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 «Global settings»


  • Create zero expenses - select the check box to allow zero expenses.
  • Generate invoices upon payment - select the check box to generate invoices once the payment is made.
  • Automatically change account name - 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!).
  • 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.
  • Forbid customers to automatically delete outstanding invoices - select the сурсл box to prevent your customers from deleting the invoices that were made out automatically.
  • Delete in-progress payments - select the check box to delete "In-progress" payments when the period specified in the payment edit form is over.
  • Automatically disable projects if they are not active within 15 days - select the check box to automatically disable the customer's projects if they are not active within 15 days. At least one project should remain active.
  • Add debt to order - Select the check box to add client's dept to existing order.
  • Convert html into text - select the check box to convert html messages into a plain text that will be sent in trouble tickets and welcome messages.
  • Apply the current exchange rate - select the check box to apply exchange rate as of the date when the invoice was generated.
  • Show amounts accurate to the second decimal place - select the check box to display two decimal places in monitory values.

Services

Module «Global settings»
  • Synchronize RU-CENTER domains - select the check box to synchronize the list of domain names for RU-CENTER. The NoDomainFixAll option is no longer used.
  • 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.
  • 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.
  • Show removed services - select the check box to show the services that have been already removed.
  • Automatically 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.
  • Automatically renew suspended services - select the check box to renew suspended services once a customer add funds to his personal account.(If there are insufficient funds to renew all of the suspended services, only those services that have enough money will be renewed).
  • Change package with new package details - select the check box to enable your users to change their service packages with new add-ons that they previously selected for the package.
  • Do not suspend services on weekends - select the check box not to suspend services on weekends.
  • Select the days - select the days when services will be suspended. Otherwise, the default setting will be applied (suspend on Saturdays and Sundays).
  • Maximum threshold for sending a notification to clients - set the percentage from the maximum amount allocated. Once reached, the corresponding notification will be sent to clients.
  • Notification threshold - set the percent of the limit for sending a notification to clients.

The Settings tab

Module «Policy»
  • Service will be deleted soon - select the check box to inform your customers that their will be deleted soon.
  • Services deletion notification - enter a period in days to notify a user before his service will be deleted.
  • 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.
  • Date for the calendar billing type - specify a day from which a customer will be asked to pay until the first day of the month plus one more month.
  • 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.
  • Aggregate expenses - select the check box to aggregate daily expenses thus increasing efficiency of the billing system.
  • Aggregate in - provide a period in months to start aggregating the expenses.
  • 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.

The Technical support tab

Module «Policy»
  • Client of remote technical support - select the check box to make this BILLmanager be a remote support client. For more information read the article External technical support.
    • 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.
  • Show attachments in the Email module - select the check box to display attachments to messages in the E-mail module.
  • 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.
  • Forbid users to reopen closed tickets - select the check box to forbid your clients to reopen archived tickets, if they were removed to the Archived tickets module automatically.
  • 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.
      • Ask comments - select the check box if you want your clients to leave comments.
      • for bad score - select the check box if if you want your clients to leave comments for bad scores.
      • for good score - select the check box if if you want your clients to leave comments for good scores.
      • for excellent score - select the check box if if you want your clients to leave comments for excellent scores.
  • Use avatars - select users who will be allowed to user avatars in trouble tickets (possible variants: disable, for all users, for admins only, for users only).
  • Delete old system and news letters - selecting this check box will delete system and news letters that were created more than 6 months ago.
  • Forbid clients to close tickets - select the check box to forbid users to close tickets that are currently being processed by administrators.

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).
  • Password recovery for admins - select the check box to allow your administrators to use the password recovery function.
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