Billing & Payments

10

• How Invoicing Works
• Creating and Editing Invoices Manually
• Recording Payments, Refunds and Marking Paid
• Billing Settings
• Payment Gateways
• Stripe Setup
• Account Credit
• Saved Payment Methods and Auto-Billing
• Tax, VAT and Currency
• Checkout Terms Acceptance

Client Portal: Account & Billing

13

• Creating an account and signing in
• Two-factor authentication
• Your dashboard explained
• Browsing the store and ordering a service
• Registering or transferring a domain
• The cart and checkout
• Understanding your invoices
• Paying with account credit and topping up
• Saved payment methods and auto-billing
• Your address book and billing details

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Client Portal: Managing Your Services

16

• All Services
• My Servers
• My Sites: the site dashboard
• Sites: domains and DNS
• Sites: email accounts and webmail
• Sites: databases and phpMyAdmin
• Sites: FTP accounts
• Sites: backups and restores
• Sites: PHP version and settings
• Sites: logs and threat scanning

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Clients, Staff & Access Control

12

• Clients and Staff: One Account System
• The All Users Screen
• Creating and Editing a Client
• Adding Staff Members
• Roles and Permissions
• Permission Reference
• The Five Built-in Roles
• Impersonating a Client
• Sub-Accounts
• The Customer Onboarding Wizard

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Content, Storefront & Marketing

12

• Content Pages
• Page Groups and URL Prefixes
• The Visual Page Builder
• Setting Your Landing Page
• Redirects for Renamed Pages
• The Storefront
• Navigation Menus
• Announcements
• The Mass Mailer
• SEO Reports and Site Scans

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Getting Started

6

• What is RackHelm?
• How RackHelm Fits Together
• Key Concepts and Glossary
• A Tour of the Admin Area
• A Tour of the Client Portal
• Your First Hour: A Setup Checklist

Installation & Server Setup

10

• System Requirements
• Automated Installation with install.sh
• Manual Installation
• The .env File Explained
• Web Server, SSL and HTTPS
• Queue Workers, Horizon and the Scheduler
• Licensing and Activation
• Backing Up and Restoring
• Installation Troubleshooting
• Updating RackHelm

Integrations: Control Panels

11

• How Integrations Work in RackHelm
• Adding a Control Panel Connection
• cPanel / WHM
• Plesk
• DirectAdmin
• CyberPanel
• ISPmanager
• Enhance
• Pterodactyl
• GameCP

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Integrations: Custom API

8

• What the Custom API Integration Is
• Creating a Custom API Integration
• Custom API Endpoints
• Template Variables and Data Exposure
• Request Signing and Security
• Service Fields and the Customer’s Service Page
• The Deliveries Log
• Worked Example: A Licence Key API

Integrations: Domains & SSL

12

• How Domain Registration Works in RackHelm
• Importing TLD Pricing from eNom
• Importing Existing Domains from a Registrar
• Selling Domains Through eNom
• Selling Domains Through NameSilo
• Selling Domains Through Namecheap
• Selling .uk Domains Through Nominet
• Selling Domains Through OpenSRS
• Selling Domains Through Realtime Register
• Managing Your Domain

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Orders & Provisioning

9

• The Order Lifecycle
• Viewing and Managing Orders
• Creating an Order for a Client
• Active Packages
• How Automatic Provisioning Works
• The Pending Provisioning Queue
• Suspending, Unsuspending and Terminating a Service
• Order Cancellations
• The Queue Monitor and Horizon

Products & Catalogue

9

• Product Groups
• Creating and Editing a Product
• Billing Cycles
• Product Add-ons
• Custom Fields
• Configurable Options
• Coupons and Discounts
• Site Builder Templates
• Worked Example: Build a Shared-Hosting Product

Support Desk

11

• How the Helpdesk Works
• The Ticket Queue and Status Board
• Working a Ticket
• Support Departments
• Canned Replies
• Email Routing and IMAP Piping
• The Spam Filter
• Ticket Settings
• Ticket Attachments
• Guest Tickets and the Contact Form

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System Administration

16

• Company Settings: General & System
• Mail Settings and the Email Log
• Transactional Email and Templates
• Theme and Branding
• Security Settings: Fraud, CAPTCHA, MFA and Passwords
• The Content Security Policy
• Audit Logs
• System Schedules and the Scheduler
• Admin Notifications
• The Admin Dashboard

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