After completing the setup wizard, you’ll be directed to the Admin Dashboard—your main hub for managing all aspects of CloudOnex Business Suite.
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Before diving into daily operations, take a few minutes to configure key settings to make sure it aligns with your business settings.
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General Settings
- Navigate to Settings > General Settings to review and update core business details.
- Confirm or adjust your business name, logo and other general settings.
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Email Configuration
- Set up email to allow notifications and automated communications.
- Go to Settings > Email Settings and enter your SMTP details, ensuring your suite can send emails directly to customers and team members.
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Payment Gateway Integration
- To enable online payments, go to Settings > Payment Gateways.
- Choose your preferred gateway (options include PayPal, Stripe, etc.) and enter the necessary credentials.
- Save your settings, allowing you to process transactions seamlessly within the suite.
Set up your team to ensure secure access and role-specific permissions across CloudOnex.
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Add New Users
- Go to Settings > Staff and then Add New User fill out user details for each team member you want to add.
- Assign each user a role based on their job function, such as Admin, Manager, or Staff.
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Define Permissions
- Tailor permissions for each role under Settings > Roles.
- Use this section to control access levels to modules, data visibility, and actions each role can perform, ensuring your team has appropriate access.