Overview
The Edit Account page allows to modify a subaccount's account settings, the feature package applied, account details, and the billing address.
To get started, navigate to Reseller > Manage Accounts. You will find the "Edit Account" option under the Actions drop-down.
Use the links below to jump to a section:
- Account Settings
- Account Features
- Libraries (COMING SOON)
- Content Packages (COMING SOON)
- 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 its subaccounts.
- Emails to distribute - The number of emails the Reseller can distribute to its 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 no longer be possible to use the platform on that account.
- Group Import Type - This setting determines how the group imports handle not enough available targets for your account.
NOTE: It's not possible to decrease the target/email seat allotment in Edit Account, you can only increase seats. To decrease the target/email seat allotment for subaccounts, you will need to contact support.
Account Features
Choose which features should be applied to the account with a feature package.
- Feature Package - 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.
Libraries (COMING SOON)
Select which libraries the subaccount should have access to.
NOTE: Library is a new feature that will become available in an upcoming update.
Content Packages (COMING SOON)
Select which content packages should be included in the subaccount.
NOTE: Content Packages are a new feature that will become available in an upcoming update.
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.
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.
Comments
0 comments
Please sign in to leave a comment.