PRE-INSTALLATION CHECK-LIST

Our mission is to ensure that the Personalisation Hub Platform starts to Deliver Maximum Value (for our clients) in the shortest possible time.

Therefore, prior to installing the Personalisation Hub Platform, we recommend having the following information available:

* 1. Master Admin User's Email Address

Typically the email address for the IT owner that will be managing the Platform Install within your Cloud Environment. This user will also manage all Advanced Platform settings.

* 2. Platform URL (e.g. ph.[YourCompanyDomain.com])

The URL that will be used to access the Platform (& used for 1st party cookies in the future). The relevant IT Resource should be available to update the DNS Records immediately after the platform installation has completed. After Platform Installation is complete, a DNS setup email containing the required Info will be sent to the Master Admin User's Email Address, this email can simply be forwarded on to your webmaster (as it contains all the required info).

* 3. Platform Email Address

A company managed email address that will be used as the "Sender" of Platform emails (e.g. personalisationhub@YourCompanyDomain.com). This email address needs to be defined & verified before any new platform users can be added to the platform. A unique link will be sent to this email address from AWS, this link must be clicked before the email account can be used. Finally your AWS SES Email account will need to be promoted (by the AWS team) out of sandbox mode (if you are using a newly setup AWS account). This email address is updated via COMPANY SETTINGS > Platform Set-up.

* 4. Google Maps API Key

Your organisations Google Maps API Key, used for Google Address/Places lookups. This can be added via PLATFORM ADMIN > Platform Integrations > Google Maps/Places.

5. Your Company Logos/Icons

PNG (with Transparent Background) Versions of your Company Logo & Company Icon are used throughout the Platform. You will require versions of each used on both Dark backgrounds as well as on Light backgrounds. These will be uploaded via COMPANY SETTINGS > Brand / Logo.

6. Retail Admin Users - CSV file of Store Managers/Staff

You can manually add Store Staff & Store Managers when you initially start testing the Platform. A CSV template is provided & retail-staff/managers details must be added. The following information is required [email address, first name, last name, role & store code]. The role should either be STAFF or STORE_MANAGER. The Store Code must match the Store Code defined when you Add New Locations/Stores to the Platform. These users can be uploaded within COMPANY SETTINGS > Retail Admin Set-up.