Reseller Quickstart Guide

Welcome to OpenSRS. These are the key elements in your account that need to be configured and optional if you are integrating with our services.

Settings

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


The following settings can be modified inside of the Reseller Control Panel by clicking Account settings.

Two-factor authentication To increase account security, you can enable two-factor authentication. Every time you log in, a unique code will be displayed on your phone app or sent via SMS. We've created a full guide on setting up two-factor authentication. 
Manage users When you have multiple users who need access to the Reseller Control Panel, you can set up these users in the Manage users tab. We've created a guide on user management and permissions profiles. 
Permission profiles Your account has several default permission profiles that will be marked as preset under the type column. Click the profile name to see the access permissions assigned to that profile. Preset profiles cannot be edited or deleted, but they can be copied to help create a custom profile. 
Branding This page allows you to set your company logo and customize settings on various end-user pages. Branding will affect the messages that are sent out by the OpenSRS new messaging platform. We've created a full branding configuration guide

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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.

With over 100 templates, some notices are mandatory and some are optional. Messages which are optional you can enable or disable through the messaging section of the control panel. We've created a dedicated guide for our messaging platform.

Many geoTLD registries have notices that are sent to domain contacts directly. These notices do not appear in the OpenSRS messaging platform since these messages don't originate from our system. These notices are not reseller configurable.

You can access the new messaging section with the following steps:

  1. Log into the reseller control panel.
  2. Choose the Messaging and confirmation tab.

To set your default messaging language:

  1. Click the Edit button in the default language section.
  2. Select your desired default language from the drop-down menu.
  3. Hit 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 on mouseover for the toggle switch, the message is mandatory and cannot be turned off. 

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, 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. Click the Add language button under the language templates column.
  3. Select from the drop-down a language to translate from.
  4. Select the language you are writing the translation for, from the 2nd drop-down.
  5. Choose Submit.
  6. Hover over the main body of the message and select Edit.
  7. Type in your translation.
  8. Click Create & publish.

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

Important notifications

Resellers decide which notifications to send to the customer base. We've outlined some of the important notifications for both domains and trust products which are directed at you or your end customer.

Domain Notifications to End Customer Domain Expiration and Renewal
  • Registrant renewal confirmation
  • Registrant renewal reminder 10 days after expiry
  • Registrant renewal reminder 30 days before expiry (gTLD mandatory)
  Domain Transfers Away
  • Outgoing transfer accepted by registrant
  • Outgoing transfer automatically accepted
  • Outgoing transfer away declined by registrant
  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 10 days before expiry
  • Renewal reminder 30 days before expiry
  • Renewal reminder 60 days before expiry
  • Renewal reminder at expiry date
 
Trust Notifications to Your Account
  • Message to reseller when vendor completes order
  • Message to reseller when vendor cancels order
  • Message to reseller when vendor revokes certificate
  • Reseller daily upcoming renewal reminder
 

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Funds

You can add funds to your reseller account by credit card, PayPal, or Automated Clearing House.

 

Log in to the Reseller Control Panel, and click the link for Funds. You can also select Billing and payments to access the Add funds tab. We've created a full guide on managing your account balance.

Credit card payment

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, with the remainder being placed in your account.

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PayPal payment

Funds deposited via PayPal into your reseller account are subject to a 3% processing fee. When you confirm your payment information on PayPal's site and click continue, this brings you back to the control panel where you complete the transaction after verifying your payment details. Once verified, click Pay to finalize the transaction.

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Automated Clearing House

ACH payment is only available after an initial configuration. To set up ACH payments go to the Settings tab to download the sign-up form. Complete the form and use the submission button to apply. Once your ACH application is approved we will let you know. 
Note: Approval may take up to five business days. 

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Local bank transfer

OpenSRS also accepts local bank transfers. This allows you to send funds via wire transfer in your local currency to a bank account in your country. The funds will then be converted into US Dollars (USD) and be applied to your OpenSRS reseller account. Bluesnap is the service provider powering those local bank transfers. 

Bluesnap_Payment_Option.JPG

There are several things to keep in mind for payments:

Credit card payment
  • Your payment amount must be between your listed minimum and maximum daily charge limit.
  • Billing details are pre-populated when choosing an existing card and cannot be updated.
  • You have the option to download or print a copy of your payment confirmation. This option is only available on the confirmation page.
  • Funds deposited are subject to a 3% processing fee
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 is not displayed while confirming the payment on PayPal's site.
  • 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.
  • Funds deposited are subject to a 3% processing fee.
Automated Clearing House
  • The payment amount must be between your listed minimum and maximum daily charge limit.
  • ACH payments are only automated if you enable automated payment from the Settings tab.
  • We charge no processing fee for ACH payments. Your bank may collect a fee for this transaction. 
  • The information for the financial institution set up for your ACH payments is in the Automated Clearing House bank information section 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.

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Integration

The API key is used strictly for connecting over API and with third-party tools such as WHMCS or Odin.

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 click Account settings and then click the API settings tab.

API key

This feature displays the private key that is used with the client code. 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.
Note: Once the new API key is generated, the old key stops working immediately. 

IP access rules

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

  1. You are only allowed a maximum of five rules. You must replace existing rules once you've reached the limit.
  2. You can only add IP addresses with ranges from 25 to 32.

To add a new rule:

  1. Click Edit in the IP access rules section.
  2. In the IP address field, enter an IP address.
  3. Choose the IP address range from the CIDR prefix drop-down list.
  4. Select whether to allow or deny the specified IP Address range in the type section. 
  5. Hit Submit.

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