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Welcome to the first

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tutorial in the Rapid Storefront
Build Guide Series.

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This series is eight tutorials
and they'll get you up to speed

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with the fundamentals
of your Infigo platform.

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In the minimum possible time,

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we kick off with an important topic
knowing the difference

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between your platform
and storefront administrator accounts.

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So what do these mean exactly?

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And which one should be you be using?

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Which time?

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So by now you will have received an email
providing you with log in credentials

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to your Infigo platform.

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If you haven't found this,
please check your junk folder

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and if you still can't find it
and please let us know.

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Now, before we delve into Infigo
itself, let's take a closer

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look at your platform storefronts
and how they work together.

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So starting off with the platform level,

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so your platform is

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essentially your installation of Infigo.

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It's the top level area of the management
of all of the individual websites

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or storefronts
which sit on the platform itself.

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The platform level is accessed by using
your platform administrator credentials.

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From the email that you received,
you won't often have to access

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the platform level with most tasks
being conducted from a storefront level.

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The primary task undertaken on a platform
level is the creation of new storefronts,

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along with new storefronts,
administrator user accounts

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associated with those storefronts
that you create.

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So there are various other tasks
which are undertaken at platform level.

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However, these are not general day to day
usage.

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Our tutorial content will guide you
when accessing the platform

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level is necessary.

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So next
we have an overview of our storefronts.

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So storefronts are individual websites
which sit within your platform.

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Your Infigo storefronts
are an e-commerce solution for businesses

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selling products
or services through a hosted website

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Infigo, storefronts can be created

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targeting both B2B and B2C applications.

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Individual storefronts are created
by initially logging into your platform,

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using the platform
administrator credentials from the email.

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Once the storefront has been created,
you can also create storefronts

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administrators
to oversee the particular storefront.

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It is always recommended to perform
the day to day development and management

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of your storefronts whilst logged in
as a storefront administrator.

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Primarily, this reduces
the risk of human error for new users,

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as storefront administrators
can only access the singular storefront

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they were created for.

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This means no accidental alterations
to other storefronts.

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Platform administrators,
on the other hand, can modify

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all storefronts on your platform.

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Now your own Infigo package

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will have been negotiated
with a particular quantity of storefronts.

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Should you need more of these
in the future, contact

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your Infigo Customer Success Manager
who'll be happy to initiate the process

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and so now a little
bit about developing your storefront.

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So accessing the Infigo system
at storefront level

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is the recommended approach.

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As we've mentioned previously, storefronts
facilitate the creation

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and management
of virtually every aspect of your site,

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and this includes things such as product
management, customer management,

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storefront, visual appearance and design,

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shipping or delivery capabilities,
payment options, pricing options

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and much, much more.

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Now Infigo also provide you with
an additional storefront free of charge.

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This storefront is included to allow you
to get the very best out of your software.

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We highly recommend that you utilize
this additional storefront as a learning

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development and testing area,
but ultimately the choice is down to you.

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We suggest using this storefront
to evaluate changes in a safe

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environment prior
to deploying gets the main storefronts.

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Many users also utilize this additional
storefront as a form of shop window.

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By taking great care of this site,
it can be utilized to show

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your capabilities to potential clients
with devastating effect.

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So now a little bit
on storefront applications.

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As previously mentioned,
storefronts can be targeted at both

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B2B and B2C applications.

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Now, whilst the initial setup
between these is virtually identical,

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the development of your site
will be dictated by the method

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in which your customers
will be interacting with it.

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So let's briefly

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investigate the B2C and B2B options

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available to us
on our Infigo storefronts.

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The first step is B2C.

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So these types of Infigo storefront
are public facing websites

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used to purchase a range of product types,
including but two print type products.

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Of course, products can be static
or customizable.

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This is a difference
between providing an off the shelf

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mug or artwork
print and providing full customization

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experiences
where a user can design their own product.

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But Infigo B2C, storefront has virtually

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limitless applications.

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Now we move on to B2B

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and they can be categorized
in one of two primary ways

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the first being
as an individual storefront.

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Now these are storefronts
which would generally be considered or

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created for one specific
high value customer.

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This storefront would include custom
branding to that singular customer

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and contain
only their catalog of products.

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In addition, it can include a custom URL
which is bespoke to them.

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The second type of B2B storefront
can be categorized as shared storefronts.

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These are

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ideal for multiple lower value customers,
where each account only has access

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to view and purchase the products
directly associated with them.

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Generally, these storefronts would contain
generic branding,

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although Infigo do offer a module called
Chameleon, which offers more,

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which allows you to change the branding,
look and feel of a storefront

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based on the user logged in.

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these types of storefronts are often
preferred as they provide quicker setup

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for large numbers of small customers,
and maintenance is simplified

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as everything is contained
within one storefront.

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Now, we don't need to spend too much time

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looking at this fairly complex slide here.

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So this is just a quick example
of storefront structure.

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So this shows how both products
and customers

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can be categorized and sorted.

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So the different elements of the structure
are covered in greater detail

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in later tutorials.

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What we also have here is a quick
reference guide to product management

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and a quick
reference guide to customer management.

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Now, we won't go through these
in much detail.

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Now we'll cover them as and where need be.

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However, they are there for your reference
should you need them.

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Now let's look at creating
your first storefront.

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So your platform has been provided
with one storefront already created

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and with an associated storefront
administrator.

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Hence your storefront account details
that we've got down here now.

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You are of course,
welcome to use this storefront.

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However, our next step in
this tutorial will be to create

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and initially configure
a brand new storefront.

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So we're going to start off
by doing is logging in

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using our platform administrator account.

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So I'm just going to take these details
from the email that you've received

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and log in to my platform account

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there.

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I am logged in as my platform account.

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You can tell that this is the case
because at the top right of your screen,

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if I zoom in slightly, you'll see that
we have this switch storefront button.

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Now, if you're logged in as a storefront
administrator, that will not be present

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as you'll only be able to access
one particular storefront.

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So that's your first viable check
to make sure you're at the platform

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level, start off

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by clicking on configuration
over on the left hand side

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and then navigate
to storefront management.

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This page allows us to add
new storefronts.

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It will only be accessible when you're
logged in at the platform level

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where you have administrative authority
over multiple

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storefronts.

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Click on the purchase icon and that will
show you a list of existing storefronts

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as well as an entry for the platform
itself, which is necessary

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over on the right
hand side, click on Add New Storefront.

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Now this will present you
with a pop up for this form

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allows for initial specification
of many critical elements

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of your new storefront prior
to full initialization.

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All of these options can be changed
at a later stage if required.

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So don't worry if you don't have
the relevant information at this stage.

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So going to start off
with a storefront name

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and then going to choose an alias.

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Now this is an extension to the platform

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URL, which is used to access
this particular storefront.

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So for example, if I go for

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storefront rapid build guide three,

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something like that,

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let me get a notepad up
just to show you a comparison.

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So in
this particular case, the storefront,

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no, the platform URL
may be something like this.

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However,
if the alias is set to this value here,

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then access to the actual storefront
itself

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would be using

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this.

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URL here,
so we've got the platform forward slash

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and then the individual storefront.

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We then got the storefront description
which is for reference purposes

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and then we want to select
the storefront type.

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Now here you can choose
whether your storefront

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will be used for B2B or B2C purposes.

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This choice will impact

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some of the default settings
on your newly created storefront, ensuring

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you are presented with an environment
that is best suited

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to your application.

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You can then modify colour selections
if you wish to do so,

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so you're able to define
initial color selections from this form.

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This consists of primary, secondary
background and text color,

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and these will be utilized
to brand your storefront frontend.

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So clicking on any of

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those colours
there will bring up a separate pop up box.

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You can input the color in RGB,

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HSL or hex format,

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and you've also got manual selections
available as well.

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You've also got the ability to select
between fonts.

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Additional fonts can be loaded
and selected at a later stage,

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but now we can pick a font
from the existing list.

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And finally here we just need to upload
a logo for use on our storefront.

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Once that's all be completed,
click on okay.

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And then the initialization process
will begin.

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Now the initialization process shouldn't
take any longer than one or 2 minutes,

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and you can check on its progress by going
to the very last entry in this list.

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In my case, I've got multiple pages.

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If you are just starting out with Infigo,
everything will likely

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be on one page.

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I can see there that I currently have
a status of initialization pending,

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so we can click on this
refresh button periodically

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to see

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the updated status of that initialization

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once fully initialised

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the new storefront
will be placed into test mode.

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Now this mode is designed to allow easy
clear

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out of unnecessary data
once you're ready to go live.

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Now, in a nutshell,
this is just about clearing test data

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over on the right hand side,
there are separate tutorial resources

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when you get to this stage.

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So the next thing we need to do
is to actually activate

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that particular storefront.

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So we see it work at the top of the screen
at the moment

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we can see
which storefront is currently initialized.

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So if we start modifying
some storefront specific content

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over on the left hand side, things
such as products, customers,

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that kind of thing, they will be
added to this current storefront.

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We need to
make sure that we switch to the new one,

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so click on the switch storefronts icon

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locate your new storefront.

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These ones will be in alphabetical order

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and then select

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check before

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you make any further changes
that the correct storefront is activated

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on the current account section
at the top of the screen.

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Okay, so our new Infigo
storefront has been created.

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However, before logging
out of our platform level accounts,

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we need to ensure that the storefront has

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an associated storefront administrator.

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So to begin, we navigate to our customer

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management area.

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The customer management area
contains details of all of the customers

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or individual users
registered on a particular storefront.

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Here you can also add new customers
and amends

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the details
and permissions of existing customers.

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So we're going to create a new storefront
administrator.

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So click on Add New,

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and then we're going
to input an email address and a password.

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So this page contains a range of customer

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related inputs such as name and address.

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At this stage,

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all that's required is an absolute
minimum is an email address and password.

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So any of those details for the account

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we wish to designate
as storefront administrator,

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please do note that for an administrator
account, the password is required

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to be a minimum of 20 characters
just for security purposes.

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to be a minimum of 20 characters
just for security purposes.

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Next quick to Customer Roles Tab.

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Now customer roles
allow us to assign different permissions

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to different customers.

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A range of default customer roles exist,
providing a range

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of different capabilities.

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We also have the ability to create
new customer roles at a later date

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to suit our specific requirements.

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In this particular case,
we're just going to select

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the storefront administrator role,
and the registered option

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should also remain selected
for all active storefront customers.

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That includes all of your administrators.

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And then click on Save.

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You'll see that our new customer
has been created and they've got two roles

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assigned
storefront administrators and registered

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now from this screen.

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Whilst logged in as our platform
administrator, we have the ability

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to impersonate any of the customers
on our active storefront,

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and that includes, in this case,
our storefront administrator.

00:17:01:02 - 00:17:04:04
Impersonation is possible
for any user with a lower

00:17:04:04 - 00:17:06:20
standing than the current logged in user.

00:17:07:06 - 00:17:10:12
So at this stage, this means that platform
administrator accounts

00:17:10:12 - 00:17:12:14
can impersonate any user.

00:17:12:14 - 00:17:16:11
However, if you logged in as a storefront
administrator, then you can't

00:17:16:11 - 00:17:19:11
impersonate the platform administrator
as they have

00:17:19:11 - 00:17:21:11
a higher standing

00:17:22:14 - 00:17:25:01
impersonation will be useful in later
stages.

00:17:25:01 - 00:17:28:18
However, at the moment
we're going to ignore this and simply log

00:17:28:18 - 00:17:35:22
in as our newly created
storefront administrator.

00:17:35:22 - 00:17:38:14
So on the top right of the screen,
click on logout

00:17:40:05 - 00:17:43:00
and then we're going to log in
as that storefront administrator.

00:17:43:11 - 00:17:46:20
So firstly, we need to make sure
that we're going to the correct URL.

00:17:48:05 - 00:17:50:26
So that's the platform URL.

00:17:50:26 - 00:17:53:09
And then the alias that we define for

00:17:53:09 - 00:18:02:18
that particular storefront.

00:18:02:18 - 00:18:08:01
that particular storefront.

00:18:08:01 - 00:18:09:29
Now, you will immediately be directed

00:18:09:29 - 00:18:13:07
to the home page of your storefronts
frontend.

00:18:13:19 - 00:18:16:27
And this is a key early indicator
that you successfully logged in

00:18:16:27 - 00:18:21:11
to your storefront administrator account
rather than your platform administrator

00:18:21:28 - 00:18:26:09
platform administrators do not have direct
access to the storefront front end

00:18:26:18 - 00:18:28:18
unless impersonating another customer

00:18:31:03 - 00:18:32:24
on the top right of the screen.

00:18:32:24 - 00:18:35:27
If you're logged in as an administrator,
you will have

00:18:35:27 - 00:18:39:16
this admin button which will take you to
the Infigo admin area.

00:18:39:22 - 00:18:42:02
Similar to what you saw
when logged in previously.

00:18:42:21 - 00:18:46:07
Only relevant users with admin area
access will see this icon.

00:18:46:17 - 00:18:51:21
General storefront users will not see it.

00:18:51:21 - 00:18:55:14
Now, before you do any more,
you do want to check that

00:18:55:14 - 00:18:58:05
the current account information
at the top of the screen

00:18:58:18 - 00:19:00:23
is showing the required storefront.

00:19:01:16 - 00:19:04:27
In addition, when logged in
as the storefront administrator,

00:19:04:27 - 00:19:09:07
you will not see the Switch storefront
button, which was here previously.

00:19:09:07 - 00:19:12:19
As this user only has access
to this one individual

00:19:12:19 - 00:19:20:27
storefront.