Reseller Panel Step-by-Step Guide

Transcription

1 1. Legal notice setup. Alternative language setup. Enter legal notice as text. Enter legal notice as link 2. ResellerPanel design. Edit colors and layout. Edit themes and icons 3. Create a new customer. Create user account. Create user login data. Assign contracts to customers. Assign servers to customers with/without reinstallation 4. Setup ResellerPanel, define support page data. Configure languages. Setup system texts. Activate ResellerPanel

2 1. Legal Notice Setup In this item you will be able to setup the legal notice that you present to your customers, which will also appear on their ResellerPanel Legal Notice page. It is important to have that as a business mainly for legal purposes, in order to display the official address, trade ID, tax ID or any other information that your company is required to show or you would like your customers to have. You may find the legal notice in the main Reseller menu here: It is possible to have your legal notice in more than one language, for that you just need to add additional languages, as described in step 4. Setup ResellerPanel, define Support Page data. After that, please select the respective language and edit the entry using the edit button.

3 If you will be entering your legal notice as text, you may select this from the drop-down menu displayed on the image below, then you may save the changes using the save button: If you want to provide your customers with a link to a company website where they can find this legal notice, you may select Use URL from the drop-down menu and you need to input the URL that will redirect the customers to the correct website. For the purpose of this manual we have linked it to the Serverloft legal notice page: Once that is done, you may proceed to setup the rest of your ResellerPanel.

4 2. ResellerPanel Design This item explains how to create and edit the complete design and outlook of your ResellerPanel change colors, icons, position of menus, texts, etc. You may change the background color of the complete panel, as well as the color of separate items. You can test the settings before saving them which will let you always go back to the original view. It will also explain how to edit the design of the icons for each menu and setup themes with that design, so you can easily switch between full scale layouts, if you wish to do so. By creating your own unique layout of the ResellerPanel you will be able to offer your customers the functionality and looks of the panel you have in mind and you can always change those without disrupting any service. First, you must select the ResellerPanel Design area, where you will see a short description of the features offered in that module:

5 After you follow the Next button, you will see a menu with various functions appearing. On the right: A. Design ResellerPanel in this menu you can choose colors for banners, contents, background, etc. You may select a Theme (top of menu) which will change the layout of items on the right side, such as menus, etc. B. 2 Load a banner upload your own company logo to appear on top of the ResellerPanel C. Test Configuration loads the design on the left side without saving that in the live panel D. Delete Test Settings deletes the all changes that you applied in the previous step E. Save Configuration saves all changes and activates them in the live panel On the left: On this side of the screen you see the effect of all changes you make on the left side menus.

6 Once you are done with the design of texts and colors in the previous step, you may proceed to customizing the icons for the various tools and functions in the ResellerPanel. For that you have to go to Icon Setup in your panel:

7 From the first submenu Manage Icons you may select a theme that you have previously setup with custom icons from the submenu below ( Modules ). After you select a theme you may confirm settings, which will not save the settings to the live panel. In order to do that you need to click on the button Save all settings located under the Modules submenu. In the second submenu Modules you can choose different icons for each specific module. For each Module you have different icons from different themes. You can also upload your own custom icon which will appear in Uploads. If you load a specific theme from the menu above Manage Icons it will bring all icons to the default type for this theme, however you may always change an icon for a particular module so Theme 1 can have Theme 3 icon for Allocate IPs for example, then you must click on Save all settings without Confirm Settings on the Manage Icons menu. You may also preview how each icon will be displayed in your ResellerPanel menu before saving any settings and applying the changes into the live panel.

8 3. Create a new customer This item explains how to create customer accounts, assign servers to each customer account, create/edit login information and provide specific rights for the ResellerPanel usage. The customization level allows you to choose whether your customers will have the ability to fully manage their own servers (reinstall, reboot, assign IPs, etc.) or if you decide you can have greater control over the administration and setup of the servers. You will be able to assign a server to any customer at any given time. That will save you time and effort in case your customers are not happy with the desired product they have at that time and it will take just a few moments for you to change it for them. One of the most important features that you can use is the API access. We provide you with access to the documentation for the API which you may also copy and send to your customers if you believe necessary. The API allows you to interconnect your own system administration software to our panel and execute functions like installations, reboots, etc. Reseller -> Customer Management Select from the drop-down menu Customer Management and open the tab. In order to create a new customer account, please click on the respective function here. After you have clicked on the button, you will be prompted to fill out the contact details of the customer, as well as the customer ID that you wish to provide that customer with.

9 Fill out all necessary data: -> Under Name you fill out the salutation, company name and customer s names. -> Under Address you fill out the address details of your customer. -> Under Contact data you fill out the and phone(s) your customer has. -> Under Misc you fill out the customer ID. The ID can be any numerical or alphabetical sequence of characters that you find relative to your database.

10 After customer is created, please select the desired customer account here. You may also edit or delete the customer s data here by selecting the appropriate functions as shown on the screen below. Next step is to create the ResellerPanel login data for the selected account (customer):

11 Fill out all fields and select whether the customer will receive a notification when the logins have been activated and whether you want him/her to be able to create other users who will be able to login to this ResellerPanel: User refers to the username that will be used for login in the ResellerPanel for the customer. Password is the password used for login to the ResellerPanel for the customer. is the account associated with this login data, if password for login is forgot, the address will be used to receive the reset password. If you want your customers to be able to add additional users to access their ResellerPanel, that may be done by checking the appropriate checkbox. The additional users will be able to edit the main user s account information in the ResellerPanel, but will not be able to add users themselves. The feature is useful for companies that have more than one employee requiring access to the panel to do reboots, reinstallations, etc.

12 Once the data is saved, you may edit it, activate or block ResellerPanel access for this user or delete the user: -> You can edit the account and login details or allow the user to create new users with the edit function. -> The delete function will delete all data related to this user -> Blocking or activating the ResellerPanel will let you choose which user may access the panel or can serve as warning to users that abuse the right to use the ResellerPanel. In order to access the panel a customer must have active contracts. That means assigning him a server through Reseller -> Contract Management

13 If there are no contracts available in the Assign Customers list (as shown on screen below)

14 You have to assign a server to Reseller List from the menu Manage Reseller Contracts Please select one server (or as many as you need) and assign it (them) to the Reseller List with/out reinstalling it: On the image below, you have 3 options: A. Remove the server from reseller list, which will put that server in the pool of servers available, so you can have them at your disposal for any project you may need. B. Assign the server to the reseller list without reinstalling it, if you decide to provide an already installed server to a new customer or a customer that may have decided to keep his server after changing his mind from canceling. C. Assign the server to the reseller list with reinstallation beforehand, which will let you provide access to a server that has been previously used by one customer to another customer, while deleting sensitive or essential data the previous customer may hold you liable for. If you select Assign to reseller list (without restore), the server will be available in the reseller list immediately without reinstallation. If you select Assign to reseller list (with restore), you will see another screen (image below) with information regarding the reinstallation procedure:

15 After you have read the information, please continue by pressing next. On the next screen (image below) you will find a field where you have to type in the restore code, which was sent to you. Usually it takes from a few moments to one minute to get the restore code sent to you. If you choose Abort restore you will cancel the pending restore and you will need a newly generated code. If you just close the window or logout of the panel, you will have this restore pending with the same restore code, which you can just put it and continue again. You may also cancel this request at any time. If you decide to continue, you will arrive at the next step where you select the OS type, OS language and server root password and Control Panel password:

16 After you select a customer from the drop down menu, as shown below, please save the changes using this button :

17 You may enable / disable access to the ResellerPanel and the API from the menu below. If you choose to disable access to the ResellerPanel, the customer will still be able to use his/her server, however he will not be able to remotely reboot, reinstall or use any other functions in the panel. That could prove useful if your customer doesn t pay his invoice and you would like to block his account without crucially disrupting his business. If you choose to disable API access for this particular server, your customer will not be able to edit anything through the API, which will leave all customization to you, which could be useful if you decide to manage your customer(s) servers yourself.

18 4. Setup ResellerPanel, define Support Page data This item explains how to activate the ResellerPanel and setup the data which your customers will recognize as your contact details. You may choose whether you provide your customers with a ResellerPanel access or not. If you wish to have full control over the server administration or if your company provides managed hosting to your customers, you may choose not to give them access to the ResellerPanel. In case your customers are independent server administrators, software engineers or in any case need to have an overview of the bandwidth usage of their servers, be able to reboot, reinstall and setup DNS, etc. for their servers, you can provide them with the freedom necessary to achieve the desired results by letting them access and use the ResellerPanel. This item also explains how to setup the languages for the ResellerPanel, which gives you the option to provide your customers with access to a control panel in their native language, if you wish to do so. Near the end of this item you will find out how to setup the system s which will be sent to your customers when certain functions in the ResellerPanel are being used or to notify them about various system events. In order to activate the ResellerPanel, you need to have your contact details and company name entered in the Support Page Setup area. The screenshot below shows where to find that in the main menu.

19 After you select that submenu, you see that you may enter support page in different languages, which you select from the Language Setup submenu: Configuring the languages is easy just select the language you wish to offer your panel in and download the Template file where you replace the entries with the desired language.

20 After you are finished with the translation, you may upload the file through the Upload language file subcategory. Choose the type of language the translation is into and upload the file directly from your computer ( Browse function). Afterwards, please use the Save button to save the changes. It is important to know that if you select an already existing language type and upload a language file, the old file will be replaced by the new one. Also, please note that you can only upload.mo file format, opposite to the.po file format that you download.

21 When the language(s) you have uploaded is (are) saved, you can go back to the Support Page Setup and fill out all necessary details for the language you want to have your support page into. If you want it in more than one language, you should just edit all desired languages. In the example below you see that only the English version has been filled out, while the German one is left blank. After you click the edit button, you should fill out all necessary data. -> Under Contract data for your s you fill out: - Company official name of your company - contact address for your company (possibly technical contact, if you decide to offer tech support to your customers) - Homepage the Internet address of your company s website (if such available)

22 -> Under Texts for s and legal notice you fill out: - Address data for the support page and the footer official address data of your company as displayed on documents and letters - Additional text for the support page write your company slogan, additional information about your field of work or anything you find relevant - Display settings select from the drop down menu whether you wish to use your own support page, display contact details of Plusserver Reseller support or no support page at all You can also preview the legal notice before you save the texts (2 nd image below).

23 Once done with the Support Page, you have to setup the standard texts for various functions and system s in the ResellerPanel. You may edit various categories in any language you have uploaded as your ResellerPanel language. Please note that you have to edit your company/personal details in the Support Page Setup for each particular language in order to edit the text entries for that language (as shown in image below).

24 Once you select the default language of your ResellerPanel, you may choose to edit any of the following categories in the ResellerPanel: -> Account Unblocked the account has been unblocked, services like , ftp, etc. are available again -> Forgotten Password Function customer will receive an with new access data in it -> IP Cancel Confirmation customer is informed which IP has been canceled -> IP order Confirmation confirmation about new IP purchase and notification about the details of that IP -> Recovery Start Confirmation confirmation about recovery mode started and where customer can find the access info for this mode -> Restore Auth. Code message that contains restore code required to complete the start of a new installation of the server -> Restore completed confirmation about a reinstallation that was just completed and where customer can find access data for his server -> Welcome for new customers confirmation that a server has been installed and ready for a new 0customer to use, info about where the customer may find his login data

25 Before you send out those system s, you should enter the salutations and opening line of the s. You can do that through the Edit Salutation sub-menu. There is a drop-down menu that will let you choose which language you want to edit the salutations for.

26 After you are done with the setup of the Support Page and Texts page you must activate the ResellerPanel through the Reseller -> ResellerPanel Activation submenu

27 Here you select whether customers will have access to the ResellerPanel itself or not, define the subdomain of the panel through which it will be accessed and choose what the default language of the panel should be (from the list of languages you have uploaded). After you save the settings, your ResellerPanel is ready and activated and your customers will have access to it through the address you have specified.