Table of Contents

Overview

Step 1: Setting up the community

Step 2: Adding Jamie Crate and the customer's team 

Step 3: Setting up the home screen

Step 4: Sending a verification email with instructions for the next steps

Overview

Once sales as officially closed a new customer they will send an email to support@milkcrate.tech with all new admins CCd as well as the basic information about the new customer. Your duty now is to set up a community within the MilkCrate platform for the customer, get all admin accounts created, set up their home screen and finally reply to the new customer with instructions. 

Step 1: Setting up the community

1. Login to MilkCrate’s master account ( master@milkcrate.tech pw MilkCrate4486 ) >Clients> Add a Client
2. Add the basic information (anything on the main tab above general config) from Hubspot and make up a relevant short community code (no spaces). Please add a good logo.
3. Set up the toggles to look like this below
4. Set up the Menu to look like the test community Fairmount Park Conservancy (some will not be on the default menu and you will have to add in events by hand and ignore the events in the default menu). Finally add the app name, no spaces and hit save.
5. Note: DO NOT TOUCH THE AWS CONFIG. It will literally stop everything from saving and kill the screen. In case you have touched the AWS Config toggles, simply refresh the page.
   

Step 2: Adding Jamie Crate

1. Use the MilkCrate for Communities app to create an account for Jamie Crate. You will need the community code.
   1. Name: Jamie Crate
   2. Email: clientname@milkcrate.tech
   3. Birthdate: 10/10/1995 
   4. PW: MilkCrate4486
2. Head back to the Master Admin, go to "Users", find the account you just created, and enable Jamie Crate as an Admin
3. Post the new customer to the list

Step 3: Setting up the home screen

1. Login to Bend email: team@milkcrate.tech pw: !mpactTech
2. Scroll down to screens section and hit new screen so we can create the home screen
3. Remove the {} and then paste the following code into the new screen 

   {
     "cName": "CUSTOMER IDENTIFIERS",
     "tiles": [
       {
         "items": [
           {
             "title_disabled": "New Customer Visual",
             "backgroundImage": "https://dl.airtable.com/.attachmentThumbnails/907ea462651849a45d47eb5b3b890736/d7fa1db8",
             "flex": 1
           }
         ],
         "type": "square-buttons"
       },
       {
         "type": "about-milkcrate"
       }
     ],
     "slug": "home",
     "teams": [
     "All Teams"
     ],
     "title": "APPNAME",
     "community": {
       "_type": "BendRef",
       "_id": "CUSTOMERID",
       "_collection": "community"
     }
   }
   
   

4. cName -- Replace the text within the quotes with the name of the organization with any other identifiers
5. title -- Replace this with the name of the app 
6. community > _id -- replace this with the id of the community. This can be found by going into the Master Admin and clicking on the community's name and then the URL will have the ID
   
   
   
7. Save and then login to the MilkCrate for Communities app using the new Jamie Crate email and password to double check that it looks right. 

Step 4: Sending a verification email with instructions for next steps

Subject: Your app's test environment has been created!

Hi _______________,

Accessing your app's test environment

1. Please Download MilkCrate for Communities in the App Store or Google Play Store.
2. Create a new account and enter the following code ___________.
3. Sign up for a training session to access the Admin Portal.

Attending a training session

Before we match you with one of our Onboarding Specialists and give you access to the Admin Portal at least one of your team members is required to attend a platform training session. We will review all the steps your team must take in order to successfully launch your app. 

What you can do in the meantime

In order to publish your app, Apple Developer and Google Play Developer accounts are required. You can get started on creating developer accounts prior to your training session. This process could take a couple of hours or a few weeks so we highly suggest getting started now! 

With care,

The MilkCrate Team