regify provider administrator guide

This is a SSH based menu to access using PuTTY or a (Linux) SSH terminal. The appliance menu allows you to setup all tasks that are affecting the appliance itself like IP addresses, e-mail relay, appliance updates and sub-provider setup. It does not allow you to edit any user related settings. It is only for technical skilled persons administering the regify provider appliance and setup.

The provider administration is a web based interface that allows you to do daily tasks and user management. It offers multiple roles for multiple users allowed to administer. No customer is getting this access, it is only for your staff.

In order to get access to the provider administration, a user needs to own a regify account. The login credentials for administration are the same than the normal credentials for the regify account. The user simply needs an assigned administration role.

To enter administration, please go to https://portaladdress/ADMINISTRATION/ (please consider that the URL is case sensitive). Now, enter your regify account credentials. If you have an assigned administration role, you can login.

Depending on your administration role, not all options might be available for you. Only if you’re having a „Master“ role and you are on the main provider you will get access to all options.

The regimail professional membership is defined by a date. If this date is in the future, the user is regimail professional member. If the date is in the past, the user is regimail private. If a user buys regimail professional, he will increase the date (for example 6 months). If he does not extend, he will fall back to regimail private automatically. He will get informed about that a few days before by e-mail (default is 7 and 3 days before).

regimail professional ends the day the date is overdue. The account is falling back to regimail private.

regimail private does never end.

If a user is grouped, his regimail membership is defined by his group settings and the date-field is greyed out.

These membership types are based on transactional payment. Upon this, the user is getting some internal bank account. It is updated once a week with his transactions. If the bank debit is negative, you have to charge him either the amount or you are doing automatic debit. The regify provider portal offers you all information on this.

To enable regibill, regipay or regimail mass senders, enter product settings of the affected user and tick the appropriate checkbox(es).

regibill, regipay or regimail mass sender membership only ends if you remove the tick from the users product options.

Usage of regibox (creation of new boxes) is defined by a product option flag. Currently, there is no shop for this. To enable regibox, enter product settings of the affected user and tick the checkbox for regibox.

regibox membership only ends if you remove the tick from the users product options.

In order to create new users, there are multiple options:

Note that a user can do this by his own. He simply needs to login to his portal and chose “E-mail addresses”. There he is able to manage up to five e-mail addresses (adding and removing).

Every regify account is having a main e-mail address which is the default for notifications and communication. If he wants to change this main e-mail address, he can chose one of the assigned e-mail addresses in his “Personal information” dialog.

If the user is not able to do this, you can enter your provider administration to edit all his e-mail addresses, too.

A user can delete his account either himself or he asks you to do so. He is only able to delete his account if he is not assigned as an administrator and the regify provider allows this option.

You can also delete a user using your user administration interface. If you are a community provider, the user is getting deleted completely with all data. If you are a corporate provider, the user data-set stays in the database but will get disabled. For the user, this makes no difference at all. But a corporate provider is able to assign and check transaction history in database later on.

In the regify provider, a user has several options to get a new password:

This is a bad scenario because it is important that a single user is only having one regify account. Imagine a user having two accounts. One account (A) is assigned to a@company.com and the other one (B) at b@company.com. If the user is getting a regimail to a@company.com, he needs to configure his regify client with the credentials of the first account (A). If he receives another regimail at b@company.com two hours later, he needs to reconfigure his regify client with the credentials of the second account (B). Otherwise he will get error 20 (invalid recipient). You might realize the problem now…​

To fix such scenario, please follow these steps:

This is somewhat the worst case scenario. The only thing you can do is to force the user to delete his previous account at his “old” regify provider. If the provider is not known, the user has to run a password reset procedure from any regify provider. He will get his password reset e-mail from the provider he is currently signed up to. This allows him to login and delete the account. You might consider to call the old providers administrator (or support) to help your user.

You need to know that the shop pages for regimail professional membership are different for ungrouped user accounts and for group administrators.

A group administrator gets into his shop using the group administration dialog in his portal. There he can buy for all his group members.

An ungrouped member finds his shop page in his portal main menu. There he can buy for himself and up to 7 additional users (by entering their regify user name or main e-mail address).

To rise the transaction limit for such user, please enter the user administration dialog and locate him. Now press the “Product settings / SDK” action icon on the right (having a gear icon).

There is a dropdown field to chose between 500 and 1000 regimail transactions per month. It is important to know that regify will charge you like two accounts for users with the risen limit of 1000 regimails/month.

If the user wants to send more than 1000 regimails a month, you need to make him a regimail mass sender. This means that he now needs to pay per transaction. Please have a look at the “regify account membership” chapter.

If you can not see the maximum transactions field or the regimail mass sender option, the user might be grouped. Grouped users can not have an individual transaction limit due to hard technical limitations. In this case, you need to ungroup this user and handle him separately.

You can create groups by simply clicking “Create new group” in the “User groups” menu option.

To assign users to a group inside of your administration interface, the following options are available:

In regify, a user is able to define representatives for his regify account. This is limited to 25 users. In addition, a user is also able to enter a group code to his representative list. This will allow all members of this group to open regimails sent to the user.

To make this working, first get the group code of the group someone wants to make representatives. This can be found in administration (edit group dialogue). The group administrator is able to find this in his regify portal in group management dialogue.

Now, the user simply enters this group code as a representative.