Creating a new Reseller

Complete the following steps to create a new Reseller:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar, click Operations > Operations > Resellers. The Workspace displays the List of Resellers (see Viewing the List of Resellers).
   

3. Click the Create button on the Toolbar. The Workspace displays the New Reseller page.
   
   

   
   
   

4. Enter the following Reseller information on the New Reseller page:

   • The Reseller Information group:
     • Reseller name - the name of the Reseller that will be displayed on the Operator (Reseller) Control Panel.
     • Currency - national currency of the new Reseller.
     • Default settings - select from options available:
       • Copy Operator's settings - Reseller settings are inherited from the settings of the Operator or upline Reseller. The following settings are inherited: Plan Classes, Account Types, Account Classes, Payment Methods, Attributes, Attribute Categories and Language Settings  (see Reseller's settings inheritance).
         

       • Copy default settings - Reseller settings are set by default. This requires manual configuration of Payment Methods, Notifications, Attributes, etc.

         Regardless of the Default settings option, the new Reseller inherits the Plan Classes (see Managing Plan Classes) and Account Types (see Account Types) and the relations between them. Inherited Plan Classes and Account Types are available in read-only mode and it is only possible to:

         • add new Account Types for delegated Plan Classes.
         • change the value of the Default Payment Methods field for the delegated Account Types.

         The Plan Classes and Account Types of the downline Reseller are changed automatically upon changes in the Plan Classes and Account Types of the Operator (upline Reseller).

         Independently of the Default settings option Notification Categories, Event Handlers, Notification Templates and UI Templates are inherited from the upline Reseller. All changes of Notification Categories, Event Handlers, Notification Templates and UI Templates are delegated to the downline Resellers (see Delegating UI Templates, Notification Templates, Event Holders and Notification Categories).

     • Manager - the Manager of the upline Reseller (Operator) who is responsible for the new Reseller.

   • Company information group - information about the Reseller:

     The default value of the Country drop-down list box can be set in the system settings (see General system settings).

     
     
     

   • Contact information - Reseller contact information.
     
     

   
   

   • Optionally, the page can contain a set of additional fields, which is determined by the Reseller's Attributes (see Creating an Attribute).
     
     

5. Click the Create button. New Reseller is created and will be displayed on the List of Resellers (see Viewing the List of Resellers).

   You need to create a Manager for a new Reseller to access the Operator (Reseller) Control Panel (see Creating Reseller's manager).