Setting up reseller renewal preferences for a company

About the reseller renewal preferences

For resellers, the Preferences tab of the Company Profile Maintenance page includes fields to set preferences for:

• Contact information to provide to customers
• Restrictions on renewal processes for customers

Setting reseller contact information for end customers

The Renewal Information for End Customers section contains fields for resellers to specify contact information for renewals.

This information can be included in renewal notifications sent to customers to provide additional information about who to contact concerning the renewal.

1. In the Renewal contact name field, type the name of the contact.
2. In the Renewal contact email field, type the email address of the renewal contact.
3. In the Renewal contact phone # field, type the phone number for the renewal contact.
4. From the Renewal notice language dropdown, select the language in which the company wishes to receive renewal requests.

   If the notification is not available in this language, it is sent in the default language.

5. In the Additional notes for renewal notices field, type any additional notes to provide to customers concerning renewals handled by this company.

Setting renewal restrictions for reseller customers

The check boxes in the Renewal Restrictions for End Customers section control whether a reseller's customers receive notifications and have access to the renewal request or renew now functionality. The company type determines:

• Whether these check boxes display
• The default value for each check box

Under Renewal notifications:

Do NOT send renewal notifications	If this check box is checked, then renewal notifications are not sent to any customers for renewals associated with this reseller.
Do NOT send post-expiration notifications	If this check box is checked, then post-expiration notifications are not sent to any customers for renewals associated with this reseller.
Do NOT allow Renew Now	If this check box is checked, then when customers receive renewal notifications, if this reseller is associated with the renewal, then the notification cannot include a link to purchase renewals immediately.
Do NOT allow renewal requests	If this check box is checked, then when customers receive renewal notifications, if this reseller is associated with the renewal, then the notification cannot include a link to create a renewal request.

Under Renewal Dashboard:

Do NOT allow Renew Now	If this check box is checked, then when customers manage their renewals using the Renewal Dashboard, if this reseller is associated with the renewal, there is no option to purchase renewals immediately.
Do NOT allow renewal requests	If this check box is checked, then when customers manage their renewals using the Renewal Dashboard, if this reseller is associated with the renewal, there is no option to create a renewal request.