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

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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

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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

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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

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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

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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?

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

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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

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

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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

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

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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

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