Partner Portal Sub-accounts – New Management System

By Dacast Team

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Dacast Team

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    This guide concerns partner accounts only Partner accounts are available for annual premium plan, enterprise plan or event plan > 20TB. If you are interested to become a partner account, please contact your account executive.  On January 19th of 2017, we released a Beta Test version of a new sub-account management system for the partner account.

    The goal of this new management system is to allow you, as a partner account, to directly manage your sub-account from your own Dacast account. This guide will help you through the new features available in your partner account:

    — Theme customization section

    — Sub-Account section

    Step 1  As a first step please log in to http://www.dacast.com/ Here is what you should see: partner accounts

    This is actually your partner account manager navigator in the new back office. From that account, you can customize the theme of your account (part 1 of this guide) and you can manage your sub-accounts (part 2 of this guide)

    1. Theme Customization 

    As a partner account, you now have the possibility to white label your Dacast account and customize it with your own logo and colors. To do so, please click on THEME CUSTOMIZATION under the PREFERENCES section as shown below: partner accounts

    If you just got set up as a partner account, here is what you should see: partner accounts

    In this section, you can choose:

    –Your logo (file < 1GB)

    –The color of the top bar (header color)

    –The color of the main buttons on the platform

    Note 1: Your theme customization will apply to all of your sub-accounts.  However, please note that when you switch to a sub-account to manage it, the color of the top bar will be red to indicate you that you’re not in your own account. Please see the example below: partner accounts

    Note 2: Removing all the mentions of Dacast in your sub-accounts is possible via our professional services and if you are already on an annual pro plan. Please contact us if you are interested.

    2. Sub-Account 

    Please click on SUB-ACCOUNT under the ACCOUNT section: partner accounts

    You should get the list of all your sub-accounts as shown below: partner accounts

    In this section you can:

    1/ Create a new sub-account

    2/ Edit a sub-account

    3/ Allocate bandwidth to a sub-account

    4/ Allocate storage to a sub-account

    5/ Switch to a sub-account to manage it

    6/ Allocate transcoding credit to a sub-account

    Let’s review each of these actions in detail.

    1/ Create a new sub-account 

    Please click on the orange button +ADD ACCOUNT as shown below: partner accounts

    The following window should pop-up:

    partner accounts

    To create your sub-account you need an email and to set up a password for this account. You also have the possibility to control which sections the sub-account will have access to. To do so, please turn ON all the pages you would like your sub-account to access and OFF all the pages you would like to hide.

    For instance, if you want to give your sub-account the possibility to create Live channel and VOD only, just turn ON those 2 sections. If you do not want your sub-account to receive an activation email from Dacast, please turn OFF “send an activation email”. Once you are satisfied, please click SAVE and then refresh your page. Once the page is refreshed, you should see the new sub-account at the bottom of your list of sub-accounts. By default, your sub-accounts will receive:

    — 10GB of data and 2GB of storage

    — All your privileges (any specific feature activated on your partner account such as auto archiving or m3u8 will be activated for your sub-accounts – please contact us if you want to remove one of your privilege to a specific sub-account) Please note that you cannot delete a sub-account as it would delete all its history. To deactivate a sub-account, you can edit its email by adding a series of number in front of it to prevent the sub-account from logging back in. For instance bob@dacast.com would become 365214bob@dacast.com 

    2/ Edit a sub-account 

    Please click on the blue button EDIT next to the sub-account you would like to edit as shown below: partner accounts

    The following window should pop-up: partner accounts

    For each of your sub-account, you can edit:

    — Their email

    — Their password

    — Their permission which are the sections they can access from their account

    — Add / Remove bandwidth and storage (please see further in this guide for more details on this)

    — Add / Remove transcoding credits Once you are satisfied, please click SAVE and then refresh your page.

    Once your page is refreshed, any change you made in the sub-account will be applied.

    3/ Allocate bandwidth to a sub-account 

    As a first step, please verify the total amount of remaining data (bandwidth) you have in your own partner account. This will give you an idea of how much data you can allocate to your sub-account. You can check your remaining data here: partner accounts

    In a second step, please click on the blue button EDIT next to the sub-account you would like to allocate data to as shown below: partner accounts

    The following window should pop-up: partner accounts

    To allocate data to a sub-account you just need to add a specific amount of data in GB in the field framed in yellow in the screenshot above. You can also reduce the amount of data allocated to a sub-account. To do so, please select REMOVE instead of ADD and enter the amount of data in GB you would like to take back. Here is what you should see when removing bandwidth: partner accounts

    Once you are satisfied, please click SAVE and then refresh your page. Once the page is refreshed, all the amount of remaining data will be up-to-date. If you enter a data amount that exceeds your available data, you will get the following error message: partner accounts

    4/ Allocate storage to a sub-account 

    The process is exactly the same as for allocating data to a sub-account. As a first step, please verify the total amount of remaining storage you have in your own partner account. This will give you an idea of how much storage you can allocate to your sub-account. You can check your remaining storage here: partner accounts I

    n a second step, please click on the blue button EDIT next to the sub-account you would like to allocate data to as shown below: partner accounts

    The following window should pop-up: partner accounts

    To allocate storage to a sub-account you just need to add a specific amount of storage in GB in the field framed in yellow in the screenshot above. You can also reduce the amount of storage allocated to a sub-account. To do so, please select REMOVE instead of ADD and enter the amount of storage in GB you would like to take back. Here is what you should see when removing: partner accounts

    Once you are satisfied, please click SAVE and then refresh your page. Once the page is refreshed, all the amount of remaining storage will be up-to-date. If you enter a storage amount that exceeds your available storage, you will get the following error message: partner accounts

    5/ Switch to a sub-account to manage it 

    There are 2 methods to switch to a sub-account:

    Method 1: Use the switch bar located in the top bar of your partner account.  The switch bar is available from any section of your Dacast account. Please see below: partner accounts

    Please enter the ID of the sub-account you want to manage in the search bar framed in red in the screenshot above. For instance: 17462 Then click on the SWITCH button. The sub-account should open itself automatically in a new window as shown below:  partner accounts

    To verify that you are logged in to your sub account’s platform: — Check the ID number in the search bar: it should be the ID number of the sub-account you entered — Sub-accounts now have a STATUS button instead of the UPGRADE MY PLAN button you have in your partner account. When clicking on the STATUS button they will be redirected to their status page (whereas when you click on the UPGRADE MY PLAN button you are redirected to your purchase page) When you are done with a sub-account, you can simply click on the QUIT button and the window will be automatically closed. To verify if you are back on your partner account:

    — Check the search bar: it should be empty

    — Check the right top corner of your page: you should have an “UPGRADE YOUR PLAN” page

    — Check your left side menu: you should see the Dacast help page.

    Method 2: under your SUB-ACCOUNT section, please click on the orange button SWITCH as shown below: partner accounts

    Once you have switched to a sub-account, your sub-account will open itself in a new tab as explained in the first method.

    6/ Allocate Transcoding Credits to sub-account

    As a partner account, you get a certain amount of transcoding credits according to your plan level: — Pro plan: 200GB per year — Premium Plan: 500GB per year — If you are on a custom plan, this amount is custom and you can contact us if you have any questions For more information on transcoding limits, please click here. As a partner account, you can give as many transcoding credits as you want to your sub-accounts as long as you have enough transcoding credits remaining in your partner account. This is exactly the same process as with bandwidth and storage. As a first step, please verify the total amount of remaining transcoding data you have in your own partner account. This will give you an idea of how much data you can allocate to your sub-accounts. Please remember that the transcoding credits you are giving to your sub-accounts will be deducted from your own transcoding credits. If you do not have enough transcoding credits remaining on your partner account, you can purchase more via the “Purchase” section of your Dacast account (Read this article).

    How to give transcoding credits to a sub-account? You can give transcoding credits to your sub-accounts the same way you allocate bandwidth and storage to your sub-accounts. partner accounts

    7/ Set a sub-account as active/inactive

    This new function allows you to get an accurate list of your active sub-accounts in just a few clicks. By switching the status “Active” to ON (as referred to on the screenshot below), you mark your sub-account as an active sub-account. If you turn this switch to OFF, this means your sub-accounts is considered inactive. You may want to mark inactive all your test sub-accounts and canceled sub-accounts.

     
    partner accounts
     

    Once you have marked your sub-accounts accordingly, you can easily get your list of active by getting in the section Account – Sub-Accounts. Once you’re there, select “active” to see all your active sub-accounts, or “inactive” to select all your inactive sub-accounts

    partner accounts
     
     

    Note that an inactive sub-account can still stream and upload video if it still has enough data, this is just a display feature for your own accounting activity. To prevent a sub-account from using his account, we invite you to remove all his data.

    Status page

    The status page gives the sub-account an update of his data and storage usage. The display is the same as the one you have on your purchase page but sub-account do not have any plan and they cannot see Dacast pricing. partner accounts  

    You can decide to hide the status page of your sub-accounts when editing your sub-accounts. To do so, click on the blue button EDIT next to the sub-account you would like to allocate data to as shown below:

    The following window should pop-up: partner accounts

    Clicking on OFF will hide the status page of your sub-account.

     

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