ServerMate control panel: the Sposta-Servizi feature

You can change the billing details of one or more services: for example, when a company changes its business name or VAT number, or when a reseller needs to transfer services directly to their customer.

In cases like these, our customer can easily modify the billing details of some (or all) of their services by assigning them to another customer profile using the Transfer Services feature. Of course, only when all steps of the Transfer Services procedure are correctly completed will the moved services be billed to the receiving customer.

WARNING: the Transfer Services feature should not be confused with the Edit Profile function, necessary to modify data such as: address, city, phone or fax number, and reference email addresses.

Using the Transfer Services feature, it is possible to assign one or more services:

• to another customer (existing profile): in this case, the service(s) selected for transfer will be removed from the originating profile and transferred to the destination profile, already active;
• to a new customer (new profile): in this case, it will be necessary to first create the new profile with the new customer's details, which will then be available to receive the service(s) from the initiating customer.

How to move services

• Log in to the ServerMate Control Panel
• In the main menu on the left, click on Transfer Services under the Control Panel tools section.
• The Transfer Services page shows the list of active, expired, or pending cancellation services: select the services to move by clicking the relevant checkbox, then click the Transfer selected button to start the procedure.

• In the summary window showing the list of services to move, click on "Existing profile" (see Case A) if the recipient is already a Hosting Solutions customer, or on "New profile" (see Case B) if the recipient is not yet a customer.

• Case A: Move to existing profile
  In the popup, enter the recipient customer’s control panel username and click "Search": the system will verify the user and, if successful, enable the "Send request" button. Click it to start the procedure.
  
  The recipient customer will receive an automatic email like the one shown:
  
  in which they must click the link at the bottom of the message. The link will take the recipient customer to the control panel login page, where they can accept or reject the service transfer.
  
  The customer who initiated the procedure will wait for the recipient’s action (Accept/Reject), and until then the "Transfer Services" section will show the information displayed in the following image.
  If the transfer is accepted, the recipient customer can view or download at any time the service transfer acceptance document ("Service transfer acceptance") stored in the "Document Downloads" section of the control panel.
• Case B: Move to new profile
  In this case, it is necessary to proceed with the registration of the new customer and their profile. The system will display a form to enter the required data, distinguishing between "Private person" and "Company/Other".
  After entering the data and clicking "Send request", the recipient will receive an email containing a link. This link will take them to a control panel page where they must complete the registration started by the other customer.
  
  
  Follow the guided registration steps: once completed, the new customer (recipient of the moved services) will receive an email with their control panel login credentials. They must then log in and click on "Transfer Services" in the left menu to accept or reject the service transfer.
  If accepted, they will be able to view or download at any time the service transfer acceptance document stored in the "Document Downloads" section of the control panel.

IMPORTANT Once the transfer request has been accepted by the recipient, the services involved will no longer be visible in the old customer profile control panel, but will be available only in the new customer profile control panel.