Page Comparison

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title	Preparation

Preparation for this session involves the creation of the new Basic Partner environment that will be used for the session. A list of the important points must be ready.

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title	Workshops & Training Session

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Excerpt
This page is dedicated to presenting the Platform and discussing several administration options that define the global behavior of the system. Also, it provides information about enabling your Storefront, along with other available system re-branding options.

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title	Workshops & Training Session - Administration

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 sessionScope: 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)

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title	Workshops & Training Session - Rebranding Session

Re-branding Options

- Notification re-branding options
- Business Documents re-branding

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title	Knowledge Base Material

The following table contains material from our Knowledge Base

Session	Function	Knowledge 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 Fields	Create and Manage Custom Fields
	Notifications	Setup a Notification Available System Notifications
	Countries
	Email Preferences
	Configuring Payment Gateways

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title	Task List

	Section	Tasks / Business decisions	Comments / Guidelines
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2	Administration	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
3	Administration	taxation policy	The taxation policy must be configured
4	Administration	Users	Users 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

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