Reseller Management

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Reseller Management

On this page, you can view a list of all registered resellers, or use search filters to display a specific set of resellers only:

Search – Filters by name and contact details. When you enter a value in the search field, all resellers who have the search string in their name, company name, first / last name or contact info (e.g. state, city, country, zip code, phone, email, login) will be displayed.
Advanced Search – Allows you to specify complex search conditions.

The page provides the following information and activities:

Field	Description
xDRs	Click the View icon to go to the xDR view page.
ID	The reseller's name.
Currency	The currency in which the reseller’s account is maintained and billed.
Credit Limit	The credit limit applicable to the reseller’s account (if any).
Balance	The reseller’s current balance.
Email	Email contact for this reseller.
Status	The status of the reseller. See the Reseller status for details. The Credit Exceeded icon will appear if the reseller’s credit limit has been exceeded. The Blocked icon means that the reseller has been administratively blocked. The Suspended icon means all services to this reseller have been suspended because of an overdue invoice The Closed icon means that this reseller was closed. The Frozen icon means that periodic payments for this reseller have been suspended due to repeated errors (for instance, the reseller canceled their credit card and did not enter the information for their new card in PortaBilling®).

Reseller status

Please note that when no status is displayed, the reseller is active and their services are available. The status displayed depends upon priority. In the table below, the status is indicated in the Priority column. Number 1 corresponds to the highest priority.

A reseller may have the following statuses:

Priority	Status	Description
1	Permanently terminated	The reseller has been closed and is only in the database for informational / regulatory purposes. No further operations are possible with this entity.
2	Blocked	The reseller has been administratively blocked; no services are available until the administrator removes the block. The reseller has no access to self-care pages. Blocked resellers are not subject to maintenance charges but subscription fees still apply. To unblock the reseller, clear the Blocked box on the Edit Reseller page.
3	Suspended	Services for this reseller have been suspended because of an overdue invoice. Once payment is received (either an online or periodical payment, or the administrator enters a cash / check payment manually) in an amount that covers the overdue invoice, the suspension is automatically lifted. To enable a reseller to temporarily use services before a payment is made, click the Change status button on the Edit Reseller page, then uncheck the Suspended box and define the precise date in the Lift the suspension until box.
4	Provisionally Terminated	Once a reseller is provisionally terminated, all services are terminated. There still exists the option to reactivate the services that were disconnected if the reseller changes their mind. The default period for reactivation is 30 days, however this value can be adjusted within the customer class. To change a reseller's status, click the Change status button on the Edit Reseller page and update the status to either Restore Customer or Permanently terminated.
5	Credit Exceeded	This indicates that the reseller's balance is above his credit limit.
6	Suspension Lifted	This indicates that the reseller's suspension has been lifted (the ‘as of’ date is specified on the Change status button).
7	Payment Frozen	This indicates that the periodic payments for this reseller have been suspended due to repeated errors (for instance, the reseller canceled their credit card and did not enter the information for their new card in PortaBilling®).
8	Spending Limit Reached	This indicates that the reseller's daily spending limit has been reached. The spending limit is renewed at 00:00:00 every day, so once the limit is renewed, the Spending Limit Reached status is lifted from the reseller. Please refer to the Spending Plans page for details. To enable a reseller to use services, select the Fraud protection tab on the Edit Reseller page and either temporarily increase their spending limit or reset a spending limit.
9	Exported	This status indicates that a reseller and all his customers has been ported to a new PortaOne® installation. When a reseller has this exported status, it is not operational although its data is preserved for backup. To change the status of a reseller , click the Change status button on the Edit Reseller page and update the status to either Active or Permanently terminated. Please note that if a reseller is still activated in the old installation and also active in the new one, they will be charged twice for services (e.g. subscription fee).