Resellers

Tip

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Overview

You can create resellers (optional), once Automate is installed and the entadmin` administrator (Enterprise deployment) or hcs administrator (Provider deployment) has created the provider.

Note

The system no longer automatically creates cloned roles when you add a hierarchy node. Automate roles are now all managed via the data/Role model and can be assigned directly without being cloned across hierarchies. See also Role-based dashboards and menus

If you have custom bulk loaders and need to carry out this automatic cloning task, add a new boolean field to the bulk load sheets and set to TRUE:

"name": "clone_admin_role"
"title": "Clone Admin Role"

Add a reseller

This procedure creates a reseller.

1. Log in to the Admin portal as Provider admin, using the Provider admin’s email address (case-sensitive).

   Note

   The hcsadmin` administrator can find the Provider administrator’s email address via the Admins page (click on the Provider’s name to see these details).

2. Go to Reseller.

3. Click the Plus icon (+) to add a new record.

4. On the Reseller Details tab/panel, fill out 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.

5. On the Contact Information tab/panel, fill out the reseller’s address details, email, and phone number.

6. Save your changes.