Working with a reseller

Many organisations get Footer365 through an IT provider or reseller. This page explains, from your side, what a reseller can and cannot do, and the choices you have.

When a reseller adds your organisation

A reseller can add your organisation to Footer365 as their customer. Until you set Footer365 up, that is only a proposal: the reseller has no access to anything of yours.

When you open the setup wizard, stage 1 (Grant directory access) says that a Footer365 reseller added your organisation. Granting directory access does not accept them yet. Stage 3 is then headed Accept the agreements, and asks a Global Administrator to accept the agreements, which are between your organisation and Footer365 even though the reseller bills you. Selecting Agree and continue accepts the reseller as the one that manages your Footer365 account. Nothing is read from your directory and nothing is set up in Exchange until then.

A reseller adding your organisation can also suggest that Footer365 adds signatures with the Outlook add-in only, which changes nothing in Exchange. Once the agreements are accepted, stage 2, Choose how Footer365 adds signatures, opens with Outlook add-in only selected and names the reseller that suggested it, but the choice is yours. Using the Outlook add-in only

Once accepted, your reseller manages your Footer365 account. They can see your setup and your users, change your contacts, and invoice you if they bill you. The reseller card at the top of the setup wizard also tells you that your reseller will be able to open your portal to help you, and names their distributor too if they work through one, because a distributor can open your portal under the same switch. You can turn that off at any time, as described below.

If you do not want that reseller

If you do not know the reseller, or would rather deal with Footer365 directly, do not accept the agreements on their setup link. You can instead:

• Sign up directly. Signing up for your own trial at Start your free trial with your organisation's Microsoft account releases the reseller's proposal and makes the account yours. See Signing up.
• Do nothing. A reseller's proposal that is not set up within seven days is removed automatically, and it does not use up your organisation's free trial.

A reseller that has been turned down can only be added back by Footer365, at your request.

Letting your reseller work in your portal

Separately from managing your account, your reseller can open your Footer365 portal and work in it for you: building a signature template, setting up a rule, or looking into something that is not behaving. This is on unless you turn it off. If your reseller works through a distributor, the distributor can open your portal in the same way, and the same switch turns both off.

Everything they do is recorded against your organisation in your audit log, under their own name, so you can always see what was changed and who changed it.

The same switch decides whether your reseller can choose who at your organisation signs in to your portal, from their own reseller portal. With it off, that is yours alone to manage. See Reseller access.

Changing it

1. In the portal, go to Account, then Settings.
2. Find the Reseller access card. It shows On or Off.
3. Use the switch to turn it on or off.

The same switch appears in the last stage of the setup wizard, once mail flow is set up or, with the Outlook add-in only, once that choice is made.

• Anyone who can manage settings can turn it off.
• Only a Super Admin can turn it on, because your reseller works in your portal with full access. Others see "Only a Super Admin can turn this on, because your reseller works in your portal with full access." In the setup wizard, a Global Administrator can also turn it on.
• While your reseller is working in your portal, the switch is yours to set, not theirs. They are shown a message telling them to sign in as your own user to change it.

When your reseller asks for access

If access is off, your reseller can ask for it. The Reseller access card then shows who asked and when, with Approve and Decline buttons. Nothing changes unless you approve. Only a Super Admin can approve. They can also ask for access for a few hours instead, which a Super Admin or anyone who can manage billing can approve from the link in the email they are sent. See Reseller access.

Who provides the service

Your agreements are between your organisation and Footer365 (Chillishot Limited), whoever bills you. Your reseller is not Footer365's agent and cannot make promises on its behalf (section 5.4 of the Customer Agreement).

If Footer365 has agreed that your reseller may show its own name and logo to you, section 5.7 of the Customer Agreement says what that means. Section 5.7 applies from the next version of the Customer Agreement, whose date is shown with it on the Footer365 website. It is for your convenience, and it does not make your reseller the provider of the service, Footer365's agent or a party to the agreement. Footer365 provides the service under your Customer Agreement, and a notice or other message given in the service, or by email from it, is Footer365's whatever name or logo is shown with it. Your reseller's name and logo are not Customer Content, which is the content you are responsible for under section 9. See Your agreements and how changes to them work.

If your reseller shows its own name and logo

Footer365 lets some resellers show their own brand to their customers. When yours does, you see their logo in place of Footer365's in these places:

• at the top of the menu in the customer portal, with their logo for dark backgrounds when you use the dark theme;
• in the browser tab, which shows their icon and their name after the page title;
• at the top of the setup wizard, including on the link your reseller sends you to set Footer365 up;
• in the header of the emails Footer365 sends about your own account, such as the welcome email your account owner gets when your reseller adds you, setup reminders, approval requests and scheduled reports, where their icon sits beside their name.

Everything else is unchanged. Every sentence on every page and in every email still says Footer365, as do the email's subject, sender and footer, your invoices, the status page, Microsoft's approval screens, the Outlook add-in's name in Outlook and this help centre. Emails about your agreements, your trial and your billing always carry Footer365's own header, and so does every email telling you that Footer365 has acted on an unsafe or blocked link: a campaign stopped or suspended, tracking links blocked, or a signature link listed as unsafe. The welcome email is the one exception: it mentions your free trial, but it carries your reseller's header like the other setup emails.

A line at the foot of every portal page says that Footer365 is provided by Chillishot Limited, trading as Footer365, under your Customer Agreement, and sold and supported by your reseller, with links to your agreements and the privacy notice.

You see your reseller's brand only once the version of the Customer Agreement that applies to you contains section 5.7: from the day you accept that version, or from the date it takes effect for your organisation if you are told of it as a change. Until then you see Footer365's own brand everywhere, including in the emails. An organisation opening its reseller's setup link sees the reseller's brand only while the Customer Agreement it would accept contains section 5.7.

You only ever see the brand of the reseller you have accepted. Before you accept a reseller, after you turn one down, or if you move to Footer365 directly, you see Footer365's own brand. If you move to another reseller, you see theirs, or Footer365's, within 5 minutes of the move completing. A change your reseller makes to its brand reaches you within 5 minutes.

Billing through a reseller

When a reseller looks after your account, your reseller invoices you and you pay them, at the price you agree with them. Footer365 never invoices you while you have a reseller.

In the portal, Invoices shows Billed through your reseller with their contact details instead of a list of invoices, and there is no Payment method page, because you do not add a card to Footer365. To cancel, contact your reseller: Cancel subscription under Account shows their contact details too.

If you are on a 12, 24 or 36-month term, your reseller is told 60 days before it renews. Billing > Renewal says Arranged through your reseller: tell them if you would like to renew differently, and they record your choice. See Renewing a committed term.

If your people's own Outlook signatures are turned off and you want them back, ask whoever bills you for Footer365. Keeping or turning off Outlook signatures

If your reseller's agreement with Footer365 ends

Some resellers work through a distributor, and some distributors look after customers themselves. If a distributor's agreement with Footer365 ends:

• If your reseller works through that distributor, nothing changes for you. Your reseller deals with Footer365 directly from then on, and still looks after your account.
• If the distributor looks after your account itself, it either carries on doing so as an ordinary reseller, or Footer365 looks after your account directly from the start of the next month and bills you at its published prices. Until then your billing stays as it is. A 12, 24 or 36-month term continues on the same commitment, and your signatures are not affected. Your account owner and technical contact are emailed if your account moves.

Changing to a different reseller

To move to a different reseller, ask them to add your organisation in their reseller portal. You are then asked to approve the move, and your signatures and settings carry on as they are. See Moving to another reseller.

Related

• Moving to another reseller
• Reseller access in detail
• The audit log
• Connecting Microsoft 365