Control Panel Reseller Guide

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Signing Up New Users

 

This document explains how to sign up new users from the admin control panel.

 

How Do I Sign Up New Users?

There are two ways of customer registration - "from the street" and from the admin control panel. The registration "from the street" can be performed by the the customer without admin's interaction. The registration from the admin control panel goes through exactly the same steps, but can be performed only by the administrator. Signup from the admin control panel is also the one and only way to create accounts that are unavailable "from the street", regardless of whether they are tagged available or unavailable for signup, for instance admin and technical support accounts.

To sign up a new user from the admin control panel, select Signup from the Signup menu:

Here you choose the plan for the new account:

Signup Wizard will guide you through several steps and ask you to fill in the forms with your contact info (name, e-mail, address, etc.), payment info (either parameters of your credit card or the address where the bills will be mailed to - for checks), etc. When you are through with the Signup Wizard, account will be either created or assigned for activation. Read below on account activation.

How Do I Activate Check Paid Accounts?

Newly registered check paid accounts do not get activated immediately. They need to be activated manually after receiving the check payment from the customer.
This procedure is called account moderation.

To moderate a check paid account, choose Moderate in the Signup menu. You will see the list of accounts awaiting moderation:

  • To reject the account moderation request, click the Delete link on the right to the account name.
  • Click the user login link to view the account's registration data and access the activation option. Under the user data table that comes next, you will find the Create link to activate the account and the Delete link to reject the request.

 

How Do I Ensure that Nobody Signs Up with a Stolen Credit Card?
(version 2.08 and higher)

When the attempts to use stolen credit cards become frequent, the online processing center may close or suspend your account. To prevent this, you can switch to the moderated credit card signup mode and manually check each credit card, including its authenticity, address info, and other details, before allowing to create the account and charging the registration fee.

To enable moderated credit card signup, select Merchant Gateway Manager in the Settings menu. On the page that appears, switch Moderated CC signup ON:

You can create automatic rules (filters) to moderate accounts matching specific criteria. Once configured, this utility decides if the new account will be created right away or will be placed into the awaiting moderation list on the SIGNUP->Moderate page with appropriate comments/warnings.

To configure moderation rules, do the following:

  1. Select SignupGuard in the Settings menu.
  2. On the page that appears, select which accounts will be placed in the awaiting moderation list and click Submit.
    Note: Max Amount - accounts will be moderated if the total price for such signup is bigger than this amount.
  3. If you wish, you can blacklist certain account parameters delimiting them with semicolons+white spaces.
  4. From now on, make sure to check the awaiting moderation list regularly. It is available on the SIGNUP -> Moderate page.

Note: SignupGuard will never reject client signup, it will place all suspicious signups into the awaiting moderation list on the SIGNUP->Moderate page.

 

How do I know which computer signup came from? (version 2.1 and higher)

Tracking down signup IPs is useful when verifying order info to prevent fraud. You would pay closer attention to orders having US contact information and other country's IP address. Tracking down signup IPs is available only for moderated accounts. To learn the IP which moderated account order came from, go to SIGNUP -> Moderate. Click the accounts name link to view account related info. In the Other signup information table REMOTE_ADDR entry reads this account signup IP:

* Besides, signup IP is also displayed to subscribers on the last page of the signup wizard.

 

How Do I Track My Signup Statistics?

Signup statistics includes data about accounts created and deleted by each admin. Signups "from the street" are not included into this statistics. To read about overall signup reports, click here.

To view the Signup statistics, choose Stats from the Signup menu. Clicking on the underlined number in the Live accounts column will display details on these accounts. Click the underlined columns' captions to sort the entries.

The Export link under the chart enables you to save the chart data in *.csv format that is supported by numerous spreadsheet and database programs. Commas are used as delimiters.

 

Moving Users from Trial to Paid

To make a trial user a pay customer, it is usually enough to go to the Billing menu in the user's control panel and create a billing profile for this user. In case of checks, the user will become a pay customer after:

  1. you receive the check payment;
  2. you credit the amount to user's account;
  3. you resume the account.

In case of credit cards, Control Panel resumes the account automatically.



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