Software Usage

The Software Usage Documentation is a comprehensive guide designed to help you and your clients navigate and operate the various software products offered through resellportal You are encouraged to share this material with your clients to ensure they can confidently use the solutions provided. Covering everything from initial setup to advanced configurations, this guide ensures a smooth user experience. By following these instructions, your clients can fully utilize their software solutions, enhancing satisfaction and minimizing support needs.

General Navigation and Overview

Each SaaS product has a unique interface but shares common elements such as dashboards, account settings, and usage statistics. This section guides users through logging in, navigating key features, and accessing essential tools. Step-by-step instructions make it easy for even non-technical users to get started quickly.

Setting Up and Configuring the Software

After activation, clients receive login credentials and can begin customizing their software. This part covers initial configurations, creating user profiles, and adjusting settings to optimize performance. Clear explanations ensure clients understand how to personalize the software to meet their needs.

Using Core Features

This section provides detailed instructions on using the primary features of each software product. Whether configuring a VPN, managing hosting accounts, or automating workflows, the guide simplifies each process with clear steps and practical examples.

VPN Package

Activating the VPN Package:

  1. Go to the Marketplace and select "VPN".
  2. Select the plan time period: Monthly, Quarterly, Bi-Annually, Annually. Costs are deducted automatically, and low balance disables the package.
  3. Type the client's desired Username and Password.
  4. Click Activate Service. Provisioning occurs within minutes. Check status under "Subscriptions" in your Dashboard.
  5. Use the Edit icon next to the subdomain to update passwords, upgrade, or disable.

VPN Features:

VPN Package

How to Resell

1. Choose a Plan:
Select the pricing plan that suits your target market.

2. Customize Branding (optional):
Upgrade to the white label option if you'd like your own branding. By default, we supply you apps with no brand to send to your clients.

3. Set Up Sales Channels: 
Decide where you will sell the VPN software (e.g., website, social media, direct sales). We recommend at the minimum to have your own website where users can place an order and you email upon purchase their login details that you created.

4. Promote: 
Use our marketing materials or create your own to promote the VPN software to your audience. We recommend marketing to the ideal audience who uses VPN the most (geographically banned users, gamers, privacy focused) - be creative.

5. Sell and Earn: 
Start selling the VPN software and keep the recurring revenue profit, and make sure to give your customers great support if they have questions installing the VPN apps or with usage.

VPN Package

Using VPN for Windows

Ensure your customers can easily access and install the VPN software on their preferred devices. Here is the download link for Windows  platform:

1200px-Icon-windows_os.svg-removebg-preview (1).pngDownload for Windows

Step 1: Download the VPN Client

  1. Click on the Download Link:

  2. Save the File:

    • Once you click on the link, your browser will prompt you to either Open, Save, or Save As. Choose the Save option.
    • Select a folder where you want to save the installer file (e.g., Desktop or Downloads folder).

  3. Wait for the Download to Complete:

    • Wait for the download to finish before proceeding to the installation step.

Step 2: Install the VPN Client

  1. Locate the Downloaded File:

    • Navigate to the folder where you saved the downloaded file (vpnclient.exe).

  2. Run the Installer:

    • Double-click on the vpnclient.exe file to launch the installation.
    • If you see a security prompt (User Account Control), click Yes to allow the installation.

  3. Follow the Installation Wizard:

    • Click Next in the setup wizard to proceed.
    • Review and accept the license agreement, if prompted.
    • Select the destination folder (default options are typically fine).
    • Click Install to begin the installation.

  4. Complete the Installation:

    • After the installation is complete, click Finish.
    • If prompted, restart your computer to ensure the VPN client is properly set up.

Step 3: Open the VPN Client and Configure Settings

  1. Launch the VPN Client:

    • Go to the Start Menu or use the desktop shortcut named "VPN Client" to open the application.

  2. Go to Settings:

    • Once the VPN client is open, look for a Settings option in the menu. This is usually located in the top-right corner or accessible via an icon (often resembling a gear or wrench).

  3. Enter VPN Credentials:

    • In the Settings menu, you will find fields for entering your VPN account information:
      • Username: Enter the username provided by your VPN provider.
      • Password: Enter the password corresponding to your account.
    • Note: Since this client doesn’t use traditional login at the main interface, entering your credentials in the Settings is essential.

  4. Save the Settings:

    • Once you have entered your username and password, click Save or Apply to store these credentials.

Step 4: Connect to the VPN Server

  1. Select the VPN Profile:

    • On the main screen, select the newly created VPN profile.

  2. Click on the Connect Button:

    • Click Connect to initiate the connection.

  3. Wait for Connection:

    • The VPN client will display a status indicator. Once connected, the status should change to Connected.

Step 5: Disconnect from the VPN

  1. Open the VPN Client:

    • If the VPN client is minimized, click on its icon in the system tray to open it.

  2. Click the Disconnect Button:

    • Select the active VPN profile and click Disconnect.

  3. Exit the Application:

    • Once disconnected, you can close the VPN client if you no longer need it.

Troubleshooting and Tips

  1. Issue with Username or Password:

    • Double-check that you entered your username and password correctly in the Settings menu.
    • If you forgot your credentials, contact your VPN provider.

  2. Unable to Connect:

    • Ensure the server address is correct.
    • Check if a firewall or antivirus is blocking the VPN client.

  3. Connection Drops Frequently:

    • Change the protocol (e.g., switch from TCP to UDP).
    • Select a different server location.

  4. Slow Internet Speed:

    • Try connecting to a closer server.
    • Check your network connection independently.


VPN Package

Using VPN on Mac

Ensure your customers can easily access and install the VPN software on their preferred devices. Here is the download links for Mac platforms:

download-removebg-preview (1).pngDownload for Mac

Here are the steps: 

Step 1: Download the VPN Client

1. Click on the Download Link:
Click on the following link to download the VPN Client for macOS: [Download VPN Client](https://vpnclient.app/current/vpnclient/vpnclient.dmg).

2. Save the File:
Your browser will start downloading the `.dmg` file automatically. If prompted, select *Save* and choose the location (e.g., Downloads folder).

3. Wait for the Download to Complete:
Once the download is complete, proceed to the next step.

Step 2: Install the VPN Client

1. Locate the Downloaded File:
  Navigate to the folder where the `vpnclient.dmg` file was saved (usually the Downloads folder).

2. Open the DMG File:
Double-click on the `vpnclient.dmg` file to open the installer.

3. Install the VPN Client:
 In the window that appears, drag the *VPN Client* icon into the *Applications* folder.

4. Launch the VPN Client:
Go to the *Applications* folder and find the VPN Client application.
Double-click on it to open the application.

5. Approve Installation (If Required):
If macOS displays a security warning, go to *System Preferences* → *Security & Privacy* and click *Open Anyway* to approve the app.

Step 3: Open the VPN Client and Configure Settings

1. Launch the VPN Client:
Open the VPN Client from your *Applications* folder.

2. Open the Settings Menu:
Once the application is open, click on the Settings option. It may appear as a gear icon in the menu or under the VPN Client dropdown in the top menu bar.

3. Enter VPN Credentials in Settings:
   In the Settings menu, you will find fields to input your VPN credentials. Enter the following information:
     - Username: Type your VPN username in the Username field.
     - Password: Enter the VPN password in the Password field.

4. Save the Credentials:
Click Save or Apply to store these settings. Entering your credentials in the Settings menu is essential because this VPN client does not have a traditional login interface at startup.

5. Verify the Configuration:
Make sure that the Username and Password fields are filled correctly. If left empty, the connection will not work.

Step 4: Connect to the VPN Server

1. Select the VPN Profile:
On the main screen, select the VPN profile you created.

2. Click on the Connect Button:
 Click Connect to initiate the VPN connection.

3. Verify the Connection:
Wait until the status changes to *Connected*. You can confirm the connection by checking your IP address using an online tool like [https://whatismyipaddress.com](https://whatismyipaddress.com).

Step 5: Disconnect from the VPN

1. Open the VPN Client:
    If minimized, click the icon in the top menu bar to reopen the client.

2. Click the Disconnect Button:
    Select the active VPN profile and click *Disconnect*.

3. Exit the Application:
    Once disconnected, you can close the VPN client if you no longer need it.

Troubleshooting and Tips

1. Incorrect Username or Password:
    Double-check that you entered your username and password correctly in the *Settings* menu.

2. Unable to Connect:
   Ensure that the server address is accurate and you’ve selected the correct protocol.
   If a firewall or antivirus is enabled, temporarily disable it to see if it resolves the issue.

3. Slow VPN Speeds:
    Connect to a different server.
    Close any bandwidth-heavy applications running in the background.

4. MacOS Security Warnings:
    Go to *System Preferences* → Security & Privacy and approve the application under General settings.

5. Uninstalling the VPN Client:
    Go to the *Applications* folder.
    Drag the *VPN Client* icon to the Trash.
    Empty the *Trash* to remove the application completely.

VPN Package

Using VPN on Linux

Ensure your customers can easily access and install the VPN software on their preferred devices. Here is the download link for Linux platforms:

download-removebg-preview (2).png Download for Linux

Step 1: Download the VPN Client

  1. Open a terminal on your Linux machine.

  2. Use the following command to download the VPN Client:


    wget https://vpnclient.app/current/vpnclient/vpnclient.run

  3. The file will be downloaded to the directory where you ran the command (usually the home directory unless specified otherwise).

Step 2: Make the File Executable

  1. Navigate to the directory where you downloaded the vpnclient.run file:

    cd ~/Downloads

    Replace ~/Downloads with the actual path if you saved it elsewhere.

  2. Make the .run file executable using the chmod command:

    chmod +x vpnclient.run

Step 3: Install the VPN Client

  1. Run the installer with the following command:


    sudo ./vpnclient.run

  2. The system will prompt you for your password to install the VPN client.

  3. Follow any on-screen prompts during the installation process. Once complete, the VPN client will be installed.

Step 4: Configure the VPN Client Settings

  1. Open the VPN client using the command:


    vpnclient

    Alternatively, if the GUI is installed, you can launch it from your applications menu.

  2. Go to the settings menu in the application. This is typically accessible through the top menu bar or a gear icon.

  3. Locate the fields for entering your username and password.

    • Username: Enter the VPN username provided by your service provider.
    • Password: Enter your corresponding password.

  4. Save the settings to ensure the credentials are stored for future use.

Step 5: Connect to the VPN Server

  1. From the main interface of the VPN client, select the server you want to connect to.
  2. Click on the connect button to initiate the connection.
  3. Once connected, the client will show the connection status as active.

Step 6: Disconnect from the VPN

  1. When you are done using the VPN, go back to the client’s main screen.
  2. Click on the disconnect button to terminate the VPN connection.
  3. Close the application if you do not need it.

Troubleshooting and Tips

  1. If the command vpnclient is not recognized, try restarting your terminal or adding the application path to your system’s PATH environment variable.

  2. Connection issues may be resolved by double-checking your username and password in the settings menu.

  3. Firewall or network security software on your Linux system may block the VPN connection. Disable it temporarily to test if it’s the source of the issue.

  4. To uninstall the VPN Client, use the following command in your terminal:


    sudo rm -rf /opt/vpnclient

    This will remove the VPN client installation directory.

VPN Package

Downloading VPN on Android via APK

 Ensure your customers can easily access and install the VPN software on their preferred devices. Here is the download link for Android APK platforms:

download__1_-removebg-preview.pngDownload for Android APK

Step 1: Download the VPN Client APK

  1. Open a web browser on your Android device.
  2. Go to the following link to download the APK file: Download VPN Client APK.
  3. Confirm the download when prompted. Depending on your device settings, you might see a security warning—tap OK to proceed.
  4. Wait for the file to finish downloading. The file will be saved in your Downloads folder or the designated folder for your browser.

Step 2: Allow Installation from Unknown Sources

  1. Go to your device’s Settings menu.
  2. Scroll down and select Security or Privacy (the menu names might differ depending on your Android version).
  3. Find and enable Install Unknown Apps or Unknown Sources.
  4. If needed, select your browser (e.g., Chrome) and enable permission for installing unknown apps.
  5. Confirm the changes if prompted.

Step 3: Install the VPN Client

  1. Open the File Manager app on your Android device.
  2. Navigate to the Downloads folder where the APK file is saved.
  3. Tap on the app-release-VPNClient.apk file.
  4. If a security warning appears, confirm that you want to install the app by tapping Install.
  5. Wait for the installation process to complete.
  6. Once installed, tap Open to launch the VPN Client.

Step 4: Configure the Username and Password

  1. Open the VPN Client app that you just installed.
  2. Go to the Settings menu. You can usually find this by tapping on a gear icon or the menu button in the top-right corner.
  3. In the Settings menu, locate the fields for entering your VPN credentials:
    • Username: Enter your VPN username as provided by your service provider.
    • Password: Enter your VPN password.
  4. Save the settings by tapping Save or Apply.
  5. Verify that the username and password are saved correctly in the Settings.

Step 5: Connect to the VPN Server

  1. Go back to the main screen of the VPN Client.
  2. Tap on the server or connection name to start the connection.
  3. The app will indicate when the VPN is successfully connected.

Step 6: Disconnect from the VPN

  1. To disconnect, go back to the VPN Client’s main screen.
  2. Tap the Disconnect button.
  3. You will see a confirmation that the VPN is disconnected.

Troubleshooting and Tips

  1. If the installation is blocked, double-check the Unknown Sources or Install Unknown Apps settings and ensure they are enabled.
  2. If the app cannot connect, recheck the username and password entered in the Settings menu.
  3. Make sure your Android version is compatible with the APK. Some older devices may not support newer apps.
VPN Package

Using VPN on Fire TV / Android TV

Ensure your customers can easily access and install the VPN software on their preferred devices. Here is the download link for Fire Tv/ Android TV platforms:

download-removebg-preview (1).pngDownload APK For Fire TV/ Android TV

Step 1: Download the VPN Client APK for Fire TV / Android TV

  1. Open a browser on your computer or mobile device.
  2. Go to the following link to download the VPN Client APK for Fire TV or Android TV: Download VPN Client for TV.
  3. Save the APK file to an easy-to-access location on your device (e.g., Downloads folder).

Step 2: Transfer the APK to Your Fire TV or Android TV

There are a few methods to transfer the APK file to your Fire TV or Android TV:

Step 3: Allow Installation from Unknown Sources

  1. Go to Settings on your Fire TV or Android TV.
  2. Navigate to Device & Software (or Device Preferences on some devices).
  3. Select Developer Options.
  4. Enable Apps from Unknown Sources for the app you are using to install the APK (e.g., Downloader).

Step 4: Install the VPN Client on Your Fire TV / Android TV

  1. Open the file manager app or the Downloader app (depending on how you transferred the APK).
  2. Locate the VPNClient-tv.apk file.
  3. Select the file and choose Install.
  4. Wait for the installation to complete, and then select Open to launch the VPN Client app.

Step 5: Configure the Username and Password in the Settings

  1. Open the VPN Client app from your TV’s Apps section.
  2. Use your remote to navigate to the Settings menu within the VPN Client app.
  3. In the Settings menu, locate the fields for entering your VPN credentials:
    • Username: Enter your VPN username.
    • Password: Enter your VPN password.
  4. Save the settings by selecting the Save or Apply button using your remote.
  5. Make sure that the entered credentials are correct, as the app will not prompt you for these again during the connection.

Step 6: Connect to the VPN Server

  1. Go back to the main screen of the VPN Client app.
  2. Use your remote to select the connection option.
  3. Choose the server or connection profile that you want to use (if multiple options are available).
  4. Select Connect to initiate the connection.
  5. The app will display a message or status indicating when the VPN is successfully connected.

Step 7: Disconnect from the VPN

  1. To disconnect, go back to the main screen of the VPN Client app.
  2. Use your remote to highlight the Disconnect button.
  3. Confirm the disconnection when prompted.

Troubleshooting and Tips

  1. If the app installation fails, make sure Apps from Unknown Sources is enabled for the installation source.
  2. If the app cannot connect, double-check the username and password in the Settings menu.
  3. If using Downloader, ensure the URL is entered correctly.
  4. To uninstall the app, go to Settings → Applications → Manage Installed Applications → select the VPN Client app → Uninstall.
VPN Package

Downloading VPN via Google Play

Ensure your customers can easily access and install the VPN software on their preferred devices. Here is the download link for Google Play platforms:

download__1_-removebg-preview (1).pngDownload Via Google Play

Step 1: Download the VPN Client from Google Play Store

  1. On your Android device, open the Google Play Store app.
  2. In the search bar, type in VPN Client or use the direct link: VPN Client on Google Play.
  3. Tap on the Install button to download and install the VPN Client app on your device.
  4. Wait for the installation to complete.

Step 2: Launch the VPN Client

  1. Once installed, tap Open to launch the VPN Client app.
  2. Alternatively, you can find the VPN Client app icon in your app drawer and tap to open it.

Step 3: Configure the Username and Password in the Settings

  1. After launching the app, go to the Settings menu. This is typically accessible from a menu icon (three horizontal lines) or a gear icon within the app interface.
  2. In the Settings menu, locate the fields for entering your VPN account information:
    • Username: Enter the VPN username provided by your service provider.
    • Password: Enter the corresponding VPN password.
  3. Make sure both fields are correctly filled in.
  4. Tap Save or Apply to store your credentials in the app.

Step 4: Connect to the VPN Server

  1. Go back to the main screen of the VPN Client app.
  2. Tap on the Connect button.
  3. Select a server from the list (if available), or use the default server.
  4. The app will start connecting, and a status indicator will appear once the VPN is successfully connected.

Step 5: Disconnect from the VPN

  1. To disconnect, go back to the main screen of the VPN Client app.
  2. Tap on the Disconnect button.
  3. The app will confirm that the VPN connection has been terminated.

Troubleshooting and Tips

  1. Incorrect Username or Password:

    • Double-check the entered details in the Settings menu.
    • If you have forgotten your credentials, contact your VPN provider for assistance.

  2. Cannot Connect to the VPN:

    • Ensure your internet connection is active.
    • Try connecting to a different server if available.

  3. Reinstalling the App:

    • If the app behaves unexpectedly, consider uninstalling and reinstalling it from the Google Play Store.

VPN Package

Downloading VPN via iTunes Store

Ensure your customers can easily access and install the VPN software on their preferred devices. Here is the download link for iTunes Store platforms:

download-removebg-preview.png Download for iTunes store

Step 1: Download the VPN Client from the App Store

  1. On your iPhone or iPad, open the App Store.
  2. In the search bar, type VPN Client or use this direct link: VPN Client on iTunes Store.
  3. Tap on the Get button to start downloading the VPN Client.
  4. If prompted, authenticate using your Apple ID, Face ID, or Touch ID.
  5. Wait for the app to download and install.

Step 2: Launch the VPN Client

  1. Once installed, tap Open to launch the VPN Client app.
  2. Alternatively, you can find the VPN Client icon on your home screen and tap to open it.

Step 3: Configure the Username and Password in the Settings

  1. When the app opens, go to the Settings menu. This is usually represented by a gear icon or can be found in the app’s main menu.
  2. In the Settings menu, locate the fields for entering your VPN account information:
    • Username: Enter your VPN username as provided by your service provider.
    • Password: Enter the corresponding password for your VPN account.
  3. Make sure the username and password fields are filled out correctly.
  4. Tap Save or Apply to store your credentials in the app.

Step 4: Connect to the VPN Server

  1. Go back to the main screen of the VPN Client app.
  2. Tap on the Connect button.
  3. Choose a server from the list (if there are multiple servers available) or use the default one.
  4. The app will indicate when the VPN is successfully connected.

Step 5: Disconnect from the VPN

  1. To disconnect, return to the main screen of the VPN Client app.
  2. Tap the Disconnect button.
  3. The app will confirm when the VPN is disconnected.

Troubleshooting and Tips

  1. If the username or password is incorrect:

    • Double-check your login details in the Settings menu.
    • If you forgot your credentials, contact your VPN service provider.

  2. Cannot Connect to the VPN:

    • Ensure your internet connection is active.
    • Try switching to a different server if multiple servers are listed.

  3. Reinstall the App:

    • If the app experiences issues, consider deleting and reinstalling it from the App Store.

  4. App Permissions:

    • Make sure to allow the VPN Client to access network configurations if prompted during setup.

Web Hosting

To activate the Web Hosting for a company:

  1. Navigate to the Marketplace and select "Web Hosting".
  2. Select a time period such as Monthly.
  3. Input the client's existing domain. If you don't already have one, purchase it before creating a hosting account. Point the domain to nameservers ns1.chams.llc and ns2.chams.llc.
  4. Input the desired client username and password. The client will be able to login to the cPanel at this link.

Web Hosting Features:

Web Hosting

Getting Started

Welcome to the ResellPortal.com reseller system! This guide will walk you through the process of purchasing and deploying web hosting packages for your clients.

1. Account Setup

2. Purchasing a Web Hosting Package

3. Deploying the Web Hosting Package

4. Activating the Web Host for a Client

How to Point a Domain to the Correct Nameservers

If your client is unsure how to point their domain to the correct nameservers, provide them with the following instructions:

  1. Log in to Their Domain Registrar

    • This is the company where they purchased their domain name (e.g., Namecheap, GoDaddy, Google Domains, etc.).

  2. Find the Domain Management Section

    • Once logged in, navigate to the domain management area or DNS settings.

  3. Locate the Nameservers Settings

    • In the DNS or Nameserver settings, they should see an option to edit or change the nameservers.

  4. Update the Nameservers

    • Replace the existing nameservers with:

      • ns1.sitedeploy.com

      • ns2.sitedeploy.com

  5. Save Changes

    • After entering the new nameservers, they should save the changes.

  6. Wait for Propagation

    • It can take anywhere from a few minutes to 24-48 hours for the domain changes to fully propagate across the internet.

5. Managing Active Web Hosting Accounts

Troubleshooting

If you encounter any issues:

By following these steps, you can efficiently manage and sell web hosting packages to your clients. Happy reselling!

For further assistance, visit ResellPortal.com Support.

Web Hosting

About Emails & Files Management

As a reseller, understanding how to use cPanel is essential for managing web hosting services for your clients. This guide will walk you through the necessary steps to help you navigate cPanel efficiently.

Accessing cPanel

Once you have activated a web hosting package for a client:

As a reseller, you may also need to access cPanel for troubleshooting or assistance. You can do so from your reseller dashboard.

Navigating cPanel

Upon logging in, you will be directed to the web hosting control panel, where you can manage various tools and features.
Screenshot 2025-03-03 230544.png

1. Managing Email Accounts

cPanel provides an Email Accounts feature, allowing users to create and manage custom email addresses linked to their domains.

Creating an Email Account

  1. Navigate to Email Accounts under the Email section.
    Screenshot 2025-03-03 232816.png

  2. Click the Create button.
    Screenshot 2025-03-03 232830.png

  3. Enter the desired username (e.g., username@domain.com).

  4. Set a password manually or generate one automatically.

  5. Click Create to finalize the new email account.

    image.png

  6. The created email account will now appear in the Email Accounts list.

Managing Email Accounts
System Email Account

2. Managing Files

cPanel includes powerful file management tools that allow users to upload, edit, and organize their website files efficiently.

File Manager

The File Manager tool provides an easy-to-use web interface for managing website files.
Screenshot 2025-03-03 234233.png
After selecting this feature:

  1. The user is redirected to a File Manager topic where they can view and manage their files.

  2. The File Manager displays essential details such as:

    • File Name

    • Size (in bytes)

    • Last Modified Date

    • Permissions

    • File Type

  3. Users can perform the following actions:

    • Add a new file

    • Create a new folder

    • Upload files from their local computer

    • Edit, rename, move, copy, or delete files

    • Change file permissions
      Screenshot 2025-03-03 235404.png

Backup & Restore Features

cPanel provides two primary backup tools: Backup Wizard and Backup.

Backup Wizard

The Backup Wizard allows users to download a compressed copy of all or parts of their website. The system includes the following items in the backup file:

Users can also restore backups, allowing them to upload an existing partial backup file to restore parts of their website. The system will restore the following items if they exist in the backup file:

Backup Feature

The Backup tool enables users to download a zipped copy of their entire website or selected parts. This feature is useful for keeping an extra copy of website data in case of accidental loss or server issues. Users can perform:

Screenshot 2025-03-04 000201.png

As a reseller, understanding cPanel functionality helps you provide better support to your clients. Ensuring that they can manage their emails, files, and backups efficiently is key to a seamless web hosting experience.

Web Hosting

About FTP Connections

The FTP Connections feature in cPanel allows users to monitor and manage visitors logged into their website via File Transfer Protocol (FTP). This tool helps ensure security by providing visibility into active FTP sessions and the ability to terminate unauthorized connections.

Accessing the FTP Connections Tool

To monitor FTP activity:

  1. Log in to cPanel using your credentials.

  2. Navigate to the Files section.

  3. Click on FTP Connections.
    Screenshot 2025-03-04 001256.png

Understanding the FTP Connections Topic

The FTP Connections topic displays a list of users who are currently connected to your site via FTP. The information is presented in a table with the following columns:

How to Monitor FTP Sessions

  1. Check Active FTP Users

    • The table will display all currently active FTP connections.

    • Look for unusual IP addresses or login times that may indicate unauthorized access.

  2. Verify Login Information

    • Compare the logged-in User and IP address with known users who should have FTP access.

    • If an unknown user is logged in, it could be a security risk.

  3. Refresh the Session List: Click Reload to update the list of active sessions

Terminating Unwanted FTP Connections

If you identify an unauthorized or suspicious FTP session, follow these steps to terminate it:

  1. Locate the session in the FTP Connections table.

  2. Under the Actions column, click Disconnect to terminate the session.

  3. The system will immediately terminate the FTP process associated with that connection.

  4. To confirm the termination, click Reload to verify that the session is disconnected.

Note: If an unauthorized connection keeps appearing, consider changing FTP passwords or restricting FTP access.

Best Practices for FTP Security

The FTP Connections tool in cPanel is a crucial feature for monitoring active FTP sessions and securing your website. By regularly checking FTP activity and terminating suspicious connections, users can enhance their site’s security and prevent unauthorized file access.

Web Hosting

About Databases

cPanel provides powerful database management tools that allow users to create, manage, and maintain databases with ease. The two primary tools available for managing databases are phpMyAdmin and the Database Wizard. These tools are essential for users who need to interact with databases, whether it’s for a web application, content management system, or any other system that relies on databases to store information.

1. phpMyAdmin in cPanel

To access phpMyAdmin:

  1. Log in to your cPanel account.
  2. Navigate to the Databases section.
  3. Click on phpMyAdmin.
    Screenshot 2025-03-04 003752.png
What Happens After Selecting phpMyAdmin

Once you click on phpMyAdmin, it will open a new window where you can manage your databases. phpMyAdmin is a powerful web-based tool for managing MySQL databases. It provides a user-friendly interface to interact with your databases, allowing you to perform a variety of actions such as:

  • Creating Databases: You can create new databases for your applications and websites.
  • Managing Tables: phpMyAdmin allows you to create, modify, and delete tables within a database.
  • Running SQL Queries: You can execute SQL commands to modify or retrieve data.
  • Import and Export Data: You can import/export databases in formats like SQL, CSV, and more.
  • Managing Users: phpMyAdmin allows you to assign permissions and manage user privileges for accessing databases.

    Screenshot 2025-03-04 004110.png
Key Features of phpMyAdmin:
  • Browse and Edit Data: You can easily browse and edit data in your tables using a visual interface.
  • Search Data: Search your database tables for specific records.
  • Database Structure: View and modify the structure of your database, including tables, columns, and indexes.
  • Backup and Restore: phpMyAdmin allows you to back up and restore entire databases or individual tables.

By using phpMyAdmin, you can perform complex database management tasks in a simplified manner through the cPanel interface.

2. Database Wizard in cPanel

The Database Wizard in cPanel is an easy-to-use tool designed to help users create and manage databases without needing extensive technical knowledge. It provides a step-by-step process to create databases and assign user privileges. This feature is especially useful for users who are not familiar with SQL and want a straightforward approach to managing databases.

Accessing the Database Wizard

To access the Database Wizard:

  1. Log in to cPanel.
  2. Navigate to the Databases section.
  3. Click on Database Wizard.
    Screenshot 2025-03-04 003752.png
Steps for Using the Database Wizard

  1. Step 1: Create the Database

    • The first step is to create a new database. The wizard will prompt you to enter a name for the database.
    • You will need to choose a unique name that is easy to identify, especially if you plan to use multiple databases for different web applications.
    • Once the name is entered, click Create Database. The system will automatically create the database and display a success message.
      Screenshot 2025-03-04 004414.png

  2. Step 2: Create Database Users

    • After creating the database, the wizard will ask you to create a new database user.
    • Enter the Username: Choose a unique username for the database user. It’s recommended to create a username that’s easy to associate with the database you are creating.
    • Set a Password: You can manually create a password for the user or use the Password Generator provided by cPanel for a stronger, more secure password.
      • If you choose to generate a password, make sure to keep it secure and store it in a safe location.
    • Once you have entered the username and password, click Create User. The system will create the user and display a confirmation message.
      Screenshot 2025-03-04 004439.png

  3. Step 3: Add User to Database

    • After creating the database and the user, the final step is to assign privileges to the user for the newly created database.
    • Select the Database: Choose the database that the user will have access to.
    • Select the User: Choose the user you created in step 2.
    • Set Privileges: Assign privileges to the user by checking the boxes next to the specific permissions you want to grant. These privileges determine what the user can do with the database (e.g., read, write, delete, etc.).
      • All Privileges: Grants the user full control over the database.
      • Specific Privileges: Choose specific permissions like SELECT, INSERT, UPDATE, and more, based on the user’s role and needs.
    • Once the privileges are set, click Make Changes to apply the changes.
      Screenshot 2025-03-04 004710.png
Best Practices When Using the Database Wizard:
  • Security: Always use a strong, unique password for database users to prevent unauthorized access. Consider using the password generator tool for better security.
  • User Privileges: Only grant the necessary privileges to each user. For example, if the user only needs to read data, don’t grant write or delete permissions.
  • Regular Backups: Always back up your databases before making any major changes. This ensures that you can restore your data if something goes wrong.

The Database Wizard is a convenient tool for users who need to create and manage databases quickly and easily. Whether you’re setting up a database for a web application or managing user permissions, the wizard simplifies the process and ensures that your databases are configured properly.

By using phpMyAdmin and the Database Wizard, you can efficiently manage your databases and ensure your web applications and websites are running smoothly.


Web Hosting

About Domains

cPanel offers several domain management tools to help efficiently manage clients' websites. These tools allow to create websites using templates, build sites with a drag-and-drop builder, and manage domains. This documentation will walk you through each of these tools and how to use them effectively.

1. Site Publisher Tool

The Site Publisher tool is an easy-to-use feature that allows quick create a website using pre-designed templates. It is an ideal solution for clients who need a basic website while they continue to develop their site.

Screenshot 2025-03-04 012050.png

Using the Site Publisher

  1. Select a Template: After entering the domain name, you can choose a pre-designed template that will form the basis of the website.

    • The templates are categorized by type, including business, personal, and portfolio sites.

  2. Customize the Site: After selecting the template, you can customize various sections, including:

    • Business Name: Enter your company’s name.
    • Tag Line: Enter a catchy tagline for your business.
    • Description: Add a description of your company.
    • About Us: Add information about your business, such as history and services.
    • Contact Information: Enter your contact details such as:
      • Street Address
      • Phone Number
      • Email Address
      • Fax Number
    • Business Hours: Specify your operating hours and any notes (e.g., weekends closed).
    • Social Media Links: Link to your business’s social media accounts, such as Facebook, Twitter, and LinkedIn.
    • Google Maps: Include a Google Maps link to show your physical location.
    • Google Analytics: Add a Google Analytics Tracker ID to monitor website traffic.

  3. Publish the Site: Once the customization is complete, click Publish to make the website live. The website will be automatically created with the selected template and details.
    Screenshot 2025-03-04 014022.png

2. Sitejet Builder

The Sitejet Builder is a drag-and-drop website builder that allows creating fully customized websites for clients. With Sitejet, users can quickly edit and build websites using templates, which can be tailored to meet specific client needs.

Using the Sitejet Builder
  1. Select a Template: Click Edit Site, and you will be redirected to a selection of website templates. You can choose a template that suits the client’s needs.

    Screenshot 2025-03-04 012423.png


    screenshot-2025-03-04-012517.png

  2. Edit the Template: The builder allows you to drag and drop elements to customize the layout and design. You can:
    • Add sections like headers, footers, image galleries, and text blocks.
    • Modify colors, fonts, and styles.
    • Insert contact forms, maps, and social media icons.
  3. Customize Content: You can easily add, edit, or remove content within the template, ensuring that the website is unique to the client’s business or personal needs.
  4. Publish the Site: Once the site is ready, press the Publish button to go live. Sitejet makes it easy to launch a custom website without needing to code.
    Screenshot 2025-03-04 012541.png

3. Domains Tool

The Domains tool in cPanel allows users to manage domain names, including creating new domains, setting up redirects, and configuring HTTPS redirects.

Managing Domains

The Domains interface displays a list of all domains, including the following details:

Adding a New Domain

To create a new domain:

  1. Click on the Create a New Domain button.
  2. Enter the domain name you want to create.
  3. Submit the form, and the new domain will be added to the list.
    Screenshot 2025-03-04 012952.png

Once the domain is created, it will appear in the domain list. From there, you can manage DNS settings, configure redirects, and more.

Web Hosting

About WP ToolKit

cPanel offers several domain management tools to help efficiently manage clients' websites. These tools allow to create websites using templates, build sites with a drag-and-drop builder, and manage domains. This documentation will highlight the WordPress management tool and how to use it.

Screenshot 2025-03-04 011225.png

1. WordPress Management Tool

The WordPress Management feature in cPanel offers a comprehensive toolkit for managing WordPress sites. This feature helps  install WordPress, manage plugins and themes, and monitor site quality. It is divided into three main sections: Installations, Plugins, and Themes.

Screenshot 2025-03-04 011446.png

Installations

The Installations section provides a user-friendly interface for managing WordPress sites. Here’s what you can do:

Plugins

In the Plugins section, you can manage the plugins installed on the WordPress sites you manage. Here’s what you can do:

Themes

The Themes section lets you manage the themes installed on your WordPress installations. Here’s what you can do:

Web Hosting

About Cron jobs

Cron jobs in cPanel allow you to automate tasks and execute commands or scripts on your website at scheduled intervals. This can be useful for a variety of administrative tasks, such as clearing temporary files, sending regular reports, or executing database backups. The cron job feature helps you automate processes without manual intervention, ensuring that tasks run on time.

1. Accessing Cron Jobs

To access the Cron Jobs feature:

  1. Log in to your cPanel account.
  2. Navigate to the Advanced section.
  3. Click on Cron Jobs.
    Screenshot 2025-03-04 015500.png

This will open the Cron Jobs interface where you can set up, manage, and monitor automated tasks for your site.

Understanding Cron Jobs

Cron jobs are scheduled tasks that run automatically at specified intervals. You can define the frequency and the exact time when these tasks should be executed. Cron jobs are typically used for running commands, executing scripts, or performing server maintenance tasks at specific times.

How Cron Jobs Work

Cron jobs are scheduled by defining time intervals using five fields:

For example, if you want a script to run at 2:00 AM every day, you would enter:

Common Settings for Cron Jobs

2. Adding a New Cron Job

To add a new cron job, follow these steps:

  1. Email Settings:

    • If you want an email sent to you every time the cron job runs, enter your email address in the Current Email section. For example, you may see newsite@example.com in this field.
    • If you don’t want to receive emails, use the command >/dev/null 2>&1 to suppress email notifications. For example:
      /usr/local/bin/php /home/newsite/public_html/path/to/cron/script >/dev/null 2>&1
      image.png

  2. Set the Time Intervals:

    • Use the dropdown menus for Minute, Hour, Day, Month, and Weekday to specify when the cron job should run.
      image.png

  3. Command:

    • In the Command field, you’ll enter the command or script that you want to run. Below are some common examples:

    General PHP Command:

    swift
    /usr/local/bin/php /home/newsite/public_html/path/to/cron/script

    This will run a PHP script located at /home/newsite/public_html/path/to/cron/script.

    Domain-Specific PHP Command:

    swift
    /usr/local/bin/ea-php99 /home/newsite/domain_path/path/to/cron/script

    In this example, replace ea-php99 with the PHP version assigned to the domain. To find the PHP version assigned to the domain, you can check in the MultiPHP Manager in cPanel.

  4. Add the Cron Job: Once you have configured the cron job settings, click Add New Cron Job to schedule the task.

Cron Job Email Notifications

3. Managing Cron Jobs

Once you have set up cron jobs, they will appear in the Current Cron Jobs table.
image.png
This table displays the following information:

Minute Hour Day Month Weekday Command Actions
* 2 * * * /usr/local/bin/php /home/newsite/public_html/path/to/cron/script [Edit] [Delete]
Important Notes About Cron Jobs

Cron jobs are an invaluable tool for automating tasks on your website. By setting up cron jobs, you can ensure that tasks like cleaning temporary files, backing up databases, and running scripts happen automatically and on schedule. Always verify your commands and test scripts before scheduling them, and be mindful of your email notifications to keep track of your cron job activities.

Social Media Services

ResellPortal.com provides premium Social Media Marketing (SMM) services to help individuals and businesses enhance their social media presence, increase engagement, and attract more followers. Our platform ensures fast delivery, guaranteed results, and competitive pricing, making us the go-to choice for all your social media growth needs.

Key Features:

Social Media Services

Ordering Social Media Services

The social media services by resellportal.com provides the following:

How It Works

1. Choose Platform & Category

Select the social media platform and the specific service category you need.

2. Input Client Details

Provide the following details:

3. Select Quantity

Specify the desired quantity for the service.

4. Confirm Cost & Activate Service

Review the total cost and confirm activation to proceed with the service.

Available Platforms and Categories

ResellPortal.com offers SMM services across the most popular social media platforms, including:

  1. Instagram

    • Followers

    • Likes

    • Comments

    • Views

    • Story Views

  2. Facebook

    • Page Likes

    • Post Likes

    • Shares

    • Followers

  3. Twitter

    • Followers

    • Retweets

    • Likes

  4. YouTube

    • Subscribers

    • Views

    • Watch Hours

    • Likes

  5. TikTok

    • Followers

    • Views

    • Likes

    • Shares

  6. LinkedIn

    • Connections

    • Page Followers

    • Engagement

  7. Other Platforms

    • Pinterest, Snapchat, Telegram, and more.

Service Activation Form

Below is the required information to activate a service:

Field Description
Platform Category Select the social media platform.
Service Choose the service (e.g., likes).
Quantity Enter the desired quantity.
Client Email Provide the client’s email address.
Username Social media account username.
Profile URL Link to the client’s profile.
Cost Total price for the selected service.
Activate Service

Once all details are filled in, click "Activate Service" to initiate the order.

Benefits for Resellers


With ResellPortal.com's Social Media Marketing services, you can effortlessly enhance social media presence, engagement, and growth for yourself or your clients. Activate SMM services today and experience quality, speed, and unmatched results.

Start growing your social media with ResellPortal.com!

For further inquiries or assistance, please contact our support team at contact@resellportal.com.

 

Appointment Scheduling

The QuickRerserve Appointment Scheduling Software is designed to help businesses manage and schedule appointments efficiently. It offers features like online booking, automated reminders, calendar integration, and client management to streamline the appointment process for businesses of any size. This documentation serves as a comprehensive guide for setting up, configuring, and using the appointment scheduling software effectively.

Key Features: 


Appointment Scheduling

Using Appointment Scheduling

The Appointment Scheduling Application provides a comprehensive platform to manage appointments, customers, services, and user roles while offering customizable settings and integrations.

1. Header Navigation Overview

After logging in, the application header contains the following sections:

image.png

2. Calendar 

The Calendar Tab displays a table with Date and Time slots. Users can:

image.png

Managing Appointments

  1. Click on a Date/Time slot.

  2. Choose between:

    • Unavailability: Mark specific time as unavailable.
    • Appointment: Schedule an appointment.

      image.png


  3. If Appointment is selected, fill out the following details:

    • Service
    • Provider
    • Color (visual representation)
    • Start Date/Time and End Date/Time
    • Timezone
    • Location
    • Notes
    • Status

  4. Fill in the Customer Details Section:

    • First and Last Name
    • Address
    • City
    • Zip Code
    • Phone Number
    • Language

  5. Click Save to finalize the appointment.

    image.png

    image.png
    Note: You can either add new customer and enter their details or select from an existing customer for details to be auto filled.

3. Customers 

The Customers Tab allows users to manage customer information and view associated appointments.

Customer Details

Fill in the following details to add or update a customer:

Appointments Section

A separate box displays all appointments associated with the customer.

image.png

4. Services 

The Services Tab includes two dropdowns:

image.png

a) Services

Add or manage service details:

b) Categories

Add or manage service categories:

5. Users 

The Users Tab manages user roles and is divided into three roles:

image.png

a) Providers

Add or manage provider details:

b) Secretaries

Follow the same process as Providers.

c). Admin

Follow the same process as Providers.

image.png

6. Settings 

The Settings Section is divided into multiple areas and is found in the drop down below the user name:

image.png

General Settings
Booking Settings
Business Logic
Integrations

The application supports multiple integrations:

  1. Webhooks:

    • Send HTTP notifications to external applications for events like appointment creation or customer removal.

  2. Google Analytics:

    • Add tracking code to the public booking topic to monitor sessions.

  3. Matomo Analytics:

    • Similar to Google Analytics, track booking sessions.

  4. API:

    • Use HTTP protocol to interact with the application's data and create custom integrations.

  5. LDAP Integration:

    • Connect to an LDAP server for Single Sign-On (SSO) and automatic user imports.

8. Account

The Account tab allows users to edit their details The topic includes:

This documentation covers all primary functionalities of the Appointment Scheduling Application, including user roles, managing appointments, customers, and services, as well as settings and integrations. For further support, contact us at contact@resellportal.com

Web Design Services

The Web Design Services offered provide a complete solution for businesses, e-commerce stores, and content creators looking to build professional, SEO-optimized, and responsive websites.

Features:

Web Design Services

Ordering Web Design

Discover our comprehensive Web Design Services tailored to create responsive, visually stunning, and functional websites for businesses, e-commerce, and beyond

1. Selecting Topics for Your Website

To customize the structure of your website, you can select from the following topics:

2. Customizing the Color Scheme

Personalize the website's visual style by specifying the following:

3. Adding Custom Functionality

Select additional functionality to enhance your website:

4. Uploading Brand Assets

  1. Upload your logo (optional) to integrate it into the website design.

  2. Provide competitor websites as references for design inspiration (optional).

5. Content and Hosting Details

6. Communication and Contact

List your preferred contact details (email, phone) for any questions during the design process.

7. Cost Breakdown

With Web Design Services from our team, you can create a professional, responsive, and functional website tailored to your needs. For further assistance, reach out to our support team!

SEO Services

The SEO Services are designed to improve your website’s visibility on search engines, drive organic traffic, and provide measurable growth. These services include comprehensive optimization, detailed reporting, and opportunities for recurring revenue.

SEO Service Features:

SEO Services

Ordering SEO

Unlock the power of professional SEO Services designed to boost visibility, drive organic traffic, and deliver measurable growth for your clients.

1. Activating SEO Services

  1. Provide Client Details:

    • Enter the client’s email address.

  2. Submit Website Details:

    • Add the website URL.

    • Provide login credentials (e.g., cPanel, hosting access) and any necessary details.

  3. Choose the SEO Package:

    • Local SEO: $200/month.

    • Monthly fee: $700 (automatically deducted from your wallet).

2. SEO Service Phases

Phase 1: Onboarding
Onsite Optimization
Basic Technical Optimization
Advanced Technical Optimization
Phase 2: Recurring Monthly Deliverables

3. Best Practices for Using SEO Services

With ResellPortal’s SEO Services, you can confidently grow your online visibility, enhance rankings, and drive consistent traffic. For additional support, contact our SEO team or refer to the full SEO documentation.

CRM

Activating the CRM Package:

  1. Go to the Marketplace and select "CRM".
  2. Select the plan time period: Monthly, Quarterly, Bi-Annually, Annually. Costs are deducted automatically, and low balance disables the package.
  3. Type the client's desired Username and Password.
  4. Click Activate Service. Provisioning occurs within minutes. Check status under "Subscriptions" in your Dashboard.
  5. Use the Edit icon next to the subdomain to update passwords, upgrade, or disable.

CRM Features

CRM

Using CRM (Intro)

Welcome to the ResellPortal CRM documentation. This guide provides comprehensive insights into managing your customer relationships, optimizing workflows, and leveraging the features of ResellPortal’s CRM system. Inspired by the powerful functionality of EspoCRM, ResellPortal CRM is tailored to streamline resellers’ operations, making it easier to track, manage, and grow your business relationships.

1. Introduction to ResellPortal CRM

ResellPortal CRM is a customer relationship management platform designed to help resellers streamline their business processes. It provides tools for managing customer data, tracking sales, automating workflows, and generating reports to drive informed decision-making.

Whether you’re tracking potential leads or managing ongoing client relationships, ResellPortal CRM is built to improve efficiency and foster growth.

Key Benefits:

2. Getting Started

System Requirements

To use ResellPortal CRM effectively, ensure your system meets the following requirements:

User Access and Roles

ResellPortal CRM employs a role-based access control system. Common roles include:

To ensure data security, users should be assigned appropriate roles based on their responsibilities.

Logging In

  1. Navigate to ResellPortal CRM Login Topic.

  2. Enter your username and password.

  3. Click Login.

If you forget your password, use the “Forgot Password” link to reset it.

3. Core Features

Dashboards

Dashboards provide an overview of your business’s key metrics and activities. They can be customized to display:

Accounts and Contacts

The Accounts and Contacts modules are central to managing your relationships:

Actions:

Leads and Opportunities

Track potential customers and convert them into sales with these tools:

Sales Management

Manage your entire sales pipeline in one place:

Task and Activity Tracking

Stay organized with integrated task and activity management:

4. Customization

Every business is unique, and ResellPortal CRM offers extensive customization options:

5. Advanced Features

Reports and Analytics

Gain insights into your performance with powerful reporting tools:

Automation and Workflows

Automate repetitive tasks to save time and reduce errors:

Integrations

Expand functionality with third-party integrations:

6. Troubleshooting and Support

Common Issues

  1. Unable to Login:

    • Ensure you’re using the correct username and password.

    • Reset your password if necessary.

    • Contact support if issues persist.

  2. Slow Performance:

    • Check your internet connection.

    • Clear browser cache and cookies.

    • Ensure your browser is up to date.

  3. Missing Data:

    • Verify access permissions.

    • Check filters or search settings in the module.

Support Options

ResellPortal CRM offers several support channels:

With ResellPortal CRM, managing your customer relationships has never been easier. Whether you’re tracking leads, closing deals, or maintaining client satisfaction, our platform is designed to help you succeed. For additional guidance, reach out to our support team for assistance.

CRM

Using Accounts

The Accounts module in ResellPortal CRM is designed to help you manage and organize businesses or organizations you interact with. Each account acts as a central hub where you can store essential information, track interactions, and link related contacts, leads, and opportunities. Here’s a detailed guide to using the Accounts section effectively.

1. Navigating to the Accounts Module

  1. Log in to your ResellPortal CRM dashboard.

  2. Locate the main navigation menu on the left-hand side.

  3. Click on Accounts to access the module.

You’ll see a list view displaying all existing accounts.

2. Creating a New Account

To add a new account:

  1. Click the "Create" Button:

    • In the Accounts module, click the + Create button at the top-right corner.

      1.png

  2. Fill Out the Account Details:

    • Account Name (Required): Enter the name of the business or organization.

    • Industry: Select the industry category (e.g., Retail, Technology).

    • Type: Indicate whether it’s a customer, prospect, partner, or vendor.

    • Billing Address: Enter the billing address of the account.

    • Shipping Address: If different, specify the shipping address.

    • Phone Number: Add the main contact number for the account.

    • Website: Enter the account’s website URL.

  3. Save the Account:

    • Click the Save button at the bottom to store the new account.

      image.png

       

      Note: You can Link Related Records by Using the "Contacts," "Opportunities," or "Tasks" sections to link relevant records that appear after saving.

      image.png

3. Viewing and Editing Accounts

Accessing an Account Record:

  1. From the Accounts list view, click on the desired account’s name to open its detailed record view.

Editing Account Information:

  1. In the account record view, click the Edit button at the top-right corner.

  2. Update the necessary fields (e.g., phone number, address, or industry).

  3. Click Save to apply the changes.

    image.png

4. Linking Contacts to an Account

Contacts represent individuals associated with an account. To link contacts:

  1. Open the desired account record.

  2. Scroll down to the Contacts subpanel.

  3. Click the Link button to associate an existing contact or the + Create button to add a new one.

  4. If creating a new contact, enter the individual’s details (e.g., name, email, phone).

  5. Save the contact. It will now appear in the Contacts subpanel.

    image.png

    image.png

5. Managing Interactions and Activities

The Accounts module allows you to track interactions and activities, such as meetings, calls, and tasks:

  1. Adding Activities:

    • In the account record, locate the Activities subpanel.

    • Click + Create to add a new activity, such as a call, meeting, or task.

    • Enter relevant details like date, time, and description.

    • Save the activity.

      image.png

  2. Viewing Interaction History:

    • The History subpanel displays completed activities, emails, and notes linked to the account.

6. Filtering and Searching Accounts

Use filters and search options to locate specific accounts quickly:

  1. Search Bar:

    • Use the search bar at the top of the Accounts list to find an account by name, industry, or type.

  2. Filters:

    • Click the Filters button to apply advanced filters based on criteria like creation date, assigned user, or status.
      image.png

7. Deleting Accounts

Deleting an Account:

  1. Open the account record.

  2. Click the Remove button.

  3. Confirm the deletion.

    image.png

8. Best Practices for Managing Accounts

By mastering the Accounts module, you’ll unlock the full potential of ResellPortal CRM to build stronger relationships and drive your business forward. For additional help, contact our support team or refer to the full CRM documentation.

CRM

Using Contacts

The Contacts module in ResellPortal CRM is designed to help you manage individual relationships linked to businesses or organizations (Accounts). Each contact holds key details about the person, including their role, communication preferences, and interaction history. This guide will walk you through effectively using the Contacts module.

1. Navigating to the Contacts Module

  1. Log in to your ResellPortal CRM dashboard.

  2. Locate the main navigation menu on the left-hand side.

  3. Click on Contacts to access the module.

You’ll see a list view displaying all existing contacts, including names, associated accounts, and email addresses.

image.png

2. Creating a New Contact

To add a new contact:

  1. Click the "Create" Button:

    • In the Contacts module, click the + Create button at the top-right corner.

  2. Fill Out the Contact Details:

    • First Name and Last Name (Required): Enter the individual’s name.

    • Email Address: Add the primary email address for communication.

    • Phone Number: Include the main contact number.

    • Associated Account: Link the contact to an existing account for better organization.

    • Address: Enter the contact’s physical or mailing address, if applicable.

  3. Save the Contact:

    • Click the Save button to store the new contact.

      image.png

3. Viewing and Editing Contacts

Accessing a Contact Record:

  1. From the Contacts list view, click on the desired contact’s name to open their detailed record.

Editing Contact Information:

  1. In the contact record view, click the Edit button at the top-right corner.

  2. Update any necessary fields, such as email, phone number, or associated account.

  3. Click Save to apply the changes.

    image.png

4. Linking Contacts to Accounts

Each contact should be associated with an account for better data organization and tracking. To link a contact to an account:

  1. Open the desired contact record.

  2. Locate the Account field in the record.

  3. Select an existing account or create a new one directly from the dropdown.

  4. Save the changes.
    2.png

5. Tracking Interactions and Activities

The Contacts module allows you to log and monitor all interactions with individuals:

  1. Adding Activities:

    • In the contact record, locate the Activities subpanel.

    • Click + Create to add an activity such as a call, email, or meeting.

    • Enter details like the date, time, and description of the interaction.

    • Save the activity.

      image.png

  2. Viewing Interaction History:

    • The History subpanel displays completed activities, notes, and emails linked to the contact.

  3. Logging Notes:

    • Use the Stream section to document key insights or conversations related to the contact.

6. Searching and Filtering Contacts

Quickly locate contacts using the search and filter options:

  1. Search Bar:

    • Use the search bar at the top of the Contacts list to find a contact by name, email, or phone number.

  2. Filters:

    • Click the Filters button to apply advanced criteria, such as account association, title, or location.

      image.png

7. Deleting Contacts

Deleting a Contact:

  1. Open the contact record.

  2. Click the remove button.

  3. Confirm the deletion.

    image.png

8. Best Practices for Managing Contacts

By mastering the Contacts module, you can strengthen individual relationships, improve communication efficiency, and drive your business goals forward. For further assistance, contact our support team or explore the full ResellPortal CRM documentation.

 

CRM

Using Leads

The Leads module in ResellPortal CRM is designed to help you capture, track, and manage potential customers effectively. Leads are individuals or organizations that have shown interest in your product or service but are not yet fully qualified. This guide will walk you through how to use the Leads module to convert prospects into long-term customers.

1. Navigating to the Leads Module

  1. Log in to your ResellPortal CRM dashboard.

  2. Locate the main navigation menu on the left-hand side.

  3. Click on Leads to access the module.

You’ll see a list view displaying all existing leads, including their names, statuses, and associated accounts or contacts.

2. Creating a New Lead

To add a new lead:

  1. Click the "Create" Button:

    • In the Leads module, click the + Create button at the top-right corner.

  2. Fill Out Lead Details:

    • First Name and Last Name: Enter the lead’s personal information.

    • Company/Organization: If applicable, enter the lead’s associated company.

    • Email Address and Phone Number: Provide contact details for communication.

    • Lead Source: Indicate how the lead was acquired (e.g., website inquiry, referral, trade show).

    • Status: Select the current status (e.g., New, In Progress, Qualified, Disqualified).

    • Industry: Specify the industry if applicable.

  3. Add Additional Information:

    • Include notes about the lead’s needs, timeline, or any relevant context.

  4. Save the Lead:

    • Click the Save button to store the new lead.

      image.png

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3. Viewing and Editing Leads

Accessing a Lead Record:

  1. From the Leads list view, click on the desired lead’s name to open their detailed record.

Editing Lead Information:

  1. In the lead record view, click the Edit button at the top-right corner.

  2. Update any necessary fields, such as email, status, or notes.

  3. Click Save to apply the changes.

    image.png

4. Qualifying a Lead

Qualifying a lead means assessing their potential to become a customer. To qualify a lead:

  1. Open the lead record.

  2. Review the lead’s details and interaction history.

  3. Update the Status field to reflect their progression (e.g., Converted).

  4. If the lead is ready to convert, link them to an account and/or contact or create a new one.

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5. Tracking Interactions and Activities

To maintain a comprehensive history of your engagement with a lead:

  1. Adding Activities:

    • In the lead record, locate the Activities subpanel.

    • Click + Create to schedule calls, meetings, or tasks.

    • Enter relevant details like date, time, and description.

    • Save the activity.

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  2. Logging Notes:

    • Use the stream section to document important conversations or observations about the lead.

6. Filtering and Searching Leads

Quickly locate specific leads using the search and filter options:

  1. Search Bar:

    • Use the search bar at the top of the Leads list to find a lead by name, company, or email.

  2. Filters:

    • Click the Filters button to apply criteria such as status, lead source, or assigned user.

      image.png

7. Converting Leads

Once a lead is qualified, you can convert it into an account, contact, or opportunity:

  1. Open the lead record.

  2. Click the Convert button.

  3. Choose the desired action:

    • Create Account and Contact: Automatically generate an account and contact record based on the lead’s details.

    • Create Opportunity: Link the lead to a new sales opportunity.

  4. Review and confirm the information, then complete the conversion process.
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8. Deleting or Archiving Leads

Deleting a Lead:

  1. Open the lead record.

  2. Click the Delete button.

  3. Confirm the deletion.

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9. Best Practices for Managing Leads

By mastering the Leads module, you can streamline your sales pipeline and ensure that no potential customer is overlooked. For further guidance, reach out to our support team or refer to the full ResellPortal CRM documentation.

 

CRM

Using Opportunities

The Opportunities module in ResellPortal CRM is designed to help you manage and track potential revenue-generating deals. Opportunities represent sales prospects that you’re actively working on, allowing you to monitor progress, forecast revenue, and prioritize efforts effectively. This guide will walk you through the features and best practices for using the Opportunities module.

1. Navigating to the Opportunities Module

  1. Log in to your ResellPortal CRM dashboard.

  2. Locate the main navigation menu on the left-hand side.

  3. Click on Opportunities to access the module.

You’ll see a list view displaying all existing opportunities, including their names, stages, and expected close dates.

2. Creating a New Opportunity

To add a new opportunity:

  1. Click the "Create" Button:

    • In the Opportunities module, click the + Create button at the top-right corner.

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  2. Fill Out Opportunity Details:

    • Opportunity Name (Required): Provide a descriptive name for the opportunity.

    • Account: Link the opportunity to an existing account.

    • Expected Close Date: Specify the anticipated date for closing the deal.

    • Stage: Select the current stage of the sales process (e.g., Prospecting, Negotiation, Closed-Won, Closed-Lost).

    • Probability: Enter the potential revenue value for this opportunity.

    • Assigned User: Designate a team member responsible for managing the opportunity.

  3. Add Additional Information:

    • Include notes about the opportunity’s background, client requirements, or key stakeholders. in the description field.

  4. Save the Opportunity:

    • Click the Save button to store the new opportunity.

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3. Viewing and Editing Opportunities

Accessing an Opportunity Record:

  1. From the Opportunities list view, click on the desired opportunity’s name to open its detailed record.

Editing Opportunity Information:

  1. In the opportunity record view, click the Edit button at the top-right corner.

  2. Update any necessary fields, such as stage, expected close date, or amount.

  3. Click Save to apply the changes.

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4. Tracking Progress Through Sales Stages

The Opportunities module uses stages to track where each deal stands in the sales pipeline. Common stages include:

  1. Prospecting: Initial contact or discovery phase.

  2. Qualification: Assessing the lead’s needs and fit.

  3. Proposal: Presenting solutions or quotes.

  4. Negotiation: Finalizing terms and addressing objections.

  5. Closed-Won: Successfully closed deals.

  6. Closed-Lost: Opportunities that did not result in a sale.

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To update the stage:

  1. Open the opportunity record.

  2. Select the new stage from the Stage dropdown.

  3. Save your changes.

5. Adding Activities and Notes

Keep a detailed record of all interactions and activities related to each opportunity:

  1. Adding Activities:

    • In the opportunity record, locate the Activities subpanel.

    • Click + Create to schedule tasks, calls, or meetings.

    • Enter details like date, time, and description.

    • Save the activity.

      image.png


6. Searching and Filtering Opportunities

Quickly locate specific opportunities using the search and filter options:

  1. Search Bar:

    • Use the search bar at the top of the Opportunities list to find an opportunity by name, account, or stage.

  2. Filters:

    • Click the Filters button to apply criteria such as expected close date, assigned user, or amount.

      image.png

7. Closing Opportunities

When an opportunity reaches its conclusion, mark it as either "Closed-Won" or "Closed-Lost":

  1. Open the opportunity record.

  2. Update the Stage field to "Closed-Won" or "Closed-Lost." s shown above point 4.

  3. Add a note explaining the outcome (e.g., reasons for loss or feedback from the client).

  4. Save the record.

8. Best Practices for Managing Opportunities

By mastering the Opportunities module, you can streamline your sales process, improve forecasting accuracy, and close more deals. For further assistance, reach out to our support team or explore the full ResellPortal CRM documentation.

 

CRM

Using Activities

The Activities module in ResellPortal CRM allows you to schedule, track, and manage all interactions and tasks related to your business. From emails and meetings to calls and tasks, the Activities module ensures that you stay organized and never miss an important follow-up. The built-in calendar provides a centralized view of your upcoming commitments. This guide will walk you through each component of the Activities section.

1. Navigating to the Activities Module

  1. Log in to your ResellPortal CRM dashboard.

  2. Locate the main navigation menu on the left-hand side.

  3. Click on Activities to access the module.

You will see a categorized list view of emails, meetings, calls, tasks, and other scheduled activities.

2. Managing Emails

Emails are a crucial part of client communication. The CRM allows you to send, receive, and track emails directly within the system.

Sending an Email:

  1. Navigate to the Emails section under Activities.

  2. Click the + Compose button to create a new email.

  3. Fill out the required fields:

    • Recipient: Add the email address of the contact or lead.

    • Subject: Enter a subject line.

    • Message Body: Write your email content.

  4. Attach any necessary files.

  5. Click Send to deliver the email.

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Tracking Emails:

3. Scheduling and Managing Meetings

Meetings help you maintain direct communication with clients or team members. The Meetings section allows you to create and track all scheduled appointments.

Creating a Meeting:

  1. In the Activities module, navigate to the Meetings section.

  2. Click the + Create button.

  3. Fill out the meeting details:

    • Title: Add a descriptive title for the meeting.

    • Date and Time: Specify the start and end times.

    • Participants: Add attendees from your contacts or team members.

    • Location: Enter the meeting venue or provide a video conferencing link.

  4. Save the meeting.

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Managing Meetings:

4. Logging and Tracking Calls

Calls are essential for follow-ups and quick resolutions. The Calls section allows you to log both completed and scheduled calls.

Logging a Completed Call:

  1. Navigate to the Calls section under Activities.

  2. Click the + Create button.

  3. Enter the following details:

    • Subject: Add a title for the call.

    • Date and Time: Specify when the call occurred.

    • Duration: Record how long the call lasted.

    • Notes: Summarize the conversation.

  4. Save the call record.

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Scheduling a Call:

  1. Follow the same steps as logging a call but set the call status to Scheduled.

  2. Assign a reminder to ensure timely follow-up.

5. Managing Tasks

Tasks help you stay on top of to-dos and deadlines. The Tasks section allows you to create, assign, and monitor progress.

Creating a Task:

  1. Navigate to the Tasks section in Activities.

  2. Click the + Create button.

  3. Fill out the task details:

    • Subject: Describe the task.

    • Due Date: Specify the deadline.

    • Priority: Set the priority level (e.g., Low, Medium, High).

    • Assigned User: Assign the task to a team member.

  4. Save the task.

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Tracking Task Progress:

6. Using the Calendar

The Calendar provides a centralized view of all scheduled activities, including meetings, calls, and tasks.

Accessing the Calendar:

  1. Navigate to the Calendar section in the main menu.

  2. Use the Day, Week, or Month views to customize your display.

    image.png

Adding Events to the Calendar:

7. Best Practices for Managing Activities

By mastering the Activities module, you can stay organized, improve communication, and ensure all tasks and interactions are completed on time. For additional assistance, contact our support team or refer to the full ResellPortal CRM documentation.

 

E-Sim Data Plans

ResellPortal.com offers flexible and reliable eSIM data plans that provide seamless connectivity across 150+ countries. Whether you need high-speed data for a short trip or an extended period, our plans are tailored to meet your needs.

Features of eSIM Data Plans:

E-Sim Data Plans

FAQ

Frequently Asked Questions by Your Clients

Q: Can I use a physical SIM and eSIM together?

A: Yes, on dual SIM devices, you can use both a physical SIM and an eSIM. You can select which SIM to use for cellular data and set the default voice line.

Q: Should I switch on “Data Roaming” when using eSIM?

A: Yes, turn on data roaming for your eSIM and turn off roaming for your home SIM to avoid high charges. Go to “Settings” > “Cellular” > “Data Roaming.”

Q: Can I use more than one eSIM provider when traveling abroad?

A: Yes, iPhones can store up to 10 eSIMs, and Androids can store 5-7 eSIMs. Only one eSIM can be active at a time. Label your eSIMs to avoid confusion.

Q: Can multiple phones scan the same QR code?

A: No, each QR code can be scanned only once and is tied to a unique device ID.

Q: How to use hotspots with eSIM?

A: On iOS, APNs are preconfigured except for Japan, where you need to set the APN to "vmobile.jp." For Android issues, contact customer service for support.

E-Sim Data Plans

Using Data Plans & Coverage

How to Use Day Pass Plans?

Day Pass plans provide a fixed amount of high-speed data daily and unlimited data at 2G speed after the high-speed allowance is used.

Example:
Key Features:
Daily Plan Pricing:

APN Settings

APN settings are configured automatically for most devices. Special exceptions apply to Japan for iOS devices.

For iOS (Japan):

  1. Go to Settings > Mobile Data > Mobile Data Network.

  2. Set APN to vmobile.jp.

  3. Turn on roaming for eSIM.

For Android:
APN in API:
Hotspot Sharing:

Troubleshooting Common eSIM Issues

I Can't Connect to the Internet:

  1. Go to Settings > Cellular > Cellular Data.

  2. Select the newly purchased eSIM.

  3. Ensure Data Roaming is ON.

  4. Look for network bars:

    • Bars: Connected to a tower.

    • No Signal: Restart the device to refresh the connection.

  5. Manually select the network if necessary.

Tips:

I Can't Install My eSIM:

  1. Ensure your device is unlocked.

  2. Verify eSIM compatibility.

  3. Ensure a strong internet connection.

  4. Confirm the QR code hasn't been used by another device.

Can Users Reinstall a Deleted eSIM?

Why Can't I Access the Internet Even with Data Left?
What if I Deleted My eSIM Accidentally?
Can I Transfer My eSIM to Another Device?

5G Availability

Checking 5G Availability:
Supported Countries for 5G:

The following countries currently support 5G (subject to change). Always check the latest updates in the portal or API responses.

Country/Region Network Status
Aaland Islands 4G/5G
Argentina 4G/5G
Asia (20 areas) 4G/5G
Asia-Pacific 6GB 8Days 4G/5G
Australia 4G/5G
Austria 4G/5G
Bahrain 4G/5G
Belgium 4G/5G
China 4G/5G
Croatia 4G/5G
Czech Republic 4G/5G
Denmark 4G/5G
Estonia 4G/5G
Europe 40+ Countries 4G/5G
France 4G/5G
Germany 4G/5G
Greece 4G/5G
Hong Kong 4G/5G
India 4G/5G
Italy 4G/5G
Japan 4G/5G
New Zealand 4G/5G
Philippines 4G/5G
Singapore 4G/5G
Spain 4G/5G
United Kingdom 4G/5G
United States 4G/5G
South Africa 4G/5G
Tunisia 4G/5G
Brazil 4G/5G
Qatar 4G/5G
Uzbekistan 4G/5G

Refer to the portal/API for the most up-to-date list.

Checking Data Usage

End-User Check:

  1. Access the Short URL provided.

  2. Click on Check Usage for real-time stats.

Support Channel

For unresolved eSIM issues:

E-Sim Data Plans

E-sim Support Devices

Before purchasing or activating an eSIM plan, customers must ensure that their devices are eSIM-compatible. This guide provides resources, tools, and steps to check eSIM compatibility across devices.

1. eSIM Device Support Resources

Customers can use the following references to confirm eSIM support:

These lists can be displayed on your website or app for customer reference.

2. In-App eSIM Detection

For a seamless user experience, integrate our Android SDK to detect eSIM capabilities within your mobile app.

3. How to Check eSIM Compatibility

On Android Devices:

The steps to check eSIM compatibility on Android devices may vary slightly by model but follow a similar process:

  1. Go to Settings.

  2. Select Network & Internet.

  3. Locate the SIM Card or Mobile Network settings.

  4. Check if there is an option to Add a New SIM.

    • If the option exists, your device is likely eSIM-compatible.

  5. Confirm eSIM support by reviewing the device’s specifications in the manual or manufacturer’s website.
On iPhone Devices:

Most newer iPhone models starting from the iPhone XR support eSIMs. To confirm:

  1. Open Settings.

  2. Select General.

  3. Tap About.

  4. Scroll down to locate the EID (Embedded Identification Number).

    • If you see a 32-digit EID number, your iPhone is eSIM-compatible.

  5. Additionally, check Apple’s official specifications for your device model.

By ensuring device compatibility and offering clear resources for verification, ResellPortal provides a seamless onboarding experience for eSIM customers. For additional support or technical assistance, contact our support team.

E-Commerce

Activating the E-Commerce Package:

  1. Go to the Marketplace and select "E-Commerce".
  2. Select the plan time period: Monthly, Quarterly, Bi-Annually, Annually. Costs are deducted automatically, and low balance disables the package.
  3. Type the client or company's email and subdomain.
  4. Click Activate Service. Provisioning occurs within minutes. Check status under "Subscriptions" in your Dashboard.
  5. Use the Edit icon next to the subdomain to update passwords, upgrade, or disable.

Features of E-Commerce:

E-Commerce

Set up and configure E-Commerce

Welcome to ResellPortal, provifing the ultimate e-commerce platform for resellers. Whether you’re launching a new store or migrating an existing one, ResellPortal provides all the tools you need to create, manage, and grow a successful online business. This documentation will guide you through setup, configuration, and advanced features to maximize your store’s potential.

1. Setup and Configuration

Creating a Compelling Landing Page

A strong landing page is the cornerstone of your online store. Follow these steps to create a page that engages visitors and drives conversions:

  1. Start with setting the menu: Navigate to the "Website Setup" section and choose a 'menu', add the link and title.

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  2. Sliders and Banners:

    • Upload high-quality images and videos.

    • Include a clear call-to-action (e.g., "Shop Now" or "Learn More").

    • Can also add middle page banners.

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  3. Footer:

    • Add the footer title, and description.

    • Add Social media accounts.
    • You can add up to three widget links.

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  4. CMS Pages :

    • Manage and Add pages.

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  5. Features Activation: 
    select which features you want to activate for the user section , header section and landing page section.

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Configuring System Settings

Proper system settings ensure your store operates smoothly. Here’s how to configure them:

  1. Access System Settings:

    • Go to the "Settings" menu from the dashboard under 'Set up and configuration'.

  2. System Settings:

    • Set your store details - store name, logo, and favicon.

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    • Define your business email and contact information under 'System Settings -> System Details'.

      image.png

  3. Regional Settings:

    • Configure the default language and time zone under 'System Settings -> App Timezone'.

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  4. Billing Settings:  Set up You billing information under the system settings tab.

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  5. Tax Settings:

    • Go to 'Tax & Vat' tab under 'Setup and configuration' section.

    • Enable tax calculations and define regional tax rates.

      image.png

Pro Tip: Regularly review and update settings to ensure they reflect current business needs.

Setting Up System Currencies

Offering multi-currency options can expand your global reach. Here’s how to set up system currencies:

  1. Navigate to Currencies:

    • Go to 'Setup and Configuration'' -> "Settings" then select the 'System Currencies' tab.

  2. Add Currencies:

    • Select from a list of supported currencies.

    • Set the exchange rate manually or enable automatic updates.

  3. Define a Default Currency:

    • Choose the primary currency for your store.

  4. Display Options:

    • Select whether to show currency symbols and separators (e.g., $1,000 vs. 1000 USD).

       

      image.png

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Pro Tip: Use a reliable currency API for real-time exchange rate updates.

Managing Shipping Options

Streamlined shipping management ensures timely delivery and a positive customer experience. 

First Visit to the Shipping Settings:

Follow these steps:

  1. Set Up Shipping Zones:

    • Define regions or countries you’ll ship to.

    • Assign shipping rates to each zone.

  2. Configure Shipping Methods:

    • Enable flat-rate, free shipping, or dynamic shipping options based on weight or cart value.

    • Integrate with carriers like FedEx, UPS, or DHL for real-time rates.

  3. Enable Tracking:

    • Provide tracking numbers to customers via automated emails.

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Pro Tip: Offer free shipping for orders above a specific value to encourage larger purchases.

2. Managing Your Online Store

Product Catalog Management

Manage products under the 'Store Management' section in the dashboard. Go to 'Catalog Management' -> 'Products'.

Order Processing

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3. Advanced Features

Promotions 
Payment Gateway Integration
Reporting and Analytics

4. Support and Troubleshooting

With ResellPortal E-Commerce Software, you have all the tools you need to build and scale your online store. From intuitive setup and configuration to advanced analytics and branding features, ResellPortal empowers sellers to deliver exceptional shopping experiences. Explore the platform and take your e-commerce business to the next level!

E-Commerce

Online Store Management

Welcome to ResellPortal! As a reseller, you have access to advanced tools to help your clients manage their online stores efficiently. This guide covers the essential features and processes for managing the product catalog, creating promotions, and utilizing the file manager to enhance the e-commerce experience for your clients.

1. Managing the Product Catalog

Setting Up Your Catalog

A well-organized product catalog is crucial for showcasing products effectively. Here’s how to set it up:

  1. Navigate to the Catalog Setup:

    • Go to the "Store Management" section of the dashboard and select "Catalog Management."

  2. Create Categories:

    • Add categories to organize products by type, season, or any custom grouping.

    • Example: "Men’s Apparel," "Electronics," or "Sale Items."

  3. Add Products:

    • Click on "Add Product."

    • Fill in essential details such as name, description, price, SKU, and availability.

    • Upload high-resolution product images to enhance visual appeal.

  4. SEO Optimization:

    • Add meta titles, descriptions, and keywords to improve search engine rankings for individual products.

Pro Tip: Regularly review the catalog to keep categories and products up-to-date.

Adding and Managing Product Variations

Product variations allow you to offer multiple options for a single product, such as sizes, colors, or styles. Here’s how to manage them:

  1. Navigate to Product Variations:

    • Select a product from the catalog and go to the "Variations" tab.

  2. Add Variations:

    • Define attributes such as size, color, or material.

    • Enter the unique price, SKU, and inventory for each variation.

  3. Organize Variations:

    • Use filters to organize variations logically.

    • Example: Group sizes together and colors as sub-options.

  4. Bulk Editing:

    • Use the bulk editing tool to update multiple variations simultaneously.

Pro Tip: Use high-quality images for each variation to enhance the customer experience.

3. Creating and Managing Coupons

Promotions are key to driving sales and engaging customers. Follow these steps to create and manage coupons:

  1. Access the Coupons Section:

    • Go to "Marketing Tools" in the dashboard and select "Coupons."

  2. Create a New Coupon:

    • Enter a unique coupon code (e.g., "SUMMER20").

    • Define discount type (percentage or flat amount).

    • Set the expiration date and usage limits (e.g., one-time use).

  3. Assign Conditions:

    • Choose specific products, categories, or cart values where the coupon applies.

    • Example: "20% off orders over $50."

  4. Activate and Track Coupons:

    • Activate the coupon and monitor its performance using the built-in analytics tool.

Pro Tip: Run seasonal campaigns with targeted coupons to attract repeat customers.

4. Using the File Manager

The file manager simplifies the process of uploading and managing media assets for your clients’ online stores. Here’s how to use it:

  1. Access the File Manager:

    • Navigate to the "File Manager" in the "Store Management" section.

  2. Upload Files:

    • Drag and drop images, videos, and documents into the file manager.

    • Organize assets into folders for easy access.

  3. Optimize Media Files:

    • Use the built-in editor to resize or crop images before assigning them to products or banners.

  4. Assign Media to Products:

    • From the product page, link images or videos stored in the file manager to create engaging visuals.

Pro Tip: Regularly audit the file manager to remove unused files and free up storage space.

5. Tips and Best Practices

  1. Maintain Consistency:

    • Ensure uniform formatting for product names, descriptions, and images across the catalog.

  2. Analyze Promotions:

    • Use coupon performance data to refine marketing strategies.

  3. Use Quality Media:

    • High-resolution images and videos improve user engagement and conversion rates.

  4. Stay Organized:

    • Keep categories, product variations, and media assets well-structured to enhance navigation and efficiency.


By mastering these features, you can provide a seamless and professional e-commerce experience for your clients. ResellPortal empowers resellers with the tools needed to manage product catalogs, run effective promotions, and streamline media management. Explore these capabilities to support your clients and grow your business!

Website Builder

Activating the web builder Package:

  1. Go to the Marketplace and select "Website Builder".
  2. Select the plan time period: Monthly, Quarterly, Bi-Annually, Annually. Costs are deducted automatically, and low balance disables the package.
  3. Type the client or company's email.
  4. Click Activate Service. Provisioning occurs within minutes. Check status under "Subscriptions" in your Dashboard.

Website Builder Features:

Website Builder

Using Web Builder

Welcome to ResellPortal, our powerful website builder platform designed for resellers. With its robust branding capabilities and user-friendly tools, ResellPortal empowers you to offer custom website building solutions under your own brand. This documentation provides a detailed guide to help you manage your clients and maximize the platform’s features.

1. Key Features for Sellers

Branding and White-Labeling

User Account Management
Client Dashboard Overview
Domain Management

2. Project Management

Setting Up Default Workplaces
Adding and Managing Client Sites

  1. Navigate to the Projects Tab.

  2. Use the Add Site feature to create a new website for your client.

  3. Select templates tailored to the client’s industry or let them start with a blank topic.

  4. Assign the site to a workplace for organization.

Template Library Customization

3. Advanced Features

Analytics and Insights
Monetization Options
Support Tools for Sellers

4. Getting Started

Onboarding Clients

  1. Create an account for your client using the User Account Management tool.

  2. Provide a walkthrough of the dashboard and its features.

  3. Assist with the initial setup of their workplace and first website.

Setting Up Branded Domains

  1. Navigate to the Branded Domains tab.

  2. Guide your clients to connect their domains:

    • Enter the host details.

    • Generate and share the required A record for DNS configuration.

  3. Verify domain connection and ensure the website is live.

6. Frequently Asked Questions

a. How do I customize the platform with my branding?

Use the white-labeling settings in the admin panel to upload your logo, define your color scheme, and set up a custom domain for your portal.

b. Can I add my own templates to the library?

Yes, navigate to the Template Library settings to upload custom templates or modify existing ones.

c. How do I manage billing for my clients?

ResellPortal offers integrated billing options or allows you to connect your payment gateway for managing subscriptions and one-time payments.

d. What support options are available for sellers?

You can access real-time chat, a detailed FAQ section, and a ticketing system to address client issues efficiently.

ResellPortal provides the tools and flexibility you need to build a successful web building business. By leveraging its advanced features, branding capabilities, and intuitive client management tools, you can grow your business and deliver exceptional value to your clients. Explore the platform and start creating amazing websites today!

Website Builder

About Interface

Welcome to the ResellPortal Web Builder, an intuitive and robust platform designed for building and customizing web pages effortlessly. This document provides an in-depth guide to the core features of the platform, focusing on:

  1. Keybinds

  2. Inspector Overview

  3. WYSIWYG Editor Overview

  4. Code Editors Overview

1. Keybinds

Keybinds allow you to quickly perform actions within the ResellPortal Web Builder, speeding up your workflow and improving efficiency. Below is a list of essential keybinds:

Action Key Combination
Save Changes Ctrl + S (Windows) / Cmd + S (Mac)
Undo Ctrl + Z / Cmd + Z
Redo Ctrl + Y / Cmd + Y
Copy Ctrl + C / Cmd + C
Paste Ctrl + V / Cmd + V
Delete Del
Preview Ctrl + P / Cmd + P
Toggle Code Editor Ctrl + E / Cmd + E
Tips for Using Keybinds

2. Inspector Overview

The Inspector is a powerful tool that allows you to fine-tune every aspect of your design. It’s divided into key sections:

Structure
Properties
Actions
Advanced Settings
Pro Tips

3. WYSIWYG Editor Overview

The What You See Is What You Get (WYSIWYG) Editor offers a visual editing experience where you can build and modify web pages as they appear to users.

Features
Toolbar Options
Pro Tips

4. Code Editors Overview

For advanced users, the ResellPortal Web Builder includes powerful code editors for HTML, CSS, and JavaScript. These editors provide full control over your website’s structure and functionality.

HTML Editor
CSS Editor
JavaScript Editor
Common Features Across Editors
Pro Tips

The ResellPortal Web Builder is designed to cater to both novice and advanced users. Whether you’re leveraging the simplicity of the WYSIWYG Editor or diving into the intricacies of the Code Editors, this platform empowers you to create stunning, functional websites efficiently. With tools like Keybinds and the Inspector at your disposal, you have everything you need to streamline your workflow and bring your vision to life.

 

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