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AppsBuilder Reseller Program Getting started with AppsBuilder white-label platform

Transcript of AppsBuilder Reseller Programcdn.apps-builder.com › static ›...

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AppsBuilder Reseller Program

Getting started with AppsBuilder white-label platform

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Table of Contents

Introduction 3

1 - Getting Started 4

1.1 - Access page 4

1.2 - Dashboard/App List 5

1.3 - Initial personalisation 7

1.4 - Hosting parameter and CNAME configuration of DNS 8

2 - Features 10

2.1 - Branding and personalisation 11

2.2 - App List 18

2.3 - Authorization management 20

3 - FAQ/Troubleshooting 29

4 - Contacts 33

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Introduction

Dear Client,

Welcome aboard! As you already know, the White Label solution

was designed to meet the needs of our most demanding clients by

offering specific functionalities that will allow your business to

grow as quickly as possible in the App world.

This manual will get you off the ground in a few simple steps,

making the most of all of AppsBuilder White Label platform

functionalities.

The system has a lot in common with AppsBuilder standard, and

so the App creation process, for the most part, is one that you'll

already be familiar with. The Apps that you've already made have

not been lost! The transition process is automatic and transparent,

everything will be exactly how you left it. And besides, even if your

site cannot be reached, all apps are available at www.apps-

builder.com which can be accessed with your username and

password.

All feedback is greatly appreciated, so for any questions, quries or

comments, reach out to us at our Support Forum.

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1. Getting Started

The AppsBuilder White Label platform comes from the backbone of

the sytem that you already know and as a result many operations

will be largely similar and familiar to what you've done to date.

Nevertheless, there are some important changes that you'll want

to keep in mind:

1. Access is automatic. The platform will open in place of the

AppsBuilder site even if you type in the address www.apps-

builder.com

2. Your AppsBuilder account is the platform's "super admin"

giving you total control of it. Choose a safe password!

3. You can create an unlimited number of apps as well as

users.

4. The White Label product only includes the app

management platform. Client support and payment systems

are not included.

1.1 Access Page

Your White Label platform's URL will be temporarily hosted on

AppsBuilder at the address chosen by you during the sign up stage

with the following format:

[http://yourcompanyname.cms.apps-builder.com]

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From the moment you start your 30 day trial period, you can open

your access page simply by typing in the following address

[http://www.apps-builder.com]. This is what you'll see:

Insert your username and password (the same ones that you

normally use on AppsBuilder) and click login. You can select your

preferred Language from the top right corner of the menu bar.

1.2 - Dashboard/App List

This is the main screen of the White Label platform: It's very similar

to the one that you're already familiar with, the main differences

being that there are no references of any kind to AppsBuilder

and a few buttons have been added.

For now, what you need to know is:

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the red/orange box shows the number of days left until

your next renewal

clicking on your username right above will open the

AppsBuilder site*

clicking on Upgrade CMS will take you straight to the

activation/renewal page of your White Label plan

clicking on Options on the left allows you to manage all

the technical aspects of the platform.

To proceed, click on Options.

*every link or reference to AppsBuilder is visible only to super admin and not to the

platforms other users.

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1.3 Initial personalisation

This panel allows you to manage all the main options of your

White Label platform. Except for the main host (in grey), you can

change any of the other settings any time you want.

The following entries are displayed (the most important ones are

in bold):

Host: This is the address that was chosen by you and is

your emergency access to the White Label platform

should you be unable to access you site for whatever

reason. It cannot be changed.

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Hosting: This is where you insert the address that you

want to access the platform from, the same one that

you've already configured in the CNAME parametres of

your DNS (more information on that in section 1.4)

Hosting 2: For now, leave this space empty. It only

needs to be set up if you have Beta access.

CMS Title: This is the name that you've chosen for your

service and that will appear on your homepage.

Powered by: You can use your imagination here,

although usually it's just the company name.

Email: This is the address that sends out all official

information to the platform's subscribers

(subscriptions, lost passwords, etc)

Once you click the Save button, your CMS will be ready to be

opened at the address chosen by you in the Hosting box, just like

it was a part of your actual website.

1.4 Hosting parameter and CNAME

configuration of DNS

By configuring a CNAME type record on the DNS, you can access

the White Label platform directly from your firm's website.

A CNAME records simply redirects the visitor from one URL to

another in a way that's both automatic and transparent.

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So if your site is [http://www.mysite.com], with a Record CNAME

configuration redirecting from the address cms.mysite.com to the

AppsBuilder site, you can provide access to the White Label

platform directly from the [http://cms.mysite.com] address

without www.apps-builder.com being displayed anywhere.

This is the process that you need to follow:

1. Open your site's DNS control panel

2. Add a CNAME record with your chosen name*

3. Set the redirect to cms.apps-builder.com

The end result will look like this:

In some cases (depending on panel configuration), you only need

to insert the desired key word, for example “cms” to get

“cms.mysite.com.”. In other cases, you’ll have to type it in full

“cms.mysite.com.” Don’t forget the full stop at the end.

*It’s fundamental that the CNAME address is the same one that was written in the

Hosting box from step 1.3, otherwise AppsBuilder will not recognize your password

and will not give access to the platform.

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2. Features

The AppsBuilder White Label platform has many characteristics in

common with the standard version such as:

A single process for your app development

Native apps creation, ready to be sent to the app store

Automatic and instantaneous sending of all updates

to all devices that have the app installed

A simplified interface that doesn’t require any

programming skills for app creation

Management of technological evolutions by

AppsBuilder (New platforms, new devices)

As well as all of this, the AppsBuilder White Label platform offers

specifically tailored instruments for business, specifically:

Branding and stylistic platform personalisation

A page with a list of the apps created with your account

(called App List)

User management and authorisation

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2.1 Branding and Personalization

By clicking on the Options menu on your Dashboard, you get to

the personalization menu, following on from what you already

started back at step 1.1.

The objective here is to personalize the White Label platform

using your brand’s colours and characteristics so that your

clients – having accessed the platform – feel like they’re still on

your website.

2.1.1 Graphics and Logos

Once you’ve clicked on Options, select Image which will open the

graphics page that you see in the in the picture below:

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In this section, you can select and insert your company’s graphics

and logos thereby personalising the White Label platform with your

brand.

The sections that can graphically personalised are:

The login page

The dashboard logo

The standard app icon

The feed icon

The Splash image (what you see when starting up a

native app)

There’s a 3-step process to follow and it’s the same one for all

sections:

1. Click on Change and “Upload” the desired image

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2. Select the image and click on “Insert” from the drop down

menu which opens when you click on the file name.

3. To finish, click on “Save changes” after having checked

that the logos are correctly placed in the menu:

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Dimensions and proportions will change based on where the

graphics are positioned. Here are the specifications:

The Login logo is the entire background of the access

page, and so a height of at least 400px is advised.

The page logo will be shown at the top left corner of the

CMS Title. Less than 40 px is advised with a transparent

background.

The Application Icon should have a square shape. Less

than 150 px per side is advised.

The Feed Icon has the same characteristics as the

Application icon.

The Splash Screen should have the dimensions and

characteristics of the most common devices, i.e. a ratio

of 9:16 between width and height.

It’s not strictly necessary to include as it can be set up

within each single app.

2.1.2 Personalisation of text and CSS

By c;icking on “Advanced Layout Menu”, you can further change the

platform’s setting by personalising the textual settings.

The customizable items are the following:

Terms of Service

Custom CSS

Footer

Favicon (favourite icon)

Clicking on each item will present a textfield to be filled in with the

exception of Favicon, for which the process is the same as in

section 2.1.1.

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Adjusting the CSS settings is only advised for specialist designers

as faulty or inaccurate settings can cause system malfunctions. The

platform automatically overwrites the CSS classes in this section.

2.1.3 Other options in the advanced menu

The Advanced menu offers four on/off switches for the following

options:

Enabling new client registration from the login interface:

by activating this option, all visitors can sign up to the

platform automatically.

App expiration date for setting up when the app expires

(more information below).

Use of AppsBuilder themes: this option allows the use of

standard themes already used by normal AppsBuilder

clients.

Autoslot: If disactivated, all Apps that have been created will

expire within 30 days unless the “upgrade” option is

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selected. If activated, all new apps created will expire at the

same time as the platform itself.

2.1.4 App Expiration

The App Expiry system, if activated as in section 2.1.3, allows the

setting of the App’s duration according to a pre-set parametre

(from 10 – 90 days) which disactivates the app when expired:

This function can be integrated with existing payment systems

through the GET or URI methods which can be set up through the

Advanced menu which has been looked at in section 2.1.3.

Activating this feature will add the following functionalities:

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An app expiry date for the apps in the list which can be seen

by Admin

An address to which the app’s ID will be sent and where

payment can be verified

A renewal button for the users’ account which can be seen

below:

Integration with external systems may require assistance from our

developers. Technical support can be found by on our Support

Forum.

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2.2 App List

The app list, or dashboard, is the main screen you see when you

login and contains all information necessary for the management

of your White Label account:

The structure is subdivided into three main parts:

1. The App list

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2. A Top Bar where you can select the language, open

the AppsBuilder site or renew your subscription.

3. A menu bar on the left which gives access to the

following items:

App list (main page)

Content Management

Form Management

Manage Users

Options

2.2.1 App Management

Each app in the list is shown divided into the following sections:

Icon and name

Date and time of App creation

Modify button

Upgrade button

Authorisation button (more on that in the next section)

Promote promote

Clone button

Delete button

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The Upgrade button includes the App in the White Label plan.

Currently, this function is automatically activated for all new clients

in possession of the new Business Toolkit as well as existing clients

who request the new plan.

The Modify button opens the tool for the creation and

modification of apps which is basically the same interface as

AppsBuilder standard and as such, the creation process goes back

to being the standard one.

The Permission button will activate/disactivate the users who can

access and modify the app (more on this in section 2.3).

The Promote, Clone and Delete buttons have the same functions

as in AppsBuilder standard, publishing apps in the store as well as

management of the promotion, cloning or deleting. (Warning: This

process is irreversible!)

2.3 Authorisation Management

One of the special characteristics of the White Label platform

is authorisation management. By that, we mean the ability to:

Create or delete users with access to the platform

Setting up usernames, passwords and general information

Setting up authorisation of what can be done and on what

app

This function is also made automatic so that a user can register

directly from the login page, as long as the option has been

activated, as explained in section 2.1.3.

Authorisation management is done through two main interfaces:

The Manage Users menu in the main page

The Permission button on each individual app.

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2.3.1 Manage Users

On this page, you can add users manually through the Add User

button while at the same time seeing those who have been

automatically registered from the login page.

The information to be filled in is the following:

Once added, a list will appear similar to the app list with the

following options:

The Username chosen during registration

The users’ membership groups

Authorization to create new apps

Authorization to create new content feeds

Modify button

Button for appointing other “Super-users”

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Button for changing the password

Button for cloning or deleting users

You can also manually add users on this page by using the “Add

User” button and at the same time see the list of users already

registered automatically from the login page.

2.3.2 Membership groups

All users will belong to three distinct groups:

User

Super-user

Admin

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A simple User can create new apps and feeds or (if not enabled)

simply manage already existing content.

A Super-user, in addition to what a normal user can do, can also

manage the user groups that have been assigned to him/her. A

typical example would be that of a business and its clients where

the business (Admin) adds its clients as Super-users. From this

point on the Super-users can create and manage other Users

which would have the roles of content management,

maintenence, communications etc.

An Admin user, in addiction to what has already been listed, can

also manage the White Label platform settings with the same

authorisation as the White Label owner.

To make a “User” a “Super-user”, you just have to click the Assign

button and select the user from the drop down menu.

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2.3.3 Feed Management Authorization

All users created can only see and modify the feeds for which

they have been authorised.

Each feed, just like for the standard AppsBuilder platform, is an

information container (photos, videos, articles and news) that can

be recalled and inserted in any app.

This is a very useful function as certain users can only modify

feeds (for example, news or latest offers) without modifying or

accessing the app.

Management has been simplified into a simple 3-step process:

1. Open the Content Management section from the

menu on the left

2. Select the feeds that you wish other users to be

able to manage

3. Click the User Authorisation settings button and

select the users that you wish to allow access to

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A “Superuser” can assign feeds to other “users” just as “Admin”

can, as long as these feeds have been created by the “Superuser”

or assigned to his group.

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2.3.4 App management permission

Just like with the feeds, you can decide which users can

access and modify which apps.

To access this functionality, open the app list and click the

Authorisation button.

Authorisation is activated through green or red switches which

are linked to the follwoing activities:

Graphics

Content management

Settings

Promotions

Statistics

Push notification

App deletion

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In the example shown, the user “Superboss” (member of the

Super-users group) has complete management authorisation

while the user “Contentmanager1” can only access statistics and

Push Notification.

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Contentmanager1’s screen will look like this:

Any attempt to open the other sections will bring the user back to

the app list as authorisation has not been granted.

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3. FAQ/Troubleshooting

3.1 I can’t access my site from my platform.

What should I do?

There could be one of two problems:

1. You CNAME is configured incorrectly

2. Your subscription has expired

To check your CNAME, open the site and insert your username

and password. If you can’t remember your user name and/or

password, click on Forget Your Password.

Once logged in, your login page should open with the emergency

address that you selected when activating your White Label plan.

Then, open the options page and check, as explained in section

1.3 and 1.4, that everything has been configured correctly.

If your subscription has expired, go to the website and reactivate

your White Label plan. Check that everything is in order in your

paypal account by using the following guide.

3.2 I forgot my Super-admin password. What

should I do?

Go to AppsBuilder website and select “Forgot Your Password?”

from the Login menu.

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3.3 I deleted my app by mistake. How can I

get it back?

You can get your app back by opening a ticket on our Support

Forum within 30 days from the cancellation.

3.4 I deleted a user by mistake, how can I get

him/her back?

This action is irreversible and the only option you have is to

recreate him/her from scratch.

If you want to delete a user, we would advise changing the

username and password, rather than deleting the account. That

way, you can maintain all settings for the user in question.

This is even more important if you have to remove a Super-user,

as you would lose all settings for all users assigned to him/her!

3.5 I created my app but it doesn’t work on

my device or all I see is a white screen.

Check that your subscription has not expired (red/orange box in

section 1.2) and that your apps have been saved (“Save” button in

blue at the top right hand side of the screen).

Also check that the Upgrade “+” button on your dashboard is

visible as explained in section 2.2.1.

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If the problem persists, check that it runs inside the “AppsBuilder”

demo app available at respective app stores.

Once you’ve entered your account username and password, this

app will allow you to run down the list of your apps, as if they

were installed.

If the problem persists, write down you app ID and contact our

Support team and we’ll find out what’s wrong.

3.6 I want to create a user just to update

news. What’s the correct configuration?

The settings are:

1. Disactivate the create app and feed as explained in

section 2.3.1

2. Set up writing authorisation on feed only (which can be

modified) as explained in section 2.3.3.

3. For Authorisation access management for the app, see

section 2.3.4.

3.7 How do I manage client support and

payment?

This feature is not included in the White Label platform but you

can integrate your payment system and client support using the

AppsBuilder API at the following address and activating the expiry

date function as explained in section 2.1.4.

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3.8 What happens to my app if I don’t renew

my subscription?

If the subscription is not renewed, you’ll just see a blank white

screen. Be careful though, just because you stop using

AppsBuilder doesn’t mean that the apps will be removed from

app stores. You’ll have to manually disactivate them on App

Store, Google Play Market, Windows Mobile Marketplace etc.