Create Account

Overview

As a Reseller, you have the ability to create subaccounts. You can manage these subaccounts in your Reseller portal. 

To create an account, navigate to Resellers > Create Account. 

Use the links below to jump to a section:

• Account Settings
• Account Features
• Access Information
• Account Details
• Billing Address

Account Settings

• Account Type - The type of account you are creating. There are four types: Trial, Single, MSP, or Reseller.
  • Trial - then the default number of targets (test phishing emails that can be sent) will be 5.
  • Single - then you will be allowed to specify the number of Seats Purchased for the account. Seats Purchased tells you how many targets can be associated with an account. You can send as many emails as you want to your targets.
  • MSP - This account type is designed for Managed Service Providers. This type of account purchases (seats) emails to send phishing and training campaigns. These accounts have unlimited targets. 
  • Reseller - This account is designed for customers who want to resell the platform. They will have access to the Reseller module on the platform.
• Seats Purchased (Single) - The number of target seats purchased by the Single account. Seats are consumed by active targets (email addresses) added to the platform. 
• Target Emails (MSP) - The number of email seats purchased by the MSP account. Seats are consumed by emails sent (campaign emails). 
• Limited (Reseller)
  • Seats to distribute - The number of targets the Reseller can distribute to it's subaccounts.
  • Emails to distribute - The number of emails the Reseller can distribute to it's subaccounts.
• Domain - This is the primary pre-authorized domain for the account. You can add additional domains under Reseller > Manage No-Auth Domains once the account is created.
• Expiration Date - The date the account will expire. When the account expires, it will be no longer possible to use the platform on that account.

NOTE: It's not possible to decrease the target/email seat allotment in the portal after creation. To decrease the target/email seat allotment for subaccounts, you will need to contact support.

Back to top

Account Features

Choose which features should be applied to the account with a feature package or manually. 

• Feature Options
  • Package - Select a preconfigured Feature Package. 
  • Manual - Manually configure the features desired for the account. You will be required to provide a name to save these selected options as a Feature Package.
• Feature Package
  • This option will appear if you select the "Package" option for Feature Options. This drop-down will contain a list of all the feature packages created in your Reseller account. 

NOTE: Please see our Manage Feature Packages article for more details on feature options. 

Back to top

Access Information

You will configure the primary admin / contact in the Access Information section. The following fields can be found in this section:

• First Name - The first name of the primary admin / contact. 
• Last Name - The last name of the primary admin / contact. 
• Email - The email address associated with the primary admin / contact. This will be their username for the account. 
• Confirm Email - Confirmation that the email is correct.
• Notification - Turn this on to send a welcome email. This email will have a link to the portal, where the primary admin / contact will be able to set their password. It will no longer be required to set the Password in Create Account if this option is turned on. 
• Password - If notification is turned off, a password must be set of for the primary admin / contact.
• Confirm Password - Confirmation that the password entered is correct. 

Back to top

Account Details

Provide the company details in this section. Only "Org/Company Name" and "Industry" is required: 

• Org/Company Name - The name of the organization you're adding. This will be the name of the account. 
• Contact Name - The name of the primary contact for the account. 
• Contact Phone - The phone number for the primary contact.
• Address - The address of the main office of the company/organization.
• City - The city containing the address entered above.
• Country - The country containing the city listed above.
• State - The state containing the City listed above. 
• Zip/Postal Code -The zip/postal code of the address listed above.
• Industry - What industry the organization belongs to.
• Account Label - A secondary and optional way to identify an account, like a nickname. 

Back to top

Billing Address

Here you will be able to select what billing address you want to use. You can either choose to use the address you listed above in the account details section or select "Other" to enter in a new address. 

When you have completed all the above sections, click the "Create Account" button. This subaccount is owned by your Reseller account and can be found under Reseller > Manage Accounts. 

Back to top