Managing companies and developers using the developer portal (self-service)
Managing the companies and developers participating in your monetized API ecosystem could be time consuming if you had to do it all yourself as an API provider. There are profiles to manage; bank, tax, and billing details to maintain; roles to assign; and so on. The developer portal allows those management tasks to be handled by the companies and developers themselves while giving you full visibility into the ecosystem from the management UI and API.
Before enabling self-service in your developer portal, be sure you understand the basic developer portal concepts and perform the key configuration steps. For example, it's important to know that you can control whether users are automatically activated on registration or require manual approval from you. If you haven't already, familiarize yourself with the developer portal topics beginning here: What is a developer portal?.
In addition to reviewing and performing core developer portal environment setup, also review and perform the following monetization-specific topics:
With monetization enabled in your organization, in addition to any developer portal configuration you've already performed, your portal may be ready for self-service. Self-service tasks that developers can perform include:
- Register themselves
- Create companies
- Invite developers to join companies (and remove developers from companies)
- Change user roles
- Maintain their own billing, tax, bank, and other profile details
- Agree to your terms of service
- Register new apps, select the API packages/plans they want to use, and access their API keys
When a developer creates an app, the app belongs to the company currently selected in the portal.
- Add money (top up balances) to prepaid accounts
- Generate statements and reports (billing and revenue)
Below are examples of self-service interactions in the developer portal:
- When a developer registers on the portal (clicking the Register link), she's automatically logged in (unless you want to manually approve her first) and can create her own company. She automatically becomes a monetization administrator of the company, and she can enter all the profile, billing, and banking information for the company.
- When developers navigate and perform tasks in the developer portal (accepting invitations, registering apps, and so on), they do so in the context of their own account or company membership. There's a drop-down menu to select the company they want to work in. For example, if a user selects a company and registers an app, the app is owned by the company.
To manage company details (if they have administrator rights), users select Manage Companies in the drop-down menu and select the company they want to manage (or their username if they're functioning as a stand-alone developer).
- A company administrator can also invite developers to join her company. (The developers must already have Apigee accounts.) The following figure shows the Invite User field in the developer portal, under the company Settings > Users page.
- Invited developers get an email notification about the company invitation, and they can log into the portal to accept the invitation on their Manage Companies page, as shown in the following figure.
- Company administrators can cancel invitations to developers on the company's Settings > Users page.
- Company administrators can change the roles of developers on the company's Settings > Users page. For example, they can make a developer a Monetization Administrator to allow company administration rights.
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