To help you manage the service that you provide, you have access to an administrator control panel. The URL to access this will depend on your setup, and should have been agreed as part of the sign up process. It is the same login page that your customers use to log in to their control panel.
Your login is in the format of a username (not an email address). If you cannot remember this then please contact our support team.
The system you use has two distinct parts:
"Billing" is the automation engine and is effectively the controlling system. It handles service creation (i.e. when someone buys a new service), credit control, all aspects of account management, customer payments, and stopping services (i.e. the customer cancels).
"Operations" is the service engine. Any service the customer uses (such as email and Lync services) is provided by this system. It responds to instructions from the billing engine to do things. Here are two examples:
- A customer purchases a new service. The Billing system creates the account, takes payment and sends a command to the Operations engine to provision the service. Once done, the Operations engine sends a confirmation that this has happened.
- A customer hasn't paid for a service. The Billing system recognises this and puts the customer's account on hold. A stop message is sent to the Operations system to suspend that service, preventing the customer using it. When the customer pays the Billing system sends a command into Operation to resume service.
When you initially log in to the system, you will log in to the Operations area. However, in most cases you will want to be in the Billing area to work on your account. To switch to this system, click the Billing link in the top right corner.
We recommend for most tasks that as soon as you log in you click the billing link.
Within the Billing system, the left hand menu contains links to the various areas to manage your service.
In most cases you are likely to use the Customers area, which shows full account details and activity for each of your customers (such as orders, subscriptions and payment history).
However, if for example you had an order reference and you didn't know which customer it applied to, you can access the Orders area to search for it and then find the customer it is assigned to.
|Customers||All your customer accounts (and their full account history) lives in here|
|Resellers||Not currently applicable to resellers|
|Subscriptions||A list of all subscriptions that your customers have|
|Orders||A list of orders (completed and to be provisioned)|
|Provisioning||Not currently applicable to resellers|
|Documents||A list of all invoices, payments and memos on the system|
|Service Plans||The services that you sell. You can edit them in here|
|Resources||Not currently applicable to resellers|
|Marketing||A place to create promotions, discounts and campaigns|
|Online Store||Manage your online store, including the pages, text and branding|
|Domains||All domains set up on the system|
|Certificates||Not currently applicable to resellers|
|Setup Wizard||Gradwell usually run this wizard for you as part of the setup process. Re-running it provides an easy way to bulk edit the plans and prices you offer to customers, however you can also edit this in the Service Plans area|
|My Reseller Status||Your current credit and account status with Gradwell|
|Users||The control panel users on the system|
|Settings||Advanced configuration options, usually not required for resellers|