The system allows resellers to create a Reseller Subuser account to assign specific roles and responsibilities (e.g., creating company accounts, granting feature access) for performing certain activities on their behalf. The sub-user’s rights and permissions can be customized to match their assigned tasks.
To Get Started
- Login to your Reseller account.
- Go to Settings > General > Reseller.
- Double-click on the account.
- Navigate to the Reseller Subuser tab.
To Set up an Account
- Click on Add New.
- The configuration window of Reseller Subuser will open.
Navigate to My Account
- Enter Username, Password, Mobile Number and the other details according to your requirement. These details will be required when the sub-user wants to access the account.
- Click on the checkbox for Email Login Details to mail the created login credentials to the Reseller Subuser.
Please Note: Email configuration should be set on Reseller/Admin account to mail the login credentials to Reseller Subuser. Learn how to Setup Email Configuration.
- If you want to provide a sub-user with the rights to activate the 2 step verification, you can check the checkbox of 2 Step Authentication and provide the medium Via which the authentication will take place.
- Enable the Enable Security Pin checkbox according to requirement. The security pin will be used to access various features on platform such as immobilization, account deletion, etc.
Please Note: This pin may also be utilized for other associated features on the platform.
- Enter the Password Recovery Email address to which the password reset link will be sent while performing Reset password.
Navigate to Data Access
Admin can provide specific Data Access for Reseller Subuser according to their need for providing the sub-user with custom rights and privileges.
Navigate to Screen Access
Admin/Reseller can provide specific Screen Access for Reseller Subuser according to their need for providing the sub-user with custom rights and privileges.
Navigate to User Setting
User Setting for Reseller subuser account will allow the users to set their preferences as per their needs related to the objects.
Navigate to Authentication
The authentication tab in the software is to enhance security and ensure that critical actions are performed only by authorized users. Learn how to configure Authentication for Reseller Subuser
- Click on the Save 💾 icon.