Managing subscriptions and users as a Reseller

Description

As a reseller, your Exclaimer account gives you the ability to manage all of your customers' Exclaimer active subscriptions at one location.

When you log in to the Exclaimer portal, you will see the following details:

Customer: This is the customer's name entered during the subscription creation.
Number of users: This is the number of users associated with the customer.
Status: This is the status of the customer's subscription, whether or not it is active.

And, you will be able to:

Launch your customer subscription to configure a connection between Exclaimer and Microsoft 365/Google Workspace.
Manage your customer subscription. This enables you to perform various activities for the selected subscription. You can launch your subscription, add users to the subscription and view subscription details (such as subscription ID).
Add a New customer subscription.
View all Archived subscriptions

How to access it

To access the Reseller options:

Log into the Exclaimer portal to see all the customer subscriptions assigned to your reseller account.

_{Example screen displaying a list of reseller customers and their associated subscriptions.}

Please click on the required options listed below to go through the detailed description:

Adding a new customer subscription

To add a new customer subscription:

Select New customer subscription.

_{Select New customer subscription.}

The New customer subscription window is displayed.
From Product, select the required product for which the new customer subscription needs to be created. The options available are: Signature for Office 365 and Signatures for G Suite.
From the Hosting region drop-down, select the region where the customer is based.
In Customer company name, enter the name of the customer's company.
In Number of users, enter the total number of users in the customer's organization.
Choose your signature management options:
- If you will manage the customer’s signature designs (the customer will not access the interface):
  1. Select the checkbox to confirm you have read and agree to the terms and conditions.
  2. Select Create to complete the process.
- If you want the customer to create and modify their own signature designs:
  1. Select Let customers edit signatures?
  2. In Customer contact name, enter the customer’s name.
  3. In Customer email address, enter the customer’s email address.
  4. Select the checkbox to confirm you have read and agree to the terms and conditions.
  5. Select Create to create the subscription.
    
    _{Fill in the fields as appropriate.}

Launching a subscription

Launch enables you to launch the required customer subscription so you can configure a connection between Exclaimer and Microsoft 365/Google Workspace.

To launch a subscription:

Select Launch against the subscription you wish to launch.

If you are launching your customer subscription for the first time, then you need to configure a connection between Exclaimer and Microsoft 365/Google Workspace.
As required, you can configure the subscription to use one option, a combination of options or all three options: Server-Side signatures, Client-Side signatures, Exchange on-premises (Microsoft 365 only).
If you have already configured the subscription, then you will be taken to the homepage from where you can create a new signature, create a new folder, edit the signature design, manage signature rules, manage subscriptions and so on).

Managing subscriptions

Managing the customer's subscription allows you to perform various activities for the selected subscription.
You can launch the subscription, update the Sender Policy Framework (SPF) record, add users to the subscription, view subscription details (such as subscription ID) and, if required, cancel the subscription.
To manage a subscription:

Select Manage against the required subscription.
For more details, please see how you can manage the subscription.

Viewing archived subscriptions

Allows you to view previously ended customer subscription details. Expired subscriptions remain visible for 90 days.
To view archived subscriptions:

Select Archived subscriptions.

Adding a User

To add an additional user:

Select Manage next to the subscription where you want to add a user.

_{Example screen displaying a list of reseller customers and their associated subscriptions. Select Manage next to the subscription where you want to add a user.}
In the User management section,
- Select Add an employee user to add a new user. Employee users can be assigned roles such as Finance or Owner, providing access to billing details and invoices. For more information on roles and permissions, see User Management.
- Select Add an External user to add a new user. External users can manage the subscription, but do not have access to billing details or invoices.
  
  _{The User management section consists of the Add user options.}
  
  The Add a user window is displayed.
  
  _{Example for adding an external user and adding an employee user.}
In Email address, enter the new user's email address.
Select Add to add the new user. The new user will receive an automated email from Exclaimer, allowing them to set up login details.

_{Example showing a confirmation message that the user has been added.}

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