New Owner Configuration

Owned by Mahnoor Khan (Deactivated)
Last updated: Sept 24, 2021 by Greg Walsh
3 min read

Summary

This article details the how to configure a new branded owner in EngageIP. It assumes that no owner settings are being propagated from another branded owner which is already configured.

If you have not already created a branded owner, reference Configuring Branded and Unbranded Owners and then proceed to perform the configuration steps laid out in this article.

Minimum Configuration Requirements

EngageIP requires the following to be present and configured (these can be found on the setup tab):

  • Packages and Services

  • Credit Rating - configured with an entry titled 'Default'. There is no need to have rules at this point

  • Ticketing System - Basic ticket groups, categories, statuses

  • Email Settings - A mail server is required to be setup in order to send emails within the system

  • Bill Group - one called Default is the minimum required

    • Invoice Template - a template should be setup, company name changed as needed for this owner in the template and it should be assigned to the bill group

  • Bill run - this is to be setup last according to your requirements for the bill run

  • Card Types and Card Processors - for processing credit cards manually or during the bill run

  • Tax Rates and Tax Codes - rates are added to tax codes and you will need at least one taxcode defined and completed if the system is to apply taxes

  • Countries - contained within are states, countries and cities that need to be defined, at minimum the city with which your company operates within

Configuration Steps

Steps to configure a branded owner:

  1. Log in to system

  2. Click 'Setup Tab' on top right corner. The setup tab houses all the configuration locations for email, ticketing system, packages and services etc.
    1. Add Countries (add countries and states as needed)
    2. Configure email settings by clicking 'Email Settings' link. This represents your outgoing mail server
    configuration (SMTP). Detail in Email Settings Configuration
    3. Configure your ticketing system. You'll want to set up ticket groups, ticket categories and so on,
    detailed here: Ticket Overview & Emailing Definitions
    4. Configure your credit card processor and associated card types, detailed here are the compatible
    gateways and config: Credit Card Payment Processing Using iBIZ
    5. Configure your tax rates and then your tax codes as required, Configuring Taxes and Applying Them to Accounts and Services
    6. Configure your bill groups, detailed here: Bill Group Configuration
    a. Invoice Template - a template should be setup, company name changed as needed for this owner
    in the template and it should be assigned to the bill group
    7. Configure a bill run, detailed here: How to Setup and Run Billing
    8. Configure credit rating if needed, detailed here: How to Configure Credit Ratings and Payment Terms
    9. Add packages and services. A walkthrough of setting up  service and package can be found.
    here: Setting up Packages and Services

    1. Setup Services

    2. Setup Packages

    3. Add the services to packages

    4. Add any components such as discounts or contacts to the newly setup Packages. Options available are listed here: Package & Overview Components Listing

  3. At this point, your base configuration is complete and you can proceed to adding your first customer account and adding a package to that account to start billing. Detail on adding an account and packages can be found here: Adding Accounts and Sub Accounts & Managing Packages – Adding / Updating / Canceling