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clearString neatComponents Managing sites for clients |
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| Getting Started | |
Managing sites for clients | ||
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The account system maintains a financial account for each client, keeping track of the payments they have made and the charges you make. Charges can either be automatic - where the system looks at the monthly usage of the client's site, and uses a charging plan you devise - or manual - where you can enter ad-hoc charges to cover design fees or third-party charges like domain name renewals.
You can assign each client a credit limit. This can be a positive amount, if you don't mind them owing you something, or negative, if you want to ensure they always have a balance in their account.
As they approach their credit limit, the system automatically emails them, a week beforehand, inviting them to top up the account. If they don't, a further reminder goes out when they've only a day to go.
If they don't pay, and they hit the credit limit, the system suspends their site, and emails them to explain what's happened, and invites them to pay to get the site running again.
Management Access
Every site has its own independent user log in and permissions model. This provides a very powerful and flexible structure, however for a site designer or IT department providing a support role, it can be essential to login and see what is happening.
Login impersonation allows the owner of the parent site to use their login to gain access to the child site, without the embarrassment and security risk of having to ask the user for their site login credentials.
Every site has its own independent user log in and permissions model. This provides a very powerful and flexible structure, however for a site designer or IT department providing a support role, it can be essential to login and see what is happening.
Login impersonation allows the owner of the parent site to use their login to gain access to the child site, without the embarrassment and security risk of having to ask the user for their site login credentials.
To login as your client, use your username (as the Owner of the parent site) with an asterisk (*) in front of your email address, ie:
Use the password you normally use to login as the Owner of your own site.
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