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Feature settings

Turn parts of the panel on and off for everybody who uses it.

Go to Admin > Settings > General and open the Features tab.

How a toggle works

A toggle changes what the panel shows. When you turn a feature off, the panel hides the navigation entries, the pages, and the controls of that feature. The panel does not delete the data. When you turn the feature on again, the previous records are available again.

Some toggles depend on another toggle. A toggle that depends on Billing stays grey until Billing is on.

A change takes effect at once after you save.

License gating

A toggle needs the matching license feature. A toggle that your license does not cover stays visible, but the panel greys it out and shows a padlock next to the label. The line below reads "Not included in your current license - upgrade your tier to enable."

These toggles need a license feature:

ToggleLicense feature
Enable Billing SystemBilling Module
Enable Ticket SystemTicket System
Enable CRMCRM Module
Enable Database ManagerDatabase Manager
Registration IntakeIntake Forms
Purchase IntakeIntake Forms
Allow SubusersSubuser Management
Allow API KeysAPI Keys
Allow BackupsServer Backups
Allow SchedulesServer Schedules
Allow SFTP AccessSFTP Access

Read License to see which features your license covers.

Billing system

SettingDescription
Enable Billing SystemTurns on the built-in billing system for the sale of servers and services. The Billing menu then appears in the admin panel. Billing also needs a payment gateway.
Enable Account CreditsGives each user a credit balance for purchases.
Allow Credit OverspendPermits a purchase that is larger than the credit balance. The panel creates a pending invoice. This setting can produce unpaid invoices.
Auto-Suspend on Non-PaymentSuspends a service when an invoice passes its due date.

The last three settings stay grey until the billing system is on.

Payment gateways

SettingDescription
Stripe PaymentsAccepts card payments through Stripe.
PayPal PaymentsAccepts payments through PayPal checkout.
Credit Balance PaymentsPermits payment from the account credit balance.

Stripe and PayPal need credentials. Add them in the Integrations settings. All three settings stay grey until the billing system is on.

User features

SettingDescription
User RegistrationPermits new users to create accounts. Turn it off to make the panel invite-only.
Require Email VerificationA new user must verify the email address before full access.
Allow SubusersPermits a server owner to invite subusers with limited permissions.
Allow API KeysPermits a user to create personal API keys.

Require Email Verification stays locked until SMTP is configured. The padlock line names the Mail settings page. Without SMTP, a new user gets no verification message and cannot log in.

Server features

SettingDescription
Allow BackupsPermits a user to create and manage backups of the server files.
Allow SchedulesPermits a user to create scheduled server tasks.
Allow SFTP AccessShows the SFTP credentials on the Settings page of each server.

Customer intake

SettingDescription
Registration IntakeShows a "How did you find us?" dropdown on the registration page.
Purchase IntakeShows a "How did you find this product?" dropdown during checkout. You can turn this dropdown off for one product in the product settings.

Set the dropdown options at Admin > CRM > Customer Intake. That page appears in the sidebar only when one of these two toggles is on.

CRM

Enable CRM turns on the CRM dashboard, with leads, analytics, tags, and renewals. The revenue metrics and the service metrics need the billing system.

Database manager

Enable Database Manager turns on the web interface for per-server databases.

Support features

SettingDescription
Enable Ticket SystemPermits users to create support tickets. Administrators can then manage categories and answer tickets.
Auto-Close Resolved TicketsCloses a ticket after it stays in the resolved state for a set time.
Auto-Close After (hours)The time before the panel closes a resolved ticket. This field appears only when auto-close is on.
Enable SLA TrackingTracks an SLA deadline on each ticket, by priority. The panel flags a breached ticket.

When SLA tracking is on, four fields set the hours for each priority: Low, Medium, High, and Urgent. The SLA timer pauses when a ticket is on hold, or when it waits on the customer.

When the ticket system is on, more fields appear:

SettingDescription
Subject Min Length and Subject Max LengthThe permitted length of a ticket subject.
Message Min Length and Message Max LengthThe permitted length of a ticket message.
Max File Size (MB)The largest attachment.
Max Files Per MessageThe number of attachments on one message.
Allowed File ExtensionsA comma-separated list, for example .jpg, .png, .pdf.

Saving

The bottom of the page shows You have unsaved changes or All changes saved. Click Save Changes to apply. Click Reset to discard.

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