Set up your account
After you've received your Cleverbridge client account details, do the following:
-
Log in to our desktop tool, Commerce Assistant (CA), using your Cleverbridge credentials.
noteIf you haven't downloaded the CA yet, go to Download Commerce Assistant.
-
In the main menu, click Setup > Account Setup.
-
Enter your contact information, localization preferences, and protection seeds. For more information, see Account setup.
-
Click Save.
-
In the main menu, click Setup > Users.
-
Set up credentials and privileges for any individuals (users) who will have access to the account. For more information, see Users.
-
Click Save.
-
Send the following information directly to the Cleverbridge team
Checkout configuration design
Before you begin using the cart, work with Cleverbridge Client Experience to develop your checkout process. Cleverbridge customizes the design of your checkout configuration to match your website. Client Experience will help you decide which templates and cart style options are right for your business.
Contact Client Experience with the following information:
- Your website URL
- If your website isn’t online yet, access information for your finalized, pre-launch version
- The date you plan on going live with Cleverbridge
For an overview of the Cleverbridge storefront integration options, see Brand Your Checkout Process.
Payout information
Send your payout information, including payout currency, to Client Payments. The payout information that we require varies according to your company's country of residence. To determine which information to provide, see the following table:
| Germany | EU Countries | USA | Rest of World |
|---|---|---|---|
| Account number | Account number | ||
| Account holder | Account holder | Account holder | |
| Bank routing number | |||
| Name of bank | Name of bank | Name of bank | Name of bank |
| BIC/Swift | BIC/Swift | BIC/Swift | |
| IBAN | IBAN |
The USA details are only possible in combination with the ACH payment method.
Client Policy Checklist
Client policies define your company’s specific guidelines and procedures that will be implemented by Cleverbridge Customer Support. Our Client Experience team will guide you through the setup process and provide a dedicated form to capture your preferences.