Helm provides two
ways to add your new customers. You can setup your customers manually from
within Helm or customers can signup using the auto-signup script. Before adding
customers, it’s necessary to setup your web hosting plans, as described earlier
in this document.
Step 1: Entering
Customer Information
To get started, click
on the “Users” icon from the home page and then click on the “Add New”
button. You will now be at the “Add New
User” form.
We recommend entering
the username you would like to assign to the user in the “Account Number”
field. If you leave the account number
field blank, Helm will generate a random username and assign that to your
customer. Entering a specific username
into the account number field will ensure that your customer receives a username
they can easily recall.
After completing the
form, click on the “Save” button to continue. Clicking on this button will cause two things to happen – the user will
be added to the system, and the user will also be emailed the welcome letter you
created earlier. From this point,
there’s a few different routes we can take, depending on how you would like to
setup your customer’s account.
The first option is to simply let the
customer receive the login information in their email. The customer will login to Helm and then be
able to purchase a hosting plan and setup the domain name to their liking. The second option is to
actually complete the process of selecting a plan and creating the domain name
so that the customer doesn’t have to.
Step 2: Choosing a
Plan and Adding the Domain
Please follow the
procedure outlined below to choose a package for your user and setup their
domain name.
Step 1: Enter the user’s
username in the “Search Users” box and click on the green arrow to perform the
search. You will now effectively be
seeing what your customer sees when they login.
Step 2: Click on the
“Packages” icon and then click the “Add New” button to subscribe your customer
to a hosting package. In the package
name field simply enter a friendly name that will help your customer identify
the package from any other hosting packages they may have. Select the appropriate plan from the “Web
Hosting Plan” drop down. Click the
“Save” button, which will take you back to the main “Packages” page.
A) Enter Package
Name
B) Click Save
Step 3: Now click on the
Package that you just created, change the account status to “Active” and click
Save.
A) Click
Package
B) Change the
account status to “Active”
C) Click Save
Step
4: Now
click on the Domains icon and then click the “Add New” button.
Tip – The main FTP
username is the same as the domain name. For example, if the domain control
panel password at the time of creating the domain. If the control panel password
is immediately changed, the FTP account password will still be the old control
panel password.
Tip – If you setup
FrontPage Extensions on a domain, the username to access their site via
FrontPage is domain.com_fp. Using the same example as above, the username would
be
Resending a Welcome
Message
Another useful
feature is the ability to resend welcome messages to your customers at any
time
(for example if you signed up
customers before. To do this, simply choose the customer and
in
their information bar
at the top of the screen, simply click the Resend Message link to resend the
welcome message:
