The Submit Ticket page opens a support ticket used for communicating through Ubersmith. Communication can be with your client’s for general use or for tracking and solving client issues. It can also be used for internal-only communication...
Metered billing allows you to charge customers based on actual usage, such as bandwidth, API calls, storage, or compute hours. Usage data can be pushed into Ubersmith in real time and automatically billed according to your pricing configuration. Â ...
Ubersmith can receive orders from the Sales Manager when a client signs a service contract, the API, when the order.create API function is called, or an online order form. When an order is received, it is sent to the appropriate order queue. An...
This page specifies how the Client Manager operates.  Access the General Settings Page From the Ubersmith Dashboard, click Settings. The Settings page appears. From the Clients – Clients section, click General Settings. The General...
When the module runs, the order fields you set are compared to existing accounts looking for similarities. Select the First Name field, if you want to compare the first name from the current order to your existing clients. Select the Last...
User roles allow you to manage user authorization, to specify the areas users are allowed to access. You can assign user roles to groups of users as a unit, such as billing, sales, support, and so on. Access the User Roles Page From the...
Once you have created a rate plan, you can perform various actions on them. Accessing the Rate Plan Details Page From the Ubersmith Dashboard, click Settings. The Ubersmith Settings page appears.  From the Clients section, clickÂ...
When the module runs, an OnApp account is created for the client on your configured OnApp server. The configuration process is automated, requiring no manual configuration. Extending the Module OnApp accounts ordered through this module...
Once you have configured domain management billing, you can add, transfer and register domains for your clients. Once a domain is set for your client, your domain management service handles automatic domain renewals. You can pre-bill domain...
Once a quote exists, the View Quote page is where you manage it: edit its details, duplicate it, manage its service agreement, attachments, services, and comments, and (once signed) view its contract. Note: Â For creating a quote, see Adding Quotes....