X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=9ce259c2b8a76683be83d59764ffc45900f910da;hb=91c861a52c70f7dd67cc2b9b2705e74640957921;hp=f137188f3bc0b590aa82d2eba29bb99e5f0a92a6;hpb=db1b6ebfe35aba1f4d2580b13a0a74ac317784ba;p=freeside.git
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
index f137188f3..9ce259c2b 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
@@ -35,30 +34,30 @@
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.
+ accounts with billing type Complimentary. Leave the First
+ package dropdown set to (none).
From the Customer View screen of the newly created customer, order the
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 +71,12 @@
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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