Infigo Core for Iframes
This pathway is a short “admin foundations” series for iFrame (embedded editor) customers: your own website/portal is the customer-facing shell, while Infigo Admin is where you manage the behind-the-scenes building blocks (platform/storefront scope, users, products, and what happens after a job is created). It deliberately avoids deep implementation/API setup, and instead builds the mental model your team needs so the dedicated iFrame documentation “clicks” afterwards.
What you’ll learn
By the end, a learner should be able to confidently:
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- Work in the correct scope (platform vs storefront) and avoid “right change, wrong place” errors.
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- Navigate Admin efficiently (top header utilities + left menu structure/search).
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- Create/manage the key accounts involved in iFrame workflows (admins + registered users), understand role-based access, and recognise key identifiers like Customer GUID (and why it matters).
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- Find/manage products and reliably capture/store the Infigo Product ID for external-to-Infigo linkage.
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- Understand what a Job ID is for, and the difference between output-only flows vs recording orders in Infigo—plus where to review outcomes in Admin (Sales Orders / Print Operations).
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- If orders are created in Infigo: review and progress them using Sales Orders (order-record view) vs Shared Print Operations (job/production view).
Who this is for
iFrame customers whose end users personalise products inside an embedded editor, but whose internal team needs to run the operational/admin side in Infigo (customer setup, product linkage, and optionally order handling).
Prerequisites
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Infigo Admin access (platform admin or storefront admin credentials).
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A basic understanding of your own external storefront/portal flow (because Infigo is being used as the “engine” behind your customer experience).
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For best results: someone in your team who owns the iFrame integration can translate “concepts” (Job ID, output-only vs Record Order) into your real implementation approach.
Recommended further learning
Extra resources to deepen your understanding.
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