Add Contacts and Adding/Assigning Access Template in Customer Control Panel

rehan_waseem — Sun, 03 Apr 2016 10:38:49 GMT

Summary

This article provides information on adding contacts in customer control panel.

Applies To

This article applies to all versions of MachPanel.

Edit Primary Contact, Add New Contact:

Login to Customer Control Panel and navigate to following: Home » Contact Information
Under Primary Contact, a customer can Edit his own information
To Add New Contacts select Contacts tab, click on Add Contact button as shown below:

If you want your contact to have access to control panel then select Allow access to panel and provide password as shown below:

Access templates for Contacts:

You have to login as customer/reseller to be able to add access template for contacts

Once this is done, upon attempt to create contact you will be allowed to choose that access template created for contacts whether logged in as customer/reseller or provider:

MachPanel v7.3.60 - Customer Administrator Manual

mudesira.munir — Wed, 29 Jan 2014 21:17:12 GMT

Summary

Provides overview information about MachPanel features and application tools to manage and use MachPanel.

Applies To

This article applies to MachPanel Build v7.3.60 and below.

Customer Manual

For online viewing click on this link. View the Customer manual here.
Please download Customer Help files in PDF & CHM format from attachment/download section below.
- If CHM files are blocked do following:
1. Windows 10: Run Windows Explorer, right-click on the CHM file, and select Properties from the popup menu. Click on the Unblock button immediately below the Advanced button on the General page. Click Apply to show the content. Once the CHM file has been unblocked, the Unblock button disappears.
2. Mac: Download CHM reader and open CHM files.

Customization and Localization of MachPanel

rehan_waseem — Wed, 16 Nov 2011 01:33:28 GMT

Summary

This article describes how to customize and localize MachPanel.

Applies To

This article applies to all versions of MachPanel

Company Profile:

Customization of MachPanel includes Personalization, Localization, API Settings, Terms & Conditions, Menu Setting, Skin (color) changes Search Menus & Email Templates etc.

Company profile settings are used in all the documents where company information is displayed. For example, Invoice document, Payment document, customer control center etc.

Navigate to the following path: Home >> System Configuration >> Company Profile

You can display\append Legal information or Disclaimer in all email\invoice templates, add variables if Append disclaimer in emails check box is enabled
You can set a default Mailbox Template for your company as shown in the snapshot below:

Culture:

Locale selection is an important aspect of the Control Panel. MachPanel Control Panel offers you to select Locale and language under Culture tab. Languages that can be set as default are English (United States), Spanish (Uruguay), Dutch, Portuguese, and German etc..

Personalization:

The Personalization tab lets you personalize your control panel. It’s include control panel name, company name, company website URL, logo etc. Purchase More link is configurable and providers/resellers can provide external link in a field available under Personalization tab in company settings interface.

Personalization is now divided into 4 sections:

Control Panel Settings

Customer Settings

Other Settings

URL to purchase more resources direct from the management interfaces where the existing resources reach their limit:

If the configurable field is left blank, MachPanel will redirect to the offline order form and if any associated Addon is available for sale, it will get selected to be sold.
The functionality will be available on both client and provider/reseller side with extra permission for client to be able to purchase via offline order form. If external link is provided, it will be available without any permission from client side also.
Functionality is implemented in Exchange, SharePoint, CRM, Skype4B and Hyper-V

Please review following KB article for Private Labeling (customize company website URL on different ports) of MachPanel:
http://kb.machsol.com/Knowledgebase/Article/50079

Please review following KB article for White labeling of Reseller\Customers in MachPanel:
http://kb.machsol.com/Knowledgebase/Article/50242

API Settings:

You can set the user credentials and enable\disable status for the API.

Terms & Conditions:

Add terms and condition for your Control Panel

Skins:

Add Skins for your Control Panel.

Allow Resellers to change Skin Settings
Allow Customer to set Skin
Allow Employee to set Skin

You can also Add Custom Skin

Schedule Usage Reports:

You can add a new schedule for usage reports by clicking on Add New Schedule button; Please see more details on KB given below:
http://kb.machsol.com/Knowledgebase/Article/50362

Menu settings:

The Menu settings and Skin (color) change of MachPanel;

You can add a new node to your control panel menu and can modify the existing – custom added mode.

Please review following KB article for more details: http://kb.machsol.com/Knowledgebase/Article/50299

To change a Skin, you have to select the desired color from the upper right corner of the Control panel web interface. See the snapshot below:

Search Menus:

Searchable menu in PCC\CCC.

Hide \ UnHide Modules:

As part of MachPanel customization, you can hide unwanted built in modules like Billing Module, HelpDesk Module etc from control panel. To do so, navigate to Home >> System Configuration >> Built in Modules:

Uncheck the items which you want to hide\unhide and click on Update Configuration button. The hidden modules will be not visible in control panel.

Managing Email Templates in Control Panel:

The flow of handy and well managed information among different involved entities in a business is the primary goal to be achieved. As this plays a very significant role in each business operation, one of such managed piece of information could be in the form of an email or a draft, which can be your business identity for a product or any other important document. Thus, Control Panel provides you different email templates which you can modify according to your needs and trends with ease and flexibility to interact with your customers for billing issues or any other concerns.

Please review following Kb article on Customizing and Handling email templates: http://kb.machsol.com/Knowledgebase/Article/50121

Enable MailChimp

You can also enable MailChimp in MachPanel in latest build

MachPanel Knowledgebase

Add Contacts and Adding/Assigning Access Template in Customer Control Panel

Summary

Applies To

Edit Primary Contact, Add New Contact:

Access templates for Contacts:

MachPanel v7.3.60 - Customer Administrator Manual

Summary

Applies To

Customer Manual

Customization and Localization of MachPanel

Summary

Applies To

Company Profile:

Culture:

Personalization:

API Settings:

Terms & Conditions:

Skins:

Schedule Usage Reports:

Search Menus:

Hide \ UnHide Modules:

Enable MailChimp