About this Section

Use this to get an overview of all of the content in References and Guides.

Getting Started

This section is designed to provide an overview of Leap Plaza and introduce the basics of navigation.

• Using this Documentation
• Getting Help
• About Leap Plaza
• About Navigation
• Passwords and Logins
• Browser Troubleshooting

Catalog Management

This section is designed to teach you about the fundamentals of Catalog Management.

• Managing Components — This section provides an introduction to components.
  • View Component List
  • Add a Component
  • Edit a Component
  • Copy a Component
  • Delete a Component
  • Retire a Component
• Managing Packages — This section provides an overview of packages and their management.
  • View Package List
  • Add a Package
    • The Content Tab
    • The Components Tab
    • The Pricing Tab
    • The Store Tab
    • The Processing Tab
  • Edit a Package
  • Preview a Package
  • Publish a Package
  • Promoting a Package
  • View Package Sales
  • Copy a Package
  • Remove a Package
  • Delete a Package
• Catalog Categories

Requests and Orders

This section provides an overview of support request and order management.

• Adding Comments
• Support Request Management — This section provides an overview of support request management.
  • Support Request Details
  • Updating Support Request Status
  • Cancelling a Support Request
  • Support Categories
• Unread Comments
• Order Management — This section provides an overview of package and component order management.
  • Package Order Details
  • Updating Order Request Status
  • Package Order States
  • Payment Pending Orders
  • How Quotes Work
  • Cancelling an Unsuccessful Order
  • Cancelling an Order
• Filtering Requests
• Viewing Customer Requests
• Assigning Requests
• Request Notifications
• Using Categories

Customer Management

This section is all about managing your customers.

• Managing Customers
• Adding a Customer
• Finding a Customer
• Raising a Customer Request
• Adding a Customer Account Comment
• Activating a Pending Customer
• Purchasing a Package for a Customer
• Changing Customer Password
• Disabling a Customer Login
• Closing a Customer Account
• Suspending a Customer Account
• Adding Customer Fields
• Consumer Management — This section describes how to associate consumers with a customer's account and administer the details and permissions of those consumers.
  • Adding a Consumer
  • Deleting a Consumer
  • Disabling a Consumer Login
• Cancelling a Subscription

Billing and Finance

This section provides information about the Leap Plaza billing cycle, aged debt, payments and adjustments.

• Package Order Billing
• Payment Notifications
• Payments and Adjustments
  • Making a Credit Adjustment
  • Making a Debit Adjustment
  • Record Offline Payment
  • Record Online Payment
• The Plaza Billing Cycle
• Viewing Customer Statement History
• Viewing Customer Transactions

Property Management

This section is designed to provide an overview of property management.

• Adding a Property
• Finding a Property
• Associating Customers with Properties
• Removing Customers from Properties
• Archiving a Property

Auditing and Reports

This section is designed to teach you about the different reports generated from Leap Plaza.

• Reporting Overview
• Reporting Dashboard
• Accounts Overdue
• Accounts Over Threshold
• Accounts Overdue Report
• All Purchases Report
• Customer Satisfaction Report
• Daily Purchases Report
• Reconciliation Report
• Support Requests Report
• Supplier Dispersals Report
• Audit Logging
• Account Usage and Plan Limits

Agents and Permissions

This section provides you with information about managing agents. Agents, or operators, are administrative/support users who access the Operator Portal to manage the customer relationship.

• Adding a New Agent
• Agent Permissions
• Agent Plan Limits
• Change Your Agent Password
• Deleting an Agent
• Disabling Agent Login
• Editing an Agent
• List All Agents

System Settings

This section is designed to get your new Leap Plaza instance up and running.

• Adding Business Details
• Adding General Settings
• Adding Popular Links
• Adding Privacy Policy
• Adding Terms and Conditions
• Editing Portal Theme
• Setting up Email Notifications
• Setting up Sales Tax
• Adding Suppliers
• Adding External Systems
• System Generated Emails
  • Agent Emails
  • Customer Emails
  • Email Configuration

Frequently Asked Questions

Some answers to high-level questions about the Leap Plaza.

Sitemap

Use this to get an overview of all of the content in References and Guides.