Set up your account
After your Cleverbridge account is created, prepare the account settings, team access, payout information, and operational policies you need before configuring your storefront and starting to sell.
Some settings are managed in the Cleverbridge platform, while others remain available in Commerce Assistant (CA).
Before you begin
Make sure that you have received your Cleverbridge account credentials.
To access settings that are managed in CA, download Commerce Assistant and sign in with your Cleverbridge credentials.
Complete the account setup
Configure your account details
In CA, go to Setup > Account Setup to enter your contact information, localization preferences, and protection seeds.
For a description of the available settings, see Account setup.
Add users and assign access
Add the people who need to configure products, storefronts, integrations, reporting, or other business settings.
In the Cleverbridge platform, go to Settings > Users. From there, you can add and manage users and assign the appropriate user privileges.
Administrators can also manage users in CA under Setup > Users. For details, see Users.
For larger teams, you can configure Single Sign-On (SSO) to manage access through your corporate identity provider.
Provide your payout information
Send Cleverbridge the banking details and preferred payout currency required to transfer your revenue.
The required information depends on the country in which your company is registered. See Manage banking details.
Define your client policies
Client policies define the guidelines that Cleverbridge Customer Support follows when assisting your customers.
The Client Experience team will guide you through this process and provide a form for documenting your preferences.
Explore this section
Manage users
In SCM, you can manage users within your account through the Settings > Users menu.
Manage banking details
Cleverbridge uses your payout information to transfer revenue from processed transactions to your designated bank account.