Transfer existing customers from direct to resold.

Example: Customer has our service already and "sells" their IT partners on our services and becoming their reseller. To facilitate this transition we just need a couple steps completed.

Existing Customer

The customer must open a ticket in their account authorizing the transfer.

Resellers bill their customers and have full access to the customer's account. Because of this, we need to make sure that the customer is aware of the migration, and authorizes the change. This authorization is documented with their ticket.
  1. Login to the control panel with your Administrative account.
  2. On left navigation bar under Client Account, click Support.
  3. Click Enter A Support Ticket.
  4. Fill out the ticket, then Click Create Ticket.
Since you are canceling your existing account and your new partner is creating a brand new account, your existing Quarantine and/or Archiving data will not migrate across accounts automatically. Please contact support for assistance if you need help exporting/importing/migrating data. Contact us anytime. We're always here. 24/7/365.

Example Ticket:

Subject: Authorize transfer of account
We ,<customers domain>, authorize the transfer of our direct account to resold under <new reseller>.
Thanks you

Reseller

Steps needed to be completed by the reseller for transfer.

Create Customer Account

The reseller must create an account for the customer in their account.

Account creation requires a domain, but two accounts can't have the same domain name. During this migration, the reseller can use a subdomain like "GDI.<customer>.com" so that we can transfer the account and remove this temporary domain.

Ignore any MX changes, etc. that are prompted for this non-existent domain.
  1. Login to the control panel with your Administrative account.
  2. On left navigation bar under Reseller Management, click Customers .
  3. Click the New Client button.
  4. Fill out the Registration Form:
    • Subscription Preferences
      • Number of Users
      • Number of Domains
    • Services
      • SpamStopsHere
      • Hosted Email
      • RestorEmail
      • Encryption
    • Account Details
      • Reminder: Use a temporary subdomain
  5. Once completed, click Sign Up!

Ticket Authorization

The reseller must then open a ticket in their control panel accepting the customer into their account.

We charge our resellers for the customers in their account, and as such we don't want to surprise them with any unauthorized bills. The ticket from the new reseller authenticates the change, and provides our support staff with the ability to communicate any additional steps necessary to complete the transaction.
  1. Login to the control panel with your Administrative account.
  2. On left navigation bar under Client Account, click Support.
  3. Click Enter A Support Ticket.
  4. Fill out the ticket, then Click Create Ticket.


Example Ticket:

Subject: Authorize Customer Transfer
We, <new reseller>, Authorize <customers domain> to be transferred to our account.
Thanks you


We charge the reseller a $25 fee for each customer they transfer from direct to reseller. Unless perfectly timed, the subscription for the direct account and the resold account will have different billing dates, and might have other differences. This fee offsets our cost for our billing department to pro-rate, migrate, and adjust the invoices.

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