Jump to Content

Go to upmind.com Try Upmind for free GitHub

v0.60.8

Go to upmind.com Try Upmind for free GitHub

Documentation

v0.60.8Documentation

All

Pages

Start typing to search…

Getting Started

How to Create an Upmind Account.
What Does Upmind Do?
Admin Area vs. Client Area

Managing Your Account

How to Manage Your Admin Profile
How to Change Your Admin Password
How to Close your Upmind Account
How to Manage Account Security as an Admin/Staff
Getting Help from Upmind
Upgrade Your Plan

Setup & Configuration

Branding
Staff Users
Notifications
Email Configuration and Sending Emails
Importing Data
Orders & Services
Other Setup Items

Using Upmind

Client Management
Service Desk
Manage Client Services
Invoicing and Taxes
Payment Methods
Product Management
Provisioning
Marketing Tools
Reporting
Affiliates
Ordering
- Place a 'Rapid' order (experimental)

Client Self-Service

Client Area
Customisation

For Web Hosts

Web Hosting Quick Start Guide
Domain Names
Registrar Guides
Sell web hosting
Website Builders
Servers
SEO
- Integrating Marketgoo to Upmind: A Step-by-Step Guide
Email Service
- How to Integrate and Sell Titan Email Products
WHMCS Comparison

Guides for Web Hosting Accounts

Link a WHM Account to Upmind
Create a Hosting Package
Understanding an Order

Developers

Webhooks
Stripe SDK (Payment Flow)
API Tokens
- Upmind API Guide: Generating API Tokens

Legal and Information

Information Security
Terms and Conditions
Privacy Policy
Upmind IP Addresses

Powered by

How to Manage Leads

Capture and manage prospective client relationships efficiently

Updated about 5 hours ago

How to Transfer Ownership and Merge Client's Accounts