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Getting Started with Your Hub

Getting Started with Your Hub

Applies To: [ Hub ] [ Basic Hub ]

Overview

This guide walks you through the essential first steps after receiving access to your Hub. By the end, your Hub will be configured with your business information, at least one product, a payment method, and a shipping provider — ready to accept orders.

Before You Begin

You will need:

  • Your admin login credentials

  • Your business name, address, and contact information

  • Your payment gateway credentials (Authorize.net, PayPal, Stripe, etc.)

  • Your shipping account credentials (UPS, FedEx, etc.) if using live rates

Step 1 — Log In to Your Admin Panel

  1. Navigate to admin.yourwebsiteaddress.com.

  2. Enter your username and password and click Login.

Step 2 — Add Your Company Information

  1. In the left navigation, go to Settings and click Company Information.

  2. Fill in your business name, address, phone number, and email address.

  3. Upload your logo under Settings > General > Upload Logo.

  4. Click Save.

Step 3 — Configure Your Website Settings

  1. Navigate to Settings > Website Configuration.

  2. Set your store name, tagline, and default currency.

  3. Review the contact and support email addresses and update them to your own.

  4. Click Save.

Step 4 — Set Up a Payment Method

  1. Navigate to Settings > Payment Processing.

  2. Select your payment gateway from the available options.

  3. Enter your gateway credentials and click Save.

  4. Place a test order using the Cash payment method to verify checkout is working before going live.

Step 5 — Configure Shipping

  1. Navigate to Shipping in the left navigation.

  2. Select your shipping provider and enter your account credentials.

  3. Configure shipping zones and rates, or enable live rate calculation if your carrier supports it.

  4. Click Save.

Step 6 — Add Your First Product

  1. Navigate to Catalog in the left navigation.

  2. Click Insert Category and create at least one product category.

  3. Click View Products beside the category, then click Insert Product.

  4. Fill in the product name, options, pricing, and enable the product by checking Product Active.

  5. Click Save.

Step 7 — Add Staff Members (Optional)

  1. Navigate to Staff Management > Add Staff Member.

  2. Enter the staff member's name, email, and assign an ACL role to control their access level.

  3. Click Save. They will receive a login invitation by email.

Step 8 — Launch a Child Storefront (Optional)

If your license includes child storefront management, you can create additional storefronts from your Hub.

  1. Navigate to Settings > Storefronts.

  2. Click Add Storefront and follow the setup wizard.

  3. Assign a domain and configure the storefront's basic settings.

See How can I create additional storefronts or hubs? (Hub Only) for detailed instructions.

Step 9 — Review Your Storefront

  1. Navigate to your store URL at store.yourwebsiteaddress.com.

  2. Browse your catalog, add a product to the cart, and verify the checkout flow end to end.

  3. Confirm your logo, store name, and contact information appear correctly.

Notes / Tips

  • Hub Only: Steps 7 and 8 (staff management and child storefront creation) require a Hub or Basic Hub license.

  • Basic licenses: Basic Hub licenses have limited ecommerce functionality. Some features in Steps 4–6 may be restricted until you upgrade to a full Hub license. Contact your Account Sales Manager (ASM) for details.

  • Complete each step in order — shipping and payment configuration must be in place before you can successfully complete a live test order.

  • The red Help button at the bottom right of every admin page links to contextual KB articles for that section.

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