X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=50beafe782ce1a98e25da3f075948b3329919364;hb=4f4ba96481821fb7e9c25e7258737d4a0de7c26b;hp=f137188f3bc0b590aa82d2eba29bb99e5f0a92a6;hpb=db1b6ebfe35aba1f4d2580b13a0a74ac317784ba;p=freeside.git
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
index f137188f3..50beafe78 100755
--- a/httemplate/docs/admin.html
+++ b/httemplate/docs/admin.html
@@ -10,13 +10,12 @@
/home/httpd/html/freeside, and your web browser's DocumentRoot is
/home/httpd/html, open https://your_host/freeside/. Replace
"your_host" with the name or network address of your web server.
-
-
Once in the Freeside web interface, you must first create a
- service definition. An example of a service definition would be a dial-up
- account or a domain. For starters, it is necessary to create a domain
- definition. Click on View/Edit service definitions and
- Add a new service definition with Table svc_domain
- (and no modifiers).
+ Select Configuration from the main menu and update your configuration values.
+ Next you must create a service definition. An example of a service
+ definition would be a dial-up account or a domain. First, it is
+ necessary to create a domain definition. Click on View/Edit service
+ definitions and Add a new service definition with Table
+ svc_domain (and no modifiers).
Now that you have created your first service, you must create a package
including this service which you can sell to customers. Zero, one, or many
@@ -35,12 +34,12 @@
After creating a new agent type, you must create an agent. Click on
View/Edit agents and Add a new agent.
- Set up at least one referral. Referrals will help you keep track of how
- effective your advertising is, by helping you keep track of where customers
- heard of your service offerings. You must create at least one referral. If
- you do not wish to use the referral functionality, simply create a single
- referral only. Click on View/Edit referrals and Add a new
- referral.
+ Set up at least one Advertising source. Advertising sources will help
+ you keep track of how effective your advertising is, tracking where customers
+ heard of your service offerings. You must create at least one advertising
+ source. If you do not wish to use the referral functionality, simply create
+ a single advertising source only. Click on View/Edit advertising
+ sources and Add a new advertising source.
Click on New Customer and create a new customer for your system
accounts with billing type Complimentary.
@@ -49,16 +48,15 @@
package you defined above.
From the Package View screen of the newly created package, choose
- (Add) to add the customer's service for this new package.
+ (Provision) to add the customer's service for this new package.
- Add your own domain, and note down the assigned Service #.
+ Add your own domain.
Go back to View/Edit service definitions on the main menu, and
- Add a new service definition with Table svc_acct. Put
- the Service # for your domain in the domsvc Modifier. Set
- Fixed to define a service locked-in to this domain, or Default
- to define a service which may select from among this domain and the
- customer's domains.
+ Add a new service definition with Table svc_acct.
+ Select your domain in the domsvc Modifier. Set Fixed to define
+ a service locked-in to this domain, or Default to define a service
+ which may select from among this domain and the customer's domains.
Create at least POP (Point of Presence) by selecting
@@ -72,6 +70,12 @@
information for your locales by clicking on the View/Edit locales and tax
rates on the main menu.
+ If you would like Freeside to notify your customers when their credit
+ cards and other billing arrangements are about to expire, arrange for
+ freeside-expiration-alerter to be run daily by cron or similar
+ facility. The message it sends can be configured from the
+ Configuration choice of the main menu as alerter_template.
+
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