How to Add a Customer in the Reseller Plesk Panel?

Adding a customer to the Reseller Plesk Panel is a straightforward process. It is designed to simplify account management for web hosting vendors. This guide will direct you through the necessary steps. It will provide a comprehensive overview to ensure you can manage client accounts effectively.

Step 1: Log into the Plesk Reseller Panel

- Open your web browser and enter the URL provided by your hosting service.

- Enter your reseller credentials to access the dashboard.

Step 2: Navigate to the Customers Section

- Find the left-hand side menu. It is your primary navigation tool within Plesk.

- Click on the “Customers” tab. All customer management tasks are performed in this section, including:

- Adding new customers

- Editing existing accounts

- Managing customer resources.

Step 3: Add a New Customer

- In the Customers section, you will see a button labeled “Add a Customer.”

- Click this button to begin the process of creating a new account.

- This action will open a form where you need to input the new client's details.

Step 4: Enter Customer Information

The “Add a Customer” form requires several information about the new customer. Here’s a breakdown of the necessary fields:

1. Contact Information:

- Enter the company name if the customer is a business.

- The primary contact person for the account.

- The customer’s email address will also serve as their Plesk login username.

- A contact number for the customer (optional)

- Physical address details. (optional)

2. Login Information:

- Username

The customer will use this to log in to their Plesk account. Often, the email address is used as the username for simplicity.

- Password

Create a strong password or use the generate password feature. Ensure it meets any security criteria set by your hosting service.

3. Subscription Information

- Service Plan

Choose a service plan to assign to the customer. Service plans define the resources and features available to the customer.

- Add-Ons (if applicable)

Any additional features or resources beyond the base service plan.

Step 5: Configure Resource Allocation

Assigning the appropriate resources is crucial to ensuring the customer can access the services they need without exceeding your limits. Configure the following resource allocations based on the chosen service plan and customer needs:

1. Disk Space

The amount of storage space unrestricted to the customer.

2. Bandwidth

The data transfer limit for the customer.

3. Domains

The number of domains the customer can manage.

4. Subdomains

The number of subdomains allowed.

5. Email Accounts

The number of email accounts the customer can create.

6. Databases

The number of databases available to the customer.

Step 6: Configure Permissions

Permissions determine what actions the customer can perform within their Plesk account. Typically, these include:

1. Hosting Management

Allowing the customer to manage their own hosting settings.

2. Domain Management

Permission to add and manage domains.

3. Email Management

Allowing the customer to create and manage email accounts.

4. Database Management

Permission to create and manage databases.

Step 7: Review and Confirm

- Review the details after entering all necessary information and configuring resources and permissions to ensure accuracy.

- Once verified, click the “OK” or “Create” button to finalize the customer account creation.

Step 8: Notify the Customer

- Once the account is created, inform the customer by sending a welcome email.

- This email should include their login credentials (username and password) and the Plesk panel URL.

- It’s also helpful to provide initial guidance or links to support resources.

Step 9: Manage Customer Account

- The new customer will now appear on your customer's list.

- From here, you can manage their account, including:

- Modifying resources,

- Updating contact information

- Resetting passwords.

- Regularly monitor and support your customers to ensure their needs are met, and their hosting services run smoothly.

To Sum it Up!

Adding a customer to the Reseller Plesk Panel is a critical task that requires attention to detail and a clear understanding of resource management. By following these steps, you can efficiently manage customer accounts. Thus ensuring they have the necessary resources and permissions to operate their websites effectively. Proper customer management enhances your service quality and helps build a strong, satisfied customer base.