This article provides a summary on how to convert Customer to Reseller, move customers, move subscription(s) from one customer to another customer.
This article applies to MachPanel build v5.2.10
Convert Customer to Reseller
- Navigate to the following path: Home » Customer Manager » Customers
- 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
- 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:
- 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:
- Move CSP subscription between customers is also allowed.
- 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.