Set up your account

After you've received your Cleverbridge client account details, do the following:

1. Log in to our desktop tool, Commerce Assistant (CA), using your Cleverbridge credentials.

   note

   If you haven't downloaded the CA yet, go to Download Commerce Assistant.

2. In the main menu, click Setup > Account Setup.

3. Enter your contact information, localization preferences, and protection seeds. For more information, see Account setup.

4. Click Save.

5. In the main menu, click Setup > Users.

6. Set up credentials and privileges for any individuals (users) who will have access to the account. For more information, see Users.

7. Click Save.

8. 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

note

The USA details are only possible in combination with the ACH payment method.

Client Policy Checklist

Client policies outline your company’s policies and procedures that will be implemented by Cleverbridge Customer Support. Fill out the Client Policy Checklist Form and return it to Cleverbridge Client Experience. By filling out this form, you provide us with detailed guidance on how to best serve your customers.

You are ready to start setting up your online shop.

Did you find this doc useful?