X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=50beafe782ce1a98e25da3f075948b3329919364;hp=f137188f3bc0b590aa82d2eba29bb99e5f0a92a6;hb=bd4d69496e5e122cf65e246e9be95d1d8555e9f3;hpb=db1b6ebfe35aba1f4d2580b13a0a74ac317784ba 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. +