Orders & Provisioning – RackHelm

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RackHelm

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Billing & Payments

14

PayPal Setup
Square Setup
Authorize.net Setup
Unresolved Card Payments: Payment Attempts
Checkout Terms Acceptance
Tax, VAT and Currency
Saved Payment Methods and Auto-Billing
Account Credit
Stripe Setup
Payment Gateways
Billing Settings
Recording Payments, Refunds and Marking Paid
Creating and Editing Invoices Manually
How Invoicing Works

Client Portal: Account & Billing

13

Getting support: tickets and attachments
Sub-accounts: inviting a colleague
Profile, contact details and preferences
Your address book and billing details
Saved payment methods and auto-billing
Paying with account credit and topping up
Understanding your invoices
The cart and checkout
Registering or transferring a domain
Browsing the store and ordering a service
Your dashboard explained
Two-factor authentication
Creating an account and signing in

Client Portal: Managing Your Services

16

My Reviews
My SSL Certificates
My Domains
Sites: the SEO report
Sites: the website builder and templates
Sites: WordPress tools
Sites: logs and threat scanning
Sites: PHP version and settings
Sites: backups and restores
Sites: FTP accounts
Sites: databases and phpMyAdmin
Sites: email accounts and webmail
Sites: domains and DNS
My Sites: the site dashboard
My Servers
All Services

Clients, Staff & Access Control

12

Audit Logs and Authentication Logs
Countries and the Address Book
The Customer Onboarding Wizard
Sub-Accounts
Impersonating a Client
The Five Built-in Roles
Permission Reference
Roles and Permissions
Adding Staff Members
Creating and Editing a Client
The All Users Screen
Clients and Staff: One Account System

Content, Storefront & Marketing

12

The Customer Reviews Module
Google Analytics and Cookie Consent
SEO Reports and Site Scans
The Mass Mailer
Announcements
Navigation Menus
The Storefront
Redirects for Renamed Pages
Setting Your Landing Page
The Visual Page Builder
Page Groups and URL Prefixes
Content Pages

Getting Started

6

Your First Hour: A Setup Checklist
A Tour of the Client Portal
A Tour of the Admin Area
Key Concepts and Glossary
How RackHelm Fits Together
What is RackHelm?

Installation & Server Setup

10

Installation Troubleshooting
Backing Up and Restoring
Licensing and Activation
Queue Workers, Horizon and the Scheduler
Web Server, SSL and HTTPS
The .env File Explained
Manual Installation
Automated Installation with install.sh
System Requirements
Updating RackHelm

Integrations: Control Panels

11

Mapping Panel Resources to a Product
GameCP
Pterodactyl
Enhance
ISPmanager
CyberPanel
DirectAdmin
Plesk
cPanel / WHM
Adding a Control Panel Connection
How Integrations Work in RackHelm

Integrations: Custom API

8

Worked Example: A Licence Key API
The Deliveries Log
Service Fields and the Customer’s Service Page
Request Signing and Security
Template Variables and Data Exposure
Custom API Endpoints
Creating a Custom API Integration
What the Custom API Integration Is

Integrations: Domains & SSL

12

Configuring and Downloading Your SSL Certificate
Selling SSL Certificates
Managing Your Domain
Selling Domains Through Realtime Register
Selling Domains Through OpenSRS
Selling .uk Domains Through Nominet
Selling Domains Through Namecheap
Selling Domains Through NameSilo
Selling Domains Through eNom
Importing Existing Domains from a Registrar
Importing TLD Pricing from eNom
How Domain Registration Works in RackHelm

Orders & Provisioning

9

The Queue Monitor
Order Cancellations
Suspending, Unsuspending and Terminating a Service
The Pending Provisioning Queue
How Automatic Provisioning Works
Active Packages
Creating an Order for a Client
Viewing and Managing Orders
The Order Lifecycle

Products & Catalogue

9

Worked Example: Build a Shared-Hosting Product
Site Builder Templates
Coupons and Discounts
Configurable Options
Custom Fields
Product Add-ons
Billing Cycles
Creating and Editing a Product
Product Groups

Support Desk

11

Tickets in the Client Portal
Guest Tickets and the Contact Form
Ticket Attachments
Ticket Settings
The Spam Filter
Email Routing and IMAP Piping
Canned Replies
Support Departments
Working a Ticket
The Ticket Queue and Status Board
How the Helpdesk Works

System Administration

16

Maintenance, Logs and Health
Reports
The Admin Dashboard
Admin Notifications
System Schedules and the Scheduler
Audit Logs
The Content Security Policy
Security Settings: Fraud, CAPTCHA, MFA and Passwords
Theme and Branding
Transactional Email and Templates
Mail Settings and the Email Log
Company Settings: General & System
Importing from ClientExec
Data Import Tools
Importing from Blesta
Importing from WHMCS

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Orders & Provisioning

Orders & Provisioning

The Queue Monitor
Order Cancellations
Suspending, Unsuspending and Terminating a Service
The Pending Provisioning Queue
How Automatic Provisioning Works
Active Packages
Creating an Order for a Client
Viewing and Managing Orders
The Order Lifecycle

RackHelm

White-label billing, provisioning and support for hosting providers.

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Integrations
Documentation
Features
Comparison
Roadmap
Pricing
Download
Live Demo

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