User guide

This guide is for the people who run the sites from the admin panel at /admin: sales reps, managers, accounts and catalog editors. One business runs several promotional-products sites from this one panel, so most things are either shared by every site or set per site. Each page says which.

About the screenshots

Screenshots marked “sample data” show made-up customers, staff and figures, so names and amounts won’t match anything real. Menus, buttons and fields are as you will see them, though some you may not have, depending on your role.

How the sections fit together

Section	What it covers
Basics	Signing in, the menu, search and tables, and what each role can do.
Sites	Each site’s own setup: what it carries, its addresses, SEO, menus, widgets and templates.
Catalog	Products and everything about them: variants, photos, prices, branding, categories, filters.
Suppliers	Getting products in from supplier feeds and keeping them up to date.
Content	Pages, blog posts, content blocks, forms and files.
Sales	The journey from a quote request to a paid invoice, with customers, tasks and automations.
System	Users, settings, background tasks, the activity log and the assistant.

The catalog and content are shared: a product or page exists once. A site then decides what it carries, through its content rules, and how it presents it. Sales records belong to the site they came from, and reps work across every site from the same lists.

Start here for your role

Your role decides which menus you see. New to the panel? Read Getting around first, whatever your role.

You are	Start with	Then
Sales rep	From quote request to paid invoice	Customers, Tasks
Accounts	Invoices and payments	From quote request to paid invoice, Customers
Catalog editor	Catalog overview	Products, Adding products from suppliers
Manager	Sites overview	Sales setup, Automations, Settings
Super admin	Roles	Users, Activity log

Writing for the sites rather than running them? Go to Pages and Blog. Content work needs the Manager or Super admin role.