Table of Contents

White Label User Guide How To Log in to the Platform White Label Sections of White Labeling Site Identity Support Email Sign Up Button URL Back button link Terms and Services Link Signup Button Appearance Back Button Appearance Appearance External Biling Stripe Settings Product Settings Mail Server Settings GMB Connection Credentials Admin Dashboard / All Users Page View All Users Page Buttons View All Users Button Add New User Button View All Non-GMB User View All Subscribed Non-GMB User View All Users with Key Access View All Users List and Details View All Users Actionable Icons/Buttons View Icon Edit Icon Lock Icon Trash Icon Add New User Incomplete Signups Incomplete Signups List and Details Incomplete Signups Actionable Buttons View Icon Edit Icon Lock Icon Trash Icon Subscribes Subscribes List and Details Subscribes Actionable Buttons Cancel Subscription Button View Icon Edit Icon Subscribes Cancel Subscribes Cancel List and Details Subscribes Cancel Actionable Buttons Resume Subscription Button View Icon Edit Icon Support Filtering and Sorting Filtering Sorting Support Ticket List and Details Viewing the Tickets Locations Locations List and Details Locations Actionable Button View Icon Email Templates Creating A New Email Template Email Templates List and Details Email Templates Actionable Buttons Edit Button Delete Button Coupon Codes Adding Coupon Codes Add Batch Coupon Codes Coupon Codes List and Details Coupon Codes Actionable Buttons Edit Icon Button Delete Icon Button Roles Add a Role Section 1: Create Role and Permissions Section 2 Locations Permissions Roles List and Details Roles Actionable Buttons Edit Button Delete Button Roles Bundles Adding a Bundle Bundle List and Details Bundle Actionable Buttons Edit Button Delete Button Product Bundles Add Bundle Product Product Bundle List and Details Product Bundle Actionable Buttons Edit Button Delete Button

White Label User Guide

This document serves as a user guide for the White Label and Admin-user interface of the
Simply Be Found Marketing Platform.

Kindly note that the location information listed and used in this guide is for the purpose of creating a sample representation only and not reflective of any factual company information.

How to Log in to the Platform

Open your browser and in the URL box, type in the URL that was setup for your login and press enter.  

The login page will load on your screen. Please fill in the boxes with your registered email address and password. 

How Toi Login

White Label

Once you are logged in, the page that will populate is your Dashboard. It would look like the image below. This is your Admin home page. 

White Label Main Image
To White Label the Platform, Select the “Settings” Button at the left side panel From the Actions Settings dropdown, select Business Settings.
Business Settings
Once Business Settings button is clicked, it will load the page where you can add your branding.

Sections of White Labelling

  1. Site Identity 
  2. Support Email 
  3. Sign Up button URL
  4. Back Button Link
  5. Terms and Services Link
  6. Sign Up button Appearance 
  7. Back button Appearance 
  8. Appearance 
  9. External billing 
  10. Stripe Settings  
  11. Product Settings 
  12. Mail Server settings 
  13. GMB Connection Credentials 

Site Identity

The Site Identity is where you will upload the Site Logo and Site Icon. Then, input the Site Title, and Tagline 

Site Identity

Support Email

Support Email section is the field where you can add your support email should you have your own support email system.

Support Email

Sign Up Button URL

If you have a signup button, this is the field where you will put on the URL for the signup button
Sign up button url

Terms and Services Link

This is where the link will be added for the terms and services
Terms and Services

Signup Button Appearance

In the Signup button appearance section, you may set your brand colors and add the following specifications to your brand appearance: 

Sign Up Button

Back Button Appearance

You may also set your brand colors for the back button with the following specifications:

Back Button Appearance

Appearance

In the appearance section, you may set your brand colors. You may add the following specifications to your brand appearance:

Appearance

At the bottom of this section, there is a button to “Reset Colors Back to Defaults” in case you want to start from scratch on the branding colors.

External Billing

This section gives you the option to enable and disable billing.

External Billing

Stripe Settings

To link and set up your Stripe Account to the platform, fill in the required information on the Stripe Settings form.

Stripe Settings

The following information is needed:

  • Live Stripe Key
  • Live Stripe Secret
  • Test Mode Dropdown – To enable or disable
  • Test Stripe Key
  • Test Stripe Secret

Product Settings

On the Products Settings section, you may add your product information.

Product Settings

Fill in the following information in their respective text boxes: 

  • Stripe Plan ID 
  • Product Name 
  • Product Title 
  • Product Subscription – Choose if it is Monthly or Yearly Plan 
  • Price 
  • Status – Set if it is Active or Inactive 

Mail Server Settings

To link and set up your own mail server, fill in the required information on the Mail Server Settings form. 

The following information is needed: 

  • From Name 
  • From Address 
  • Protocol 
  • Host 
  • Port Number 
  • User Name 
  • Password 

 

Double check your entries to make sure they are correct. After all the sections have been filled and completed, select the “Submit” button at the bottom of the page to save your entries.  

Your White Label Settings will then reflect on the platform.  

GMB Connection Credentials

You may add your GMB information on the GMB Connection Credentials
GMB Connection Credentials
Double check your entries to make sure they are correct. After all the sections have been filled and completed, select the “Submit” button at the bottom of the page to save your entries
Your White Label Settings will then reflect on the platform.

Admin Dashboard / All Users Page

View All Users

Once you are logged in, the page that will populate is your Dashboard. It would look like the image below. This is your Admin home page. 

Admin Dashboard

Your main dashboard is the view of all the users registered under your admin account, it will have the list of the users and the following buttons that serves as the page filter at the top: 

  • View All Users 
  • Add New User 
  • View All Non-GMB User 
  • View All Subscribed Non-GMB User 
  • View All Users with Key Access 
  • View All View Pricing 

View All Users Page Buttons

Below are the buttons that are on the “View All Users” page.  

View All Buttons

View All Users Button

View All Users Button

When the “View All Users” button is selected, the page loads to the same main view when you first accessed it.

Add New User Button

Add New User Button

When the “Add New User” button is selected, it will load the page to “Create New User” Form. It would look like the example image below.  

New User Form

To create a new user, the form must be filled in with the following information: 

  • Username – assign a username to this new user 
  • First Name – Input the new user’s first name  
  • Last Name – Input the new user’s last name 
  • Email Address – Input the new user’s email address  
  • Company Name – Input the new user’s company name  
  • Role – Choose the proper role for the new user from the dropdown menu 
Role
  • Bundle – Assign which Bundle that locations for that user will default too. 
  • Password – Assign a password for the new user  
  • Confirm Password – Re-type and confirm the new user’s password.

 

Once all the text boxes have been filled in, select “Register” to save your input and create a new user. 

View All Non-GMB User

Non GMB

When the “View All Non-GMB Users” button is selected, it will load a list of users whose assigned locations/business is not registered or members of Google My Business. 

View All Subscribed Non-GMB User

View Non GMB

When the “View All Subscribed Non-GMB Users” button is selected, it will list of users whose assigned locations/business that are your members, but not registered or members of Google My Business.

View All Users with Key Access

Users Key Access

When the “View All Users with Key Access” button is selected, it will load a list of users that has key access.

View All Users List and Details

When the “View All Users with Key Access” button is selected, it will load a list of users that has key access.

User List

The user’s list shows the following information of the user: 

  • ID Number  
  • Email – Email address used to register 
  • First Name – User’s first name 
  • Last Name – User’s last name  
  • Role – User role as defined when they were registered 
  • Company – Company that the user is affiliated to or assigned to  
  • Phone – Registered number of the user  
  • Plan – The current subscription plan of the user  
  • Last Login – Time when the user last logged in 
  • IP Address – To keep track and secure the account 
  • Actions – Actionable buttons  

View All Users Actionable Icons/Buttons

These buttons are at the final column of the User’s list. 

Action

View Icon

These buttons are at the final column of the User’s list. 

View Button

When the “View” icon is clicked, it will load the user details.  

User Details

The User Details will show the Next Billing, User Information, Billing Details and Addons.  

 There are two buttons in the User Details “Back” and “Impersonate”. 

Back button

Back Button

When you click the back button, the page will load back to the main View All Users view.  

Impersonate

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts etc., on the single-user platform of that specific location.  

Edit Icon

Edit Icon

When the “Edit” icon is clicked, the page will load to the “User Edit Form”.  

From this page you can update the following user information: 

  • Username 
  • First Name 
  • Last Name 
  • Email address 
  • Company Name 
  • Phone Number 
  • Role 
  • Allow Key Access 
  • GMB Location ID 
  • GMB Refresh Token 
  • Stripe Secret 
  • Information for Debugging Purposes  
User Edit Form

There are three buttons in the User Edit Form “Update”, “Impersonate” and “Cancel Subscription”. 

Update button

Update Button

If you want to update the user information, input the changes to the form and click the “Update” to save the changes.  

Impersonate Button

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts etc., on the single-user platform of that specific location.  

Cancel Subscription Button

Cancel Subscription

When you click the “Cancel Subscription” button, a confirmation prompt will pop-up at the top of the page. It would look like the example image below. This is a second step verification just in case the cancel subscription button is selected accidentally.  

Cancel Subs

Lock Icon

Lock Icon

When you click on the Lock Icon it will “Impersonate” it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts, etc., on the single-user platform of that specific location.  

Login in as Impersonate

To exit the impersonate view, select the “Exit” button at the top of the page. It will load back to the main “View All Users” Page. 

Trash Icon

Delete Button

When you click on the “Trash” icon, a confirmation prompt will pop-up at the top of the page. It would look like the example image below. This is a second step verification just in case the trash icon button is selected accidentally.

Trash Confirm

To exit the impersonate view, select the “Exit” button at the top of the page. It will load back to the main “View All Users” Page. 

Add New User

Add new user
On the User dropdown, click All User then select “Add New User”. This will immediately load the Create New User Form on your screen. It would look like the example image below.
create form add user

To create a new user, the form must be filled in with the following information: 

  • Username – assign a username to this new user 
  • First Name – Input the new user’s first name  
  • Last Name – Input the new user’s last name 
  • Email Address – Input the new user’s email address  
  • Company Name – Input the new user’s company name  
  • Role – Choose the proper role for the new user from the dropdown menu 
Role
  • Password – Assign a password for the new user  
  • Confirm Password – Re-type and confirm the new user’s password  

Once all the text boxes have been filled in, select “Register” to save your input and create a new user. 

Once all the text boxes have been filled in, select “Register” to save your input and create a new user.

Incomplete Signups

Incomplete Signups

On the left side panel, select “Incomplete Signups”. This will immediately load the Incomplete signups list on your screen. It would look like the example image below.  

Incomplete List

Incomplete Signups List and Details

Incomplete signups list will display the following information: 

  • ID Number 
  • Email 
  • First Name  
  • Last Name  
  • Role 
  • Company  
  • Phone 
  • Date Sign Up 
  • Actions Button 

Incomplete Signups Actionable Buttons

These buttons are at the final column of the Incomplete Signup’s list.  

Action

View Icon

View Button

When the “View” icon is clicked, it will load the user details.  

User Details

The User Details will show the Next Billing, User Information, Billing Details and Addons.  

There are two buttons in the User Details “Back” and “Impersonate”. 

Back button

Back Button

When you click the back button, the page will load back to the main View All Users view.  

Impersonate Button

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts etc., on the single-user platform of that specific location.  

Edit Icon

Edit Icon

When the “Edit” icon is clicked, the page will load to the page that has three tabs namely, “User Edit Form”, “Business Information” and “Business Hours”. 

User Edit Form Tab

When the User Edit Form tab is selected, you will see the same image as below. 

User Edit Form Modal

From this tab you can update the following user information: 

  • Username 
  • First Name 
  • Last Name 
  • Email address 
  • Company Name 
  • Phone Number 
  • Role 
  • Allow Key Access 

 

There are two buttons in the User Edit Form “Update” and “Impersonate”. 

Update button

Update Button

If you want to update the user information, input the changes to the form and click the “Update” to save the changes.  

Impersonate Button

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts, etc., on the single-user platform of that specific location.  

Lock Icon

Lock Icon

When you click on the Lock Icon it will “Impersonate” it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts, etc., on the single-user platform of that specific location.  

Login in as Impersonate

To exit the impersonate view, select the “Exit” button at the top of the page. It will load back to the main “View All Users” Page. 

Trash Icon

Trash

When you click on the “Trash” icon, a confirmation prompt will pop-up at the top of the page. It would look like the example image below. This is a second step verification just in case the trash icon button is selected accidentally. 

Delete Modal

To exit the impersonate view, select the “Exit” button at the top of the page. It will load back to the main “View All Users” Page. 

Subscribes

Subscribes

On the left side panel, select “Subscribes”. This will immediately load the Subscribers to Email list on your screen. It would look like the example image below.  

Subscribes List

These are all the subscribed users.  

Subscribes List and Details

From this page the following subscriber’s information is displayed: 

  • ID Number 
  • Email Address 
  • First Name  
  • Last Name 
  • Role 
  • Company  
  • Phone  
  • Last Login 
  • IP Address 
  • Status 
  • Actionable Buttons Column 

Subscribes Actionable Button

Cancel Subscription Button

Cancel Subscription

When you click the “Cancel Subscription” button, a confirmation prompt will pop-up at the top of the page. It would look like the example image below. This is a second step verification just in case the cancel subscription button is selected accidentally.  

Cancel Sub Modal

View Icon

View Button

When the “View” icon is clicked, it will load the user details.  

View Modal

The User Details will show the Next Billing, User Information, Billing Details and Addons.  

 

There are two buttons in the User Details “Back” and “Impersonate”. 

Back button

Back Button

When you click the back button, the page will load back to the main View All Users view.  

Impersonate Button

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts etc., on the single-user platform of that specific location.  

Edit Icon

Edit Icon

When the “Edit” icon is clicked, the page will load to the “User Edit Form”.  

From this page you can update the following user information: 

  • Username 
  • First Name 
  • Last Name 
  • Email address 
  • Company Name 
  • Phone Number 
  • Role 
  • Allow Key Access 
  • GMB Location ID 
  • GMB Refresh Token 
  • Stripe Secret 
  • Information for Debugging Purposes  
Edit Form Modal

There are three buttons in the User Edit Form “Update”, “Impersonate” and “Cancel Subscription”.

Update button

Update

If you want to update the user information, input the changes to the form and click the “Update” to save the changes.  

Impersonate Button

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts etc., on the single-user platform of that specific location.  

Cancel Subscription Button

Cancel Subscription

When you click the “Cancel Subscription” button, a confirmation prompt will pop-up at the top of the page. It would look like the example image below. This is a second step verification just in case the cancel subscription button is selected accidentally.  

Cancel Sub Modal

Subscribes Cancel

Subscribes Cancel

On the left side panel, select “Subscribes Cancel”. This will display the list of those who has canceled their email subscription. Please note Subscribers who canceled can be resubscribed via the “Resume Subscription” button all the way to the right. It would look like the example image below.  

Resume Subs

Subscribes Cancel List and Details

From this page the following subscriber’s information is displayed: 

  • ID Number 
  • Email Address 
  • First Name  
  • Last Name 
  • Role 
  • Company  
  • Phone  
  • Last Login 
  • IP Address 
  • Status 
  • Actionable Buttons Column

Subscribes Cancel Actionable Buttons

Resume Subscription Buttton

Resume Subs Button

When you click the “Resume Subscription” button, a confirmation prompt will pop-up at the top of the page. It would look like the example image below. This is a second step verification just in case the Resume subscription button is selected accidentally.

Resume

View Icon

View button

When the “View” icon is clicked, it will load the user details.  

User Details

The User Details will show the Next Billing, User Information, Billing Details and Addons.  

There are two buttons in the User Details “Back” and “Impersonate”. 

Business Info Tab

 

When the Business Info Tab is selected, you will see the same image as below.

Business Info Tab

From this tab you can update the following user information:

  • Company Name
  • Complete Address of the Business/Location
  • Phone Number
  • Fax Number
  • Profile Description
  • Google My Business Fields – from the dropdown select the business category and then you may select an additional category from the list of tick boxes provided as well.
  • Once you are done inputting the update, select the “Save” button to save changes.

Business Hours Tab

When the Business Hours Tab is selected, you will see the same image as below.  

Business Hours Tab

From this page, you may update the Business Hours of the location and Add Special Hours. This feature is particularly helpful when the business is celebrating an occasion or during holidays. It would help the customers understand your operating hours on specific days and occasions.

Once you are done updating the Regular Hours or adding Special Hours, click the “Save” button to save the changes.

Back button

Back Button

When you click the back button, the page will load back to the main View All Users view

Impersonate Button

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts etc., on the single-user platform of that specific location.  

Edit Icon

Edit Icon

When the “Edit” icon is clicked, the page will load to the page that has three tabs namely, “User Edit Form”, “Business Information” and “Business Hours”. 

User Edit Form Tab

When the User Edit Form tab is selected, you will see the same image as below.

User Edit Form Modal

From this tab you can update the following user information: 

  • Username 
  • First Name 
  • Last Name 
  • Email address 
  • Company Name 
  • Phone Number 
  • Role 
  • Allow Key Access 

 

There are two buttons in the User Edit Form “Update” and “Impersonate”. 

Update button

Update Button

If you want to update the user information, input the changes to the form and click the “Update” to save the changes.  

Impersonate Button

Impersonate

When you click the Impersonate button, it will load to the single-user platform that is linked to a specific business/location. This means you will be able to view all the information, scheduled items, media gallery, media posts, etc., on the single-user platform of that specific location.  

Support

Support

On the left side panel, select “Support”. This will display all the tickets recorded from all locations associated with the Admin User. It would look like the example image below.  

Ticket List

Filtering and Sorting

Filtering

Filtering

These are the options to filter the tickets by Ticket status or Ticket Priority: 

  • All Tickets 

  By Ticket status 

  • New 
  • Open 
  • Pending  
  • Closed 

By Ticket Priority 

  • Critical 
  • Urgent 
  • Normal 

Sorting

Sorting

There are 4 options to sort the tickets: 

  • Newest on Top 
  • Oldest on Top 
  • High – Low 
  • Low – High 

Support Ticket List and Details

Support List

The Support Ticket List shows all the Tickets created from all locations associated with the Admin User whether its status is New Action, In Progress,  Pending and Closed. Each ticket has a preview on the Ticket list. It shows the following information: 

  • Ticket subject/Ticket topic  
  • Ticket Number for reference 
  • The location  
  • Ticket Status – whether it is New, In Progress, Pending and Closed. 
  • Date of Creation 
  • Priority 

Viewing the Tickets

View Ticket

To view the ticket, select the ticket you want to view from the main Tickets List, and it will load the view of the tickets. As shown in the image above, The Tickets will display the conversation between the user and your support representative happens.  

On the pane, you can see the following information: 

  • Ticket Subject/Topic  
  • Ticket Number 
  • Ticket Status  
  • Ticket Creation Date and Time 
  • Priority 
  • The message exchange from the beginning to the most recent 
  • Option to add/upload an attachment to provide more information  
  • Text box 
  • Filter dropdown 
  • Sort dropdown 
  • Due Date field