Difference between revisions of "Using your X-Cart Account"

From X-Cart 4 Classic
Jump to: navigation, search
(→‎File area)
 
(247 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
This article provides help on using your {{QA}}
 
This article provides help on using your {{QA}}
  
−
==Qualiteam Account sections==
+
==HelpDesk sections==
  
 
===Communication center===
 
===Communication center===
  
−
This section enables you to communicate to Qualiteam staff by submitting inquiries (tickets).
+
This section allows you to communicate with the X-Cart Team by submitting inquiries (tickets).
  
−
====Ticket "life cycle"====
+
====Ticket Life Cycle====
 +
1. A new submitted ticket is dispatched to a corresponding department depending on the essence of the enquiry.
 +
2. Request discussion is held until the required task is accomplished.
 +
3. A ticket can be pre-closed automatically:
 +
* a Sales ticket  - if no messages are posted in the ticket during 30 days (14 days in pre-sales helpdesk accounts)
 +
* a Project ticket - if all project tasks are finished and no messages are sent in the ticket during 30 days
 +
* a Support ticket - if an issue reported has been solved and no messages are posted in the ticket during several days
 +
The Pre-closed ticket status can be changed to Closed or In Progress manually  in ticket properties.
 +
4. If the Pre-closed status is kept, the ticket will be closed automatically:
 +
* a Sales, Support or Generic ticket - in three days after the Pre-closed status is set and if no new messages are posted in the ticket
 +
* a Project ticket - in three days if no new messages are posted in the ticket and all related project tasks are finished.
 +
5. In case of necessity a ticket can be re-opened by status changing in ticket properties.
  
−
# You submit a ticket with your question/issue.
+
====How to submit a new ticket====
−
# Our dispatchers classify your request and forward it to the respective department.
 
−
# If the ticket is tech support, it goes to our support engineers, who process it in the order it arrived as follows:
 
−
#* The issue reported is reviewed by the support engineer assigned to the ticket.
 
−
#* Upon review, the support engineer preliminarily classifies the issue according to our [[:Support_issues_cost | issue classification]].
 
−
#* After that, the engineer proceeds with answering your question or troubleshooting the problem reported; while the issue is being solved, the initial ticket classification and charge may be changed.
 
−
#* Once the issue is resolved, the engineer sets the final ticket classification and charge, according to our [[:Support_issues_cost | issue classification]].<br />The corresponding amount of support points is ''captured'' in your account while the ticket is being processed.
 
−
# If the engineer has considered the issue, addressed in the ticket, to be solved, or you do not post any comments to the ticket for a period of time after the engineer's last reply, the status of the ticket changes to PRE CLOSED (RESOLVED). You receive a notification of the change of status, along with the statement on the amount of points to be ''deducted'' from your account when the ticket is closed.
 
−
# If no feedback arrives from you within 3 days after the notification, the ticket closes. You receive a notification of that change of status too, and the corresponding amount of support points is ''deducted'' from your account.
 
−
# You can re-open the ticket within 14 days after it is closed.
 
  
−
If you consider the issue not resolved, you can continue the conversation at any stage above, provided that the terms of point #6 are observed.
+
1. Log into your helpdesk account at https://secure.x-cart.com
  
−
{{Note1| Note: If you are concerned about support points charging you can use option [[Using_your_Qualiteam_Account#.22Get_price_quote_for_my_support_request.22_checkbox | 'Get price quote for my support request']]. We will estimate your request and inform you of an approximate ticket cost. The support team will not start working on the ticket until you confirm the cost.}}
+
2. Enter section ‘Communication Center’
  
−
See also:
+
3. Click button ‘Create a new ticket’
  
−
* [[Using_your_Qualiteam_Account#Qualiteam.27s_Technical_Support_Service_Terms_of_Use | Qualiteam's Technical Support Service Terms of Use]]
+
4. Fill in all fields:
  
−
====How to submit new ticket====
+
* Type - Techsupport question or Sales question depending on the nature of your request
  
−
# Enter 'Communication Center' section,
+
* License - in the right-side box called’ Unset‘ find the license for the store within which assistance is required. click the license and press the arrow button to move the license to the left-side box called ‘Set’.
−
# Click on 'Create a new ticket',
 
−
# Choose a type of your question 'Tech support question/Sales question',
 
−
# Select a license: click on the license URL in the right box and click on "<" button to move the license into the left 'Set' box. You can change the selected license in the same way: click on it and press ">" button to return the license into the "Unset" box,
 
−
# If you have chosen a certain license, select the version of this store from drop-down "Product version:". Often we need to know your x-cart version in order to give you correct instructions.
 
−
# Set your software version in the "Product version:" field. In order to learn your store version, please check the content of "VERSION" file (you can do it by entering your store URL with /VERSION in your browser address bar). For example, you can check our X-Cart demo store version as follows: http://demo.x-cart.com/demo/VERSION and LiteCommerce demo store version can be checked as follows: http://demo.litecommerce.com/VERSION
 
−
# Select a priority level,
 
−
# Fill in a brief description of the reported subject,
 
−
# Type in your message and click on the 'Send' button.
 
  
−
See also:
+
* Product version - specify the version of your X-Cart store when submitting a support request, this information is helpful for the support team.
  
−
* [[Using_your_Qualiteam_Account#Qualiteam.27s_Technical_Support_Service_Terms_of_Use | Qualiteam's Technical Support Service Terms of Use]]
+
* HotRush - can be set for an urgent techsupport request , here’s more information on HotRush.
  
−
====How to post messages to open tickets====
+
* Priority - Normal, Major or Minor depending on inquiry importance and urgency.
  
−
# Select a ticket on the 'Communication index' page;
+
* Brief description - a short title of your request.
−
# Find a message which you want to answer, click 'Reply' icon (an envelope with green arrow) on the right; or just scroll down to the 'Send new message' form;
 
−
# Type in a message and click 'Send'.
 
  
−
<div class="note">
+
* Message - in the message area please type in your request in detail
−
NOTE: you can post new messages only into open tickets.
 
−
</div>
 
  
−
See also:
+
* Add files - this tool allows you to attach files to a request; use buttons ‘Add’ and ‘Drop’ to the right to add and remove attachments.
 +
5. Press button ‘Send’ to submit the request.
  
−
* [[Using_your_Qualiteam_Account#Qualiteam.27s_Technical_Support_Service_Terms_of_Use | Qualiteam's Technical Support Service Terms of Use]]
+
====How to post a message in an existing ticket====
  
−
====How to close tickets====
+
1. Log into your helpdesk account at https://secure.x-cart.com
  
−
When your question is resolved you can close the ticket yourself:
+
2. Enter section ‘Communication Center’
−
# enter 'Communication Center';
 
−
# select the ticket you want to close;
 
−
# click on the "Ticket properties" link;
 
−
# choose "Closed" from the "Status" drop-down;
 
−
# click "Update".
 
  
−
====How to re-open tickets====
+
3. Find the needed ticket by its title in the list on tab ‘Communication Index’ or by a message ID using field ‘Search by Message ID’ to the left on the page (a message ID can be found in any email notification about the ticket)
  
−
# select a Closed ticket you want to open;
+
4. On the message which needs responding click the Reply icon in the right upper corner
−
# click on the "Ticket properties" icon;
 
−
# choose "Reopen" from the "Status" drop-down;
 
−
# click "Update";
 
  
−
<div class="note">
+
5. In the text area type your message and press ‘Send’.
−
NOTE: it is advisable to reopen a ticket only if the new information directly relates to the problem initially reported in the ticket. Otherwise your message will be moved to a new ticket to be processed as a new request.
 
−
</div>
 
  
−
===="HotRush" check-box====
+
6. Note: a message can be posted only in an open ticket; if the ticket is closed, either it has to be re-opened or a new one has to be submitted.
  
−
If you request for tech support, this checkbox allows you to set your ticket to the highest priority, i.e. to be processed out of turn. This service is called [[:Support_Services:_Hotrush | Hotrush support]].
+
====How to close a ticket====
  
−
If you want to get an urgent assistance tick the "HotRush" check-box when creating a new ticket or modifying ticket properties. In all other cases, please use [[Using_your_Qualiteam_Account#.22Priority.22_select-box | "Priority"]]  select-box.
+
1. Log into your helpdesk account at https://secure.x-cart.com
  
−
See also:
+
2. Enter section ‘Communication Center’
−
* [[Using_your_Qualiteam_Account#.22Priority.22_select-box | "Priority" select-box]]
 
−
* [[Support_Services:_Hotrush | Support Services: Hotrush]]
 
  
−
===="Priority" select-box====
+
3. Find the needed ticket by its title in the list on tab ‘Communication Index’ or by a message ID using field ‘Search by Message ID’ to the left on the page (a message ID can be found in any email notification about the ticket)
  
−
When opening a regular ticket (not [[Support_Services:_Hotrush | HotRush]]) you can assign a priority level to the issue to specify the order in which you would like your inquiry to be processed:
+
4. Click on the ‘Ticket properties’ link
−
* Major: the issue should be addressed as fast as possible,
+
 
−
* Normal: not that urgent, but a faster reply is preferred,
+
5. In the ‘Status’ drop-down menu select ‘Closed’
−
* Minor: you agree to wait the guaranteed turnaround time - 24 hours.
+
 
 +
6. Click ‘’Update.
 +
 
 +
====How to re-open a ticket====
 +
 
 +
1. Log into your helpdesk account at https://secure.x-cart.com
 +
 
 +
2. Enter section ‘Communication Center’
 +
 
 +
3. Find the needed ticket by its title in the list on tab ‘Communication Index’ or by a message ID using field ‘Search by Message ID’ to the left on the page (a message ID can be found in any email notification about the ticket)
 +
 
 +
4. Click on the ‘Ticket properties’ link
 +
 
 +
5. In the ‘Status’ drop-down menu select ‘Reopen’
 +
 
 +
6. Click ‘’Update
 +
 
 +
7. Note: it is advisable to reopen a ticket only if the new information directly relates to the problem reported in this ticket initially. Otherwise, your new message will be moved to a new ticket to be processed as a separate request.
 +
 
 +
====How to rate a ticket====
 +
 
 +
Service provided by the X-Cart team within a certain ticket can be rated. For the purpose the ‘Rating’ option is available. Only a closed ticket work on which has been finished can be rated. Also, comments on the provider service can be left. The comments are addressed by heads of corresponding departments providing this or that service. This ensures that customers’ feedback is always taken into consideration and necessary measures are taken. This way service provision is improved as much as possible.
 +
 
 +
To rate a ticket
 +
 
 +
* open ‘Communication Index’
 +
 
 +
* find the needed ticket in the tickets list by its title or by a message ID using the search field
 +
 
 +
* open ticket properties
 +
 
 +
* use the ‘Rating’ drop-down menu and the ‘Comments’ text field to share your experience
 +
 
 +
To rate an already closed ticket
 +
 
 +
* open ‘Communication Index’
 +
 
 +
* untick ‘Hide closed and rated tickets’, closed tickets will appear in the tickets list
 +
 
 +
* find the needed ticket in the list by its title
  
−
Your tickets are graded and processed by our staff according to the assigned priority levels.
+
* click link ‘Rate Us’ to the right form the ticket name
  
−
You can also change the priority level while the ticket is in progress (open 'ticket properties' and select another option from the 'Priority' drop-down). So, when you need a faster assistance you will always be able to change the ticket level to Normal or Major and to have it processed as fast as possible.
+
* use the ‘Rating’ drop-down menu and the ‘Comments’ text field to share your experience.
  
−
Whatever priority you choose, our support team will do their best to process your requests at the earliest opportunity and reduce the actual response/turnaround time to be less than 24 hours.
+
====How to hide closed tickets from Communication Index====
  
−
If, however, the problem brooks no delay you should mark the ticket as [[Support_Services:_Hotrush | HotRush]].
+
All tickets created in your account are displayed on tab ‘Communication Index’ in Communication Center. It may be convenient if only tickets requiring any action are displayed on this page. For the purpose check-box ‘Hide closed and rated tickets’ above the tickets list should be ticked. This check-box hides all closed and rated tickets from the list so that only Submitted, Assigned, In progress and Re-opened tickets are shown.
  
−
{{Note1 | <b>Note:</b>
+
====Check-box ‘HotRush’====
  
−
In order to prevent the misuse of the Major priority level we put the following restriction on the system: the more Major tickets you open the lower priority your account has.
+
If you’ve run into an issue which renders your whole store down or disables an essential functionality, you can take advantage of the HotRush techsupport service. HotRush Support ensures request processing out of queue and within 2 hours. To enable the HotRush option for your request please tick the ‘HotRush’ check-box in ticket properties when submitting a new techsupport request or editing properties of an already submitted ticket.
  
−
That is, if you choose to assign the Major level to all your tickets the actual average priority level of your account will be Normal. Contrariwise, if most of your tickets are Minor the average priority level for your account will be higher.
+
====How to disable ‘HotRush’====
  
−
In other words, the more Major tickets you have the lower response/turnaround time your tickets have.}}
+
If a reported issue still persist but does not require immediate resolving for any reason, the HotRush option can be disabled by unchecking the corresponding tick-box in ticket properties.
 +
HotRush can be disabled without a limit as long as a ticket keeps the ‘Submitted’ status. As for ‘Assigned’, ‘In progress’ or ‘Re-opened’ tickets, there’s a limit to the number of times HotRush can be disabled - 3 times per one helpdesk account.The HotRush option cannot be disabled after the ‘Closed’ ticket status is set.
  
−
See also:
+
====Drop-down menu ‘Priority’====
−
* [[Using_your_Qualiteam_Account#.22HotRush.22_check-box | "HotRush" check-box]]
 
−
* [[Support_Services:_Hotrush | Support Services: Hotrush]]
 
  
−
===="Get price quote for my support request" check-box====
+
When submitting a sales or techsupport (non HotRush) ticket, you can choose a priority level for it. The priority lever indicates how critical a request is and puts the request on a certain position in the requests queue. An issue may be:
  
−
If you request for tech support, and concerned about how much would it cost, click this check-box to get a preliminary cost of your ticket. We will estimate your request and inform you of an approximate ticket cost. The support team will not process the ticket until you confirm the cost.
+
* Major: a response is required as fast as possible,
  
−
Note that it may postpone the ticket-handling. We, therefore, should not recommend using this option if you need an [[Support_Services:_Hotrush | urgent solution]].
+
* Normal: not that urgent, but a faster reply is preferred,
  
−
See also:
+
* Minor: the guaranteed 24-hour response time is fine.
−
* * [[Support_Services:_Hotrush | Support Services: Hotrush]]
 
  
−
====How to rate a ticket?====
+
The priority level can be changed in ticket properties as long as a ticket is open. This is useful when an issue needs to be resolved faster.
  
−
The ticket rate is used to track your experience working with our staff. It allows us to improve the service quality based on customer feedback and to guarantee customer satisfaction.
+
But no mater what ticket priority level is set, the X-Cart support team do their best to process your requests within less than guaranteed one business day.
  
−
Only closed tickets can be rated. Thus to rate a ticket you should close it first.
+
However, for most critical issues please remember to enbale the HotRush option.
  
−
Once the ticket is closed click on the "Rate us" link next to the ticket name in the "Rate a ticket" column and follow the instructions.
+
'''Note:''' To prevent misuse of the Major priority level we have to impose the following restriction on the system: the more Major tickets you open the lower priority your whole account has. That is, if the Major level is set for all tickets, the actual average priority level of  the helpdesk account becomes Normal. Contrariwise, if most of tickets are Minor, the average priority level for the account gets higher. In other words, the average priority level of the account defines how quick any requests are processed.
  
 
====Recommendations====
 
====Recommendations====
Line 157: Line 173:
 
* All the notifications on messages posted in the communication center are sent to the email address you indicated upon registration. Please, keep it in mind while waiting for an answer and (what is more important) when you decide to change your contacts. You should notify us beforehand or you can change your contact email using 'Profiles' -> 'Edit self-profile' section of your {{QA}}.
 
* All the notifications on messages posted in the communication center are sent to the email address you indicated upon registration. Please, keep it in mind while waiting for an answer and (what is more important) when you decide to change your contacts. You should notify us beforehand or you can change your contact email using 'Profiles' -> 'Edit self-profile' section of your {{QA}}.
  
−
====How to hide closed messages from the Communication index?====
+
===='Obsolete' and 'out of guarantee' X-Cart 4 Classic versions====
 +
 
 +
When a support ticket is created and a license is set, the ’Product version’ drop-down menu appears. The version of the store, with which assistance is needed, should be selected from this drop-down menu. In the versions list certain versions are marked as ‘'Obsolete' and 'Out of guarantee'.
 +
 
 +
'Obsolete' is a software version which is not latest but still supported, i.e. new software versions within this branch are released and bug fixing patches are provided. ‘Obsolete’ is one of the versions (not the latest one) of the latest branch.
 +
 
 +
'Out of guarantee' is a non-supported software version, i.e. no bug fixing patches are provided, upgrade to the latest version is strongly recommended, and upgrade is the only solution in case a bug is found. 'Out of guarantee' is one of the versions (not the latest one ) of an earlier branch.
 +
 
 +
Any version, released more than 1 year ago is considered 'Out of guarantee'. Nevertheless, techsupport is always provided once requested regardless of a store version. Feel free to contact the X-Cart support team in HelpDesk.
 +
 
 +
====Urgent techsupport required====
 +
 
 +
The Techsupport service offers an option of urgent assistance with certain X-Cart issues. Urgent techsupport is available in two cases:
 +
 
 +
* an urgent one-incident support package is obtained for a support request
 +
 
 +
* a support service subscription is activated
 +
 
 +
If you have a per-incident support package or support subscription, feel free to submit a new ticket and enable the HotRush option.
 +
 
 +
[[File:hotrush1.jpg|border|1000px]]
 +
 
  
−
In order to reduce the number of tickets shown in the communication index, you should select the "Hide closed and rated tickets" option. It will hide all the closed and rated tickets from the Communication index. This way only open tickets will be shown in the index.
+
[[File:hotrush.jpg|border|1000px]]
  
−
====What do 'obsolete' and 'out of guarantee' versions mean?====
+
If you have an open ticket on an issue and a Free support group engineer issued you an invoice for the support service, just place the order for the service. A HotRush support ticket will be created by our staff as soon as the support service is ordered.
  
−
While creating a support ticket in your 'Communication center', you see 'Obsolete' and 'Out of guarantee' versions of the software on the 'Product version:' drop-down list:
+
====How to send files to X-Cart team====
 +
It may become necessary to send a file (screenshot or mock-up) to an X-Cart support engineer or designer in HelpDesk. There are two ways files can be uploaded.
  
−
* 'Obsolete' means the version is not the latest one, although it is still supported. So, if you find a bug in an obsolete version, you'll be provided with a [[Qualiteam_professional_services_FAQ#How_long_are_bug-fixes_.28patches.29_provided_for_free.3F | free patch]] for fixing it. As a rule, this is not the latest version of the latest branch.
+
1 - A file can be uploaded to folder 'My Files' in section ''File Area'':
 +
- click ''My Files'' in the ''Folders'' section
 +
- click button ''Upload files''
 +
  - select a file
 +
- click ''Add'' to upload more than one file
 +
- press ''Upload''
  
−
* 'Out of guarantee' means that if you find a new bug in such version, the only solution are going to have is to upgrade to a newer version of the software. No bug-fixing patches are provided for out-of-guarantee versions. As a rule, this is not the latest version of an earlier branch.
+
The files will be stored in folder ''My Files'' and X-Cart team will be able to download it any time.  
 +
[[File:File_area.png|border|1000px]]
 +
[[File:file_area2.png|border|1000px]]
  
−
Any version, released earlier than 1 year ago, is considered 'Out of guarantee'.
+
2 - A file can be attached to a message in any ticket in section ''Communication Center'':
 +
- in the new message section type the text of the message to which the file needs to be attached
 +
- click ''Add files'' below the test area
 +
- select a file
 +
- click ''Add'' to upload more than one file
 +
- press ''Send''
 +
 +
The message will be sent with the file attached.
  
−
Nevertheless, we provide support for all versions of the software, so please feel free to contact us via your HelpDesk account, should you require any assistance.
+
[[File:CC_file_uploading.png|border|1000px]]
  
−
====How do I know my product version?====
+
====How to send access information to X-Cart team====
  
−
See:
+
Quite often X-Cart technicians have to access an X-Cart store by FTP or SSH to do technical work. This may be necessary for a support issue investigation or modification implementation.
  
−
* [[X-Cart:FAQs#How_do_I_know_which_version_of_X-Cart_I_use.3F | How do I know which version of X-Cart I use?]]
+
There’s a secure way to provide logins and password to the X-Cart Team. In the HelpDesk section ‘Communication Center’ there’s a tab titled ‘Post access info’. This tab opens an SSL-protected form where different types or access information can be submitted. The form can also be accessed by a  [https://secure.x-cart.com/customer.php?target=create_access_info direct link]  
  
−
====Qualiteam's Technical Support Service Terms of Use====
+
[[Image:AccessInfoTab.jpeg|border|700px| ]]
  
−
{{:Technical_Support_Service_Terms_of_Use}}
+
The access info form has the following fields:
  
−
'''See also:'''
+
''License''- a license for a store/web-site access to which is provided
  
−
* [[Qualiteam_professional_services_FAQ#Technical_support_service | Technical support service FAQ]]
+
''Access protocol''- access type, i.e. FTP, SSH, CP, admin area, etc
 +
 
 +
''Domain'' - web-site domain name
 +
 
 +
''Port'' - provided by a hosting provider
 +
 
 +
''Directory'' - a directory on a server where a store is installed
 +
 
 +
''Login''
 +
 
 +
''Password''
 +
 
 +
''Note'' - in this field comments for the X-Cart team can be left
 +
 
 +
[[Image:PostAccessInformation.jpeg|border|700px| ]]
 +
 
 +
The access information provided is stored in the helpdesk system for 3 months and is available only to certain X-Cart technicians assigned to a customer’s request or project. For security purposes, the access information is deleted from a helpdesk account in 3 months after submission.
  
 
===File area===
 
===File area===
  
−
'File area' section enables you to exchange files with our company. If you need to
+
File area is a HelpDesk section from which purchased software can be downloaded, first of all. Besides, File Area is used for storing files and exchanging files with the X-Cart team.  
−
download and upload the necessary software, please follow the instructions below:
+
 
 +
'''Tab ‘File Area’''' displays two sections - ‘Folders’ and ‘File name’.
 +
 
 +
1. Section ‘File name’ show the contents of folders selected.
 +
 
 +
2. Section ‘Folders’ shows a list of all File Area folders subdivided into:
 +
 
 +
* ‘Product Files’ - installation packages of software ordered in the account and of software provided for free;
 +
 
 +
''folder : ‘X-Cart 4‘'' contains installation packages of X-Cart 4 Classic of the latest and newest versions;
 +
 
 +
''folder : ‘X-Cart 4'' - Addons’ contains installation packages of X-Cart 4 modules of different versions; when downloading a module, please make sure the module version you chose is the same as your X-Cart store version to avoid incompatibility issues;
 +
 
 +
''folder : ‘X-Cart 5’'' contains an X-Cart 5 download link
 +
 
 +
* ‘Company files’ - folder ‘My Files’ contains data uploaded by the account holder or X-Cart team;
 +
 
 +
* ‘Ticket files’ - attachments to messages in tickets;
 +
 
 +
* ‘Project files’ - custom development/design projects data and reports.
 +
 
 +
Icon ‘+’ next to a folder opens a list of its sub-folders. Clicking on a folder opens its contents in the right-side section. On the right-side part links ‘File name’, ‘Size’ and Date‘ allow filtering files by the respective parameters. An arrow icon to the right from a file name opens a short description of the file.
 +
 
 +
To download a file
 +
 
 +
* find the needed file in one of the folders described above;
 +
 
 +
* click on the file, it will be saved in the local PC.
 +
 
 +
To upload a file
 +
 
 +
* find ‘Company files’ and open ‘My Files;
 +
 
 +
* in the right-side section click on ‘Upload files’ and ‘Select a file’
 +
 
 +
* click on ‘Add’ to the right from the selected file to upload one more file
 +
 
 +
* press ‘Upload’, the file will appear in folder ‘My Files’.
 +
 
 +
'''Tab ‘Get upgrade pack’''' provides free upgrade patches for X-Cart 4.1.0 and higher.
 +
 
 +
* ‘License’  - the license for the store to be upgraded should be selected from the list of licenses available in the account;
 +
 
 +
* ‘Modules’ and ‘Free modules’  - upgrade files for selected modules will be included in the X-Cart upgrade package;
 +
 
 +
* ‘Upgrade pack’ - a list of upgrade packages for certain X-Cart versions;
 +
 
 +
* ‘Archive type’ - .tgs or .zip.
 +
 
 +
====How to find security patches====
 +
 
 +
The video demonstrates how security patches can be found in File Area
 +
 
 +
https://www.youtube.com/watch?v=hovB_Sx8nns&feature=em-uploademail
 +
 
 +
====How to send files to X-Cart team====
 +
It may become necessary to send a file (screenshot or mock-up) to an X-Cart support engineer or designer in HelpDesk. There are two ways files can be uploaded.
 +
 
 +
1 - A file can be uploaded to folder 'My Files' in section ''File Area'':
 +
- click ''My Files'' in the ''Folders'' section
 +
- click button ''Upload files''
 +
- select a file
 +
- click ''Add'' to upload more than one file
 +
- press ''Upload''
 +
 
 +
The files will be stored in folder ''My Files'' and X-Cart team will be able to download it any time.
 +
[[File:File_area.png|border|1000px]]
 +
[[File:file_area2.png|border|1000px]]
 +
 
 +
2 - A file can be attached to a message in any ticket in section ''Communication Center'':
 +
- in the new message section type the text of the message to which the file needs to be attached
 +
- click ''Add files'' below the test area
 +
- select a file
 +
- click ''Add'' to upload more than one file
 +
- press ''Send''
 +
 +
The message will be sent with the file attached.
 +
 
 +
[[File:CC_file_uploading.png|border|1000px]]
 +
 
 +
===My Licenses===
 +
 
 +
This section displays a list of software licenses available in a helpdesk account, shows license information and allows the account holder to manage the licenses.
 +
 
 +
On top of the ‘My Licenses’ tab links ‘URL’, ‘Brand’ and ‘Status’ allow filtering licenses in the list by the respective parameters.
 +
 
 +
* ‘URL’ - stands for a domain name of an X-Cart store;
 +
 
 +
* ‘Brand’ - stand for kinds of software ordered in the current helpdek account, (X-Cart 5, X-Cart 4, X-Payments, etc);
 +
 
 +
* ‘Status’ stands for license status set by the license holder.
 +
 
 +
With  ‘URL’, ‘Brand’ and ‘Status’ filters defined a certain license is found.
 +
 
 +
With all filters cleared (‘URL’ - empty, ‘Brand’ - ‘Select brand’ and ‘Status - ‘Select status’) all available licenses are displayed.
 +
 
 +
The following information on a license is available:
 +
 
 +
* License key- a unique license identificator consisting of 16 capital letters; for X-Cart 5 it is used for store activation;
 +
 
 +
* ‘Register X-Cart 4 installation’ - relevant only to X-Cart 4 Classic licenses, software registration converts an evaluation X-Cart installation into a commercial one;
 +
 
 +
* URL- store domain name, a license can be renamed with the help of link ‘Change URL’ to the right from the license name;
 +
 
 +
* License products-  software brand with a list of modules and recurring subscriptions assigned to the  license, if any;
 +
 
 +
* ‘Add more to this license’- the button is useful when modules are needed for a X-Cart store, the button leads to the X-Cart web-site page offering additional modules;
 +
 
 +
* ‘Status’- a status is selected from a drop-down menu and set by the license holder, it does not impact the online store;
 +
 
 +
* ‘Version’- a store version is set by the license holder and does not impact the online store;
 +
 
 +
* ‘History’- this link opens a separate page with a full license management history (purchase date, acceptance, license URL updates, license registration, modules purchase, transfer, etc);
 +
 
 +
* ‘Transfer’- this link opens a separate page where license transfer to another helpdesk account can be performed;
 +
 
 +
* ‘Get upgrade pack’- this link leads to the File Area section of the same name.
 +
 
 +
====Licenses are not found in 'My Licenses'====
 +
 
 +
If a software license is not present in section 'My Licences', first of all, please make sure you are logged into the HelpDesk account, where you obtained the license.
 +
 
 +
If the HelpDesk account is correct, but the license still cannot be found, please, check the filters set on the 'My licenses' page. To see all of the licenses present in the HelpDesk account you should set the 'My Licenses' filters as follows:
 +
 
 +
: ''URL - empty''
 +
: ''Brand - Select brand''
 +
: ''Status - Select status''
 +
[[File:My Licenses.png|border|1000px]]
 +
 
 +
Please adjust the filters and then press 'Filter'.
 +
 
 +
If after that you still cannot see your license, please provide us with a screen-shot of the 'My licenses' page of your account. The HelpDesk system admins will check your account. You can attach the screen-shot to a response message in this ticket or upload it to File Area/My Files.
 +
 
 +
====Access to X-Cart 5 upgrades for a license====
  
−
1) Enter your {{QA}}.
+
Licenses for X-Cart 5 and X-Cart 5 modules come with one-year free access to software upgrades. Upon the expiry of the free access to upgrades, the same can be obtained at a fee. A special discounted price applies in case access to upgrades is renewed within a month after the expiration. More detailed information is available at the [https://www.x-cart.com/software-pricing.html X-Cart web-site].
  
−
2) Go to the 'File area'. You'll see a page divided in two.
+
In section 'My Licenses, next to a license there's a notice showing the upgrades access expiry date. Once upgrades access has expired for a license, there appears a link 'Prolongate access to upgrades':
  
−
3) In the left column you'll see the list of folders. If some folder has a small plus
+
[[Image:license_upgrades.png|border|1000 ]]
−
sign (+) on the left, click on this "plus" and you'll see its subfolders.
 
  
−
4) In the left column among all the available folders and subfolders find the needed
+
If this link is clicked, an invoice for upgrades prolongation is automatically created for the license. On the invoice page opened the purchase can be made, this purchase will appear in section 'Orders'.
−
one and click on it.
 
  
−
5) In the right column you'll see the chosen folder's content as a list of files. Most
+
====Access to X-Cart 5 upgrades for all X-Cart 5 licenses====
−
files in the 'File area' have special notes explaining which version this file is used for.
 
−
Click on the small arrow opposite to the file name, a dropdown will show you the note.
 
  
−
6) If you want to download something, click the necessary file name and the system
+
If a helpdesk account contains several X-Cart 5 shopping cart and modules licenses and they require prolongation of access to software upgrades, it is possible to renew the upgrades access to all of the licenses at a time.
−
will offer you to save it on your local PC. Specify the destination and cick the "Save"
+
In section ‘My Licenses’ there’s a link ‘Renew access to upgrades for licenses’.
−
button. The file will be stored in your file system then.
 
  
−
7) If you need to upload a file from your PC to the 'File area', use the 'My files'
+
[[File:all-licenses-renewal.png|border|1200px]]
−
folder. In the right column click the 'Upload files' link and the system will offer
 
−
you to specify the file location using the 'Browse' button. Do it and click the 'Upload'
 
−
button. The file will appear in the 'My files' folder then.
 
  
−
8) "Ticket attachments" folder contains files that you and our staff have uploaded in tickets in the communication center.
+
If the link is clicked, it creates an invoice for upgrades access renewal for all X-Cart 5 licenses and redirects one to the invoice page. I.e. all licenses can be updated with just one order.
  
−
'''File Area structure. X-Cart'''
+
====How to transfer an X-Cart license to a new helpdesk account====
  
−
X-Cart folder:
+
If you would like to transfer your X-Cart license to a person not registered in the X-Cart HelpDesk yet, please follow the steps below:
−
:- "X-Cart 5": contains information files explaining how to download X-Cart 5 files.
 
−
:- "X-Cart 4": contains packages of X-Cart v4.x Classic (latest and previous versions).
 
−
:- "X-Cart 4 Addons": contains add-on modules' distribution files in the corresponding sub-folders. E.g. if you purchased an X-Cart v4.x add-on and would like to use it in X-Cart v4.3.2 you can download it in File Area -> X-Cart -> X-Cart 4.3.2 -> Add-on modules -> <Add-on name> folder.
 
  
−
'''How to find security patches'''
+
1) go to the 'My licenses' section;
  
−
http://www.youtube.com/watch?v=hovB_Sx8nns&feature=em-uploademail
+
2) click the 'Transfer' link next to the license you are going to transfer;
  
−
===My licenses===
+
[[File:transferlink.jpg|border|1000px]]
  
−
This section holds a list of software licenses assigned to you. It allows to:
+
 
−
* register installed software
+
3) In the ‘Transfer to’ drop-down menu select ‘new customer’, the contact information section will be opened;
−
* change URL a software is licensed to use at
+
 
−
* transfer a license to a 3rd party
+
[[File:transfernew.jpg|border|800px]]
−
* get upgrade packs
+
 
 +
 
 +
4) fill in the fields in the request form:
 +
 
 +
* <p dir="ltr">'Company information' - contact information of the company to which the license is transferred;</p><p dir="ltr">
 +
* 'Account information' - contact information of the new license holder to whom the license is transferred;</p><p dir="ltr"></p>
 +
 
 +
This will be the contact information of a new helpdesk account created as a result of license transfer.
 +
 
 +
5) click the 'Transfer' button and follow the procedure.
 +
 
 +
====How to transfer an X-Cart license to an existing helpdesk account====
 +
 
 +
If you would like to transfer your X-Cart license to an existing helpdesk account, please follow the steps below:
 +
 
 +
1) go to the 'My licenses' section;
 +
 
 +
2) click the 'Transfer' link next to the license you are going to transfer;
 +
 
 +
[[File:transferlink.jpg|border|1000px]]
 +
 
 +
 
 +
3) in the ‘Transfer to’ drop-down menu select ‘existing customer;
 +
 
 +
[[File:transferex.jpg|border|800px]]
 +
 
 +
 
 +
4) in field ‘Primary contact person E-maill enter the email address of the primary holder of the helpesk account where the license is transferred to;
 +
 
 +
5) click the 'Transfer' button and follow the procedure.
 +
 
 +
 
 +
'''Important''': If the license transfer fails, this may mean that a new pre-sales helpdesk account is registered with the email address used for the transfer. To complete the transfer, please try the ‘new customer’ option.
 +
 
 +
====How to transfer an X-Cart 4 module license to another X-Cart 4 license in the same helpdesk account====
 +
 
 +
To transfer an X-Cart 4 module license to your other X-Cart 4 license, please follow the steps below:
 +
 
 +
1. Enter section 'My licenses' and click link 'Transfer' next to the X-Cart license, to which the module you are going to transfer belongs.
 +
 
 +
2. On the opened page in section 'Select products' you will see the X-Cart license with a list of its modules.
 +
 
 +
3. Since you are going to transfer only a module license, deselect the X-Cart license and tick the module(s) to be transferred.
 +
 
 +
[[File:moduleselected.jpg|border|700px]]
 +
 
 +
 
 +
4. To transfer the module from one X-Cart 4 license to another one within your helpdesk account select the target license in menu 'License key'.
 +
 
 +
[[File:targetlicense.jpg|border|800px]]
 +
 
 +
 
 +
5. Press 'Transfer'.
 +
 
 +
====How to transfer an X-Cart 4 module license to another helpdesk account====
 +
 
 +
To transfer an X-Cart 4 module license to another company, please follow the steps below:
 +
 
 +
1. Enter section 'My licenses' and click link 'Transfer' next to the X-Cart license, to which the module you are going to transfer belongs.
 +
 
 +
2. On the opened page in section 'Select products' you will see the X-Cart license with a list of its modules.
 +
 
 +
3. Since you are going to transfer only a module license, unselect the X-Cart license and tick the module(s) to be transferred.
 +
 
 +
[[File:moduleselected.jpg|border|700px]]
 +
 
 +
 
 +
4. To transfer the module to another helpdesk account in menu 'License key' set 'Another company's license' and type in the target X-Cart license key in the field below.
 +
 
 +
[[File:moduletransfernew.jpg|border|800px]]
 +
 
 +
 
 +
5. Press 'Transfer'.
 +
 
 +
====How to accept a license====
 +
 
 +
To accept the X-Cart licensing agreement please go to the "My licenses" section, click on the "Accept" link near your license and follow the procedure.
 +
 
 +
====How to change X-Cart 4 license URL====
 +
 
 +
Please note, an X-Cart license permits you to move the store to another directory within the same domain, i.e. if the store installation directory is changed, the license URL can be changed without limitations. Also, a 3-level domain, i.e. domain1.store.com, domain2.store.com, can be changed without limitations. These URL changes do not affect the URL change count.
 +
 
 +
Moving the store to another domain is subject to a limitation. If the domain name is changed before the first license registration, the license URL can be changed as many times as needed.
 +
After the first license registration you are permitted to change the domain name in the license URL free of charge only once. Each further license URL change will be subject to license renewal fee.
 +
 
 +
To change the license URL in your HelpDesk take the following steps:
 +
 
 +
1) go to the 'My licenses' section
 +
 
 +
2) click the 'Change URL' link to the right of the license; you will be redirected to the "Change license URL" tab
 +
 
 +
3) in case of changing the store installation folder, enter the new URL in the input field and click 'Change folder location'
 +
 
 +
4) click 'Change domain', enter the new URL in the input field, tick "I understand that I have to remove the software from old_url within 48 hours after the license is reissued" check-box, and click 'Change URL' (please note that the software actually needs to be removed in case the license is being renamed to be used for a completely new store)
 +
 
 +
In case of any error/typo in the new URL, please contact us in HelpDesk.
 +
 
 +
Information on the license URL changes will be recorded in a log ticket 'LOG: License URL modifications' displayed in the 'Communication center' index.
 +
 
 +
After that you should edit the 'config.php' file and adjust the settings referring to the host and web directory where X-Cart is to be installed:
 +
 
 +
$xcart_http_host ="$HTTP_HOST";
 +
 
 +
$xcart_https_host ="$HTTP_HOST";
 +
 
 +
$xcart_web_dir ="/xcart";
 +
 
 +
====How to change X-Cart 5 license URL====
 +
 
 +
To change the license URL in your HelpDesk take the following steps:
 +
 
 +
1) enter section 'My licenses'
 +
 
 +
2) click the 'Change URL' link to the right of the license; you will be redirected to the 'Change license URL' tab
 +
 
 +
3) in field 'Enter the new license URL:' enter the new license URL
 +
 
 +
4) press button 'Change URL'.
 +
 
 +
In case of any error/typo in the new URL, please contact us in HelpDesk.
 +
 
 +
Information on the license URL changes will be recorded in a log ticket 'LOG: License URL modifications' displayed in the 'Communication center' index.
 +
 
 +
====How to find X-Cart 5 license key====
 +
 
 +
An X-Cart 5 license key is always sent to a license owner by email:
 +
* <p dir="ltr">an X-Cart 5 Free Edition key - after Free Edition activation
 +
 
 +
* an X-Cart 5 Business (Multivendor, Ultimate) key - after license purchase
 +
 
 +
* an X-Cart 5 Module key - after module license purchase</p><p dir="ltr"></p>
 +
 
 +
The license key can be found in those email messages first of all.
 +
 
 +
Besides, all licenses are stored in HelpDesk. To find a license and its activation key a license holder should log into his personal [https://secure.x-cart.com HelpDesk account], enter section ‘My Licenses’ and find a set of 16 capital letters above the license domain name.
 +
 
 +
[[File:licensekey.jpg|border|700px]]
 +
 
 +
====How to remove the licensing warning from X-Cart 4 Classic====
 +
Since X-Cart 4 can be freely downlaoded from the X-Cart web-site, after installation the store displayes an evaluation notice. The evaluation note indicates that the X-Сart store is set up for testing purposes
 +
 
 +
[[File:adminlicense.jpg|border|600px]]
 +
 
 +
Once testing or development is finished, the same store can be made live. The evaluation notice is deleted by means of purchasing and registering in HelpDesk an X-Cart license.
 +
 
 +
Here are license registration instructions:
 +
 
 +
1. Make sure that no HTTP-authorization and firewall restrictions are set on incoming HTTP-connections to your X-Cart installation.
 +
 
 +
2. Log in to your HelpDesk account with your user-name and password.
 +
 
 +
3. Go to the "My licenses" section.
 +
 
 +
4. Check whether a direct link to the store front page is set as the X-Cart license URL. If not, follow the "Change URL" link to the right from the license URL to set the correct license URL.
 +
 
 +
5. Follow the "Register X-Cart 4 installation" link to the right from the license URL
 +
 
 +
[[File:MyLicenses.jpg|border|600px]]
 +
 
 +
6. Open the store to make sure the registration was successful.
 +
 
 +
[https://help.x-cart.com/index.php?title=X-Cart:Licensing More information on X-Cart 4 licensing]
 +
 
 +
===My Subscriptions===
 +
 
 +
This section displays a list of recurring service subscriptions available in a helpdesk account. The following information on a subscription is provided:
 +
 
 +
''Auto recurring'' - a green checkmark in this column denotes that the subscription is renewed automatically with a charge to a credit card used for the initial service purchase; each prolongation payment is recorded in section ‘Orders’;
 +
 
 +
''Product'' - this column shows the service and date of its purchase; the service can be [https://www.x-cart.com/technical-support.html Techsupport], [https://www.x-cart.com/hosting.html X-Cart Hosting], [https://www.x-payments.com/ X-Payments Hosted], [https://market.x-cart.com/addons/cloudsearch.html X-Cart Cloud Search], [https://market.x-cart.com/addons/cloudfilters.html Cloud Filters], [https://market.x-cart.com/addons/fcommerce-go.html F Commerce Go], [https://market.x-cart.com/addons/ebay-integration.html eBay Integration], [https://www.x-cart.com/software_pricing.html Renewal of access to upgrades],  Domain name registration
 +
 +
''License'' - this column shows the X-Cart license with which the service subscription is associated;
 +
 
 +
''Renewal start'' - this is the date when the service is purchase, i.e. when the subscription starts;
 +
 
 +
''Renewal end'' - this is the date when the subscription expires and is due to renewal (automatic if recurring billing is enabled for this service).
 +
 
 +
Expired and not renewed (cancelled) subscriptions are grayed out in the list. All active subscriptions are displayed on list top.
 +
 
 +
A service subscription and its expiration date can also be viewed on page ‘My Licenses’ in section ‘License products’ of a license:
 +
[[File:MyLicensesSubscription.png|border|800px]]
 +
 
 +
====How to change a subscription service plan====
 +
 
 +
If you are subscribed for some service with recurring billing and would like to turn to a different service plan, please submit a ticket in your helpdesk account. The X-Cart Billing dept. will help you change the service plan at your request.
 +
 
 +
====How to cancel a recurring service subscription====
 +
 
 +
In case some subscription-based service is not going to be used any more, recurring billing has to be cancelled which ensures that the service subscription does not get renewed for the next period.
 +
 
 +
There are three ways to stop recurring payments:
 +
 
 +
* cancel a subscription in a personal [https://cc.payproglobal.com/Customer/Account/Login PayPro Global account]
 +
 
 +
* contact the payment processor [https://payproglobal.com/contact PayPro Global]
 +
 
 +
* submit a request in [https://secure.x-cart.com X-Cart HelpDesk]
 +
 
 +
====How to update billing information for subscription-based service====
 +
 
 +
Service set up with recurring billing is renewed automatically. Up to date billing information (i.e. a valid PayPal account or credit card) ensures uninterrupted service prolongation and provision.
 +
 
 +
The billing information can be edited in a personal [https://cc.payproglobal.com/Customer/Account/Login PayPro Global account]
 +
 
 +
Also, the [https://payproglobal.com/contact PayPro Global]  support team can be contacted for assistance.
 +
 
 +
For information on the subscription and assistance a ticket in [https://secure.x-cart.com X-Cart HelpDesk] can be submitted any time.
  
 
===Projects===
 
===Projects===
  
−
This section holds a list of projects/tasks associated with your stores. It allows to:
+
Section ‘Projects’ opens with tab ‘Select project’ which shows a list of all projects performed or scheduled by the X-Cart team.
−
* monitor how projects are progressing
+
 
−
* communicate to Qualiteam engineers
+
Clicking a project title opens tab ‘Project details’ containing a list of invoices and orders for projects as well as specifications and surveys.
−
* perform task acceptance
+
 
 +
Tab ‘Project tasks’ provides links to project tickets and shows such information as developers assigned to tasks, project time frames and status.
  
 
===Buy products/services===
 
===Buy products/services===
  
−
Use this section to purchase products or services.
+
In this section service and software can be bought:
 +
# To add an item to cart click a product name or tick the check-box next to the needed item;
 +
# Set the needed quantity in the field to the right ;
 +
# Click ‘Checkout’
 +
# On the page opened specify URL for software products and accept the terms of service and money-back policy;
 +
# Press ‘Continue’;
 +
# You will be redirected to the checkout page on the web-site of PayPro Global, the authorized payment processor.
  
 
===Invoices===
 
===Invoices===
  
−
In the 'Invoices' section there are invoices awaiting payment. Once you  purchase something, a receipt appears in the 'Orders' section.
+
This is a section where invoices issued by the X-Cart team are stored. Also, in case an item is selected from ‘Buy products/services’ but the payment is not completed on the checkout page, the purchase appears as an invoice in section ‘Invoices’ and can be paid later.
 +
The following information on each invoice is available:
 +
 
 +
* Invoice number
 +
 
 +
* Invoice creation date
 +
 
 +
* Invoice expiration date
 +
 
 +
* Payment attempt date
 +
 
 +
* Invoice status (active, expired, not finished)
 +
 
 +
* Products to be ordered with price, quantity and total cost specified
 +
 
 +
* Button ‘Pay’
 +
 
 +
Once an invoice is paid, it appears in section ‘Orders’ with the same number.
 +
 
 +
====How to settle an invoice====
 +
 
 +
If an invoice has been issued for you by an X-Cart team member, log into your helpdesk account and enter section ‘Invoices’. Find the invoice by its number or description in field ‘Products/Services’, click button ‘Pay’ to the right and follow the procedure.
 +
 
 +
You will be redirected to HelpDesk ordering page to take the following steps:
 +
 
 +
* read and accept service provision agreement and moneyback policy terms,
 +
* set a license for a software product or service subscription,
 +
* enter a discount coupon code, if you have it,
 +
* remove items from the invoice if needed.
 +
 
 +
Once you press ‘Continue’ you will be redirected to the checkout page of our payment processor PayPro Global to finalize the purchase.
  
 
===Orders===
 
===Orders===
  
−
This section holds the list of purchases you made with Qualiteam.
+
This section displays all orders for software products and service. Orders can be filtered by status and date of invoice creation, invoice expiration, payment and cancellation.
 +
 
 +
The following information on each order is available:
 +
 
 +
* Order number
 +
 
 +
* Invoice creation date
 +
 
 +
* Invoice expiration date
 +
 
 +
* Ordering date
 +
 
 +
* Order status
 +
 
 +
''Paid'' - the order is passing verification, the ordered software is not available yet
 +
 
 +
''Processed'' - the  order is paid successfully, the ordered software or service is available
 +
 
 +
''Refund reviewed'' - refund has been requested for the order, the request is being processed and the refund has not been issued yet
 +
 
 +
''Cancelled'' - requested refund has already been issued
 +
* Refund date - displayed only for cancelled orders
 +
 
 +
* The list of ordered software products and service price, quantity and total cost specified</p>
 +
 
 +
====How to get a printable invoice for my purchase?====
 +
 
 +
'''For orders paid via PayPro Global'''
 +
 
 +
A link to download an invoice can be found in an order confirmation email sent to you by PayPro Global.
 +
 
 +
Also, to download a printable invoice for your purchase you can log into your personal account with the payment processor at  https://cc.payproglobal.com/Customer/Account/Login
 +
 
 +
You will need your PayPro order ID to download the invoice.
 +
 
 +
Your login name is your email address used for the payments.
 +
 
 +
Should you require additional assistance, feel free to contact us in your helpdesk account.
 +
 
 +
Also, you can contact PayPro via the following telephone numbers:
 +
 
 +
* Phone (US/Canada toll free): +1-866-933-4313
 +
 
 +
* Phone (international): +1-646-873-6857
 +
 
 +
* Phone (UK): +44 207 993 4222
 +
 
 +
* Fax (US/Canada toll free): +1-866-724-3925
 +
 
 +
* Fax (international): +1-416-981-7818
 +
 
 +
Please, have your Order ID ready so PayPro can locate your order.
 +
 
 +
'''For orders paid via FastSpring'''
 +
 
 +
If your order was processed by the FastSpring payment system, please look for a printable invoice link in the order confirmation email sent to you by FastSpring.
  
 
===Accounting===
 
===Accounting===
  
−
This section contains records of liabilities.
+
This section shows credit available in a helpesk account and allows managing affiliate commissions.
 +
 
 +
Credit can be gained from a cancelled order as an alternative to a refund. The advantage is that the credit can be spent on the next purchase from X-Cart when needed. Please remember to contact the X-Cart team to have the credit applied to a purchase.
 +
 
 +
Affiliate commissions come from participation in the Affiliate program.
 +
 
 +
On entering section ‘Accounting’ the account holder can see two tabs:
  
−
===Profiles===
+
''Select account''
 +
* Commission - this section shows earned affiliate commissions, the amount comes from page Performance in section ‘Affiliate Program’. In 30 days after record creation the amount is relocated to ’Company credit’.
 +
* Company credit - this section shows the company credit balance which is made up of credit coming from cancelled orders and affiliate commissions
  
−
This section holds a list of users associated with your {{QA}}.
+
''Affiliate commissions''
  
−
Account types
+
This section allows transferring Affiliate program commissions to a bank account. The amount to be transferred is taken from ‘Company credit’, it can be from $600 but not more then the available credit.
  
−
{| class="wikitable"
+
===Affiliate program===
−
| '''Primary account'''
 
−
| Primary account holder is the license owner. This is the person who purchased the license.
 
−
The account owner can access any section of the [https://secure.qtmsoft.com/ HelpDesk].
 
−
|-
 
−
| '''Secondary account'''
 
−
| Secondary account is a limited account type. The secondary account owners are able to use the HelpDesk message board. But they do not have access to the most of the sections ([https://secure.qtmsoft.com/customer.php?area=filearea File area], [https://secure.qtmsoft.com/customer.php?area=orders Orders], [https://secure.qtmsoft.com/customer.php?area=invoices Invoices], [https://secure.qtmsoft.com/customer.php?area=manager_account Profiles], [https://secure.qtmsoft.com/customer.php?area=purchase_services Buy products/services], [https://secure.qtmsoft.com/customer.php?area=customer_licenses My licenses], etc.)
 
  
−
Therefore secondary accounts are not permitted to manage serious business issues.
+
Every helpdesk account owner is subscribed for the Affiliate program and has his personal affiliate ID.
−
All they can do is to hold correspondence via [https://secure.qtmsoft.com/customer.php?area=center Communication center] and take part in the [http://forum.x-cart.com/ Forum] threads.
 
−
|-
 
−
| '''Advanced secondary account'''
 
−
| Advanced secondary account is an enhanced account type, that allows the primary account to delegate some rights to other staff members.
 
  
−
The advanced secondary account holder is allowed to: buy products and services, see and pay invoices and orders, review projects related information (orders, invoices, specifications), download software distribution packs and the necessary security patches.
+
* Performance - shows detailed information on the affiliate activity based o the affiliate ID and web-sites. The full earned commissions amount is displayed on tab ''Select Account/Commission'' in section ''‘Accounting’''.
  
−
It does not allow License related operations, e.g. transfer of license, etc. This is an exlusive right available to the primary account holder only.
+
* Get HTML code - this section provides banners and links to place on web-sites, X-Cart purchases made by site visitors coming from these banners and links bring affiliate commissions.
−
|}
 
  
−
'''NOTE''': all the products, purchased by the company representatives (inluding advanced secondary account holders) shall be considered the property of the license holder, i.e. the primary account owner.
+
* Commissions payment details - this section contains information on a PayPal or bank account to which affiliate commissions should be transferred.
  
−
===Affiliate program===
+
* My Sites - this section allows specifying web-sites on which affiliate links will be placed.
  
−
Allows to monitor your performance in Qualiteam affiliate program.
+
===Profiles===
  
−
===Complaints===
+
This section displays a list of user profiles registered in a helpdesk account and allows editing them.
  
−
This section should be used in case you are dissatisfied with the product or service, actions or lack of action by the Qualiteam or its staff.
+
'''HelpDesk user types''':
  
−
===How to transfer the license to another party?===
+
''Primary'' - the account owner’s profile with full management permissions in the account
  
−
You should submit a request to transfer your license:
+
''Secondary'' - an additional account member’s profile; secondary members can use the following sections in their helpdesk accounts:
  
−
# go to 'My licenses' section of your {{QA}};
+
* Communication Center - full access for submitting tickets and communicating with the X-Cart team
−
# click 'Transfer' link opposite the license you are going to transfer;
 
−
# fill in the fields in the request form: URL to which the license is transferred; 'company information' (the company which the license is transferred to); 'Account information' (the information on the person who will manage the license after it is transferred); number of TS-points being transferred along with the license;
 
−
# click 'Transfer' button.
 
  
−
<div class="note">
+
* File Area - downloading certain files
−
NOTE: if you are transferring your license to a person, who has Qualiteam Account, you should select 'existing customer' option in field 'Transfer to'. Then enter 'Primary contact person E-mail:'.
 
−
</div>
 
  
−
===How to transfer skin/add-on license?===
+
* My Licenses - searching for licenses, viewing license history, changing license status and store version
  
−
You should submit a request to transfer your add-on or skin license:
+
* My Subscriptions - viewing
  
−
1. Go to 'My licenses' section. Click 'Transfer' link opposite the license, to which the skin/add-on you are going to transfer is registered.
+
* Projects - viewing, uploading project files
  
−
2. The list of the add-ons is in section 'Select products'. Click 'Uncheck all'. Choose add-on(s) you want to transfer.
+
* Buy products/services - no access
  
−
3. In drop-down box 'License key':
+
* Profiles - viewing Accounts list, editing self-profile
−
- if you are moving the add-on to one of your licenses, you should select the license key from the list;
 
−
- if have several licenses of your own and are going to transfer the add-on to another company/person, you should select "Other company license" and type the license key in the field below.
 
−
- if have only one license of your own and are going to transfer the add-on to another company/person, you should just type the license key in the field.
 
  
−
4. (optional) Submit a number of support points you would like to transfer with the add-on.
+
* Information - viewing
  
−
Click 'Request license transfer'.
+
* Complaints - submitting complaints
  
−
<div class="note">
+
''Advanced secondary'' - an additional account member’s profile; advanced secondary users have extended account management permissions but they are not allowed to perform license-related operations. This is an exclusive right of the primary account holder. Advanced secondary members can use the following sections in their helpdesk accounts:
−
NOTE: you can transfer a skin/add-on license only to a person, who already has X-Cart or LiteCommerce license.
 
−
</div>
 
  
−
===I received your notification but when I login to the Communication center, the message is not there===
+
* Communication Center - full access for submitting tickets and communicating with the X-Cart team
  
−
Usually it takes some time for our messages to be replicated on your side. The automatic notifications are sent out immediately after new message is posted. Therefore if you login to check new message right after you receive a notification you are not able to view it because it has not appeared in your Qualiteam Account yet. You can place your answer then (as you have the text of the message in the notification) or wait for 20 minutes.
+
* File Area - downloading files
  
−
===How to subscribe to our company newsletters?===
+
* My Licenses - searching for licenses, viewing license history, changing license status and store version, downloading upgrade packages
  
−
If you'd like to keep your store updated and secure, to be notified on all new releases
+
* My Subscriptions - viewing
−
and special offers, you have an opportunity to subscribe to our company newsletters.
 
−
Please log in to your Qualiteam Account, go to the 'Manage accounts'->'Edit self profile' page.
 
−
At the bottom of the page there is the 'Newsletter' section with 5 options:
 
  
−
*Company news:
+
* Projects - viewing, uploading project files
−
*Promotions and special offers:
 
−
*Security alerts and advisory:
 
−
*About new products and releases:
 
−
*Minor releases and updates (high volume):
 
  
−
Tick the checkbox opposite the necessary option(s). Then you'll be regularly informed
+
* Buy products/services - placing orders
−
on the desired subject.
 
  
−
===How to accept the transferred license?===
+
* Invoices - viewing and paying invoices
  
−
1. Go to "My licenses" section. The license has 'Not accepted' status currently.
+
* Orders - viewing
  
−
2. Click "Accept" link. The Agreement terms will appear. Read them carefully so that to avoid possible misunderstandings in future.
+
* Profiles - viewing Accounts list, editing self-profile
  
−
3. You should accept the agreement terms by submitting a signature.
+
* Information - viewing
−
The signature is any number of characters, any name you want (it could be your name or the name of your neighbor) which is to be entered with two slashes (/) along the edges
 
−
for ex.,
 
  
−
/John Smith/
+
* Complaints - submitting complaints
  
−
After the procedure is completed all distributives, patches and documentation will appear in your 'File area'.
+
''Important'': all products, purchased by the company representatives (including advanced secondary account holders) shall be considered the property of the license owner, i.e. of the primary account member.
  
−
===How to buy a new license (add-on, techsupport, etc.)?===
+
'''Tab ‘Accounts list’''' is displayed once one enters a helpdesk account. The following information is available on this page:
  
−
Purchases are made via 'Buy products/services' page of your Qualiteam Account. Click on the
+
* Primary - a star in this column next to a profile indicates that the profile belongs to the account owner, no star next to a profile indicates a secondary or advanced secondary user profile.
−
'List of available Products and Services' and the new page will offer you different
 
−
licenses, add-ons, skins and services. Next to selected product click 'Order
 
−
online' button and follow the procedure.
 
  
−
===How to get a printable invoice for my purchase?===
+
* Name - account member’s name and last name
  
−
* If you paid the order via PayPRO Global
+
* email - account member’s email address which is used as account login
  
−
Invoice is sent to you by email upon successful confirmation of your payment by PayPRO. Also, you can contact PayPRO, tell they your order ID and other details and get invoice re-sent.
+
* Account status - a red lock icon in this column indicates that a profile is blocked due to several failed login attempts; no icon indicates that a profile is fully functional
  
−
* If you paid the order via 2CheckOut.com:
+
'''Tab ‘Edit self profile’''' allows an account member to edit his contact information, upload an avatar and turn on/off email notifications.
  
−
We are not able to provide you with printable invoice for your purchase due to conditions for sellers set by 2Checkout.com. You need to submit a request with 2Checkout ID of your sale to the customer service of 2CheckOut.com at http://www.2checkout.com/support and they will provide you with printable version of the invoice for your purchase.
+
'''Tab ‘New account’''' is available only to the primary account member and allows creating a new secondary or advanced secondary profile.
  
−
* If the order is paid by wire transfer/other payment method:
+
'''Tab ‘Edit company’''' is available only to the primary account member and allows editing the company contact information.
  
−
[http://www.x-cart.com/contact_us.html Contact us]
+
====How to give a representative (e.g. webmaster) access to the HelpDesk message board and forum====
  
−
===How can I let my represetative (e.g. webmaster) use the message board and the forum?===
+
To authorize a representative of yours in the HelpDesk system, you should create a secondary profile for this person. Go to section 'Profiles', tab 'New account'.
  
−
To authorise some representative of yours in the Qualiteam Account, you should create
+
[[File:new profile.jpg]]
−
a secondary user account for this person connected to your account.
 
  
−
Go to the 'Manage accounts' section -> 'New account' tab. Fill in the profile with the
+
In section ‘Account information’ fill in all fields with the person's contact information. The email address will be the secondary user's login to HelpDesk.
−
person's contact info. His/her email adress will become his/her Qualiteam Account login.
 
  
−
By default, secondary user accounts are able to use the message board, to navigate through
+
It is recommended to leave section ‘Preferences’ as is, the default email notification settings will be applied.
−
the FAQ section. But they do not have access to most of the sections ('Manage accounts',
 
−
'File area', 'Orders', 'Invoices', 'Buy products/services', 'My licenses', etc.). Thus secondary
 
−
accounts are not permitted to manage serious business issues. All they can do is to hold
 
−
correspondence via 'Communication center' and take part in forum threads.
 
  
−
===How to change my license URL?===
+
[[File:profile info.jpg]]
  
−
{{Note1|Please note, [http://www.x-cart.com/license_agreement.html X-Cart license] permits you to move your store to another directory within the same domain. Moving to another '''domain''' is subject to a '''limitation''': you are permitted to change a domain name in the license URL only once}}
+
If you would like to grant your representative with full access to all HelpDesk areas, you can tick check-box 'Advanced secondary account' when creating a secondary profile. An advanced secondary member is allowed to buy products and service, see and pay invoices and orders, review project information (orders, invoices, specifications), download software distribution packages and security patches. An advanced secondary user is not allowed to perform license-related operations, e.g. license transfer. This is an exclusive right of the primary account holder.
  
−
If you would like to change the license URL, please follow the steps below:
+
NOTE: all products, purchased by the company representatives (including advanced secondary account holders) shall be considered the property of the license holder, i.e. of the primary account owner.
  
−
1) go to the 'My licenses' section;
+
====How to delete a profile in HelpDesk====
  
−
2) click the 'Change URL' link opposite the desired license; you will be redirected to the "Change license URL" tab
+
Users having access to a helpdesk account are registered in section ‘Profiles’’ of the account. An email address of a profile is the user’s login to the account.
  
−
3) in case you are moving to another directory within the same domain enter a new path in the provided input field and hit 'Change folder location'  button.
+
In case a profile is no longer needed, the primary account member can click the profile name to open it for editing and change the contact details to re-register the profile to a different user.
  
−
4) in case moving to another domain click "Change domain" link, enter the new URL in the displayed textfield, tick "I understand that I have to remove the software from old_url within 48 hours after the license is reissued" checkbox, and hit 'Change URL' button.
+
In case a profile has to be disabled completely and a new user is not going to be registered in the account, the primary account holder can replace its email address with a fake one. This ensures that the user will not be able to log into the account.
  
−
In case of any error/typo in the new URL please [[#How_to_submit_new_ticket|contact support team]].
+
===Complaints===
  
−
Information on the license URL changes will be recorded in a log ticket in the 'Communication center' - "LOG: License URL modifications."
+
This section allows reporting a complaint in case of inappropriate software or service provision. The main page of this section gives a full description of the procedure.
  
−
'''Further actions for LiteCommerce users:'''
+
The following information should be provided:
  
−
Now that you have changed the license URL of your store and have got the confirmation from us, you are able to change your cart's URL and use this new license in the admin area (Admin area / License).
+
* Product/service description - the software product or service about which the complaint is
  
−
Here's a brief instruction on what steps you should perform in order to launch the store at the new URL. Please be sure that you complete all the stages as they are all obligatory.
+
* Problem category - the problem faced which led to the complain
  
−
1. You will find License Certificate in your Qualiteam Account at https://secure.qtmsoft.com
+
* Problem encountered - a detailed problem description
−
Go to 'My Licenses' section. There is 'Certificate' link next to the corresponding license entry.
 
−
Copy all the text in the 'License certificate:' window and insert it on "Licenses" page of your LiteCommerce admin area.
 
−
Your license has two parts (customer information and license). You should copy the whole text (both parts).
 
  
−
2. Also you should correct 'host settings' in the configuration file: /etc/config.php
+
* Message ID - the ID of message from a ticket which contains information related to the complaint
  
−
<pre>
+
* Remedy requested - YES or NO should be set depending on whether the reported problem needs resolving or not.
−
[host_details]
 
−
http_host = "www.yourhost.com"
 
−
https_host = "www.yourhost.com"
 
−
web_dir = "/"
 
−
</pre>
 
  
−
After that your cart will be working on new domain.
+
===Information===
  
−
'''For X-Cart users:'''
+
This is a section where news posted by the X-Cart team appear. When a new message appears in this section, you will see it on logging into the helpdesk account. The same news will be displayed on the helpdesk home page for a few days.You can enter the section to review resent news when needed.
  
−
You should correct host settings in the configuration file: /config.php
+
==Troubleshooting==
  
−
<pre>
+
====I forgot my password and cannot log into HelpDesk====
−
$xcart_http_host ="www.yourhost.com";
 
−
$xcart_https_host ="www.yourhost.com";
 
−
$xcart_web_dir ="";
 
−
</pre>
 
  
−
After that your cart will be working on new domain.
+
To log into the Customers Help Desk system please follow this URL https://secure.x-cart.com/
  
−
===Why can't I see the software files in the "File area" section?===
+
At the opened page enter:
  
−
Please check which of the below reasons refer to your very case.
+
- your login: the email address which you specified during the software purchase
  
−
1) Your product license currently has the "Pending" status (can be checked in the 'My licenses' section). This means
+
- your password: use the 'reset the password' utility
−
that your purchase hasn't yet been verified. As soon as the billing manager processes your order, the software will
 
−
become accessible for you.
 
  
−
2) You are logged in a secondary user account (can be checked in the 'Manage accounts' section). This means you aren't
+
Here are regular stages of the password recovery procedure:
−
allowed to access the software. Please ask the owner of primary Qualiteam Account to download the files.
 
  
−
3) Other cases are specific and you need to post a request to 'Communication center'. A responsible person will
+
1) Click link 'Forgot your password?'. You will be brought to the password recovery page.
−
inform you on the exact reason of the software unavailability.
 
  
−
===How to transfer the license?===
+
2) On the page opened insert your email address in the 'e-mail' field and press 'Email new password'.
  
−
If you would like to transfer your license, please follow the steps below:
+
3) In a short while you will receive an email message 'Password recovery instruction' with a link allowing you to reset your password. Click the link or enter it in the address bar of your browser. This link will be available within 24 hours from the moment it has been generated.
  
−
1) go to the 'My licenses' section;
+
4) The link will lead you to the profile editing page. Enter a new password in the 'Password' field. Important: the password should not be shorter than 6 symbols, contain only letters and numbers and should not coincide with the name or email address.
  
−
2) click the 'Transfer' link opposite the license you are going to transfer;
+
It is recommended to clear the browser cache and set the security level to 'medium' or lower before trying to log in. This should help you log in successfully.
  
−
3) fill in the fields in the request form:
+
If the above-described procedure doesn't work for you, it's quite difficult to find out the exact reason for password-recovery failure. The messages might be denied by your email box as junk mail. Anyway, feel free to inform us of problems with password resetting, we'll reset the password ourselves and provide you with new access info.
−
:- URL to which the license is transferred;
 
−
:- 'company information' (the company whom the license is transferred to);
 
−
:- 'Account information' (the information on the person who will manage the license after it is transferred);
 
−
:- number of tech support points being transferred along with the license;
 
  
−
4) click the 'Request license transfer' button and follow the procedure.
+
====How to find out X-Cart version====
  
−
===How should I settle my invoice?===
+
'''X-Cart 4.x.x'''
  
−
Enter your Qualiteam Account and go to the 'Invoices' section. Find the neccessary invoice
+
The version of X-Cart files and X-Cart database can be looked up in files VERSION and include/version.php respectively or by the following links:
−
(look through the 'Description' field which explains what this invoice is set for). Click on
 
−
'Pay' opposite the necessary invoice. Follow the procedure carefully and you'll be finally
 
−
redirected to the 2CO site where you are supposed to finish the transaction.
 
  
−
===Why My file area is empty?===
+
https://your_site_URL/xcart_dir/VERSION
  
−
If you have just purchased the license, your order may not have been finalized properly. Contact us using 'Communication center' in your HelpDesk account.
+
https://your_site_URL/xcart_dir/include/version.php
  
−
If you are an existing customer, you should ensure that you did not transfer your license(s) to another company. Access to the software files is closed when no licenses are registered in an account.
+
Example:
  
−
Otherwise, please, contact our customer service the 'Communication center'. We will check your account.
+
https://demo.x-cart.com/demo_goldplus/VERSION
  
−
===How to change hosting plan?===
+
https://demo.x-cart.com/demo_goldplus/include/version.php
  
−
If you would like to upgrade your hosting plan to a more advanced or a longer one please submit a sales ticket in your Qualiteam Account -> Communication Center, our sales team will assist you with the change.
+
Besides, X-Cart version is specified on page Tools/Summary/Environment info in the store admin back-end.
  
−
==Troubleshooting==
+
'''X-Cart 5.x.x'''
  
−
===Why I'm unable to login?===
+
The store version is displayed in the left upper corner of all pages in the administrator’s back-end.
  
 
==See also==
 
==See also==

Latest revision as of 13:44, 22 July 2020

This article provides help on using your X-Cart Account

Contents

HelpDesk sections

Communication center

This section allows you to communicate with the X-Cart Team by submitting inquiries (tickets).

Ticket Life Cycle

1. A new submitted ticket is dispatched to a corresponding department depending on the essence of the enquiry. 2. Request discussion is held until the required task is accomplished. 3. A ticket can be pre-closed automatically:

  • a Sales ticket - if no messages are posted in the ticket during 30 days (14 days in pre-sales helpdesk accounts)
  • a Project ticket - if all project tasks are finished and no messages are sent in the ticket during 30 days
  • a Support ticket - if an issue reported has been solved and no messages are posted in the ticket during several days

The Pre-closed ticket status can be changed to Closed or In Progress manually in ticket properties. 4. If the Pre-closed status is kept, the ticket will be closed automatically:

  • a Sales, Support or Generic ticket - in three days after the Pre-closed status is set and if no new messages are posted in the ticket
  • a Project ticket - in three days if no new messages are posted in the ticket and all related project tasks are finished.

5. In case of necessity a ticket can be re-opened by status changing in ticket properties.

How to submit a new ticket

1. Log into your helpdesk account at https://secure.x-cart.com

2. Enter section ‘Communication Center’

3. Click button ‘Create a new ticket’

4. Fill in all fields:

  • Type - Techsupport question or Sales question depending on the nature of your request
  • License - in the right-side box called’ Unset‘ find the license for the store within which assistance is required. click the license and press the arrow button to move the license to the left-side box called ‘Set’.
  • Product version - specify the version of your X-Cart store when submitting a support request, this information is helpful for the support team.
  • HotRush - can be set for an urgent techsupport request , here’s more information on HotRush.
  • Priority - Normal, Major or Minor depending on inquiry importance and urgency.
  • Brief description - a short title of your request.
  • Message - in the message area please type in your request in detail
  • Add files - this tool allows you to attach files to a request; use buttons ‘Add’ and ‘Drop’ to the right to add and remove attachments.

5. Press button ‘Send’ to submit the request.

How to post a message in an existing ticket

1. Log into your helpdesk account at https://secure.x-cart.com

2. Enter section ‘Communication Center’

3. Find the needed ticket by its title in the list on tab ‘Communication Index’ or by a message ID using field ‘Search by Message ID’ to the left on the page (a message ID can be found in any email notification about the ticket)

4. On the message which needs responding click the Reply icon in the right upper corner

5. In the text area type your message and press ‘Send’.

6. Note: a message can be posted only in an open ticket; if the ticket is closed, either it has to be re-opened or a new one has to be submitted.

How to close a ticket

1. Log into your helpdesk account at https://secure.x-cart.com

2. Enter section ‘Communication Center’

3. Find the needed ticket by its title in the list on tab ‘Communication Index’ or by a message ID using field ‘Search by Message ID’ to the left on the page (a message ID can be found in any email notification about the ticket)

4. Click on the ‘Ticket properties’ link

5. In the ‘Status’ drop-down menu select ‘Closed’

6. Click ‘’Update.

How to re-open a ticket

1. Log into your helpdesk account at https://secure.x-cart.com

2. Enter section ‘Communication Center’

3. Find the needed ticket by its title in the list on tab ‘Communication Index’ or by a message ID using field ‘Search by Message ID’ to the left on the page (a message ID can be found in any email notification about the ticket)

4. Click on the ‘Ticket properties’ link

5. In the ‘Status’ drop-down menu select ‘Reopen’

6. Click ‘’Update

7. Note: it is advisable to reopen a ticket only if the new information directly relates to the problem reported in this ticket initially. Otherwise, your new message will be moved to a new ticket to be processed as a separate request.

How to rate a ticket

Service provided by the X-Cart team within a certain ticket can be rated. For the purpose the ‘Rating’ option is available. Only a closed ticket work on which has been finished can be rated. Also, comments on the provider service can be left. The comments are addressed by heads of corresponding departments providing this or that service. This ensures that customers’ feedback is always taken into consideration and necessary measures are taken. This way service provision is improved as much as possible.

To rate a ticket

  • open ‘Communication Index’
  • find the needed ticket in the tickets list by its title or by a message ID using the search field
  • open ticket properties
  • use the ‘Rating’ drop-down menu and the ‘Comments’ text field to share your experience

To rate an already closed ticket

  • open ‘Communication Index’
  • untick ‘Hide closed and rated tickets’, closed tickets will appear in the tickets list
  • find the needed ticket in the list by its title
  • click link ‘Rate Us’ to the right form the ticket name
  • use the ‘Rating’ drop-down menu and the ‘Comments’ text field to share your experience.

How to hide closed tickets from Communication Index

All tickets created in your account are displayed on tab ‘Communication Index’ in Communication Center. It may be convenient if only tickets requiring any action are displayed on this page. For the purpose check-box ‘Hide closed and rated tickets’ above the tickets list should be ticked. This check-box hides all closed and rated tickets from the list so that only Submitted, Assigned, In progress and Re-opened tickets are shown.

Check-box ‘HotRush’

If you’ve run into an issue which renders your whole store down or disables an essential functionality, you can take advantage of the HotRush techsupport service. HotRush Support ensures request processing out of queue and within 2 hours. To enable the HotRush option for your request please tick the ‘HotRush’ check-box in ticket properties when submitting a new techsupport request or editing properties of an already submitted ticket.

How to disable ‘HotRush’

If a reported issue still persist but does not require immediate resolving for any reason, the HotRush option can be disabled by unchecking the corresponding tick-box in ticket properties. HotRush can be disabled without a limit as long as a ticket keeps the ‘Submitted’ status. As for ‘Assigned’, ‘In progress’ or ‘Re-opened’ tickets, there’s a limit to the number of times HotRush can be disabled - 3 times per one helpdesk account.The HotRush option cannot be disabled after the ‘Closed’ ticket status is set.

Drop-down menu ‘Priority’

When submitting a sales or techsupport (non HotRush) ticket, you can choose a priority level for it. The priority lever indicates how critical a request is and puts the request on a certain position in the requests queue. An issue may be:

  • Major: a response is required as fast as possible,
  • Normal: not that urgent, but a faster reply is preferred,
  • Minor: the guaranteed 24-hour response time is fine.

The priority level can be changed in ticket properties as long as a ticket is open. This is useful when an issue needs to be resolved faster.

But no mater what ticket priority level is set, the X-Cart support team do their best to process your requests within less than guaranteed one business day.

However, for most critical issues please remember to enbale the HotRush option.

Note: To prevent misuse of the Major priority level we have to impose the following restriction on the system: the more Major tickets you open the lower priority your whole account has. That is, if the Major level is set for all tickets, the actual average priority level of the helpdesk account becomes Normal. Contrariwise, if most of tickets are Minor, the average priority level for the account gets higher. In other words, the average priority level of the account defines how quick any requests are processed.

Recommendations

Below is a guide to help things run smoother. By following these recommendations you will facilitate usage of your personal message board and save your time and money.

  • Do NOT post the same question to different tickets ("cross posting"). Do NOT start a new ticket when there is a discussion on the same topic going on in another ticket already.
  • Each separate issue is supposed to be posted to the Communication Center of your X-Cart Account into a separate ticket specially created for it. That is why please avoid posting several non-related to each other questions into one ticket to avoid possible miscommunication.
  • When posting a new ticket, make sure you give your problem a good description.

Simply putting something like 'help me please my site is down' will not speed up the answer and will not help us to help you. If you are so excited over the sudden trouble, which has come like a bolt from the blue, that can't think clearly and positively about your cart and our company in general, please, calm down first. Then try the best and make out as detailed explanation of the problem as possible. Eventually it may appear the issue is not that bad as it seemed. Furthermore there is no such a problem that couldn't be cracked at all. If we cannot fix the problem we will give you a solution at the least.

  • Specify your store version, software type, problem URL and access to your server. You can post server details to "Post access info" tab. It will help the support engineers a lot in troubleshooting. Otherwise, if your question requires technical investigation, problem–solving process will be delayed without server access.
  • There are several types of tickets:
    • "Tech support question" for requests to tech support dep;
    • "Project question"
    • Thank you for ordering installation services,
    • etc.

Use an appropriate ticket to discuss a certain topic. It helps keep continuity and prevents from superfluous gathering of tickets which may cause misunderstanding and even miscommunication even between our employees.

If you are not sure what department or person your request relates to, choose support department. Tech support team will examine it and forward to a relevant department or person.

  • All the notifications on messages posted in the communication center are sent to the email address you indicated upon registration. Please, keep it in mind while waiting for an answer and (what is more important) when you decide to change your contacts. You should notify us beforehand or you can change your contact email using 'Profiles' -> 'Edit self-profile' section of your X-Cart Account.

'Obsolete' and 'out of guarantee' X-Cart 4 Classic versions

When a support ticket is created and a license is set, the ’Product version’ drop-down menu appears. The version of the store, with which assistance is needed, should be selected from this drop-down menu. In the versions list certain versions are marked as ‘'Obsolete' and 'Out of guarantee'.

'Obsolete' is a software version which is not latest but still supported, i.e. new software versions within this branch are released and bug fixing patches are provided. ‘Obsolete’ is one of the versions (not the latest one) of the latest branch.

'Out of guarantee' is a non-supported software version, i.e. no bug fixing patches are provided, upgrade to the latest version is strongly recommended, and upgrade is the only solution in case a bug is found. 'Out of guarantee' is one of the versions (not the latest one ) of an earlier branch.

Any version, released more than 1 year ago is considered 'Out of guarantee'. Nevertheless, techsupport is always provided once requested regardless of a store version. Feel free to contact the X-Cart support team in HelpDesk.

Urgent techsupport required

The Techsupport service offers an option of urgent assistance with certain X-Cart issues. Urgent techsupport is available in two cases:

  • an urgent one-incident support package is obtained for a support request
  • a support service subscription is activated

If you have a per-incident support package or support subscription, feel free to submit a new ticket and enable the HotRush option.

Hotrush1.jpg


Hotrush.jpg

If you have an open ticket on an issue and a Free support group engineer issued you an invoice for the support service, just place the order for the service. A HotRush support ticket will be created by our staff as soon as the support service is ordered.

How to send files to X-Cart team

It may become necessary to send a file (screenshot or mock-up) to an X-Cart support engineer or designer in HelpDesk. There are two ways files can be uploaded.

1 - A file can be uploaded to folder 'My Files' in section File Area: 

- click My Files in the Folders section
- click button Upload files
- select a file
- click Add to upload more than one file
- press Upload

The files will be stored in folder My Files and X-Cart team will be able to download it any time. File area.png File area2.png

2 - A file can be attached to a message in any ticket in section Communication Center: 

- in the new message section type the text of the message to which the file needs to be attached
- click Add files below the test area
- select a file
- click Add to upload more than one file
- press Send

The message will be sent with the file attached.

CC file uploading.png

How to send access information to X-Cart team

Quite often X-Cart technicians have to access an X-Cart store by FTP or SSH to do technical work. This may be necessary for a support issue investigation or modification implementation.

There’s a secure way to provide logins and password to the X-Cart Team. In the HelpDesk section ‘Communication Center’ there’s a tab titled ‘Post access info’. This tab opens an SSL-protected form where different types or access information can be submitted. The form can also be accessed by a direct link

AccessInfoTab.jpeg

The access info form has the following fields:

License- a license for a store/web-site access to which is provided

Access protocol- access type, i.e. FTP, SSH, CP, admin area, etc

Domain - web-site domain name

Port - provided by a hosting provider

Directory - a directory on a server where a store is installed

Login

Password

Note - in this field comments for the X-Cart team can be left

PostAccessInformation.jpeg

The access information provided is stored in the helpdesk system for 3 months and is available only to certain X-Cart technicians assigned to a customer’s request or project. For security purposes, the access information is deleted from a helpdesk account in 3 months after submission.

File area

File area is a HelpDesk section from which purchased software can be downloaded, first of all. Besides, File Area is used for storing files and exchanging files with the X-Cart team.

Tab ‘File Area’ displays two sections - ‘Folders’ and ‘File name’.

1. Section ‘File name’ show the contents of folders selected.

2. Section ‘Folders’ shows a list of all File Area folders subdivided into:

  • ‘Product Files’ - installation packages of software ordered in the account and of software provided for free;

folder : ‘X-Cart 4‘ contains installation packages of X-Cart 4 Classic of the latest and newest versions;

folder : ‘X-Cart 4 - Addons’ contains installation packages of X-Cart 4 modules of different versions; when downloading a module, please make sure the module version you chose is the same as your X-Cart store version to avoid incompatibility issues;

folder : ‘X-Cart 5’ contains an X-Cart 5 download link

  • ‘Company files’ - folder ‘My Files’ contains data uploaded by the account holder or X-Cart team;
  • ‘Ticket files’ - attachments to messages in tickets;
  • ‘Project files’ - custom development/design projects data and reports.

Icon ‘+’ next to a folder opens a list of its sub-folders. Clicking on a folder opens its contents in the right-side section. On the right-side part links ‘File name’, ‘Size’ and Date‘ allow filtering files by the respective parameters. An arrow icon to the right from a file name opens a short description of the file.

To download a file

  • find the needed file in one of the folders described above;
  • click on the file, it will be saved in the local PC.

To upload a file

  • find ‘Company files’ and open ‘My Files;
  • in the right-side section click on ‘Upload files’ and ‘Select a file’
  • click on ‘Add’ to the right from the selected file to upload one more file
  • press ‘Upload’, the file will appear in folder ‘My Files’.

Tab ‘Get upgrade pack’ provides free upgrade patches for X-Cart 4.1.0 and higher.

  • ‘License’ - the license for the store to be upgraded should be selected from the list of licenses available in the account;
  • ‘Modules’ and ‘Free modules’ - upgrade files for selected modules will be included in the X-Cart upgrade package;
  • ‘Upgrade pack’ - a list of upgrade packages for certain X-Cart versions;
  • ‘Archive type’ - .tgs or .zip.

How to find security patches

The video demonstrates how security patches can be found in File Area

https://www.youtube.com/watch?v=hovB_Sx8nns&feature=em-uploademail

How to send files to X-Cart team

It may become necessary to send a file (screenshot or mock-up) to an X-Cart support engineer or designer in HelpDesk. There are two ways files can be uploaded.

1 - A file can be uploaded to folder 'My Files' in section File Area: 

- click My Files in the Folders section
- click button Upload files
- select a file
- click Add to upload more than one file
- press Upload

The files will be stored in folder My Files and X-Cart team will be able to download it any time. File area.png File area2.png

2 - A file can be attached to a message in any ticket in section Communication Center: 

- in the new message section type the text of the message to which the file needs to be attached
- click Add files below the test area
- select a file
- click Add to upload more than one file
- press Send

The message will be sent with the file attached.

CC file uploading.png

My Licenses

This section displays a list of software licenses available in a helpdesk account, shows license information and allows the account holder to manage the licenses.

On top of the ‘My Licenses’ tab links ‘URL’, ‘Brand’ and ‘Status’ allow filtering licenses in the list by the respective parameters.

  • ‘URL’ - stands for a domain name of an X-Cart store;
  • ‘Brand’ - stand for kinds of software ordered in the current helpdek account, (X-Cart 5, X-Cart 4, X-Payments, etc);
  • ‘Status’ stands for license status set by the license holder.

With ‘URL’, ‘Brand’ and ‘Status’ filters defined a certain license is found.

With all filters cleared (‘URL’ - empty, ‘Brand’ - ‘Select brand’ and ‘Status - ‘Select status’) all available licenses are displayed.

The following information on a license is available:

  • License key- a unique license identificator consisting of 16 capital letters; for X-Cart 5 it is used for store activation;
  • ‘Register X-Cart 4 installation’ - relevant only to X-Cart 4 Classic licenses, software registration converts an evaluation X-Cart installation into a commercial one;
  • URL- store domain name, a license can be renamed with the help of link ‘Change URL’ to the right from the license name;
  • License products- software brand with a list of modules and recurring subscriptions assigned to the license, if any;
  • ‘Add more to this license’- the button is useful when modules are needed for a X-Cart store, the button leads to the X-Cart web-site page offering additional modules;
  • ‘Status’- a status is selected from a drop-down menu and set by the license holder, it does not impact the online store;
  • ‘Version’- a store version is set by the license holder and does not impact the online store;
  • ‘History’- this link opens a separate page with a full license management history (purchase date, acceptance, license URL updates, license registration, modules purchase, transfer, etc);
  • ‘Transfer’- this link opens a separate page where license transfer to another helpdesk account can be performed;
  • ‘Get upgrade pack’- this link leads to the File Area section of the same name.

Licenses are not found in 'My Licenses'

If a software license is not present in section 'My Licences', first of all, please make sure you are logged into the HelpDesk account, where you obtained the license.

If the HelpDesk account is correct, but the license still cannot be found, please, check the filters set on the 'My licenses' page. To see all of the licenses present in the HelpDesk account you should set the 'My Licenses' filters as follows:

URL - empty
Brand - Select brand
Status - Select status

My Licenses.png

Please adjust the filters and then press 'Filter'.

If after that you still cannot see your license, please provide us with a screen-shot of the 'My licenses' page of your account. The HelpDesk system admins will check your account. You can attach the screen-shot to a response message in this ticket or upload it to File Area/My Files.

Access to X-Cart 5 upgrades for a license

Licenses for X-Cart 5 and X-Cart 5 modules come with one-year free access to software upgrades. Upon the expiry of the free access to upgrades, the same can be obtained at a fee. A special discounted price applies in case access to upgrades is renewed within a month after the expiration. More detailed information is available at the X-Cart web-site.

In section 'My Licenses, next to a license there's a notice showing the upgrades access expiry date. Once upgrades access has expired for a license, there appears a link 'Prolongate access to upgrades':

1000

If this link is clicked, an invoice for upgrades prolongation is automatically created for the license. On the invoice page opened the purchase can be made, this purchase will appear in section 'Orders'.

Access to X-Cart 5 upgrades for all X-Cart 5 licenses

If a helpdesk account contains several X-Cart 5 shopping cart and modules licenses and they require prolongation of access to software upgrades, it is possible to renew the upgrades access to all of the licenses at a time. In section ‘My Licenses’ there’s a link ‘Renew access to upgrades for licenses’.

All-licenses-renewal.png

If the link is clicked, it creates an invoice for upgrades access renewal for all X-Cart 5 licenses and redirects one to the invoice page. I.e. all licenses can be updated with just one order.

How to transfer an X-Cart license to a new helpdesk account

If you would like to transfer your X-Cart license to a person not registered in the X-Cart HelpDesk yet, please follow the steps below:

1) go to the 'My licenses' section;

2) click the 'Transfer' link next to the license you are going to transfer;

Transferlink.jpg


3) In the ‘Transfer to’ drop-down menu select ‘new customer’, the contact information section will be opened;

Transfernew.jpg


4) fill in the fields in the request form:

  • 'Company information' - contact information of the company to which the license is transferred;

  • 'Account information' - contact information of the new license holder to whom the license is transferred;

This will be the contact information of a new helpdesk account created as a result of license transfer.

5) click the 'Transfer' button and follow the procedure.

How to transfer an X-Cart license to an existing helpdesk account

If you would like to transfer your X-Cart license to an existing helpdesk account, please follow the steps below:

1) go to the 'My licenses' section;

2) click the 'Transfer' link next to the license you are going to transfer;

Transferlink.jpg


3) in the ‘Transfer to’ drop-down menu select ‘existing customer;

Transferex.jpg


4) in field ‘Primary contact person E-maill enter the email address of the primary holder of the helpesk account where the license is transferred to;

5) click the 'Transfer' button and follow the procedure.


Important: If the license transfer fails, this may mean that a new pre-sales helpdesk account is registered with the email address used for the transfer. To complete the transfer, please try the ‘new customer’ option.

How to transfer an X-Cart 4 module license to another X-Cart 4 license in the same helpdesk account

To transfer an X-Cart 4 module license to your other X-Cart 4 license, please follow the steps below:

1. Enter section 'My licenses' and click link 'Transfer' next to the X-Cart license, to which the module you are going to transfer belongs.

2. On the opened page in section 'Select products' you will see the X-Cart license with a list of its modules.

3. Since you are going to transfer only a module license, deselect the X-Cart license and tick the module(s) to be transferred.

Moduleselected.jpg


4. To transfer the module from one X-Cart 4 license to another one within your helpdesk account select the target license in menu 'License key'.

Targetlicense.jpg


5. Press 'Transfer'.

How to transfer an X-Cart 4 module license to another helpdesk account

To transfer an X-Cart 4 module license to another company, please follow the steps below:

1. Enter section 'My licenses' and click link 'Transfer' next to the X-Cart license, to which the module you are going to transfer belongs.

2. On the opened page in section 'Select products' you will see the X-Cart license with a list of its modules.

3. Since you are going to transfer only a module license, unselect the X-Cart license and tick the module(s) to be transferred.

Moduleselected.jpg


4. To transfer the module to another helpdesk account in menu 'License key' set 'Another company's license' and type in the target X-Cart license key in the field below.

Moduletransfernew.jpg


5. Press 'Transfer'.

How to accept a license

To accept the X-Cart licensing agreement please go to the "My licenses" section, click on the "Accept" link near your license and follow the procedure.

How to change X-Cart 4 license URL

Please note, an X-Cart license permits you to move the store to another directory within the same domain, i.e. if the store installation directory is changed, the license URL can be changed without limitations. Also, a 3-level domain, i.e. domain1.store.com, domain2.store.com, can be changed without limitations. These URL changes do not affect the URL change count.

Moving the store to another domain is subject to a limitation. If the domain name is changed before the first license registration, the license URL can be changed as many times as needed. After the first license registration you are permitted to change the domain name in the license URL free of charge only once. Each further license URL change will be subject to license renewal fee.

To change the license URL in your HelpDesk take the following steps:

1) go to the 'My licenses' section

2) click the 'Change URL' link to the right of the license; you will be redirected to the "Change license URL" tab

3) in case of changing the store installation folder, enter the new URL in the input field and click 'Change folder location'

4) click 'Change domain', enter the new URL in the input field, tick "I understand that I have to remove the software from old_url within 48 hours after the license is reissued" check-box, and click 'Change URL' (please note that the software actually needs to be removed in case the license is being renamed to be used for a completely new store)

In case of any error/typo in the new URL, please contact us in HelpDesk.

Information on the license URL changes will be recorded in a log ticket 'LOG: License URL modifications' displayed in the 'Communication center' index.

After that you should edit the 'config.php' file and adjust the settings referring to the host and web directory where X-Cart is to be installed:

$xcart_http_host ="$HTTP_HOST";

$xcart_https_host ="$HTTP_HOST";

$xcart_web_dir ="/xcart";

How to change X-Cart 5 license URL

To change the license URL in your HelpDesk take the following steps:

1) enter section 'My licenses'

2) click the 'Change URL' link to the right of the license; you will be redirected to the 'Change license URL' tab

3) in field 'Enter the new license URL:' enter the new license URL

4) press button 'Change URL'.

In case of any error/typo in the new URL, please contact us in HelpDesk.

Information on the license URL changes will be recorded in a log ticket 'LOG: License URL modifications' displayed in the 'Communication center' index.

How to find X-Cart 5 license key

An X-Cart 5 license key is always sent to a license owner by email:

  • an X-Cart 5 Free Edition key - after Free Edition activation

  • an X-Cart 5 Business (Multivendor, Ultimate) key - after license purchase
  • an X-Cart 5 Module key - after module license purchase

The license key can be found in those email messages first of all.

Besides, all licenses are stored in HelpDesk. To find a license and its activation key a license holder should log into his personal HelpDesk account, enter section ‘My Licenses’ and find a set of 16 capital letters above the license domain name.

Licensekey.jpg

How to remove the licensing warning from X-Cart 4 Classic

Since X-Cart 4 can be freely downlaoded from the X-Cart web-site, after installation the store displayes an evaluation notice. The evaluation note indicates that the X-Сart store is set up for testing purposes

Adminlicense.jpg

Once testing or development is finished, the same store can be made live. The evaluation notice is deleted by means of purchasing and registering in HelpDesk an X-Cart license.

Here are license registration instructions:

1. Make sure that no HTTP-authorization and firewall restrictions are set on incoming HTTP-connections to your X-Cart installation.

2. Log in to your HelpDesk account with your user-name and password.

3. Go to the "My licenses" section.

4. Check whether a direct link to the store front page is set as the X-Cart license URL. If not, follow the "Change URL" link to the right from the license URL to set the correct license URL.

5. Follow the "Register X-Cart 4 installation" link to the right from the license URL

MyLicenses.jpg

6. Open the store to make sure the registration was successful.

More information on X-Cart 4 licensing

My Subscriptions

This section displays a list of recurring service subscriptions available in a helpdesk account. The following information on a subscription is provided:

Auto recurring - a green checkmark in this column denotes that the subscription is renewed automatically with a charge to a credit card used for the initial service purchase; each prolongation payment is recorded in section ‘Orders’;

Product - this column shows the service and date of its purchase; the service can be Techsupport, X-Cart Hosting, X-Payments Hosted, X-Cart Cloud Search, Cloud Filters, F Commerce Go, eBay Integration, Renewal of access to upgrades, Domain name registration

License - this column shows the X-Cart license with which the service subscription is associated;

Renewal start - this is the date when the service is purchase, i.e. when the subscription starts;

Renewal end - this is the date when the subscription expires and is due to renewal (automatic if recurring billing is enabled for this service).

Expired and not renewed (cancelled) subscriptions are grayed out in the list. All active subscriptions are displayed on list top.

A service subscription and its expiration date can also be viewed on page ‘My Licenses’ in section ‘License products’ of a license: MyLicensesSubscription.png

How to change a subscription service plan

If you are subscribed for some service with recurring billing and would like to turn to a different service plan, please submit a ticket in your helpdesk account. The X-Cart Billing dept. will help you change the service plan at your request.

How to cancel a recurring service subscription

In case some subscription-based service is not going to be used any more, recurring billing has to be cancelled which ensures that the service subscription does not get renewed for the next period.

There are three ways to stop recurring payments:

How to update billing information for subscription-based service

Service set up with recurring billing is renewed automatically. Up to date billing information (i.e. a valid PayPal account or credit card) ensures uninterrupted service prolongation and provision.

The billing information can be edited in a personal PayPro Global account

Also, the PayPro Global support team can be contacted for assistance.

For information on the subscription and assistance a ticket in X-Cart HelpDesk can be submitted any time.

Projects

Section ‘Projects’ opens with tab ‘Select project’ which shows a list of all projects performed or scheduled by the X-Cart team.

Clicking a project title opens tab ‘Project details’ containing a list of invoices and orders for projects as well as specifications and surveys.

Tab ‘Project tasks’ provides links to project tickets and shows such information as developers assigned to tasks, project time frames and status.

Buy products/services

In this section service and software can be bought:

  1. To add an item to cart click a product name or tick the check-box next to the needed item;
  2. Set the needed quantity in the field to the right ;
  3. Click ‘Checkout’
  4. On the page opened specify URL for software products and accept the terms of service and money-back policy;
  5. Press ‘Continue’;
  6. You will be redirected to the checkout page on the web-site of PayPro Global, the authorized payment processor.

Invoices

This is a section where invoices issued by the X-Cart team are stored. Also, in case an item is selected from ‘Buy products/services’ but the payment is not completed on the checkout page, the purchase appears as an invoice in section ‘Invoices’ and can be paid later. The following information on each invoice is available:

  • Invoice number
  • Invoice creation date
  • Invoice expiration date
  • Payment attempt date
  • Invoice status (active, expired, not finished)
  • Products to be ordered with price, quantity and total cost specified
  • Button ‘Pay’

Once an invoice is paid, it appears in section ‘Orders’ with the same number.

How to settle an invoice

If an invoice has been issued for you by an X-Cart team member, log into your helpdesk account and enter section ‘Invoices’. Find the invoice by its number or description in field ‘Products/Services’, click button ‘Pay’ to the right and follow the procedure.

You will be redirected to HelpDesk ordering page to take the following steps:

  • read and accept service provision agreement and moneyback policy terms,
  • set a license for a software product or service subscription,
  • enter a discount coupon code, if you have it,
  • remove items from the invoice if needed.

Once you press ‘Continue’ you will be redirected to the checkout page of our payment processor PayPro Global to finalize the purchase.

Orders

This section displays all orders for software products and service. Orders can be filtered by status and date of invoice creation, invoice expiration, payment and cancellation.

The following information on each order is available:

  • Order number
  • Invoice creation date
  • Invoice expiration date
  • Ordering date
  • Order status

Paid - the order is passing verification, the ordered software is not available yet

Processed - the order is paid successfully, the ordered software or service is available

Refund reviewed - refund has been requested for the order, the request is being processed and the refund has not been issued yet

Cancelled - requested refund has already been issued

  • Refund date - displayed only for cancelled orders
  • The list of ordered software products and service price, quantity and total cost specified

How to get a printable invoice for my purchase?

For orders paid via PayPro Global

A link to download an invoice can be found in an order confirmation email sent to you by PayPro Global.

Also, to download a printable invoice for your purchase you can log into your personal account with the payment processor at https://cc.payproglobal.com/Customer/Account/Login

You will need your PayPro order ID to download the invoice.

Your login name is your email address used for the payments.

Should you require additional assistance, feel free to contact us in your helpdesk account.

Also, you can contact PayPro via the following telephone numbers:

  • Phone (US/Canada toll free): +1-866-933-4313
  • Phone (international): +1-646-873-6857
  • Phone (UK): +44 207 993 4222
  • Fax (US/Canada toll free): +1-866-724-3925
  • Fax (international): +1-416-981-7818

Please, have your Order ID ready so PayPro can locate your order.

For orders paid via FastSpring

If your order was processed by the FastSpring payment system, please look for a printable invoice link in the order confirmation email sent to you by FastSpring.

Accounting

This section shows credit available in a helpesk account and allows managing affiliate commissions.

Credit can be gained from a cancelled order as an alternative to a refund. The advantage is that the credit can be spent on the next purchase from X-Cart when needed. Please remember to contact the X-Cart team to have the credit applied to a purchase.

Affiliate commissions come from participation in the Affiliate program.

On entering section ‘Accounting’ the account holder can see two tabs:

Select account

  • Commission - this section shows earned affiliate commissions, the amount comes from page Performance in section ‘Affiliate Program’. In 30 days after record creation the amount is relocated to ’Company credit’.
  • Company credit - this section shows the company credit balance which is made up of credit coming from cancelled orders and affiliate commissions

Affiliate commissions

This section allows transferring Affiliate program commissions to a bank account. The amount to be transferred is taken from ‘Company credit’, it can be from $600 but not more then the available credit.

Affiliate program

Every helpdesk account owner is subscribed for the Affiliate program and has his personal affiliate ID.

  • Performance - shows detailed information on the affiliate activity based o the affiliate ID and web-sites. The full earned commissions amount is displayed on tab Select Account/Commission in section ‘Accounting’.
  • Get HTML code - this section provides banners and links to place on web-sites, X-Cart purchases made by site visitors coming from these banners and links bring affiliate commissions.
  • Commissions payment details - this section contains information on a PayPal or bank account to which affiliate commissions should be transferred.
  • My Sites - this section allows specifying web-sites on which affiliate links will be placed.

Profiles

This section displays a list of user profiles registered in a helpdesk account and allows editing them.

HelpDesk user types:

Primary - the account owner’s profile with full management permissions in the account

Secondary - an additional account member’s profile; secondary members can use the following sections in their helpdesk accounts:

  • Communication Center - full access for submitting tickets and communicating with the X-Cart team
  • File Area - downloading certain files
  • My Licenses - searching for licenses, viewing license history, changing license status and store version
  • My Subscriptions - viewing
  • Projects - viewing, uploading project files
  • Buy products/services - no access
  • Profiles - viewing Accounts list, editing self-profile
  • Information - viewing
  • Complaints - submitting complaints

Advanced secondary - an additional account member’s profile; advanced secondary users have extended account management permissions but they are not allowed to perform license-related operations. This is an exclusive right of the primary account holder. Advanced secondary members can use the following sections in their helpdesk accounts:

  • Communication Center - full access for submitting tickets and communicating with the X-Cart team
  • File Area - downloading files
  • My Licenses - searching for licenses, viewing license history, changing license status and store version, downloading upgrade packages
  • My Subscriptions - viewing
  • Projects - viewing, uploading project files
  • Buy products/services - placing orders
  • Invoices - viewing and paying invoices
  • Orders - viewing
  • Profiles - viewing Accounts list, editing self-profile
  • Information - viewing
  • Complaints - submitting complaints

Important: all products, purchased by the company representatives (including advanced secondary account holders) shall be considered the property of the license owner, i.e. of the primary account member.

Tab ‘Accounts list’ is displayed once one enters a helpdesk account. The following information is available on this page:

  • Primary - a star in this column next to a profile indicates that the profile belongs to the account owner, no star next to a profile indicates a secondary or advanced secondary user profile.
  • Name - account member’s name and last name
  • email - account member’s email address which is used as account login
  • Account status - a red lock icon in this column indicates that a profile is blocked due to several failed login attempts; no icon indicates that a profile is fully functional

Tab ‘Edit self profile’ allows an account member to edit his contact information, upload an avatar and turn on/off email notifications.

Tab ‘New account’ is available only to the primary account member and allows creating a new secondary or advanced secondary profile.

Tab ‘Edit company’ is available only to the primary account member and allows editing the company contact information.

How to give a representative (e.g. webmaster) access to the HelpDesk message board and forum

To authorize a representative of yours in the HelpDesk system, you should create a secondary profile for this person. Go to section 'Profiles', tab 'New account'.

New profile.jpg

In section ‘Account information’ fill in all fields with the person's contact information. The email address will be the secondary user's login to HelpDesk.

It is recommended to leave section ‘Preferences’ as is, the default email notification settings will be applied.

Profile info.jpg

If you would like to grant your representative with full access to all HelpDesk areas, you can tick check-box 'Advanced secondary account' when creating a secondary profile. An advanced secondary member is allowed to buy products and service, see and pay invoices and orders, review project information (orders, invoices, specifications), download software distribution packages and security patches. An advanced secondary user is not allowed to perform license-related operations, e.g. license transfer. This is an exclusive right of the primary account holder.

NOTE: all products, purchased by the company representatives (including advanced secondary account holders) shall be considered the property of the license holder, i.e. of the primary account owner.

How to delete a profile in HelpDesk

Users having access to a helpdesk account are registered in section ‘Profiles’’ of the account. An email address of a profile is the user’s login to the account.

In case a profile is no longer needed, the primary account member can click the profile name to open it for editing and change the contact details to re-register the profile to a different user.

In case a profile has to be disabled completely and a new user is not going to be registered in the account, the primary account holder can replace its email address with a fake one. This ensures that the user will not be able to log into the account.

Complaints

This section allows reporting a complaint in case of inappropriate software or service provision. The main page of this section gives a full description of the procedure.

The following information should be provided:

  • Product/service description - the software product or service about which the complaint is
  • Problem category - the problem faced which led to the complain
  • Problem encountered - a detailed problem description
  • Message ID - the ID of message from a ticket which contains information related to the complaint
  • Remedy requested - YES or NO should be set depending on whether the reported problem needs resolving or not.

Information

This is a section where news posted by the X-Cart team appear. When a new message appears in this section, you will see it on logging into the helpdesk account. The same news will be displayed on the helpdesk home page for a few days.You can enter the section to review resent news when needed.

Troubleshooting

I forgot my password and cannot log into HelpDesk

To log into the Customers Help Desk system please follow this URL https://secure.x-cart.com/

At the opened page enter:

- your login: the email address which you specified during the software purchase

- your password: use the 'reset the password' utility

Here are regular stages of the password recovery procedure:

1) Click link 'Forgot your password?'. You will be brought to the password recovery page.

2) On the page opened insert your email address in the 'e-mail' field and press 'Email new password'.

3) In a short while you will receive an email message 'Password recovery instruction' with a link allowing you to reset your password. Click the link or enter it in the address bar of your browser. This link will be available within 24 hours from the moment it has been generated.

4) The link will lead you to the profile editing page. Enter a new password in the 'Password' field. Important: the password should not be shorter than 6 symbols, contain only letters and numbers and should not coincide with the name or email address.

It is recommended to clear the browser cache and set the security level to 'medium' or lower before trying to log in. This should help you log in successfully.

If the above-described procedure doesn't work for you, it's quite difficult to find out the exact reason for password-recovery failure. The messages might be denied by your email box as junk mail. Anyway, feel free to inform us of problems with password resetting, we'll reset the password ourselves and provide you with new access info.

How to find out X-Cart version

X-Cart 4.x.x

The version of X-Cart files and X-Cart database can be looked up in files VERSION and include/version.php respectively or by the following links:

https://your_site_URL/xcart_dir/VERSION

https://your_site_URL/xcart_dir/include/version.php

Example:

https://demo.x-cart.com/demo_goldplus/VERSION

https://demo.x-cart.com/demo_goldplus/include/version.php

Besides, X-Cart version is specified on page Tools/Summary/Environment info in the store admin back-end.

X-Cart 5.x.x

The store version is displayed in the left upper corner of all pages in the administrator’s back-end.

See also

Retrieved from "https://help.x-cart.com/index.php?title=Using_your_X-Cart_Account&oldid=15401"