How to create a new reseller client¶
The reseller functionality in Fleio will be deprecated and removed from Fleio in the following months. We recommend that you do not use this feature any more.
First of all, in order to create a reseller you must have a reseller product. You can follow the documentation in order to create a new reseller product. Please see Reseller end-user configuration (product configuration).
The next step would be to create the client and the user. The client information will be the billing information, and the users details will be the reseller login information. Both user and client will be created from staff.
To create these you need to head over to the Clients & users menu and access the Clients sub-menu. Click the 3 dotted button from the bottom-right part of the page and press on Create new client.
You need to complete the form but be sure that you have no reseller client selected and the “Create auto order service” option is not checked.
After you create the client you will need to head over to the Clients & users menu and access the User sub-menu. Click the “+” button from the bottom-right part of the page and complete the form. As on the client part, you need to make sure that there is no reseller client selected and that you check the “Is reseller” option.
After you create the user we need to link it to the client that we created earlier. In order to achieve head over to the Clients & users menu, access the Clients sub-menu and select the client that you created. Go to the “USERS” tab and click on “associate user” button. From the users list you will have to select the reseller user created earlier.
The last step is to create the reseller service. Switch from “users” tab to “reseller service” tab and click on “Create service”. Select the proper product name and product cycle and click on “create service”.