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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
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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
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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
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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
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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
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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?
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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
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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
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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
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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
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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
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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
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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
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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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  • Documentation
  • System Administration

System Administration

  • 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
RackHelm

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

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