How to Add Clients and Manage Their Services

Step 1: Log In to hPanel #

1. Visit ozspeed.com.au and click on “Client Login”.
2. Enter your account credentials (email and password).
3. Access your hPanel Dashboard.

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Step 2: Open the Client Management Section #

1. In the hPanel Dashboard, navigate to “Client Management” or “Reseller Tools” (if you have a reseller account).
2. Click “Add New Client” to start creating a client profile.

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Step 3: Create a New Client Profile #

1. Enter the client’s details:
   • Full Name
   • Email Address (make sure it’s unique and active)
   • Password (set a secure password for the client)
   • Phone Number (optional, for contact purposes)
2. Click “Save” to create the profile.

Tip: #

• Enable Two-Factor Authentication (2FA) for enhanced security on the client’s account.

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Step 4: Assign Hosting Services to the Client #

1. Go to the client’s profile and select “Assign New Service”.
2. Choose the type of service you want to add:
   • Web Hosting Plan: Select from options like Starter Plan, Smart Biz Plan, or Cloud Hosting.
   • Domain Registration: Register a new domain or connect an existing one.
   • SSL Certificate: Enable SSL for secure browsing.
3. Click “Assign Service” to complete the setup.

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Step 5: Manage Client Services #

1. Under the client’s profile, you can view a list of all active services.
2. Use the Service Actions menu for tasks like:
   • Upgrade/Downgrade Plan: Change the client’s hosting plan based on their needs.
   • Suspend/Reactivate Service: Temporarily suspend or re-enable the client’s hosting services.
   • Renew Service: Extend the duration of the client’s services to prevent interruptions.

Tip: #

• Keep an eye on the resource usage (storage, bandwidth) to ensure the client’s plan fits their needs.

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Step 6: Monitor Client Usage and Performance #

1. Go to the Analytics tab in the client’s profile.
2. Here, you can track:
   • Storage and Bandwidth Usage: Monitor how much of the allocated resources are being used.
   • Traffic Statistics: View visitor counts and traffic sources for the client’s website.
   • Performance Metrics: Check CPU and RAM usage.

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Step 7: Provide Support and Assistance #

1. If the client needs help, you can assist them through the Support Center:
   • Open a Support Ticket on behalf of the client.
   • Use Live Chat for real-time assistance.
   • Browse the Knowledge Base for helpful guides and articles.

Tip: #

• Enable email notifications for the client to keep them informed about ticket updates and service changes.

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Step 8: Handle Invoicing and Billing #

1. Go to the Billing section under the client’s profile.
2. Manage invoicing and payments:
   • Generate Invoices: Create and send invoices for the client’s services.
   • Set Up Automatic Billing: Enable recurring payments for convenience.
   • View Payment History: Track the client’s payment records and any outstanding balances.

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Step 9: Customize Client Experience #

1. If you are a reseller, consider custom branding for hPanel:
   • Add your own logo and company details for a personalized client interface.
   • Update the branding settings in the Reseller Tools section.

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Additional Tips: #

• Regular Backups: Set up automated backups for your client’s website data to ensure safety and quick recovery.
• Communication: Keep clients informed about any updates or changes in their services through automated email notifications.
• Monitor Client Feedback: Encourage clients to provide feedback about the services for continuous improvement.