.. _create_a_reseller:


Create a Reseller
-----------------

Once VOSS Automate is installed, the entadmin administrator (Enterprise deployment) or hcs administrator 
(Provider deployment) configures the HCM-F device (if applicable), and creates the Provider. 


.. note::

   * Creating a Reseller is optional.
   * In VOSS Automate, if the Reseller name matches an OrgUnit in the SDR you can migrate
     the OrgUnit as a Reseller.
   * References to HCM-F and Shared Data Repository (SDR) are only relevant if
     installed.


1. Log in as Provider administrator.

   Log in with the Provider administrator's email address, which is case-sensitive.
   The hcsadmin administrator can find the Provider administrator's email address
   on the **Admins** form (default menu **User Management > Admins**, then click on the Provider's name).

#. Go to (default menus) **Reseller Management > Resellers**. 
#. On the **Resellers** form, click **Add**.
#. On the **Reseller Details** tab, complete the following fields:

   .. tabularcolumns:: |p{4cm}|p{11cm}|

   +-------------------+------------------------------------------------+
   | Option            | Description                                    |
   +===================+================================================+
   |                   | Mandatory. The name of the reseller.           |
   |                   |                                                |
   |                   | * This name can't be changed once you've saved |
   |                   |   it.                                          |
   |                   | * Any spaces in the Reseller name are          |
   |                   |   converted to underscores in the Reseller     |
   | Name              |   local administrator name and email, if the   |
   |                   |   **Create Local Admin** checkbox is selected. |
   |                   | * If the Reseller Name matches the name of an  |
   |                   |   OrgUnit that exists in the SDR, the          |
   |                   |   **Migrate from HCM-F to VOSS Automate**      |
   |                   |   check box displays. Click **Save** to        |
   |                   |   migrate this OrgUnit to a reseller at the    |
   |                   |   current hierarchy level. The fields are      |
   |                   |   populated with the values found in the SDR.  |
   |                   |   If you don't want to migrate the OrgUnit,    |
   |                   |   enter a different Reseller Name.             |   
   +-------------------+------------------------------------------------+
   | Description       | Reseller description                           |
   +-------------------+------------------------------------------------+
   |                   | Reseller domain. This field is used to create  |
   |                   | an email address for the reseller default      |
   | Directory Domain  | local administrator, for example               |
   |                   | Reseller1Admin@reseller1.com. If omitted, the  |
   |                   | domain of the Provider is used.                |
   +-------------------+------------------------------------------------+
   | Create Local      | Defines whether a default local administrator  |
   | Admin             | is created for the reseller.                   |
   +-------------------+------------------------------------------------+
   |                   | The Provider role used to create a new role    |
   |                   | prefixed with the reseller name. The created   |
   | Cloned Admin Role | Reseller role, shown in the **Default Admin    |
   |                   | Role** field, is assigned to the default       |
   |                   | local administrator user. This field appears   |
   |                   | only if the **Create Local Admin** checkbox    |
   |                   | is selected.                                   |
   +-------------------+------------------------------------------------+
   |                   | The created Reseller role that is assigned to  |
   | Default Admin     | the default local administrator. This field is |
   | Role              | read-only and appears only if the **Create     |
   |                   | Local Admin** checkbox is selected.            |
   +-------------------+------------------------------------------------+
   |                   | The password to assign to the default local    |
   | Default Admin     | administrator. This field displays and is      |
   | Password          | mandatory only when **Create Local Admin**     |
   |                   | is selected.                                   |
   +-------------------+------------------------------------------------+
   | Repeat Default    | Confirm the default local administrator        |
   | Admin Password    | password. This field appears and is mandatory  |
   |                   | only when **Create Local Admin** checkbox      |
   |                   | is selected.                                   |
   +-------------------+------------------------------------------------+

4. On the **Contact Information** tab, enter address, email, and phone information
   as appropriate.
#. Click **Save**.