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

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.