{"id":2916,"date":"2014-04-10T09:00:16","date_gmt":"2014-04-10T09:00:16","guid":{"rendered":"http:\/\/www.backupassist.com\/blog\/?p=2916"},"modified":"2026-04-03T13:34:16","modified_gmt":"2026-04-03T13:34:16","slug":"backupassist-reseller-portal-enhancements","status":"publish","type":"post","link":"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements","title":{"rendered":"BackupAssist Reseller portal enhancements"},"content":{"rendered":"<p>As a BackupAssist reseller, you gain access to an online portal so you can place new orders, manage your customers&nbsp;licensing requirements and manage your account. With our ongoing commitment to our global channel partner program, we have recently released some new features that will help resellers manage their customers\u2019 requirements. This article looks at these new features.<\/p>\n<p><a href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/reseller-banner-use.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2940\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/reseller-banner-use.png\" alt=\"reseller banner use\" width=\"640\" height=\"250\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/reseller-banner-use.png 640w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/reseller-banner-use-300x117.png 300w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p><!--more-->The new Reseller Portal features include:<\/p>\n<ul>\n<li style=\"margin-bottom: 3px\">A new quotation feature<\/li>\n<li style=\"margin-bottom: 3px\">Auto renewals of BackupCare&nbsp;\/ Upgrade Protection for new orders.<\/li>\n<li style=\"margin-bottom: 3px\">Auto renewals of BackupCare&nbsp;\/ Upgrade Protection for existing orders.<\/li>\n<li style=\"margin-bottom: 3px\">Multi-user accounts, to limit staff access to our Reseller Portal.<\/li>\n<\/ul>\n<p>To read more about our reseller program and apply, simply visit <a href=\"http:\/\/www.backupassist.com\/reseller\/\" target=\"_blank\" rel=\"noopener noreferrer\">http:\/\/www.backupassist.com\/reseller\/<\/a><\/p>\n<h2>New quotations feature<\/h2>\n<p align=\"left\">You can now&nbsp;request a quotation&nbsp;for new orders&nbsp;of BackupAssist and renewals&nbsp;of a BackupCare.<\/p>\n<p align=\"left\">With our new quotation feature, you can:<\/p>\n<ul>\n<li style=\"margin-bottom: 3px\">Request a quote for a new order<\/li>\n<li style=\"margin-bottom: 3px\">Request a quote for a BackupCare renewal<\/li>\n<li style=\"margin-bottom: 3px\">Retrieve an existing&nbsp;quote<\/li>\n<li style=\"margin-bottom: 3px\">Edit a quote<\/li>\n<li style=\"margin-bottom: 3px\">Approve a quote<\/li>\n<\/ul>\n<p align=\"left\">To access the <em>Quotations <\/em>page, select the <strong>Purchase and Pricing<\/strong> menu, then <strong>Quotations<\/strong><\/p>\n<p style=\"text-align: center\" align=\"left\"><a href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2917 size-full\" style=\"border: 2px solid grey\" title=\"Quotations\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations.png\" alt=\"quotations\" width=\"963\" height=\"455\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations.png 963w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations-300x142.png 300w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations-768x363.png 768w\" sizes=\"auto, (max-width: 963px) 100vw, 963px\" \/><\/a><\/p>\n<p align=\"left\">From the <strong>Quotations<\/strong> page you can:<\/p>\n<ul>\n<li style=\"margin-bottom: 3px\"><strong>Request a Quote<\/strong>, to start a new quote.<\/li>\n<li style=\"margin-bottom: 3px\"><strong>Request a BackupCare Quote<\/strong>, for renewals of BackupCare.<\/li>\n<li style=\"margin-bottom: 3px\"><strong>Retrieve a Quote<\/strong>, to retrieve an old quote so you can place the order.<\/li>\n<\/ul>\n<p>Once your quotation has been saved, you can perform the following actions, as shown in the screen shot below.<\/p>\n<ul>\n<li style=\"margin-bottom: 3px\"><strong>Edit a Quotation<\/strong>, to change the products requested.<\/li>\n<li style=\"margin-bottom: 3px\"><strong>Approve a Quotation<\/strong>, to place an order.<\/li>\n<li style=\"margin-bottom: 3px\"><strong>Remove a Quotation<\/strong>, to delete the quotation permanently.<\/li>\n<li style=\"margin-bottom: 3px\"><strong>Download a Quotation,<\/strong> to download a PDF of the quotation.<\/li>\n<\/ul>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2918 size-full\" style=\"border: 2px solid grey\" title=\"Quotations\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations2.png\" alt=\"quotations2\" width=\"1001\" height=\"663\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations2.png 1001w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations2-300x199.png 300w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/quotations2-768x509.png 768w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/><\/a><\/p>\n<h2>New auto renewals feature<\/h2>\n<p align=\"left\">Now you can enable auto renewal on your customers\u2019 BackupCare subscriptions before they expire.<\/p>\n<ul>\n<li style=\"margin-bottom: 3px\">Enable auto renewals for <strong>existing<\/strong> orders with BackupCare \/ Upgrade Protection.<\/li>\n<li style=\"margin-bottom: 3px\">Enable auto renewals for <strong>new<\/strong> orders with BackupCare Upgrade Protection.<\/li>\n<\/ul>\n<p align=\"left\">&nbsp;This ensures that your customers receive the 30% early renewal discount.<\/p>\n<p align=\"left\"><strong>&nbsp;Auto Renewing BackupCare for existing orders<\/strong><\/p>\n<p align=\"left\">Setting up auto renewal for existing BackupCare orders is easy.<\/p>\n<ol>\n<li style=\"margin-bottom: 3px\">Select the <strong>My Account<\/strong> menu.<\/li>\n<li style=\"margin-bottom: 3px\">Select <strong>Invoices\/Licenses<\/strong>.<\/li>\n<li style=\"margin-bottom: 3px\">Enter the search criteria and select <strong>Display invoices<\/strong>.<\/li>\n<\/ol>\n<p><span style=\"line-height: 1.5em\">Next to each invoice listed are the available action icons. You can mouse-over a button or refer to the Legend, to see the action performed by each icon.<\/span><\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2919 size-full\" style=\"border: 2px solid grey\" title=\"Renewal\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing2.png\" alt=\"renewal existing2\" width=\"972\" height=\"643\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing2.png 972w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing2-300x198.png 300w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing2-768x508.png 768w\" sizes=\"auto, (max-width: 972px) 100vw, 972px\" \/><\/a><\/p>\n<p><span style=\"line-height: 1.5em\">4.&nbsp;<\/span>Click on the&nbsp;<strong>Create Auto Renewal<\/strong>&nbsp;icon next to the invoice.<\/p>\n<p>A window will open with the auto renewal options.<\/p>\n<p>5. Select the length of BackupCare, then click the&nbsp;<strong>Create Auto Renewal<\/strong>&nbsp;button.<\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2920 size-full\" style=\"border: 2px solid grey\" title=\"Renewal\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing.png\" alt=\"renewal existing\" width=\"981\" height=\"637\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing.png 981w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing-300x195.png 300w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-existing-768x499.png 768w\" sizes=\"auto, (max-width: 981px) 100vw, 981px\" \/><\/a><\/p>\n<p><strong>Automatic Renewals for new BackupCare orders<\/strong><\/p>\n<p align=\"left\">When placing a new order you can set BackupAssist to automatically renew the customer\u2019s BackupCare.<\/p>\n<p>All it takes is a couple of clicks:<\/p>\n<ol>\n<li style=\"margin-bottom: 3px\">Select the <strong>Purchase and Pricing<\/strong> menu.<\/li>\n<li style=\"margin-bottom: 3px\">Select <strong>New Order.<\/strong><\/li>\n<\/ol>\n<p>After you have entered the organization\u2019s details:<\/p>\n<ol>\n<li style=\"margin-bottom: 3px\">Tick the box for <strong>Auto Renew BackupCare.<\/strong><\/li>\n<li style=\"margin-bottom: 3px\">Use <strong>Choose Months<\/strong> to select 12 or 24 months.<\/li>\n<\/ol>\n<p><a style=\"text-align: center;line-height: 1.5em\" href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2921 size-full\" style=\"border: 2px solid grey\" title=\"Renewal\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal.png\" alt=\"renewal\" width=\"964\" height=\"752\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal.png 964w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-300x234.png 300w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/renewal-768x599.png 768w\" sizes=\"auto, (max-width: 964px) 100vw, 964px\" \/><\/a><\/p>\n<p>Once you have completed entering the order details, select <strong>Place order<\/strong>.<\/p>\n<p><strong>Important things to know<\/strong><\/p>\n<ul>\n<li style=\"margin-bottom: 3px\"><span style=\"line-height: 1.5em\">The auto renewal will take place 7 days before the expiry date.<\/span><\/li>\n<li style=\"margin-bottom: 3px\">We will continue to advise you of upcoming customers due for renewal and auto renewal in your BackupCare summary emails.<\/li>\n<li style=\"margin-bottom: 3px\">You can cancel an auto renewal before the anniversary date from the Invoices \/ Licenses section of the Reseller Portal. If the automatic renewal order has been placed, our normal refund policy applies.<\/li>\n<\/ul>\n<h2>Better sorting and filtering of reports<\/h2>\n<p>When you display your invoices, you can now sort them by their columns such as date, registered to and status. You can also apply filters to the results displayed, such as organization type, plan type, invoice type and BackupAssist version.<\/p>\n<h2>Support for multiple portal accounts<\/h2>\n<p align=\"left\">Employees can now be set up with access to the Reseller portal using different account types. Each account type has a different level of access so that you can control what sections of the Reseller Portal your reseller staff have access to.<\/p>\n<p>To create a staff account:<\/p>\n<ol>\n<li style=\"margin-bottom: 3px\">Select the <strong>My Account<\/strong> menu<\/li>\n<li style=\"margin-bottom: 3px\">Select <strong>Accounts Management<\/strong><\/li>\n<li style=\"margin-bottom: 3px\">Select <strong>Create new account<\/strong><\/li>\n<li style=\"margin-bottom: 3px\">Enter the details and select <strong>Sales<\/strong> or <strong>Support<\/strong> for the account type.<\/li>\n<\/ol>\n<p>Once the account has been created, you will be provided with a random password for the account.<\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2922 size-full\" style=\"border: 2px solid grey\" title=\"Account\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user.png\" alt=\"user\" width=\"1098\" height=\"611\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user.png 1098w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user-300x167.png 300w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user-768x427.png 768w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user-1024x570.png 1024w\" sizes=\"auto, (max-width: 1098px) 100vw, 1098px\" \/><\/a><\/p>\n<p align=\"left\">To modify an existing account, you just select the actions button beside the account and select one of the options available (reset password, suspend \/ delete account and modify account) as shown in the screenshot below.<\/p>\n<p align=\"left\">The <strong>modify account<\/strong> option will allow you to change the account&#8217;s <strong>Role<\/strong>, and the information you entered when the account was created.<\/p>\n<p style=\"text-align: center\" align=\"left\"><a href=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2923 size-full\" style=\"border: 2px solid grey\" title=\"Account\" src=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user2.png\" alt=\"user2\" width=\"969\" height=\"571\" srcset=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user2.png 969w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user2-300x177.png 300w, https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/user2-768x453.png 768w\" sizes=\"auto, (max-width: 969px) 100vw, 969px\" \/><\/a><\/p>\n<p align=\"left\">We hope you find these new features useful. If you have any other ideas for features you would like to see included, we\u2019re happy to take requests.<\/p>\n<p align=\"left\">Simply contact our sales team via&nbsp;<a href=\"mailto:sales@backupassist.com?subject=Reseller%20Portal%20%7C%20Suggestions\" target=\"_self\" rel=\"noopener noreferrer\">sales@backupassist.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As a BackupAssist reseller, you gain access to an online portal so you can place new orders, manage your customers&nbsp;licensing requirements and manage your account. With our ongoing commitment to our global channel partner program, we have recently released some new features that will help resellers manage their customers\u2019 requirements. This article looks at these &#8230; <a title=\"BackupAssist Reseller portal enhancements\" class=\"read-more\" href=\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements\">Read more <span class=\"screen-reader-text\">BackupAssist Reseller portal enhancements<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":2926,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[95,3,760],"tags":[238],"class_list":["post-2916","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guides","category-support","category-legacy","tag-reseller-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>BackupAssist Reseller portal enhancements<\/title>\n<meta name=\"description\" content=\"As a BackupAssist reseller, you gain access an online portal to order, manage licenses, and accounts. New features help you better manage customers\u2019 needs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BackupAssist Reseller portal enhancements\" \/>\n<meta property=\"og:description\" content=\"As a BackupAssist reseller, you gain access an online portal to order, manage licenses, and accounts. New features help you better manage customers\u2019 needs.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements\" \/>\n<meta property=\"og:site_name\" content=\"Cyber Resilience Blog\" \/>\n<meta property=\"article:published_time\" content=\"2014-04-10T09:00:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-03T13:34:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/reseller-banner.png\" \/>\n\t<meta property=\"og:image:width\" content=\"640\" \/>\n\t<meta property=\"og:image:height\" content=\"250\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Rick Dwyer\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rick Dwyer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements\"},\"author\":{\"name\":\"Rick Dwyer\",\"@id\":\"https:\/\/www.backupassist.com\/blog\/#\/schema\/person\/84edd561512d93c57e38a6d3d922cf61\"},\"headline\":\"BackupAssist Reseller portal enhancements\",\"datePublished\":\"2014-04-10T09:00:16+00:00\",\"dateModified\":\"2026-04-03T13:34:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements\"},\"wordCount\":795,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.backupassist.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/reseller-banner.png\",\"keywords\":[\"reseller portal\"],\"articleSection\":[\"Guides\",\"Support\",\"Z-Legacy\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements\",\"url\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements\",\"name\":\"BackupAssist Reseller portal enhancements\",\"isPartOf\":{\"@id\":\"https:\/\/www.backupassist.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.backupassist.com\/blog\/backupassist-reseller-portal-enhancements#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.backupassist.com\/app\/uploads\/sites\/3\/2014\/04\/reseller-banner.png\",\"datePublished\":\"2014-04-10T09:00:16+00:00\",\"dateModified\":\"2026-04-03T13:34:16+00:00\",\"description\":\"As a BackupAssist reseller, you gain access an online portal to order, manage licenses, and accounts. 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