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).

  2. Go to (default menus) Reseller Management > Resellers.

  3. On the Resellers form, click Add.

  4. On the Reseller Details tab, complete the following fields:

    Option

    Description

    Name

    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 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

    Directory Domain

    Reseller domain. This field is used to create an email address for the reseller default local administrator, for example Reseller1Admin@reseller1.com. If omitted, the domain of the Provider is used.

    Create Local Admin

    Defines whether a default local administrator is created for the reseller.

    Cloned Admin Role

    The Provider role used to create a new role prefixed with the reseller name. The created 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.

    Default Admin Role

    The created Reseller role that is assigned to the default local administrator. This field is read-only and appears only if the Create Local Admin checkbox is selected.

    Default Admin Password

    The password to assign to the default local administrator. This field displays and is mandatory only when Create Local Admin is selected.

    Repeat Default Admin Password

    Confirm the default local administrator password. This field appears and is mandatory only when Create Local Admin checkbox is selected.

  1. On the Contact Information tab, enter address, email, and phone information as appropriate.

  2. Click Save.