Differences in settings in the contracting company and the client

Preliminary Remarks

Various settings must be made in the Merchant Backend before the go-live. In this entry you will find a whole list of settings that you will find in both the contracting company and the client and the differences between them.

In general, the following applies in the Frisbii Media Merchant Backend: All settings made in the contracting company have an impact on the clients. All settings made in the client are individual for this client and have no effect on the contracting company or other clients.

In the following entry, we have summarized important settings that must be made on a client-specific basis.

>> Settings for Finances in the Client    

Differences in settings in the contracting company and the client

Customer Start Number

The customer start number is initially determined in the contracting company when the first client is created. Please note that this can no longer be changed after the saving process, neither in the contracting company nor in the client. As customers (customer number and personal data) are transferred to other clients, the customer start number affects all clients.

Invoice Start Number

The invoice start number for customer invoices can be determined in the contracting company and, if desired, customized in each client.

Note: The invoice start number can no longer be changed after the saving process, neither in the contracting company nor in the client.

E-Mail Templates

E-mail templates can be created in the contracting company, which are then used for all clients. In the client itself, the e-mail templates of the contracting company can be overwritten by creating your own e-mail templates that are only to be used for this client. This gives you the option of creating individual mail templates for the respective client. This is particularly advantageous if several clients exist.

Mail Settings

The mail settings can also be made in the contracting company and, if desired, overwritten in the respective client. If no individual settings have yet been made in the client, an information text appears stating that the details of the contracting company will be used for the mail settings. To overwrite the settings of the contracting company, the editing mode must be opened and the Use these settings instead of holding settings slider must be activated.

IVW Settings

The same applies to IVW settings. These can also be made in the contracting company and, if desired, overwritten in the respective client.

Company Data

The client's company data is initially entered in the contracting company when the client is created. These can be changed retrospectively in each client. It is important that the client's company details are filled in completely and correctly, as the company name, for example, is used in all Frisbii Media system mails.

Note: In the contracting company itself there is also the menu item Company Data. These company data are those of the contracting company and do not affect the clients.

Contract Modules

In the contracting company, so-called "contract modules" (e.g. Cross-Client Connections, IVW Reporting, WBZ Subscriptions, etc.) can be purchased and activated for a fee. As soon as one of the contract modules has been activated in the contracting company, the functions can be used in every client.  Example: If the IVW reporting module has been activated, all clients can report the use of paid content offers to IVW.

User Groups and User Creation

Before a Merchant Backend user can be created, a user group must first be created to determine which rights this user may have. Access to the clients can also be restricted in this form. For example, a user group can have access to all clients or only to a specific client. This setting cannot be overwritten in the respective client, but can only be defined and changed in the contracting company.

SMS Provider and Token Type

Individual SSO settings can be made in the client. Within this form, you can define whether the token should be sent by e-mail or SMS. To be able to select the option via SMS, an SMS provider must first be linked in the contracting company. An SMS provider can only be linked in the contracting company and can then be used for all clients.