Reseller Permissions
In order for a Reseller to log in to different accounts they must have been given access to that account in the Reseller Gateway. emfluence suggests every user having their own login (rather than sharing users). You do not have to share all linked accounts to every user. The reseller gateway will display all accounts tied to the reseller account, and a user can click the Switch to Client button to enter an account. Learn more about that here.
For those who have reseller admin permission, they will see a Manage Reseller Users button in the top right of the screen. This will allow them to edit, add and delete users. NOTE: Except where you have old client logins tied to the reseller, removing access will delete the individual access to the separate accounts. Re-checking the box will create a new, user. The screen will list all existing reseller users along with the ability to search the list by username, first or last name, or email.
To create a new reseller login, click the +Create Reseller User button in th top right of the screen. In the modal, fill out the basic information for the new user including First Name, Last Name, email, username and password. NOTE: The reseller username cannot be the same as an individual client username. You can also choose whether or not to make them an admin. If you make the user an admin they can edit their own basic information and that of other users (first name, last name, and permissions) within your account. However, only someone who knows their reseller password can edit their actual login, password, or the email tied to that login.
Once a reseller login exists, you can then assign them access to individual accounts. First, you will want to set the default permissions for this user (you can later change the permission in the individual account). To edit the user information (first name, last name, email, username, password) and set default permissions, click on Edit Reseller User.
Under the user information at the top, you will find Default Permissions. Use the dropdown menu to select the permissions you want to set every time a user is tied to an individual client account: NOTE: Updating these default settings will not change the settings on previously made users within accounts but you can go into those accounts individually, find the tied reseller login and update the permissions there.
When Editing Client Access you will check the box of the account you wish to tie to a reseller. This will create a new user within the individual account. NOTE: That individual users will not have its own login, all logins under a reseller will be tied to the reseller login. When you check a box on an account the user does not already have access to, a help tip will appear alerting you that a linked system user will be created in the client account. At the bottom of the screen you will also be reminded that whatever the reseller user's default permissions are set to, those will apply to the new user.
