Global settings

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Global settings mean a number of settings that you can change to manage your services and customers. These changes affect all users on the server. For example, you can configure the billing system to generate invoices after a client makes payment by selecting the "Generate invoices once the payment is made" check box.

See also BILLmanager initial setup.

Contents

The Policy tab

Module «Policy»
  • Create zero expenses - select the check box to allow zero expenses.
  • Show removed services - select the check box to show the services that have been already removed.
  • Generate invoices upon payment - select the check box to generate invoices once the payment is made.
  • Change the account name automatically - select the check box to automatically form the account name when editing the payer or user's parameters.
  • Delete accounts with associated elements - select the check box to allow for deletion of accounts with associated elements (not recommended!).
  • Hide the domain import function on the Customer level - select the check box to hide the Domain import function in the Customer's control panel.
  • Unique E-mail- select the check box to forbid your users to provide e-mail addresses that are already used by other accounts in the billing panel.
  • Verify domain contacts - select the check box to enable domain's contacts verification function. More information can be found in the article Verifying domain documents.
  • Forbid customers to automatically delete outstanding invoices - select the сурсл box to prevent your customers from deleting the invoices that were made out automatically.
  • Auto delete services suspended by admin - select the check box if you want to allow your users to delete the services that were suspended by an administrator.

The Settings tab

Module «Policy»


  • Low balance notification - enter the days when the payment notifications are to be sent to the customers. If you leave the field blank, "15 5 4 3 2 1 0" will be used by default.
  • Service suspension notification - enter the days when the service expiration notifications are to be sent. If you leave the field blank, "5 4 3 2 1 0" will be used by default.
  • Path to the HTML2PDF converter file - provide the path to the executable file of the PDF converter. To activate this function, go to the Features module and enable "Create PDF.
  • Available domains limit - provide the maximum number of domain names that a customer may register at a time. The default value is 5.
  • Default country - select a country that will be used by default for registration and creation of a new user.
  • Envelope templates - select an envelope template. You may add pre-defined templates in the Document template module.
  • Delivery and Acceptance certificate template - select a Delivery and Acceptance certificate template for the "Colocation" service. You may add pre-defined templates in the Document template module.
  • Equipment return certificate template - select an Equipment return certificate template for the "Colocation" service. You may add pre-defined templates in the Document template module.
  • Payer status - select the statuses that a user can provider when creating a new payer ("Individual", "Company" or "Sole proprietor"). "Individual" and "Company" are selected by default.

Technical support

Module «Policy»
  • Client of remote technical support - select the check box to make this BILLmanager be a remote support client.
    • Login - provide a login (username) to gain access to a remote billing system. This field is only displayed if the previous check box is selected.
    • Password - provide a password to gain access to a remote billing system. This field is only displayed if the previous check box is selected.
    • URL - provide the URL to a remote billing system. This field is only displayed if the previous check box is selected.
  • Do not assign tickets automatically - select the check box if you do not want to automatically assign new tickets to an administrator.
  • Do not send a new message notification - select the check box not to send a new message notification to the user who posted that message in the ticket.
  • Close tickets if no further response is made - select the check box if you want tickets to be automatically closed if no further response is made within a specified period.
    • within days - provide the number of days a ticket will remain open.
  • New trouble tickets notifications for administrators - select the check box if you want to inform your administrators about new trouble tickets.
  • Number of ticket redirects - provide the number of messages about ticket's routing to support specialists or departments that your customers will see when reading or editing their tickets.
  • Customer support satisfaction - select the check box to allow your users to rate support services provided.
    • per ticket - the whole ticket will be rated.
      • in ... days upon receipt of an answer - provide a period in days that should pass upon receipt of the last post in a trouble ticket. Once the specified period has passed, a customer satisfaction form will be sent to a user enabling him to evaluate support services provided.
    • per message - newly posed messages will be rated.
      • date - select a date to start rating customer support service.

The Security tab

A strong password is an important protection to help you protect user accounts. Following are settings to create a strong password.

Module «Policy»

Password settings

  • Lower-case letters - select the check box to use lower-case letters (a through z) in a password.
  • Upper-case letters - select the check box to use upper-case letters (A through Z) in a password.
  • Figures - select the check box to use numerical characters (e.g. 5).
  • Special symbols - select the check box to use special characters (e.g. $). Spaces and the #&" symbols are not allowed.
  • Password length - assign the number of characters for a password.

reCAPTCHA settings

  • Use reCAPTCHA - select the check box to enable reCapture allowing to prevent abuse from "bots".
  • reCAPTCHA Public Key - provide the Public Key that you have received when registering your web-site at reCApture.net.
  • reCAPTCHA Private Key - provide the Private Key that you have received when registering your web-site at reCApture.net.

Password recovery

  • Password recovery via SMS - select the check box to enable users to recover their passwords via sms.
  • Attempts - specify how often a user will be allowed to recover his password (per day, month or year).
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