Reseller: Manage Accounts

This article will explain the different options available on the Manage Accounts page.

Manage Accounts

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Account Name

 If you click on the account name, you will be taken to the Edit Account Page. Please see this article for information regarding editing account features/details/billing address.

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Account Label

 This is simply an account nickname.

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Type

There are three types of accounts: trial, single, and multi.

• Trial accounts can hold a fixed number of seats (5, as of 1/14/2020) and are free.
• Single accounts are associated with a single company. These are purchased on a per-target basis.
• Multi accounts are associated with multiple companies and are will be purchased on a per-email basis.
  
  

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Features

The Features column shows an overview of the Account Features. Each icon represents what some feature is set to (if it is blue, that means the feature is turned on; if it is grey, then that feature is not enabled). Hovering over an icon will reveal text that explains what feature it represents. Please see this article for an explanation of what each feature means.

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Users

 This column has two components: the number of system users and the last time a user logged in to the account.

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Seats/Target Emails

This column, circled in the image above, shows how many seats come with an account. (This is the number of purchased seats - not the number of currently available seats.)

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Tests

There are three icons/sections in the Tests column:

1. Total tests (total number of tests performed on the account).
2. Tests in the last 6 months.
3. Date of the last test.

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Status

There are three icons/sections in the Status column:

1. Status of Auto-Renew (circled in the image below). Auto-Renew has two possible states: on or off.
2. The expiration date of the account.
3. Status (if the account is enabled or disabled).

 

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Actions

The last column is the Actions column. Here you can view the accounts you have purchased. You can see details such as the account type, how many targets are available to you, features, the expiration, etc.

Jump into Account

Clicking the Portal logo (the little fish symbol under Actions) logs you into the respective sub-account and redirects you to the portal of that account (alternatively, you could click on the drop-down beside the fish and select "Jump into Account"). Once in the account, you can perform any action or view any data associated with that account. To return to your reseller account, click "Back to Admin" in the portal sidebar of the sub-account.

Another way to jump into a sub-account is by clicking on the "Jump Into Account" button located under the Reseller tab. 

Edit Account

To edit an account, click on the account's name on the Manage Accounts page, or click "Edit Account" in the Actions drop-down icon. From this page, you can view the account type and edit the account details.

Extend Trial

This option allows you to extend the account's trial period.

Add Domain

This option allows you to add a domain to the account. If there is 1 domain on the account, the company will only be able to phish their primary domain. If you allow multiple domains, the company can add additional domains. See: How to Manage Target Domains

Edit Account Features

 Clicking this option will bring up a list of Edit Account controls that are described in this article.

Edit Subscriptions

This option allows you to change the edit the expiration date or delete the subscriptions of the account.