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HOW TO:How to Convert to Reseller, Move Customer & Move Subscription (s) ?

Mudesira Munir
MachPanel

Summary

This article provides a summary on how to convert Customer to Reseller, move customers, move subscription(s) from one customer to another customer.

Applies To

This article applies to MachPanel build v5.2.10

Pre-Requisites

Login as Provider/Provider's staff only.

Convert Customer to Reseller
  1. Navigate to the following path: Home » Customer Manager » Customers
  2. In order to convert customer to Reseller, click on Covert to Reseller button, select type of reseller and provide other details. Review KB for further detail: http://kb.machsol.com/Knowledgebase/Article/50273
Move Customer
  • In order to move customer to another reseller, click on Move customer button as shown in the snapshot below:

  • Select owner for the customer, access template, payment Group, locale etc.

Move Subscription(s) from One Customer To Another:
  • Move CSP subscription between customers is also allowed.
  • Navigate to the following path: Home » Customer Manager » Customers \ Reseller Customers
  • Click on the Customer \ Reseller whose subscription you want to move. Select the Subscriptions tab and click on the “Move Subscription(s)” button. See the snapshot below:

  • Select the customer under which you want to move this subscription (change the owner if you want to move it under a reseller), enter some comments and hit the SAVE button. Please do read the Warning stated on top as well.


Details
Type: HOW TO
Level: Intermediate
Last Modified: 9 Months Ago
Last Modified By: Zeeshan Masood
Rated 5 stars based on 1 vote
Article has been viewed 9.1K times.
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