User manual PARALLELS HELM 4.1.2 ADDING CUSTOMERS REV 1.0

[. . . ] 4 Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Typographical Conventions Before you start using this guide, it is important to understand the documentation conventions used in it. The following kinds of formatting in the text identify special information. Formatting convention Special Bold Type of Information Items you must select, such as menu options, command buttons, or items in a list. Titles of chapters, sections, and subsections. [. . . ] Similarly, users cannot add customers but they can manage their domains and Packages. You can choose either the Reseller or User pre-defined role if you want to quickly set up an Account Role, or if you would like to micro-manage the permissions yourself, then you can instead choose Specify Permission. Specify Permission: If you would prefer to choose the precise abilities that a customer can have, then choose this button to specify permissions for this role. When you choose this option, the Available Permissions list will become active. Simply highlight the permission you want the role to have (CTRL-click to select multiple permissions) and click the >> button to move them into the Selected Permissions box. If you want to remove any permissions from the role, highlight them in the Selected Permissions box and click the << button to move them back to the Available Permissions box. 1. Once you have chosen the permissions that you require, click Save to save the Customer Account Role. Now that you have set up a Customer Account Role, you are ready to create your first customer. 10 Adding Customers to Parallels Helm Step 2. Creating a Customer To create a customer: 1. To get to the customer creation section of Parallels Helm, go to Home > My Customers As there are no customer accounts currently set up, click Add to get taken to the Create Customer page. Account Details Account Name: Enter a name for this Account. This will be used to login to Parallels Helm, alongside the Admin Login Name and password. Role: Choose an Account Role to assign to this Customer from the dropdown box. You can select the Customer Account Role that you created earlier here, or if required, click the "Create a new role" link to create a new Account Role. Login Details Admin Login Name: Enter the Login Name you want to use in order to login as an administrator to this Customer Account (for example, admin). Login Email Address: Enter the Primary Email Address here. This is the default address that all messages to this Customer will go to. Password: Enter a password that will be used in conjunction with the Admin Login Name. Confirm Password: Confirm the password you just entered. Contact Details Company Name: Enter the Company Name here. Company Email Address: Enter the Company Email Address here. This is the default address that this Customer's system messages come from. Address 1/2/3: Enter the Company Address here. Country: Choose the Country that the company resides in from the dropdown box. County/State: Enter the County/State here. 2. [. . . ] Setting Package Limits To set package limits: 1. Click the Resource Limits icon as mentioned above, you will get taken to the Package Limits page. Here you can see the limits that the Package has inherited from the Plan it is based on. These limits will vary dependent on the Resources that the Package is utilizing. [. . . ]