Delegating plans to several resellers

To delegate a plan to several resellers:

  1. Go to Resellers (see Navigation). The list of resellers is displayed (see Viewing the list of resellers).
  2. Click Delegate Plans. The Choose resellers step of the plan delegation wizard is displayed.



    The Choose resellers step includes the list of resellers one level down with the following columns:
    • The column with the checkboxes to select resellers.
    • ID — the unique identification number of a reseller.
    • Name — the reseller name.
    • Domain — the domain name of the reseller.

    • Columns with custom attributes for the reseller entity (see Managing attributes), not displayed by default.

      Filters for custom attributes of the String type (see Creating an attribute) can be used for displaying only those resellers that have non-empty attributes: to display all resellers that have a custom attribute filled in, in the field of the corresponding filter, enter *.

  3. In the rows of the required resellers, select the checkboxes.

    To select all resellers displayed on the page, select the checkbox in the column header.

    To select all resellers that match current parameters through all the pages:

    1. Select the checkbox in the column header.
    2. Click Select all entries that match this search.
  4. Click Next. The Choose plans step of the plan delegation wizard is displayed.



    The Choose plans step includes the list of active plans of the current reseller that are not delegated to at least one of the resellers selected on the previous step with the following columns (for more information about plan parameters, see Plan information):
    • The column with the checkboxes to select plans.
    • ID — the unique identification number of a plan.
    • Plan — the plan name.
    • Product — the corresponding product (see Products).
    • Vendor — the unique name of a vendor that owns a product (see Vendors).
    • Product category.
    • Plan category.
    • Description — additional information about a plan.
    • SKU (Offer ID) — the plan SKU. By default, the column is hidden.
    • Currency — the code of the plan currency (see Viewing the list of currencies). By default, the column is hidden.
    • Billing type — the billing type of a plan. By default, the column is hidden.
    • Public — indicates whether a plan is available for selling. By default, the column is hidden.
  5. In the rows of the required plans, select the checkboxes. To select all plans, use the checkboxes similar to selecting all resellers on the previous step.

  6. Click Delegate. The selected plans will be delegated to the selected resellers. If a plan is already delegated to a reseller, the second delegation is not performed.