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titleWorkshops & Training Session

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- Administration

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Excerpt

Scope: The session is dedicated to presenting the Platform and discussing several administration options that define the global behavior of the system.

  • Presentation of Platform Components (BSS, provisioning)
  • Organization settings (Email configuration of notification no-reply mailbox)
  • Basic entities (Accounts, Products, Orders, Subscriptions, Invoices)
  • Currencies
  • Taxes
  • Payment Options (Manual – Automated)
  • Users & Groups (User access level definitions)
  • Email Notification engine
  • Print-out Templates
  • Custom Fields
trueRe-branding session

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titleWorkshops & Training Session - Rebranding Session

Scope: This session provides information about enabling your Storefront, along with other available system re-branding options. This entails both business (end-customer on-boarding) and marketing details (re-branding options)


Re-branding Options

    • Notification re-branding options
    • Business Documents re-branding
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titleKnowledge Base Material

The following table contains material from our Knowledge Base

SessionFunctionKnowledge Base page
Administration

Taxes

Taxes

Payment Methods

Payment Operations

Users & Groups

Manage Users

Setup of Permission Rules

Print-out Templates

Setting up Print-Out Templates

Customize Invoice Print-out

Custom FieldsCustomize Entities Fields
Notifications

Setup a Notification

Available System Notifications

Countries
Email Preferences
Configuring Payment Gateways
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titleTask List


SectionTasks / Business decisionsComments / Guidelines
1
2Administration

configure notification engine mailbox

This is the mailbox that is leveraged through the notification engine of the system to dispatch email notifications to both external (customers) and internal actors. The mailbox can be configured at: BSS Setup > Administration > System Options > Organization Settings > Email Preferences
3Administrationtaxation policyThe taxation policy must be configured
4AdministrationUsersUsers for the team of the customer must be opened
5 Re-branding

Re-brand Notifications

The customer needs to complete the re-branding of notifications. Refer to the following page for more information on changing a notification: Re-branding Notification Content. Also, the must-do list can be found at this page: Available Notifications.
6 Re-branding

Re-brand business documents

 The customer needs to complete the re-branding of business documents. A typical invoice re-branding can be found at this page: Invoice Re-branding