Reseller's settings inheritance
If during the new Reseller creation (see Creating a new Reseller) the value of the Default settings option was set to Copy Operator's settings, then the new Reseller settings are inherited from the settings of the upline Operator (Reseller).
Regardless of the selected 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 upline Reseller (Operator).
- Plan Classes are the packs of additional rules that are applied to the Plan, for example, grace period, stop period of subscription, availability for payment by guaranteed payments (see Managing Plan Classes).
- Account Types - an Account Type (see Account Types) defines:
- data required for Customer creation (for example, personal ID data);
- a list of available Payment Methods (see Configuring Payment Methods);
- a list of available Plans (see Managing Plans) and Plan Classes (see Managing Plan Classes).
- Account Classes is a certain group of customer services, which are applied to each Customer that is included in this class (see Account Classes).
- Payment Methods allow to configure the connection to the payment system (for online payments) or display the instructions page with the possibility of downloading the Receipt as a PDF file for topping-up the balance (with non-cash payment). See Configuring Payment Methods.
- Attributes allow inputting additional information for the following entities: Account, User, Plan, Manager, Reseller, Resource. For example, for a User entity the following attributes are created in the Microsoft group:
- TenantID - Microsoft Tenant ID (GUID) of the Account;
- Tenant Name - Microsoft Tenant Name (domain name) of the Account.
Attribute Categories are used to group Attributes (see Managing Categories of Attributes).
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).
- Notification Categories are used for grouping Notifications by some criteria, e.g. "Internal ", "Renewal and Expiration Notices" etc (see Managing Notification Categories).
- Event Handlers are used to send Notifications to customers and employees if a certain Event has occurred in the system (see Managing Event Handlers).
- Notification Templates are special Templates for creating the notification messages (see Managing Notification Templates).
- UI Templates are templates for different types of UI elements in the Operator and Customer Control Panel (see Configuring UI Templates).
- Language Settings - the set of available languages of interface and the default language for the Operator (Reseller) Panel and Customer Panel (see Managing language settings).