Create a Reseller#

This procedure creates a reseller.

Note

  • Once Automate is installed, the entadmin` administrator (Enterprise deployment) or hcs administrator (Provider deployment) creates the provider.

    Creating a reseller is optional.

  • From release 24.2 onwards, the creation of a site, customer, reseller, and provider no longer automatically creates cloned roles. For users who have custom bulk loaders and need to carry out this automatic cloning task, an new boolean field needs to be added to such bulk load sheets and set to TRUE:

    "name": "clone_admin_role"
    "title": "Clone Admin Role"
    
  1. Log in as Provider administrator.

    Log in with the provider administrator’s email address (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.

    Description

    Reseller description

    Directory Domain

    Reseller’s directory 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. This enables Admin Username and Admin Password.

    Admin Role

    Role to select if the Create Local Admin check box is selected.

    Admin Username

    The password to assign to the default local administrator. This mandatory field appears only if the Create Local Admin check box is selected.

    Clone Admin Role

    Defines whether a cloned New Admin Role should be added. This disables Admin Role and enables:

    • Source Admin Role to select the role to clone

    • New Admin Role (read-only) the new cloned role name

    Source Admin Role

    Role to select if the Clone Admin Role check box is selected.

    New Admin Role

    An auto-generated, read-only role name that appears only if the Clone Admin Role check box is selected.

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

  2. Click Save.