Overview
Resellers have the ability to configure a white labeled environment. This allows you to provision subaccounts with your company's branding. A reseller's customer can also sign in to their subaccount and manage it on their own.
Follow the steps below to get started as a Reseller:
Configure Custom Branding
Navigate to Administration > Settings > Branding Settings. On this page, you will be presented with many customization options for portal, school, and library. Customization options include:
- Email and report logos.
- Portal and school logos.
- Custom testingcenter.net subdomain for both portal and school (these will be the URLs your customers will use to access the platform).
- Customer support contact information.
Support contact and company information fields can be used in system emails by using their associated variables ({support_address} will be replaced with the value found in Support Address, for example). You may also hide the support address on the Help page by scrolling to the bottom of the Portal tab, and turning the "Hide Support Address on help page" on.
To preview and (optionally) edit system emails, navigate to Administration > Manage System Emails. Any changes made will propagate to subaccounts, but subaccounts will still have the ability to customize their own system emails.
NOTE: If no branding settings are configured in subaccounts, they will inherit the branding settings from the reseller account.
See also:
Create a Library Account
You can optionally create a custom library for your subaccounts. To do so, create a new account by navigating to Reseller > Create Account. Give the account a descriptive name to ensure any colleagues recognize that the account is your library account.
After creating the account, assign it by navigating to Administration > Settings > Branding Settings, then click the 'Library' tab. On this tab you can set the library account, add library contact details, choose to include/exclude Library templates and courses, and set template defaults.
NOTE: If you don't see the Library tab in your Branding Settings, you will need to contact support to turn this feature on.
Any templates and courses that are owned by the library account will appear in subaccount libraries. Subaccounts will be able to subscribe to courses and copy templates that are owned by your library account.
Log in to the library subaccount (instructions in the Create Subaccounts section) and create templates and courses to which you would like your customers to have access.
NOTE: To set a course's subscription settings, click the 'Library' tab when editing a course.
See also:
- Template Tools
- Template Library
- Content Library / Store
- Create Template
- Create Content (Courses/Course Programs)
Create Subaccounts
To create a subaccount, navigate to Reseller > Create Account. Specify the account type and populate the form with the account information. Optionally, you can send a welcome email to the account owner that they can use log in.
After creating subaccounts, you can view and interact with them by navigating to Reseller > Manage Accounts. From the Manage Accounts page you can "jump into" the account by clicking the PhishingBox icon (pictured below) in the respective subaccount's row. You can also edit account information, extend trial, pre-authorize target domains, edit course subscriptions, and delete accounts.