Launching the portal

Do the checks in order, because each group builds on the previous one. For the tests, use a test user set up exactly like the client's: see Supporting your clients.

#Plan and brand

• In AccountSubscription the White Label plan is active, or “On trial” with an end date you know.
• In AccountWhite label the brand name, logo, icon, colors and tab title are saved.
• You've decided on the signature. If you want it, Show "Powered by" is on, with name and link; in the agents where you don't want it, you've turned it off in Chat agentAgent profileInterface, Footer panel: see The signature in your agents.

#Domain and email

• The domain is “Active” and you read “Domain connected: the SSL certificate is active.”
• The portal's address, opened in a private window, shows the sign-in page with your logo, with no security warnings.
• The sender email is “Active” and you read “Email connected: the address is ready to send.”
• With Forgot your password? on the portal, the code arrives from your address, with your logo, in inboxes at different providers too, and not in spam: see How the emails are sent.

#Workspaces, agents and users

• The client has their own workspace, with languages, time zone and opening hours set.
• The client's agents have passed the checks in Before going live.
• When you sign in to the portal with the client's user, or an identical test user, you see only their workspace and agents, with your brand. The user has a suitable role and no permissions from the Account group: see Your clients.
• The plan's quotas are enough for this client too, including users and concurrent calls, which belong to the whole account: check them in AccountSubscription.

#The client's website and channels

• The Chat button code is copied from the portal and installed on every page of the client's website.
• On the website, the bottom of the chat shows the right signature, or no signature.
• The channels and calendars the client needs are connected from the SupportFast console, with the right agent.
• Every voice agent of the client has a number connected.
• The agents' Email Notifications reach the right addresses, from your sender.

#Handover

• You've sent the client the portal's address, the email and the password, with the password on a separate channel.
• You've asked the client to change the password the first time they sign in.
• The client knows to write to you about any problem.

#Frequently asked questions

#See also