Reseller Management

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Compare every reseller's revenue, discounts, balance, and verification status to measure programme value and manage applications from one list.

Opening the Screen

Open reseller management under Clients in the menu: {admin}/users/reseller

What Is on the Screen

Reseller The client's name and company, linked to their record.
Activation Date The day reselling was granted.
Balance The credit sitting in the reseller's account. Where a credit threshold is set, it is expected to stay above it.
Revenue The total turnover this reseller has brought in so far.
Total Discount What this reseller did not pay thanks to reseller discounts. This is where the programme's cost to you is read.
Verification Whether the reseller has completed identity verification.
Status Whether reselling is active or inactive.

Filtering and bulk actions

The list is filtered by status, by verification and by a balance range (minimum / maximum). The bulk action applies two things to the ticked resellers: activating reselling and terminating it. Both open a confirmation that spells out what will happen.

Terminating does not delete the client

Terminating removes the reseller status only; the client account, their services and their invoices stay exactly as they are, and the confirmation says so. Activating likewise touches nothing on the client account - it only opens the reseller area.

Tasks

Approve waiting applications

  1. Filter the status down to inactive resellers.
  2. Tick the ones to activate.
  3. Choose activate from the bulk action and confirm. They start seeing the discounted prices at that moment.

Find resellers who have not verified

  1. Set the verification filter to unverified.
  2. What comes back is either waiting under an active verification requirement, or was granted before one was set.

Measure what the programme costs

  1. Sort by the total discount column.
  2. The ones at the top cost you the most; compare them against the revenue column right beside it.

Things to Watch

Read revenue and discount together

A large total discount is not bad on its own - that reseller may be selling a great deal. Reading the two columns side by side is what tells you whether the programme is paying for itself.

Terminating cuts the discounted prices at once

A client whose reselling is removed sees standard prices on their next order, and the renewal prices of their standing services leave the reseller discount too. Where an arrangement is in progress, talk to them first.

The programme's rules live on another screen

The activation mode, credit conditions, verification requirement and base discounts are on the reseller settings screen, not in this list. What you do here applies to individual resellers.

Required Privileges

Viewing the list comes with client access. Activating and terminating need USERS_OPERATION.

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