Administrator Guide

Every page and setting of the CoreInto admin area: settings, staff, email, clients, products, orders, billing, gateways, services, domains, support, reports and automation.

These chapters come from the CoreInto manual and update by themselves whenever it changes.

Getting startedCoreInto is a set of PHP files and one MySQL or MariaDB database. You upload the files to a hosting account, create an empty database, open the web installer in a browser, and add one cron job. This chapter takes you from an empty hosting account to a working admin area: the requirements, the insta… Guide SettingsNearly everything about how CoreInto behaves is a setting in the database, changed from the admin area. This chapter covers the three pages drawn from the settings list: Settings General Settings , Settings Automation Settings and Settings Tax Configuration. Each table gives the setting as it is la… Guide Staff and securityStaff sign in to the admin area with their own account. What each account may do comes from its role. This chapter covers the pages under Settings System that deal with staff and access , the logs under Utilities, staff sessions and sign-in lock-outs, the My Account page, and what CoreInto encrypts. Guide EmailCoreInto sends every email it needs, from the welcome message to the overdue notices and the staff notices, from a set of templates. This chapter covers how email leaves the server , the Mail tab of General Settings, the queue that sends mail after the page is done, Settings Email Templates with ev… Guide ClientsA client is an account that is billed: it has a name and address, a currency, services, domains, invoices and tickets. A user is a person who signs in with an email address and a password. One account can have several users, and one user can work in several accounts. This chapter covers the Clients… Guide Catalogue: currencies, products, options, add-ons, bundles, promotions and domain pricingThe catalogue is everything you sell and the prices you sell it at. It lives under the Settings gear: Currencies under Payments, and Products/Services, Configurable Options, Product Add-ons, Product Bundles and Domain Pricing under Products and Services, with Promotions back under Payments. Every p… Guide Orders: the store, the cart, checkout and the order pagesAn order is what a client buys in one go: products with their options and add-ons, domains to register or transfer, or both. Clients place orders in the store; staff place them under Orders Add New Order. Placing an order creates the order itself, its services, add-ons and domains , and one invoice… Guide Billing: invoices, payments, credit, quotes and notesBilling is where money is recorded. Every charge is a line on an invoice; every payment, refund and deposit is a transaction; every client has a credit balance in their own currency. Invoices come from orders, from the daily renewal run, from billable items, from accepted quotes, from debit notes a… Guide Payment gatewaysA payment gateway is a way for a client to pay an invoice. CoreInto comes with two kinds: manual methods, where the client pays outside the site by following your instructions and staff record the payment, and online providers , where the client is sent to the provider and the invoice is marked pai… Guide Services and serversA service is one product a client has bought: a hosting account, a reseller account, a server, a licence, or anything else you sell by subscription. When the product has a server module, CoreInto creates the account on one of your servers, suspends it when the client does not pay, lifts the suspens… Guide Domains and registrarsCoreInto sells domain registrations, transfers and renewals, and keeps each domain's dates, status and nameservers. A registrar module does the work at the registrar: ResellerClub, Namecheap, Spaceship, Porkbun and Dynadot. Support for .pk domains comes with the separately sold PKNIC add-on module,… Guide SupportCoreInto's support area takes tickets from clients, from visitors who are not signed in, from staff and from email, and gives staff one place to answer them. Tickets belong to departments; each department can have its own email address and mailbox, its own staff, and its own rules about who may ope… Guide AffiliatesThe affiliate programme pays your clients for bringing you business. A client joins, gets a personal link, and shares it. Visitors who come through the link are remembered in their browser; when such a visitor orders, the services on that order become the affiliate's referrals, and each time an inv… Guide Reports and utilitiesThe Reports menu holds 27 reports and a batch invoice PDF. Every report is a table with filters, shown on the page and exported as CSV, and a role decides which reports its staff may open. The Utilities menu gathers the tools around the day-to-day work: the state of the automation, email marketer r… Guide Licensing ManagerThe Licensing Manager sells software by subscription. A product that uses it gives every service a licence key instead of an account on a server. The licensed program sends its key to a public check address on your site, and the answer tells it whether it may run. Every answer is signed with a key… Guide Importing from WHMCS or BlestaCoreInto can copy the records of an existing WHMCS installation straight from its database: clients and their users, products and prices, orders, services, domains, invoices, payments, credit, quotes, tickets, the knowledgebase, downloads, affiliates and, if you want, the history of emails sent. Cl… Guide Backups and updatesCoreInto backs up its own database every day and can update itself from the licence server. Settings Database Backups makes, lists, downloads and deletes backups; the automation task backup makes one a day and removes old ones. Utilities Update CoreInto asks the licence server which releases this s… Guide LanguagesCoreInto's pages are written in English, and every text they show can be translated. A language is one file: CoreInto's own languages are in app/lang, yours go in storage/lang. CoreInto comes with Urdu , Simplified Chinese , Hindi , Spanish , Arabic , French , Bengali , Portuguese , Russian , Indon… Guide AutomationCoreInto's recurring work is done by automation tasks that cron.php runs from a cron job on your hosting account. This chapter explains how the runs work, the Automation Status page, every task with how often it runs and what it does, and the settings that steer the daily run. Guide CoreInto licenceEvery CoreInto site runs with a CoreInto licence key , bought from the CoreInto licence server, https://system.coreinto.com. The key is entered when installing, on Utilities CoreInto Licence, or with php cli.php licence-set KEY. This chapter covers the licence of your own site. Selling licences for… Guide WebsiteCoreInto can keep your public website as well as the portal. Pages are built from blocks, and plans, prices and domain prices come straight from your store, so the site never shows an old price. The site lives on your main domain while the portal keeps its own address . Everything is in the same da… Guide Mobile appCoreInto has its own app for Android and iOS. Staff sign in with their admin username and have the whole admin area in the app: every menu, list, report, utility, "add" form and settings page, as far as their role allows. Clients have the whole client area: services, domains, invoices and quotes, t… Guide InfrastructureThe Infrastructure menu keeps a record of your own hardware and network: where it is , what it is and which IP addresses it uses . It needs the role permission "Manage infrastructure". Nothing here changes a server or a router: it is the record your staff work from. Guide