PLATFORM SET-UP

When you login to the platform for the first time, you need to provide the following additional information before the platform is ready to be used by other users.

1. Platform Welcome Screen

On First login, you will be presented with the above Welcome Screen. Select 'Finalise Platform Set-up' & you'll be taken to the COMPANY SETTINGS > Platform Set-Up section.

2. COMPANY SETTINGS > Platform Set-Up

1. Platform Email Address: This will be used as the Platform Sender email address.This is required before you are able to Add New Platform Users as the Platform needs to be able to send invitations to Newly Added Users.
2. Email Address Verification: Once the above email address has been added (& you save changes), AWS will send an Email Address Verification Request email to the email address that was added. You will need to click on the link included in this email to Verify that the email address is yours. You will see a 'Verified' status next to the email address after the link has been clicked on.
3. SES Sandbox mode: You will also need to ensure that your SES (email sending) account has been authorised by AWS to send emails to external email addresses.You may need to raise a ticket to have your SES account promoted from SES sandbox to SES: Production access. If you see any error messages or the platform is not sending out any emails, please raise a support request with the AWS team (as your account is then still in Sandbox mode).
4. Email Sender Name: The Name used within the Email Sender field. By default this is set to '${BrandName} Retail', however you can manually update this here.
5. Add Admin Users: Add the email addresses for each of the users that should be provided with Admin access (press enter after adding each email address). Admin users can control all platform settings & enable all platform features.
6. Add Marketing Users: Add the email addresses for each of the users that should be provided with Marketing access (press enter after adding each email address). Marketing users can access all the primary platform featires, however there access within Company Settings & Platform Admin is restricted to features required by Marketeers.
7. Add Helpdesk Users: Add the email addresses for each of the users that should be provided with Helpdesk access (press enter after adding each email address). helpdesk users have basic access to Retail Store Info and if you are running Digital Signage they have basic access to your Displays & Devices status/info.
8. Platform SMS Sender ID: This will be used as the Platform Sender shown in SMS messages. Like with emails, you will need to ensure that AWS has authorised your instance to send out SMS messages. Please Note: for banks & telcos using your own brand as the SMS sender may be blocked by AWS. Please work with the AWS team to ensure that you are authorised to use the sender defined here.
9. AWS SES Region: Update the AWS region that gets used to deliver any SES messages.
10. Helpdesk Phone Number: Phone number of your IT Helpdesk. This number is included on certain internal communications.
11. Support Email Address(es): Email address(es) for the team supporting your instance of the platform internally. As above, this email address is included on certain internal communications.
12. Privacy Policy URL: Please ensure your organisation's privacy policy URL is added here before launching Queueing or Appointments publically. This is the link that gets used when capturing a visitors data when joining a queue or booking an appointment through the platform.