Reseller Quickstart Guide

Now that you have opened your OpenSRS Reseller account, there are a few quick things you should do right away. This short guide has been created to help you get started! There are 4 key elements in your account that need to be configured:

  • Settings
  • Funds
  • Messages
  • API key (optional)

WATCH - Quickstart overview



1. Account Settings

When you first open a Reseller account with OpenSRS, there are some account settings that you should review to ensure they are properly setup for your business.

WATCH - Configuring your account


The following settings can be configured inside of the Reseller Control Panel by hovering over the gear icon () and clicking Account Settings.

Two-Factor Authentication
To increase account security, you can enable two-factor authentication. Every time you login, a unique code will be displayed on your phone app or sent via SMS. For more information, read our help article on setting up two-factor authentication. 

Manage Users
If you have multiple users who will need access to the Reseller Control Panel, you can setup these users in the Manage Users tab. See our article on user management and permissions profiles. 

Permissions Profiles
Your account has a number of default permission profiles that will be marked as Preset under the Type column. Click the profile name to see the permissions assigned to that profile. Preset profiles cannot be edited or deleted, but they can be copied if you wish to create a custom profile based on the preset one. For steps to create permissions profiles, see the article on user management and permissions profiles. 

API Settings
Users wishing to utilize the OpenSRS API will need to obtain their API key and add any connecting servers to the IP whitelist on this page. More information can be found here. If you plan on utilizing our powerful API, you should check out our extensive API documentation which can be found online in our API guide. 

Branding
This page allows you to set your company logo and customize settings on various end user pages. Please note: branding will affect the messages that are sent out by the OpenSRS new messaging platform. Please refer to our new messaging configuration guide



2. Funding your account

WATCH - Adding funds to your account

You can add funds to your Reseller account by credit card, PayPal or Automated Clearing House (US and Canada only). Log into the Reseller Control Panel, and click the link for Add Funds (alternatively, you can hover over the gear icon () and select "Billing and Payments"). Check out this article for even more details about managing your account balance.

Add Funds Tab 

Credit Card Payment

Some things to keep in mind when you make a Credit Card payment:

  • Your payment amount must be between your listed minimum and maximum daily charge limit.
  • Billing details will be pre-populated if you choose an existing card, and cannot be updated.
  • Funds deposited into your reseller account by way of a credit card payment are subject to a 3% processing fee. This fee is charged on the statement amount (total billed to your credit card), with the remainder being placed in your account.
  • You will have the option to download or print a copy of your payment confirmation, but you will only have the option as long as you are on that confirmation page. Once you navigate away from the page, that option is no longer available.

Credit Card Payment  

PayPal Payment

Some things to keep in mind when making a PayPal payment:

  • Your payment amount must be between your listed minimum and maximum daily charge limit.
  • Click Preview Total Charge to see what your total will be. This information will not be displayed while you are confirming the payment on PayPal's site.
  • Funds deposited into your Reseller account by way of a PayPal payment are subject to a 3% processing fee. This fee is charged on the statement amount (total billed), with the remainder being placed in your account.
  • When you confirm your payment information on PayPal's site and click Continue, this does not complete your payment. Clicking Continue simply brings you back to the control panel where you must complete the transaction after verifying your payment details. Once you've verified, click Pay to complete the transaction.
  • You will have the option to download or print a copy of your payment confirmation, but you will only have the option as long as you are on that confirmation page. Once you navigate away from the page, that option is no longer available.

PayPal Payment 

Automated Clearing House

You will only be able to select the option to make an ACH payment if it is set up for your account. To set up ACH payments go to the Settings tab, download the sign up form, fill it out and use the submission feature on that page to apply. Once your ACH application has been approved (usually 3-5 business days) you'll be notified and you'll be able to make manual ACH payments or set up automated ones.

Some things to keep in mind when making a ACH payment:

  • Your payment amount must be between your listed minimum and maximum daily charge limit.
  • ACH payments are only automated if you enable "Automated Payment" on the Settings tab; otherwise you must make ACH payments manually.
  • There is no 3% processing fee for ACH payments, however, your bank may collect a fee for this transaction. Check with your banking institution to be sure.
  • The information for the financial institution set up for your ACH payments is in the Automated Clearing House Bank Information section of this page and is display only. This information cannot be changed during the process of making an ACH payment.
  • ACH payments are only available for Canadian and US resellers.

Automated Clearing House 

Wire Transfers

OpenSRS also accepts funds via Wire Transfer. View this article for details on how to send funds via wire transfer



3. Configuring your messages

WATCH - Configuring your messages

The OpenSRS messaging platform is designed to send messages to your users, sub-resellers and customers on your behalf, such as renewal and transfer notifications, registrant verification emails and more.

The OpenSRS messaging system has over 100 templates. Some notices are mandatory and some are optional. Messages which are optional you can enable or disable through the new messaging section of the control panel. Check out this article for a detailed look at our messaging platform and our new messaging guide.

Note: Many ccTLD registries have notices that they send to domain contacts. These notices will not appear in the OpenSRS messaging platform since the message doesn't originate from our systems. These notices are not reseller configurable.
You can access the new messaging section with the following steps:

  1. Log into the reseller control panel here
  2. Mouse over the gear icon () in the top right corner
  3. Click on the New Messaging option

Once you arrive at the New Messaging page, you must enable our new messaging and set a default language. To do so:

  1. From the New Messaging page, click on the Settings tab
  2. Click the Edit button next to Enable New Messaging
  3. Toggle the switch to enable New Messaging
  4. Click Submit 

To set your default messaging language:

  1. Click the Edit button next to Default Language
  2. Select your desired default language from the drop-down menu
  3. Click Submit 

On the right side of the messages list is a toggle switch () to enable or disable a notification.

Note: When you see the disabled cursor () upon mousing over the toggle switch this means the message is mandatory and cannot be turned off.

Customizing messages - Recommended Changes

Logo Image
Upon setting up your Reseller account with OpenSRS, you should be setting your company logo image, which will be added to all communications we send for you to your customers. To do so, hover over the gear icon and select Account Settings, and then from that screen, click the Branding tab. Click Edit to the right of "General Communication Branding", and upload your logo image. This image will be used in all customer-facing communications sent on your behalf.

Languages
If you wish, you can also change the language of each message. Some languages have been translated for each message. If your preferred language is not already translated, you can add in your own translation. 

To add your own translation:

  1. Hover your cursor over the message you wish to translate
  2. In the "Language Templates" column, click the Add language button
  3. Select from the drop-down a language to translate from, and from the 2nd drop-down, select the language you are writing the translation for
  4. Click Submit
  5. Hover over the main body of the message and click edit
  6. Type in your translation
  7. Click Create & publish 

Our powerful editor tool
You can edit messages in a WYSIWYG HTML editor or source code. This gives you total control over how your messages are presented.

Which Messages are important
Ultimately you decide which notifications you want to send to your customer base. We will outline some of the important notifications for both Domains and Trust products which are directed at both you, the Reseller, and your end customer.

Domain Notifications to End Customer:

  • Regarding Domain Expiration and Renewal
    • Registrant renewal confirmation
    • Registrant renewal reminder 10 days after expiry
    • Registrant renewal reminder 30 days before expiry (gTLD mandatory)
  • Regarding Domain Transfers Away
    • Outgoing transfer accepted by registrant
    • Outgoing transfer automatically accepted
    • Outgoing transfer away declined by registrant
  • Regarding Domain Transfers In
    • Incoming transfer cancelled by current registrar
    • Incoming transfer completed
    • Incoming transfer confirmed
    • Incoming transfer failure due to timeout

Domain Notifications to Your Account:

  • Registrant validation status report
  • Domain renewal confirmation
  • Incoming transfer approved by registrant
  • Outgoing transfer notice (Losing Reseller)
  • Event notification message

Trust Notifications to End Users:

  • Renewal reminder email 10 days before expiry date
  • Renewal reminder email 30 days before expiry date
  • Renewal reminder email 60 days before expiry date
  • Renewal reminder email at expiry date

Trust Notifications to Your Account:

  • Message to reseller when vendor completes order
  • Message to reseller when vendor cancels the order
  • Message to reseller when vendor revokes the certificate
  • Reseller daily upcoming renewal reminder


4. API Key & Access (optional)

WATCH - Retrieving your API key

The API Key is used strictly for connecting over API and with third-party tools (such as WHMCS, Odin, Hostbill, etc.). The API Settings section allows you to generate an API key and to view and modify allowed IP addresses.

Sample API requests, responses and commands can be found within our comprehensive API guide.

In the Control Panel, from the User menu (mouse over the gear icon at the top of the page), click Account Settings, and then click the API Settings tab.

 

API Key
This feature displays the back-end “private key” that is used with the client code (scripts). The key is used for authentication and for building a secure socket for client/server communications.

To generate a new key, from the Actions drop-down list, click Generate New Key.

IMPORTANT: Once the new API key is generated, the old key will stop working. You must be ready to make the change to avoid service interruption.

IP Access Rules
This section allows you to view and modify your IP addresses. There are two limits to using this functionality:

  • You are only allowed a maximum of five (5) rules. If you already have five and want to add an additional rule, you must remove one of the existing ones.
  • You can only add IP addresses with ranges from 25 to 32.

To add a new IP rule

  1. In the IP Access Rules section, click Edit
  2. In the IP Address field, enter an IP address
  3. From the CIDR Prefix drop-down list, choose the IP address range
  4. In the Type section, choose whether to allow or deny the specified IP Address range
  5. Click Submit
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