Portal Setup Guide 2.5

Instructions for setting up your own private labeled portal.

1. Timeline and Communications

Please use portals@completecrm.com for all communications related to your Portal, as well as any additional questions or comments you may have.

You will receive an email with a link to the portal setup guide, which includes a survey to provide us with the information requested in Section 2. The guide will also include instructions for Section 3, 4, 5. After you've completed the survey and steps detailed in Section 3 and Section 4, please notify portals@completecrm.com and we will initiate configuration of your DNS and ISP Relations within 3 business days. The full setup process can take up to 2 weeks to complete, but will only affect delivery of your emails: you'll still be able to use the GreenRope portal until your portal is completed.

Once you've completed and sent us the graphics detailed in Section 5, and the Template HTML file from Section 6, we will begin the process of building your Portal. This will be completed within 3 business days of receipt of your graphics files.

Once your Portal is complete, additional steps (Section 6 and up) can be completed at your leisure, although they may impact the full functioning of your portal (i.e., no Stripe account means you can't accept payments). Keep in mind that since it can take 2-3 weeks to get your Stripe account set up, if you don't currently have one, you will want to get started right away. You will also need a processor, which you can find on the Help page when you log in to your GreenRope account.

2. Agreement and Initial Information

The first step is to negotiate your agreement with GreenRope. Once we sign the agreement, you will receive a link to the secure payment form where you will need to provide your domain name, your company's or Portal's display name, the email address of the primary controlling account and your credit card details.

2.1 Domain Name

The domain name that you intend to use for your Portal must be a top-level domain (not a sub-domain). You must own or control this domain and have access to the DNS settings for it.

2.2 Display Name

What is your Portal going to be called? We recommend the company name, generally, although we'll need to know exactly how it should look as far as spacing and capitalization are concerned.

2.3 Controlling Account

You will need to create an account, and let us know the login email address you used, so that we can configure that as the controlling account for your new Portal. You can use an existing account as well.

This account will get new groups added to it (named after your Portal name), into which prospects and customers get added as they sign up for accounts. This account will have access to the Portal Manager (in Settings -> Account), which allows you to view and change many of the settings within your Portal. Only one group can be the recipient of new signups, but any number of accounts can have access to your Portal Manager.

This controlling account will be moved into your Portal once the Portal is complete.

3. DNS Changes

In order to fortify the security and reliability of your portal and mitigate the risk of DDOS and other potential attacks on your portal, you will need to migrate your DNS hosting to Cloudflare. Cloudflare, a renowned company specializing in internet security, performance, and reliability services, offers an advanced suite of solutions that we believe will significantly enhance the protection of our portals. To clarify, the only modification we are making is relocating the hosting of your DNS records to Cloudflare. Your email provider and all other services you currently use will remain unchanged. The migration to Cloudflare will exclusively provide added security, improved performance, and heightened reliability - all at no additional cost.

To initiate this process for your portal domains, we will request your assistance with the steps to create a free Cloudflare account, add GreenRope as a member and add the website you plan to use for the CRM portal there.

4. Email

You will need to have several email addresses configured for your domain. This is important since certain default email addresses are used within the system for sending notifications and other alerts.

You will need at least the following configured.

4.1 abuse@mta.DOMAIN

This alias must forward to (or include as a group member) abuse@mta.DOMAIN, so that our delivery management system can handle informational messages that some ISPs send to the domain. We also recommend you add support@domain to this role account.

4.2 support@DOMAIN

This is the primary address for system notifications about new users and other activity. Please include members of your team that will be responsible for supporting your clients for this role account.

4.3 approvals@DOMAIN

If you want import approvals to route to another address, you can create an approvals@ email, or let us know which email to send those to, otherwise this will default to support@DOMAIN. We recommend including both your sales and support teams for this role account.

4.4 postmaster@DOMAIN

This alias must forward to (or include as a group member) abuse@mta.DOMAIN for a critical email delivery-related alert. We also recommend you add support@DOMAIN to this role account.

4.5 other addresses

You should configure several other addresses, including sales@, info@, and other generic titles within your organization. This is not required, but highly recommended.

5. Graphics

Your Portal will include your company's graphics as part of the UI. The following graphics need to be provided in order for us to begin building the Portal:

https://app.greenrope.com/wiki.pl?a=4&t=1231

6. Website and Template HTML

You may already have a website, or you may want to build your own specifically for this. If you do not have a website, we offer website design as a service.

Once your site is configured, you will want to link to the two pages that are automatically created for each Portal (replace DOMAIN with your domain in these links):

7. Sign up for a Stripe or Authorize.net account for processing payment for usage of your platform

To process payments from the users of your white-labeled software, we need to be able to run credit card charges every month for the usage of the system, and deposit them automatically into your bank account.

We partner with Stripe to process and manage transactions. You can sign up for an account quickly on their website here: https://stripe.com/.

Once you create your account, you'll have access to 2 kinds of keys: "test" and "live". You'll need to create Restricted Access Keys to use for your portal. You'll also need your Account ID, which you can get from the Profile page when you're logged into Stripe (it starts with acct_).

For testing purposes, you'll want to enter your Account ID and your test keys into your Portal Manager, along with your default currency (currencies are always the 3-letter designation, such as USD for US Dollars, or CAD for Canadian Dollars, or EUR for Euros). Once you are comfortable with your pricing and the payment process, enter in your "live" keys into the Portal Manager and money will start to flow into your bank account.

Be sure your website includes a refund policy and privacy policy.

Once you are approved by Stripe to set up and access your account, generate a single transaction through it using their Virtual Terminal (you can also create an invoice for yourself and pay it). This will initiate their investigation of your company, something that sometimes takes a week or two. They will want to make sure you are legitimate and not engaging in fraudulent or criminal activity, so be sure to be responsive if Stripe contacts you for questions.

Payment processing can also be accomplished using an Authorize.net account. Most banks offer this and will facilitate creating your account and tying it to your checking account. You will need to sign up for Authorize.net's Customer Information Manager (CIM) service and send us your API Key and Transaction Key. You can get a processor for your Authorize.net account on the following page: https://reseller.authorize.net/application/?resellerId=12754.

8. Move Existing Accounts

If there are additional accounts (for example, testing accounts, additional staff within your organization, etc) that need to be moved over to your new Portal, please send their login email addresses to portals@completecrm.com.

Any accounts created via your Portal's create_account.pl page once it is live will already be within your Portal Manager, and do not need to be moved.

9. Additional Portal Manager Accounts

Once your Portal is configured, the account identified in [1.3] will have access to the Portal Manager (if you click on Settings -> Accounts, you will see a new tab). This area allows you to configure many of the settings of your Portal, including pricing, and allow you to review and control the accounts that are created within your Portal.

If there are any additional accounts that need to be given Portal Manager access, please notify portals@completecrm.com. Also, please coordinate a training session with your Training manager in which the Portal Manager can be demoed, and any questions answered.

10. Create Welcome Email

Everyone who signs up through your new Portal will receive a welcome email. You should update the email that gets sent with your own language, design, and branding. You can do this by creating an email within the system's Email page, saving it into your Media Library, and then modifying the App2NewAccountFollowUpEmailURL setting in the Portal Manager with the direct link to the Media Library asset.

You can reach this area of the Portal Manager by hovering over "Settings" and clicking Account. Then, select the "Portal Manager" tab, select your Portal from the drop-down list and hit Update. Then, click the "View Portal Settings" button and the App2NewAccountFollowUpEmailURL setting is there, closer to the bottom of the page.

11. SSL

We will automatically generate a wildcard SSL/TLS certificate through Cloudflare.

12. Model Account Setup (Optional)

You can create a Model Account, which is used as a template for all new accounts created within your portal. This allows you to create a base configuration for your users, which can ease training and support.

You can configure this by navigating to Settings -> Account -> Portal Manager, and click Update, and then click "View Portal Settings". Halfway down the page you'll find an attribute named NewAccountsFromModelAccountNum. If you set this to the account number of the model account you've created, all new accounts will be created with the model's settings and assets.

The following areas are copied into the new account:

Note that the Model Account is copied as-is at the time of account creation; any changes made to the Model Account will not be reflected in accounts that have already been created.

13. Additional Services

There are a number of additional services available to you per request. We offer a branded PWA mobile app, WhatFix integrated help and interactive guide and Dedicated IP address for email sending. We can also assist you with Creative services, additional training, custom development and extra seats in GreenRope Certification program. Please contact your sales representative for any additional information.

14. Other Integrations

We integrate with our partner OneSignal to generate Push notifications for a growing number of system events. Some parts of these notifications can be customized:

15. Mobile App (optional)

The mobile app is an additional effort which requires an additional nominal monthly fee. Please speak with your sales representative if you would like to have a private labeled mobile app. If you decide to have your private label mobile app, please provide us with the image that will represent the app icon. It must be minimum 512x512 pixels and in PNG format.