Business Manager simplifies the process of signing up, provisioning, and billing new customers according to the following scheme:
In addition to automated provisioning and billing, Business Manager offers the following advantages:
To learn what operations are available to you when Business Manager is integrated with your Panel, see the table below.
If your Panel is connected to Business Manager, the Panel's navigation pane contains a set of links leading to Business Manager pages. Each of these links opens the corresponding page of Business Manager in the same window. To switch back to Panel, click the Back to Parallels Panel button at the top of Business Manager's navigation pane.
When you are in Business Manager, you see the navigation pane that contains the same links plus the controls for managing you own hosting accounts in the My Account group. Find more information about these controls in the section Managing Your Account.
Name |
Description |
Help link |
Business Operations menu |
Contains links for managing customer accounts and service subscriptions. |
|
Customers |
Add, suspend, and remove customer accounts, change customers' billing and contact information. Prepare invoices and collect payments. |
|
Subscriptions |
View and change properties of service subscriptions. Move subscriptions to other service plans by upgrading and downgrading them. |
|
Invoices |
View invoices for customer accounts. |
|
To-do Items |
The purpose of the to-do items is to act as an automated reminder tool. Each task that you create will be listed until the action item is completed. For example, a To-Do task can be anything from reminding yourself to run by the accountant's office on Thursday to reminding you to create a website on a control panel because the control panel you are using does not support automation of that action. Tasks can be assigned to any users in the system.
|
|
Business Monitoring menu |
Contains links for viewing accounting reports and working with invoices and payments. |
|
Accounting |
View accounting reports. |
|
Payments |
Monitor and complete payment operations. |
|
Events |
View and manage system tasks scheduled for execution. |
|
Reports |
View reports on orders, subscriptions, payments, transactions, and invoices. |
|
E-mails |
View a list of automatically sent e-mails and resend them if needed. |
|
Business Setup menu |
Contains links for setting up Business Manager for serving your customers. |
|
Plans |
Set up and manage service plans for provisioning services to your customers. |
|
Online Stores |
Create and manage online stores where customers can subscribe to your plans. |
|
Marketing Tools |
Set up discounts, coupons and affiliate programs to promote your plans. |
|
All Settings |
Set up all aspects of Business Manager and prepare it for serving customers. |