to your external systems.

At the bottom of the main navigation, you'll find some other useful links:

  • Documentation. Quickly access our comprehensive User and API Reference documentation.

  • Support. Open the login page for our web ticketing Support portal.

  • Service Status. Open a page to check the operational status of the m3ter platform's Config and Ingest API services. See below: Checking Service Status for more details.

Help Center and AI Assistant

A Help Center is built into the Console and incorporates an AI Assistant for seeking direct help while working in Console.

Help Center and Tooltips

  • At top-left on main pages throughout the Console, you can click a Help button:

The Help Center opens, which provides a brief explanation of what you can do on the Console page you currently have open and which provides direct links out to relevant topics in the main user documentation:

  • Also available as you work in the Console are Tooltips which open panels giving immediate guidance on particular features and configuration fields:

AI Assistant

The Help Center panel incorporates a powerful AI Assistant, which you can use to:

  • Seek general help and advice on the m3ter product.

  • Ask specific questions about an area of configuration you are trying to perform in the Console.

  • Exploit as a streamlined keyword search tool to find information.

Whatever your question, the AI Assistant will try to provide a helpful answer and include the sources of its answer as hotlink texts you can click for further relevant information.

For example:

  • General Help. You might be wondering what benefits a switch to usage-based pricing will bring for your end customers:

  • Specific Questions. Or you have begun to work in the Console and might be setting up a Meter to collect usage data and you find that there are two types of collection field you can add to a Meter but remain unclear about what the difference is between these two field types:

  • Keyword Search. As you proceed, you might begin the workflow to create an Aggregation and encounter Compound Aggregations and wonder what these are used for - enter a capitalized keyword search term followed by a question mark:

Be sure to make our AI Assistant your knowledgeable guide as you explore and work with the m3ter platform to implement and deploy usage-based pricing for your products and services.

Lastly, please give us any feedback on the answers you receive using the thumbs up/thumbs buttons down and help us to continually improve your m3ter learning experience.

Tracking User Activity in your Organization

As you and your colleagues start to work with your m3ter Organization, you'll find that many of the details pages for the main configuration entities created for your Organization - such as the Meter details pages - carry audit information on which User:

  • Initially created the entity.

  • Most recently modified the entity.

This audit data also allows you to click a hotlink text to open the details page for the logged User:

Tip: User Activity is also shown on Account Specific Details Pages! Which User created and which User last modified is also tracked in the Console on the details pages for some Account specific entities - Account Plans, Prepayments, Balances, and Contracts on an Account.

Switching Organization

Many m3ter Users have access to more than one Organization. You can quickly switch to another Organization to which you have access user the Organization box at the bottom of the Console's main navigation panel. This shows the current Organization you are working in - select the arrow to show a list of all Organizations you have access to and then select the one you want to switch to:

Checking Service Status

To check the operational status of the m3ter platform's Config and Ingest API services, select the Service Status link in the main navigation:

A m3ter Service Status page opens in a separate tab:

On this page you can read-off the current operational status of the platform's Config API and Ingest API services, together with a percentage measure of status over the last 90 days. To review a breakdown of service performance status over the 90 days, expand a service:

Use the tabs to:

  • Check an Incident History tab for any service incidents logged in the last 7, 15, or 30 days.

  • Check an Upcoming Maintenance tab for any planned service maintenance.

If you're still experiencing problems after a recovery has been posted on the status page, then contact m3ter Support:

  • Select the Support drop-down at the top of the page and select Support Home:

  • This takes you to the m3ter Support login page.

If you want to receive e-mail notifications when an incident with the service is created, updated, or resolved, select Subscribe:

  • Enter your Email address and select Subscribe.

Editing User Profile and Logging Out

You can access your User profile at any time at the top-right of the Console:

You can then:

  • Select Edit Profile to change your User name. See Editing User Profile for details.

  • Select Log Out to end your session for the Organization and log out of the Console.

Next: Configuration Workflow

Additional Support

Login to the Support portal for additional help and to send questions to our Support team.