## Managing Reseller Account Profile

To view or change a reseller account profile, select Account Director > Reseller Manager > Resellers and then select a reseller account by clicking on its name in the list at the right frame.

A reseller account profile includes a number of tabs. Click on one of the links below to read the help topic for one or another tab:

- General Settings
- Financial Info
- Contacts
- Notifications
- Users
- Accounts
- Hardware Nodes
- Domains
- Subscriptions
- Hiding
- Billing History
- Statements
- Payment Settings
- Containers
- IP Pools

### Reseller Account General Settings

The reseller account General Settings include the information related to an account basic profile:

The reseller account General Settings view screen differs from the one for editing. In addition to the edit screen, it displays the following read-only information:

- Reseller ID. The account numerical identifier assigned automatically in the Parallels Business Automation - Standard database. This is a technical information and it can be used for manual
- Vendor. The name of provider that hosts the reseller account. Typically, the name of the Parallels Business Automation - Standard installation owner, i.e., account with ID 1, in other words, Provider.

The buttons serve for:

- Cancel. Get back to the list of reseller accounts.
- Login to RCC. Service logging in to reseller tools on behalf of reseller account administrator user. This button allows provider to transparently log in to the Reseller Control Center (RCC) using the reseller account administrator login and password. RCC opens in a new window. Note for provider: if this button is hidden, then there are no users with roles in reseller account and logging in to Reseller Control Center on behalf of this account is not possible.
- Delete. Remove all the records about the account from the Parallels Business Automation - Standard database.
- Edit. Edit the reseller account General Settings.

You can edit the following data:

- Reseller Config. A reseller configuration is a pre-defined set of permissions including access to payment, domain registration, anti-fraud, and Key Administrator plug-ins, the number of customers a reseller can host, and the ability for a reseller to have own whois servers. Reseller configurations are managed using the Account Director > Reseller Manager > Reseller Config.
- Company name. The name of the reseller hosting company shown to their customers.
- Status. The account current status that defines what can be done by persons registered for the reseller account. An account status defines access permissions to Parallels Business Automation - Standard tools:
  - Active. Access to all Parallels Business Automation - Standard tools available for reseller account administrators.
  - On hold. Billing operations are available. Creation of new customer accounts is now allowed, without respect to a reseller configuration capacity.
- Address line 1 and 2, City, and so on up to the Fax number - reseller account general contact address.
- Address verification status. This status makes sense if Taxation is enabled and configured in secure mode, i.e. the option Prevent orders from being paid until following information is approved is enabled and address approval is required to allow orders processing:
  - Approved. Address is approved, reseller's orders processing is allowed.
  - Rejected. Address is not approved, orders placed for this reseller account is suspended.
  - Not Checked. The default status assigned to an address after a new reseller account is created.

Top of page

### Reseller Financial Info

The Financial Info tab shows the information related to the order of settlements and balance. The view screen demonstrates the following read-only information:

- Receivable. Total balance.The reseller account balance related to the reseller settlements with their customers. Positive balance means that reseller owes money to their customers, negative balance means that customers owe money to the reseller, and zero balance means that neither reseller, nor their customers owe each other.
- Payable. Balance. The reseller account balance related to settlements with the provider, i.e., the Parallels Business Automation - Standard installation owner. Negative payable balance means that reseller owes money to provider, positive payable balance means that provider owes money to reseller, zero balance means that neither provider, nor reseller owe each other. When a reseller customer pays a reseller, the invoice to reseller is automatically issued by provider billing. This is the way how resellers pay for resold services.
- Events. Statement generation date is the read-only information. Statements include information about all the billing documents issued for the reseller account during one month, information about the account balance month before and by the moment of a statement generation. To view statements issued, click the Statements tab.

Other financial information is editable. In part, it is shown at the view screen, and the rest of it is displayed at the edit screen. To view or change this data, click the Edit button:

- Discount category. The discount assigned to a reseller account. This discount is applied to services purchased for reseller account and is not applied to invoices issued by provider for resold services. Discount categories are managed using the Billing Director > Discount Manager > Discount Categories.
- Partner discount. The discount assigned to reseller account and applied to amounts a reseller owes provider for resold services, i.e., to a reseller payables. Partner discounts are selected from a set (if more than one discount category exists) of pre-configured discount categories managed using the Discount Manager.
- Credit terms. The pre-configured conditions of settlements between provider and reseller for re-sold services. If more than one credit terms are configured, it is possible to reassign it by selecting another one from the relevant drop-down menu.
- Credit limit. The maximal amount a reseller can owe provider. Services purchased by reseller are provided automatically (except for dedicated servers assignment) while the credit limit is not overdrawn. As soon as the credit limit is overdrawn, services are provided only after payment is received. In general, the credit limit is defined in credit terms, and if you want to use this very value, check the Use value of Credit Limit defined in Credit Terms box. If you would like to assign a custom credit limit, then clear this checkbox, after this the Credit limit field becomes enabled, and you can enter a custom credit limit.
- Taxation. These settings define taxation policy applied to settlements between provider and reseller, i.e., to the reseller account only (taxes applied to reseller customers' accounts are defined separately):
- VAT number. The value added tax number that provides tax exemption or a special taxation conditions, mostly for EU residents. If tax exemption is in use, i.e., provider has a VA number assigned and falls into a category of companies that have an advantage of tax exemption, then the VAT number assigned to the reseller company can be entered into this field.
- VAT number verification status. This status makes sense if Taxation is enabled and configured in secure mode, i.e. the option Prevent orders from being paid until following information is approved is enabled and VAT number manual approval is required to allow orders processing:
  - Approved. VAT number is approved, reseller's orders processing is allowed.
  - Rejected. VAT number is not approved, orders placed for this reseller account is suspended.
  - Not Checked. The default status assigned to a VAT number after a new reseller account is created.
- Tax zone assigned manually. Tax zone defines what tax rates are to be applied to an account. Tax zone is a country (or state, for US or Canada) or a specific taxation rule applied to one or more accounts without respect to a country or state of residence. Tax zones are assigned automatically in accordance with account profile. However, if it is needed to set up a special taxation conditions for the reseller account it is possible to create a special tax zone and assign it manually to the reseller account, forcing the application of a particular tax rates.

Top of page

### Reseller Contact Information

Accounts data (customer name, address, contact phone, fax, etc.) is saved by versions. As soon as an account data is changed, a new version of account data is created. All the previous versions are saved. The previous versions of account contacts can be viewed and managed under the Contacts tab within an account properties.

The Contacts tab allows selecting contacts used to send e-mail notifications and in billing documents.

An account contacts are stored as blocks of contact info including address, phone, fax numbers, and a contact person name. Contacts are stored and managed by versions. As soon as a contact info is changed, a new version of contact is created.

There is a special sub-form entitled as Contact Versions at the Contacts screen. Using the Version drop-down menu, provider can select a contact data version to use, view, or edit. To this effect, select the version and click the Display button.

Note: Contacts are not used as login credentials, this is just an additional information attached to an account. To add a new login, it is necessary to register a new person and associate this person with an account, granting this person a user role. This can be done under the Users tab.

Top of page

### Reseller Notifications Settings

The Notifications tab is designed to make some general settings regarding e-mail notifications initiated by Event Manager and Mass Mailer. Provider can make the message content related settings and select particular events the reseller will be notified about. From Reseller Control Center, Reseller can set e-mail messages content type and allow or cancel mass mail.

To view or change all the available settings, click the Edit button.

Message content type

- Allow to receive messages in HTML. To allow sending e-mail notifications addressed to reseller in HTML format, check this box. To cancel HTML messages, clear this box.
- Language. Select the e-mail notifications language.
- E-mail character set. Select e-mail notifications encoding.

Notification Configuration

- Accept mass mail notifications. To allow accepting mass mail for the reseller account, check this box. To cancel mall mail, clear this box.

  The following settings are available for provider only:

- Customer receives all event notifications. This option is to be selected to send absolutely all e-mails initiated by the Event Manager to reseller account.
- Customer receives no event notifications. This option is to be selected to cancel sending e-mail notifications initiated by the Event Manager to reseller account.
- Customer receives all event notifications except the following ones. This option allows selecting events no notifications are to be sent. To select such events, click the Add button and select events by clicking on their names one-by-one from the list that appears in the popup window. The selected events' names appear in the form. To renew sending notifications for already selected events, click on the event name in the form (to select several events, keep the CTRL key pressed) and then click the Remove button.

Top of page

### Reseller Account Users

Account users are registered persons that have role in an account. A role grants a pre-defined set of access permissions. Persons granted a role in a reseller account are treated as reseller staff members, because Roles in reseller account provide access to Reseller Control Center tools (the set of tools depends on access permissions included in a role).

Provider can add and edit roles from Provider Control Center using the Configuration Director > Security Manager > Setup. Reseller can view roles and permissions set by provider for reseller accounts from Reseller Control Center in Security Manager > Setup. If a reseller needs more roles, they should contact provider in this matter.

Together with reseller account creation, the reseller account Operations Administrator user is created. The e-mail (used as login) and password specified for this user allows logging in to the Reseller Control Center on behalf of this reseller account.

The list of reseller account users displays the following:

- ID. A technical identifier assigned to a registered person in the Parallels Business Automation - Standard database. Note the difference: not a user in an account, but a registered person. A registered person can be removed from an account users, but a personal profile is still stored in the Parallels Business Automation - Standard database. All registered persons can be viewed and managed using the Configuration Director > Security Manager > All Users. If you have removed a registered person from an account users, you can find a person and restore an account user role for this person. If no users exist, then no login credentials exist for a reseller account and thus, there is no ability to log in Reseller Control Center.
- Name. A user first and last name.
- Status. A user status that defines whether this user can log in to Reseller Control Center or not:
  - Active. All access permissions are valid for a user.
  - Suspended. User stays a registered person and still has a role in reseller account, but access permissions are temporarily locked, and it is ot possible to log in to Reseller Control Center using this user login and password.
- E-mail. A user e-mail used as login.

To view or change a user profile, click on user ID or name. An account user profile displays the following:

- Name, Status, E-mail. Same as in the list of users.
- Language. The interface language to be used when logging into Reseller Control Center using this user login and password.
- Time Zone. A user personal time zone. Time zone is taken into account in notifications and service messages and allows one to get rid of the need in re-calculating time.
- Address - Fax. These fields contain postal address and phone/fax numbers.
- In Provider Control Center only: Comment. Free-form comment.
- Skin. The skin to be used when logging in to Reseller Control Center using this user login and password.
- Roles. Role or roles a user is assigned in reseller account. To add or change a role, click the Edit button and move a new role from the Available roles menu to the User roles menu. Please note that a role assignment is mandatory is you want to keep a registered person as a user in an account. If you want to temporarily cancel permissions for a user, change status into Suspended, to drop access permissions remove a user.

The buttons at the user profile view screen serve for:

- Cancel. Back to the list of users without any changes.
- In Provider Control Center only: Login to RCC. Service logging in to Reseller Control Center.
- Delete. Remove a user from account and keep a user profile in database as a registered person. This button does not delete a personal profile, it breaks role assignment and detaches a user form an account. All registered persons and users (persons that have permissions in accounts) can be found under Configuration Director > Security Manager > All Users.
- Edit. Edit user profile.

Top of page

### Reseller Customers' Accounts

The list of reseller customers' accounts displays the following:

- ID. Numerical identifier assigned to an account in the Parallels Business Automation - Standard database.
- Account Name. The name of account. Customer accounts are named by the name of an account owner.
- Balance. Account current balance. Negative balance means that a customer owes money to reseller, positive balance means that reseller owes money to a customer, zero balance means that neither customer, nor reseller owe each other.
- Status. An account status tells what operations can be performed on behalf of an account in Parallels Business Automation - Standard:
  - Active status means that full range of operations may be performed within on behalf of this Account: log in and manage subscriptions in Control Panel, order new services.
  - On Hold status means that an Account is out of service.

In Provider Control Center reseller customers' accounts are managed using Account Director > Customer Manager > Reseller Customers.

In Reseller Control Center customer accounts are managed using Account Director > Customer Manager > Customers.

Top of page

### Hardware Nodes Owned by Reseller

The Hardware Nodes tab displays the list of Plesk (physical or Container-based virtual node) and/or Virtuozzo nodes owned by reseller, if any:

- ID. Identifier assigned to a node in HSPcomlete database on registration.
- Shortname. A name assigned to refer to a node. This is not a hostname, but just an identifier.
- IP Address. An IP address assigned to a node.
- Accts. How many reseller customers' accounts have subscriptions at this node.
- New Accounts. Whether it is allowed to add subscriptions for new accounts or not. - Yes, - No.
- Platform. The product installed at a node.
- Reg. Status. A node registration status:
  - Registered - the connection to a Hardware Node was established successfully, a Hardware Node is fully manageable.
  - Conflicts - the data found on a node does not correspond to the data existing in Parallels Business Automation - Standard database or some other problems occurred during registration. To resolve the data conflicts, provider can use the special tool provided in Parallels Business Automation - Standard - Conflicts Resolver available under the Conflicts tab within a node settings.
  - Unregistered - the connection with a Hardware Node is not established but a Hardware Node configuration is stored in the Parallels Business Automation - Standard database. Such a Hardware Node cannot be managed from Parallels Business Automation - Standard web-based interface.
- Availability. Current status of a node in respect to establishing connection to it. Unavailable node usually means some kind of hardware or network problems on a node.
- SLM.This column makes sense for Virtuozzo nodes or Plesk virtual nodes, because SLM is the Virtuozzo related term. Please refer to the Virtuozzo user documentation for detailed description of Virtuozzo old-style UBC and newly introduced SLM QoS parameters. - SLM is used, - UBC is used.
- Owner. The name of an account that owns a node.

Top of page

### Reseller Domains

The domains registered for reseller account are displayed under the Domains tab:

- ID. A domain identifier assigned in the Parallels Business Automation - Standard database.
- Domain. A domain name.
- Added by. The name of a person registered in Parallels Business Automation - Standard a domain has been added by.
- Registrar. The name of registrar a domain is registered by. In Parallels Business Automation - Standard, the name of a domain registration plug-in is shown. However, a domain registration plug-in name typically tells about registrar a plug-in is designed for. 'Registered elsewhere' means that a domain has been delegated to Parallels Business Automation - Standard DNS and there is no information about registrar in the Parallels Business Automation - Standard database.
- Exp. Date. Domain registration expiration date.
- Status. A domain current status that tells what currently goes on with a domain. The Registered status means that a domain is available. Other statuses, except for 'Expired' - domain registration period is over - are are intermediate and self-explanatory.

Top of page

### Reseller's Subscriptions

Subscriptions created both for reseller account and for reseller's customers are displayed under the Subscriptions tab:

- ID. A subscription numerical identifier in the Parallels Business Automation - Standard database.
- Hostname. The Container or dedicated server hostname or domain name for Plesk subscription, or just domain name for domain-registration subscriptions.

  Note: Miscellaneous subscriptions provide custom and non-hosting services like additional support etc, so there cannot be any hostnames in this case. Thus, in order not to leave blank cells for miscellaneous subscription types in the Hostname column the name of hosting plan a subscription is based upon is shown. The link in this column leads not to a hosting plan settings, but to the subscription properties, similarly to the other subscription types.

- Hosting Plan Type. The type of hosting provided by a hosting plan a subscription is based upon (Dedicated, Virtuozzo Container, Plesk Client, etc.). You can filter the list of subscriptions down to the particular hosting type, use Search.
- Hosting Plan. The name of a hosting plan a subscription is based upon.
- Account Name. The name of an account owning a subscription.
- Status. Subscription current status. A subscription statuses are changed automatically and depend on the services provisioning:
  - Pending - An Order was paid, appropriate Invoice was generated. Services were not provided in full scale, for certain reasons. You should process an order manually (click the Process Order button on the order details screen) to retry services provisioning.
  - Active - An Order was paid, an Invoice was generated. Ordered services were provided;
  - On Hold - all operations in respect to a subscription are temporarily suspended. A Subscription can be brought into 'On Hold' status automatically, for example in the case if renewal Order was not paid and in rare cases, if a customer Account was brought into 'On Hold' state;
  - Graced - A subscription had expired, and a renewal Order was not paid yet. However before a a subscription will be deleted, a customer may be granted with some additional time called grace period (e.g., several days) to pay an order and renew a subscription. The grace period duration can be defined in Credit Terms. A customer or a provider can upgrade a graced subscription to another hosting plan in the same way as for an active subscriptions.
  - Expired - A subscription had expired. However in this case, the grace period can be restarted by Provider.
  - Deleted - all operations in respect to a Subscription are impossible. To delete a subscription, click the Terminate button at Subscription General Settings.
  - Terminating - this status occurs in case the delayed subscription termination (termination period) is configured. Termination period is set in Credit Terms and defines how long the expired subscription or a subscription that have been manually terminated by provider or reseller stays in database.
- Trial. Whether the services included in a subscription are provided for free during the trial period, or not: green tick in this column means that a subscription is trial, red cross - non-trial. The trial period can be set per hosting plan (for all hosting types excluding dedicated hosting and Plesk server in Container).
- Start Date. The starting day of a subscription period.
- End Date. The last date of subscription period.

Top of page

### Reseller URL Hiding

Parallels Business Automation - Standard allows hiding Reseller's URL in such a way that Reseller website seems absolutely independent from HSP server (and other Resellers).

Reseller hiding is included into a reseller account creation wizard. A reseller account cannot be saved without hiding configured. If a Reseller does not have a domain, then a temporal domain is created in HSP domain.

Important: Resellers hiding is necessary for reseller store to work in case a reseller uses provider store installation.

You can assign an IP address from your Management Node IP pool to a domain delegated by a reseller so that your Management Node (i.e., the Reseller Control Center and reseller store) will be accessible by a new reseller's URL.

To change the hiding options, click the Edit button:

Reseller's own domain name

Domain. Enter a reseller domain name used for reseller store. If you do not sure about a domain name to enter, use the default one. By default, a reseller hiding URL is formed of a reseller account administrator name written in one string in lowercase and your default domain.

Add into DNS. Check this box to create a domain zone file in the Parallels Business Automation - Standard DNS, i.e., provide the DNS hosting for the reseller domain.

Name servers

Select a name servers set. Please select a name servers set to be used for the domains owned by the reseller. The ability for a reseller to have own name servers set is defined in a Reseller Configuration.

Reseller's own IP address

Set the option button to one of the following:

Share provider's IP address. Use your IP address for the reseller domain.

Add new IP address to Parallels Business Automation - Standard server. Add a new dedicated IP address for a reseller domain.

IP address. Enter a reseller IP address.

The composition of the rest of the fields depends on the type of Parallels Business Automation - Standard installation:

If Parallels Business Automation - Standard is installed inside a Virtuozzo Container:

- Hardware node root password. Indicate the root password of the server that hosts the Virtuozzo Container with Parallels Business Automation - Standard installed. This is necessary to make your Management Node installed inside one of Containers hosted in this Hardware Node accessible over the network.

If Parallels Business Automation - Standard is installed on a physical server, you can register a new IP address in the same way as for Linux conventional network interface:

- Netmask. Enter a network mask.
- Interface. Select a network interface the IP address is to be assigned to.

Top of page

### Reseller Account Extended Attributes

Extended attributes are additional fields added to an account profile. These fields allow storing additional information in an account profile. Extended attributes are added automatically in case a country specific accounting plug-in is used or manually, using API (see Parallels Business Automation SDK).

Top of page

### Reseller Billing History

In Provider Control Center, all documents issued for a reseller account are shown under the Billing History tab within a reseller account properties.

The Billing History includes both documents issued on a reseller own purchases and invoices issued by provider on reseller's customers' purchases:

- ID. A document identifier in the Parallels Business Automation - Standard database. This is a technical number having no relation to a document reference number.
- Document Type. The type of document (Invoice, Order, etc.)
- Doc. Num. A document reference number.
- Subscriptions. A the name of a subscription a document has been issued for.
- Document Date. The date a document has been issued.
- Status. A document status tells what was done to a document and what can be done now. The most common statuses are:
  - Open. For payables: a document is not paid or paid in part. For payments or credit adjustments: a document balance is not used or used in part.
  - Completed. For orders: ordered services are provided. For payments and credit adjustments: a document balance is used.
  - Pending. Used for orders mostly and means that an order processing has been suspended.

  Other statuses are self-explanatory.

- Total. A document total amount.
- Balance. For payables - an unpaid part of a document balance, for payments or credit adjustments - an unused amount remaining.

Top of page

### Reseller's Statements

Statements are monthly reports about an account balance with detailed list of all documents issued during the last month. A statement allows an account owner to know out what documents contributed in an account balance during a month. Statements are generated automatically.

The list of statements displays the following:

- ID. A statement identifier assigned automatically in the Parallels Business Automation - Standard database. This is a technical information and it id not related to a statement reference number.
- Statement Date. The date a statement has been generated.
- Acc. No. Numerical identifier assigned in the Parallels Business Automation - Standard database to an account a statement has been generated for.
- Account Name. The name of an account a statement has been generated for.

To view a statement details, click on its generation date or ID.

Top of page

### Payment Methods Saved for Reseller Account

Payment methods, i.e., credit cards and bank accounts saved in the Parallels Business Automation - Standard database for a reseller account are listed under the Payment Settings tab:

- ID. A numerical identified assigned to a credit card or bank account data stored in the Parallels Business Automation - Standard database.
- Name. A credit card or a bank account hidden number.
- Type. Credit card type logo or a bank account type name. For bank accounts, the name of a bank transfer plug-in a payment method belongs to is used.
- Expiration date. This column makes sense for credit cards. A credit card expiration date is shown here. As for bank accounts, expiration date is not in use in Parallels Business Automation - Standard, and thus, in most cases for bank accounts an expiration date is specified as 'Never'.
- Account. Reseller account name.
- Status. Credit card status:
  - Unchecked. Status not defined. This status is assigned by default to all credit cards just saved in Parallels Business Automation - Standard database. Unchecked credit card can be used for payments. After first successful payment, a credit card status becomes 'OK' automatically.
  - OK. A payment method is approved and allowed for payments.
  - Disabled. Credit card is disabled for payments. This status can be assigned both manually and automatically, for example if in Commerce Director > Payment Processing > Secure Storage > General Settings tab the option Disable the Payment Method if the processing center declines the transaction is enabled.
  - Error. Transaction with a payment method has failed, an error has occurred during transaction processing.
  - Expired. A payment method has expired. This status is used for credit cards mostly.
- Allow payments. This column shows whether a payment method can be used for payments or not:
  - - Payments are allowed. If a payment method status allows payments, ( Unchecked or OK), it is used for payments.
  - - Payments are not allowed without respect to a payment method status.
- Use for recurring billing. Whether a payment method can be used for automated payments applied to renewal orders:
  - - Recurring payments are allowed. If a payment method status allows payments, (Unchecked or OK), it is used for recurring payments.
  - - Recurring payments are not allowed without respect to a payment method status.

Top of page

### Virtuozzo Containers Owned by Reseller

Virtuozzo Containers owned by reseller and their customers are shown under the Containers tab.

For detailed description of controls located above the list of Containers, see Managing Containers chapter of this manual.

- ID. Identifier assigned to a Container in the Parallels Business Automation - Standard database.
- Name. Container hostname.
- IP address. IP address assigned to Container.
- Status. Container status tells what going on to a Container. For detailed description of Container statuses, see Managing Containers chapter of this manual.
- Account. The name of an account that owns a Container.
- Node. For Provider Control Center only. The name of hardware node registered in provider data center that hosts Container.

Top of page

### IP Pools Allocated for Reseller

IP addresses in Parallels Business Automation - Standard are managed by assets called IP pools. IP pools allocated to a reseller account are shown under the IP Pools tab.

The allocation of IP addresses in an IP pool is restricted by type of hosting and additionally can be restricted by reseller accounts and hardware nodes.

An IP pool always has an assignment by allocation type.

As for accounts that can get IP addresses, an IP pool can be:

- Common, when IPs are allocated to any account. These IP addresses from common IP pools are available for resellers as well, but such IP pools are not shown in Reseller Control Center, and IP addresses allocation is performed in the background.
- Private, when only provider can use IP addresses from an IP pool.
- Dedicated to a reseller.

The list of IP pools displays the following:

- ID. An identifier assigned to an IP pool in the Parallels Business Automation - Standard database.
- Name. An IP pool name, just an alphanumerical identifier used to recognize an IP pool in interface.
- First IP. Starting IP address in an IP pool
- Last IP. Ending IP in an IP pool
- Alloc.type. The type of hosting IP addresses can be allocated for.
- Available. The number IP addresses available for allocation.
- Leases. The number of allocated IP addresses.
- Total. The total number of IP addresses in an IP pool.

Top of page

Please send us your feedback on this help page