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Tenant User Guide (Admin + Storefront) — Full Site Workflow

Generated: 2026-04-08

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Tenant User Guide (Admin + Storefront) — Full Site Workflow

This is the complete tenant-side guide: everything a store owner/team member needs to operate the store (admin panel + storefront) from setup to daily operations.

Who this guide is for

How to use this guide

0) Quick start (first day checklist)

  1. Login to /admin
  2. Go to Settings → Company and confirm store name, email, phone, address
  3. Go to Settings → Branding and upload logo + favicon; set storefront primary color
  4. Go to Settings → Domain and confirm your primary storefront URL (subdomain/custom domain)
  5. Go to Settings → Payments and enable at least one payment method (COD is common)
  6. Go to Settings → Shipping and set delivery zones/rates
  7. Add your first Products and Collections
  8. Test an order end-to-end (place a test order, confirm, mark delivered)

1) Access, login, and roles

1.1 Login

1.2 Staff & permissions

Use Staff to:

If a staff member can’t see a menu item, it’s usually a permission issue.

1.3 Company switching (multi-store users)

If you belong to multiple stores, use the company switcher (top-left in admin sidebar) to switch which store you are managing.

2) Admin navigation overview (what’s where)

Main areas (left sidebar):

3) Settings (most important section)

Settings are grouped. Use them in this order:

3.1 Company

Configure:

3.2 Branding

Configure:

3.3 Homepage & banner

Configure:

3.4 Site preferences

Configure:

3.5 Domain

Use this to:

Domain setup workflow (custom domain)

  1. Open Settings → Domain
  2. Add your custom domain (example: store.com)
  3. Configure DNS (your domain provider):
    • Recommended: CNAME www → your default subdomain (shown in Domain page)
    • Or A record to the platform edge IPs (only if instructed by support)
  4. Wait for DNS to propagate (often 5–60 minutes; sometimes longer)
  5. Back in Domain settings, click Verify / Connect
  6. When SSL is ready, set the custom domain as Primary

If verification fails, it’s almost always:

3.6 Shipping

Use this to:

Shipping configuration (recommended pattern)

3.7 Tax

Use this to:

3.8 Invoice

Use this to:

3.9 Payments

Use this to:

Payment setup checklist

3.10 Email & SMS delivery (Notifications)

Use this to:

Notifications that matter most

3.11 WhatsApp / Facebook

Use this to:

3.12 Social login

Use this to:

3.13 SEO & Sitemap

Use this to:

3.14 Easy checkout

Use this to:

3.15 Captcha & security

Use this to:

3.16 Performance

Use this to:

3.17 Fraud prevention

Use this to:

3A) Settings — full breakdown (what each page contains)

This section is the “missing” part: it lists the actual options inside each Settings page so tenant users can follow step-by-step.

Company (Business profile + Region)

Branding

Homepage & banner

Site preferences

Domain

Shipping

Tax

Invoice

Payments

Order emails

WhatsApp chat

Facebook & Messenger

Social login

SEO & sitemap

Easy checkout

Captcha & security

Performance

Fraud prevention

4) Products (catalog management)

4.1 Create a product

Go to Products → All products → Create and fill:

4.2 Product photos (best practice)

4.2 Stock management

Use Products → (product) → Manage stock to:

4.3 Import/export

If available:

4.4 SEO basics for products

5) Collections / categories

Use Collections to group products for storefront navigation:

6) Orders (daily operations)

6.1 Order lifecycle (typical)

  1. Customer places order (storefront)
  2. Staff reviews details in Orders
  3. Confirm the order (or cancel)
  4. Update delivery status (shipped/delivered)
  5. Share invoice/challan if needed

6.2 Operational SOP: “new order” handling

  1. Open the order
  2. Verify customer phone + address
  3. Check stock availability
  4. Confirm the order
  5. Pack and hand off to courier
  6. Update delivery status and notes

6.2 Abandoned carts

Use Orders → Abandoned carts to:

6.3 Export orders

Use Orders → Export to download XLSX (rate-limited).

6.4 Refunds / cancellations (tenant workflow)

If you need to cancel:

7) Customers

Use Customers to:

8) Discounts, coupons, and referrals (Marketing)

8.1 Discounts (Coupons)

Use Discounts to:

8.2 Referrals

If enabled:

8.3 Automations

If enabled:

9) Content: Pages, Menus, Media

9.1 Pages (CMS)

Use Pages to create:

9.2 Menus

Use Menus to control:

9.3 Media

Upload and manage:

10) Theme editor (storefront design)

Use Theme editor to:

Recommended workflow:

  1. Make changes in theme editor
  2. Preview
  3. Publish

11) Integrations (tracking and catalogs)

From Settings → Integrations (routes):

Use these to:

11.1 Common integration checklist

12) POS (if your plan includes it)

Use POS to:

13) Storefront basics (what customers see)

Key storefront pages:

Customer checkout success depends on:

14) Troubleshooting (tenant-friendly)

14.1 “Customers can’t place orders”

Check:

14.4 “Custom domain not working”

Check:

14.2 “Storefront looks wrong”

Check:

14.3 “Staff can’t access a module”

Check:

15) What success looks like (operational)

Appendix A) Glossary