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On this tab, you can define the credentials and preferred settings (such as language, time zone, date output/input format, etc.) for the reseller’s portal. You can also assign roles to the reseller, which they can use to provide their employees with individual credentials and role-based permissions to access the reseller portal.

This is the reseller portal login.

This is the reseller portal password. Define it manually or click Generate password to generate a random, hard-to-guess password.

To show or hide the password, click Show password or Hide password .

After the reseller's first login, they’ll be asked to change their password for secure portal access. After you define the credentials, you can log in to the portal on behalf of the reseller. Click Show to log in as a reseller.

You can enable 2FA for the reseller, so they will be able to log in to their portal only after entering a one-time password (OTP) in addition to their login and regular password. The OTP is generated by a 2FA application installed on the user’s smartphone, e.g., Google Authenticator.

Select one of the following options in the dropdown list:

• As defined by the customer class – the option configured for the customer class is used.
• Yes – select this option to enable 2FA.
• No – select this option to disable 2FA.

If a user loses access to the 2FA application, click Reset 2FA key.

This ensures that the reseller only accesses the portal from physical locations that you define. For example, you can specify IP addresses that belong to your network. If the reseller tries to log in from outside your network, PortaBilling denies that access, and the reseller can't log in.

Use these formats to permit access from specific IP addresses or networks:

• A single IP address: 10.10.10.1
• A network in IP prefix (slash) notation: 192.168.192.0/24
• An IP address and a netmask: 192.168.192.0/255.255.255.0

Enter multiple definitions by selecting.

Use API tokens to authenticate reseller applications (e.g., CRM systems, switchboard apps) that are integrated with PortaBilling via the API. The application then uses the combination of the API token and login to establish the API session.

The role assigned to this reseller contains a set of permissions to access the portal’s components: tabs, features, etc. Each reseller is created with a default role. To create a new role, navigate to My company > Roles. Then a new role for the reseller appears in this list for selection.

Set the time zone in which to display the date and time values on the reseller portal.

Choose a desired language for the reseller portal.

Choose how dates and times will be displayed in the reseller portal. This setting controls how information is shown. It does not affect how resellers or reseller individuals must enter dates, times, or both.

Choose how resellers or reseller individuals should enter dates and times when performing actions in the reseller portal.

You can add the roles a reseller is allowed to use when creating reseller individuals (users with individual credentials and role-based permissions to access the reseller portal).

To add a new role to the list, click Add and select the needed role in the dropdown list.

To remove a role from the list, click Delete . Note that you can only remove the roles that are not yet in use.

You can add reseller individuals to the Reseller individuals list to grant them access to the reseller portal with role-based permissions. For detailed instructions on how to add them, see the Add individual documentation.

Each entry in the Reseller individuals list consists of:

The login used to access the reseller portal. This is also a link that redirects you to the editing page.

This column features three options:

• Click Edit to edit the reseller individual record.
• Click Delete to delete the reseller individual record.
• Click Login to access the reseller portal on the employee’s behalf with their role-based permissions.

Shows the status of a reseller individual:

• Active (no icon is displayed) – the reseller individual can log in to the portal with corresponding permissions.
• Inactive   – the reseller individual will have access to the reseller portal only on a predefined date (e.g., after their probation period in the company ends).
• Expired – the reseller individual no longer has access to the reseller portal.
• The daily limit for credits/refunds is exceeded – the reseller individual has exceeded the daily limit for applying credits/refunds for the customers.

This shows the role of the reseller individual.

This shows the reseller individual’s total daily limit that they cannot exceed when applying credits/refunds for the reseller's customers.

Shows the reseller’s individual limit per transaction.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the Reseller individual section displays reseller individual logins in alphabetical order. You can re-sort them in reverse order.

This section allows you to override the default branding of the reseller portal for a specific reseller.

Choose a branding option for the reseller:

• Personalized – choose this option to set a personalized branding for this specific reseller.
• No branding – this option removes any custom branding set at the customer class or environment level and restores the interface of the reseller portal to its default appearance.
• As defined in customer class (default) – this means that the branding option defined at the customer class is used (by default, that option is set to “As defined in company info”).

When the “Personalized” option is selected, click Edit branding, and the following options appear:

To brand the interface with your company name and logo, you need to prepare an HTML file containing the company name and the logo image filename.

To upload this HTML file, either drag and drop it into the designated area or click Browse to select it from your files. If you need to remove the uploaded file, simply click Delete .

Upload the logo image in one of the supported formats: GIF, JPG, PNG, or SVG. Ensure that the image filename matches what you specified in the HTML file.

To upload your logo image, drag and drop it into the upload area or use Browse .

To download the image, click on its name. To delete an image, click Delete .

Select a color theme from the dropdown menu. This will change the appearance of elements like the page header, buttons, and toggles to match your chosen theme.

Before saving your changes, preview how the updated brand name, logo, and color scheme will look on the interface.

This leads you to the panel where you can override the default branding of the reseller portal for this specific reseller.