Creating a new partner

The new partner page will ask for some information to be filled in:

• Status – Partner can be set as Active, Disabled or a Lead (Automatic)

• Partner contact – The administrator user who is assigned to that partner

• Company details – Name, Number, Address, etc.

 

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• Creating a new domain

  To create a new domain there is a multiple step wizard. The steps can be different depends on the level of permissions of the user. Creating a new domain steps Step 1 - Select a partner Step 2 - Select an account, a contact person and subscription ...

• Step 1 - Partner

  In order to create a new license/domain, the partner must be selected. If the partner does not exist, it will be created by filling in the empty fields in each form. Once a new partner is created, user information is also required.Picking a partner ...

• Creating a new account

  Each account must have a partner set and additional information entered in: Status – Active, Disabled, Lead (Automatic) Account contact Company details – Name, Number, Address, etc. Subscription plan – The required sale package which set the number ...

• Partners

  Partners contains the list of partners and resellers. Each partner or reseller can log in to the system with his specific permissions and manage his accounts and domains.

• Setting the scope

  Setting a scope allows the system to display only relevant information by a domain, account, partner or date range. It is possible to use multiple filter types simultaneously. Filtering by Domain/Account/Partner Filtering by Dates