Knowledgebase

To get started, click on the "Users" icon from the home page and then click on the "Add New" button. You will now be at the "Add New User" form.

We recommend entering the username you would like to assign to the user in the "Account Number" field. If you leave the account number field blank, Helm will generate a random username and assign that to your customer. Entering a specific username into the account number field will ensure that your customer receives a username they can easily recall.

After completing the form, click on the "Save" button to continue. Clicking on this button will cause two things to happen – the user will be added to the system, and the user will also be emailed the welcome letter you created earlier. From this point, there’s a few different routes we can take, depending on how you would like to setup your customer’s account.

The first option is to simply let the customer receive the login information in their email. The customer will login to Helm and then be able to purchase a hosting plan and setup the domain name to their liking. The second option is to actually complete the process of selecting a plan and creating the domain name so that the customer doesn’t have to.

Step 2: :Choosing a Plan and Adding the Domain
Please follow the procedure outlined below to choose a package for your user and setup their domain name.
Step 1: Enter the user’s username in the “Search Users” box and click on the green arrow to perform the search. You will now effectively be seeing what your customer sees when they login.
Step 2: Click on the “Packages” icon and then click the “Add New” button to subscribe your customer to a hosting package. In the package name field simply enter a friendly name that will help your customer identify the package from any other hosting packages they may have. Select the appropriate plan from the “Web Hosting Plan” drop down. Click the “Save” button, which will take you back to the main “Packages” page.
A) Enter Package Name
B) Click Save
Step 3: Now click on the Package that you just created, change the account status to “Active” and click Save.

Step 4: Now click on the Domains icon and then click the "Add New" button.

tep 5: Choose the type of registration you would like to use:

Step 6:Enter the domain name and click "Save". Your customer’s account has been completely set up