Step 1: Global Settings In The Control Panel:
Click on the “Global Settings” icon to begin.
The global settings screen page allows you to enter specific email addresses for your sales and support departments.
Under the personal DNS page, you can enter a personalized domain name to be used as name servers for all domains that your customers set up.
Note: You will need to contact your Helm system administrator to enable support for your personal DNS servers. DO NOT ENTER ANYTHING INTO THE PERSONAL DNS FIELD WITHOUT FIRST DISCUSSING WITH A 1PLANHOST.COM ADMINISTRATOR, DOING SO WILL CAUSE ALL OF YOUR SITES TO STOP WORKING.
Using the Header/Footer HTML fields, you can enter custom HTML that will appear in the page headers/footers when your customers are logged in. Leaving this blank will default to the standard non branded Helm control panel header and footer.
Note: The links section takes specially formatted text and turns them into links along the left side bar of your customers’ control panel. Links should be entered in the following format:
e.g. http://www.microsoft.com[Microsoft’s Site]
Using the same method, it’s also possible to embed images in the links section.
Online Help / Internal Messaging Systems:
By checking or unchecking the “Online Help” and “Internal Messaging System” you can disable or enable the online help and messaging systems for your customers.
After you have completed inputting your personalized global settings, click the “Save” button.
Your information will now be committed to the database. Any changes you make will be immediately reflected the next time your customers log in to their control panel. Click on the “Back” button to return to the main “Account Settings” page.
Step 2: Domain Settings – Customized Parking Page:
By clicking on the “Domain Settings” icon you can input a custom HTML page that will be used as a “parking page for new accounts that your customers create. This parking page can provide helpful information to your customers about their account. For example, you could provide links to your support FAQs or your helpdesk.
To set up a customized parking page, simply check the “Add the following parking page to all new web sites” box and enter the HTML code of your page into the “Parking Page HTML” box.
Once you have completed this, click the “Save” button.
Note: You must click on the HOME link at the top of the page and then click on the “Account Settings” icon to continue onto Step 3.
Step 3: User Settings – Customized Welcome Letter:
Upon adding new user accounts to Helm, the control panel is capable of emailing your new customer a customized welcome letter with their account information. Click on the “User Settings” button and then the “Welcome Message” button to set up the customized welcome letter.
Using the dropdown menu entitled “Dynamic Information”, you can insert dynamically generated content into your welcome letter. This feature is especially helpful for making your welcome letter seem personalized and thoughtful.
The email your user receives will contain this subject.
This is the content of the email that your user will receive.
Send via Email From:
The email your customers receive will be sent from this address. For example, it would be a good idea to enter your support or sales email address in this field.
Send via Internal Message System:
Checking this box will also send the user a copy of the email message via the Internal Message system.
Send Copy To the Following Email Address:
Checking this box and entering a valid email will “carbon copy” the email address you enter with all welcome emails automatically sent out by Helm. Enabling this feature is helpful as it lets you have a record of the information that gets sent to your customers.
After making all of your changes, click the “Save” button to save your changes. This will take you back to the “User Settings” main page. To continue customizing your account, go back to the “Account Settings” area by going to the “Home” page and then click the “Account Settings” button.
Note: Make good use of the Dynamic Information - be sure to include your customer’s username and password!
Step 4: Global DNS Settings In Control Panel:
The Global DNS Settings page allows you to create DNS zone file configurations that will be applied to all domains set up under your reseller account. For instance, you could create a “cp” record that could point to Helm itself, this way your users could use http://cp.domain.com to access Helm.
NOTE: (DO NOT SET THIS UP WITHOUT DISCUSSING IT WITH 1PLANHOST FIRST)
From the Account Settings page click on “Global DNS Settings” then click on the “Add New” button. Leave the record type as “A (Host Record)”. In the record name, enter “cp”. In the record data field, enter the IP address of your Helm control panel. If you do not know the IP address of your control panel, ask your hosting provider for this information. For our example, let’s assume the IP address of the control panel is 192.168.1.100. You would therefore enter “192.168.1.100” in the record data field. Clicking the “Save” button will take you back to the main Global DNS Settings page.
Note: Be sure the information you enter at this screen is accurate. Inputting incorrect information could cause major issues in the future. If you are not sure what IP addresses to use – ask your host!