Whitelabel Reseller Manager - Configuration & Usage Print

  • 0

Configuration & Usage Guide (DOV)

This guide outlines how to configure and use the Whitelabel Reseller Manager.

1. Installation & Admin Configuration

Step 1: Install the Module

  1. Upload the reseller_manager directory to /modules/addons/ on your WHMCS server.
  2. Login to WHMCS Admin.

Step 2: Activate the Module

  1. Navigate to System Settings > Addon Modules.
  2. Find Whitelabel Reseller Manager and click Activate.
  3. Click Configure:
    • Access Control: Select the Admin Roles that should have access (e.g., Full Administrator).
    • Save Changes.

Step 3: Create the Reseller Group

  1. Navigate to Setup > Client Groups.
  2. Create a new group named exactly: Reseller.
    • Note: This specific group name triggers the Reseller dashboard redirection.

Step 4: Product Configuration

  1. Ensure your standard products are set up in Setup > Products/Services.
  2. The price you set here will be the Wholesale Cost for your Resellers.

2. Reseller Onboarding (How to Use)

Creating a Reseller manually

  1. Go to Clients > Add New Client (or find an existing one).
  2. In the Profile tab, set Client Group to Reseller.
  3. Save Changes.
  4. The client now has access to the Reseller Dashboard upon login.

Selling Reseller Plans (Automated)

You can create a product that automatically upgrades a user to a Reseller.

  1. Create a new Product (e.g., "Reseller Starter").
  2. In Module Settings, select Reseller Credits & Access (if available) or use the Auto Release module with a hook to assign the Client Group.
  3. We recommend bundling "Credit" with the plan so they can start selling immediately.

3. The Reseller Dashboard (Usage Guide)

Once a client is a Reseller, their workflow is as follows:

A. Branding Setup

Crucial First Step: To ensure white-labeling works.

  1. Log in as the Reseller.
  2. Go to the Branding tab.
  3. Company Name: Enter the name of the Reseller's business.
  4. Logo: Provide a full URL (HTTPS) to the logo image.
  5. SMTP Settings:
    • Enter SMTP HostUserPasswordPort (usually 587 or 465).
    • This is required so that emails sent to sub-clients come from the Reseller, not you.

B. Product Setup

  1. Go to the Products tab.
  2. You will see a list of available products from the Admin.
  3. Enable the products you want to resell.
  4. Selling Price: Enter the price you want to charge your clients. (Must be higher than the Wholesale Cost to make a profit).

C. Adding Funds

Resellers operate on a pre-paid credit basis.

  1. Click Add Funds (redirects to standard billing).
  2. Purchase credit. This balance is used to pay for the Wholesale Cost of services when they are provisioned.

D. Managing Clients & Services

  1. Add Client: Go to Clients > Add New. Enter details.
  2. Provision Service:
    • Go to Client Profile.
    • Click Add Service.
    • Select the Product.
    • Confirm. (System checks Credit Balance -> Deducts Wholesale Cost -> Provisions Service).
  3. Manage: You can Suspend/Unsuspend/Terminate services from the list.

4. Developer / Advanced Configuration (DOV)

If you are looking to extend or verify the domain ownership logic (if applicable):

  • Hooks: The module uses hooks.php to intercept ClientAreaPage (UI overrides) and EmailPreSend (SMTP hijacking).
  • Database: Settings are stored in mod_reseller_settings.
  • Templates: You can customize templates/*.tpl to change the dashboard layout.

Was this answer helpful?

« Back