Setup Management

Administrative management of product-specific setup stages, onboarding workflows, and fulfillment coordination within the DashClicks platform.

Setup Management Overview

Product-Specific Setup Workflows

Each product type has specialized setup stages that require different validation, approval, and completion criteria managed through administrative oversight.

Setup Stage Progression

Systematic progression through product-specific stages with quality assurance checkpoints, client approvals, and administrative validation at each step.

Onboarding Integration

Comprehensive onboarding workflow management with automated link generation, form integration, and client communication coordination.

Core Setup Operations

Setup Status Management

Update Setup Status

• Endpoint: PUT /v1/admin/orders/:id/status
• Purpose: Administrative setup status management with stage validation
• Access: Order Admin, Setup Manager
• Parameters: Order ID, new setup status, stage progression data
• Returns: Updated setup status with validation results

Update Setup Stage

• Endpoint: PUT /v1/admin/orders/:id/stage
• Purpose: Product-specific setup stage progression management
• Access: Order Admin, Setup Manager
• Parameters: Order ID, stage update, product-specific validation
• Returns: Updated stage information with progression details

Get Setup Progress

• Endpoint: GET /v1/admin/orders/:id/setup-progress
• Purpose: Comprehensive setup progress tracking and analytics
• Access: Order Admin, Setup Manager, Account Manager
• Parameters: Order ID, progress detail level
• Returns: Complete setup progress with stage history

Onboarding Management

Generate Onboarding Link

• Endpoint: POST /v1/admin/orders/:id/onboarding-link
• Purpose: Dynamic onboarding link creation with form integration
• Access: Order Admin, Setup Manager
• Parameters: Order ID, recipient information, form configuration
• Returns: Generated onboarding link with tracking information

Update Onboarding Status

• Endpoint: PUT /v1/admin/orders/:id/onboarding-status
• Purpose: Administrative onboarding status management
• Access: Order Admin, Setup Manager
• Parameters: Order ID, onboarding status, completion data
• Returns: Updated onboarding status with tracking details

Track Onboarding Progress

• Endpoint: GET /v1/admin/orders/:id/onboarding-progress
• Purpose: Onboarding workflow progress tracking and analytics
• Access: Order Admin, Setup Manager, Account Manager
• Parameters: Order ID, tracking preferences
• Returns: Comprehensive onboarding progress information

Product-Specific Setup Stages

SEO Services Setup

1. Preliminary Setup: Initial configuration and keyword research preparation
2. SEO Tool Setup: Tool configuration and access provisioning
3. Quality Assurance: Setup validation and optimization verification
4. Client Approval: Client review and approval of setup configuration
5. Launch: Service activation and monitoring initialization

PPC Management Setup

1. Preliminary Setup: Account setup and campaign planning
2. Build: Campaign creation and configuration
3. Quality Assurance: Campaign review and optimization
4. Client Approval: Client review and campaign approval
5. Launch: Campaign activation and monitoring setup

Social Media Management Setup

1. Preliminary Setup: Profile setup and content planning
2. Create Posts: Content creation and scheduling setup
3. Client Approval: Content review and approval process
4. Launch: Publishing activation and monitoring setup

Content Marketing Setup

1. Preliminary Setup: Content strategy and topic planning
2. Topic Generation: Content topics and calendar creation
3. Client Approval: Content strategy approval process
4. Launch: Content production and publishing activation

Facebook Ads Setup

1. Preliminary Setup: Account configuration and audience setup
2. Build: Ad creation and campaign configuration
3. Quality Assurance: Ad review and optimization
4. Client Approval: Client review and ad approval
5. Launch: Campaign activation and tracking setup

TikTok Ads Setup

1. Preliminary Setup: Account setup and creative planning
2. Build: Ad creation and campaign setup
3. Quality Assurance: Creative review and optimization
4. Client Approval: Client approval of ad campaigns
5. Launch: Campaign activation and performance tracking

Google My Business (GBP) Ranker Setup

1. Preliminary Setup: Account verification and optimization
2. Launch: Service activation and ranking monitoring

Backlinks Setup

1. Launch: Direct service activation with link building initiation

Service Methods

Setup Status Services

updateStatus(orderId, statusData, adminUser)

• Purpose: Administrative setup status management with validation
• Parameters:
  • orderId - Order identifier for status update
  • statusData - New status and progression information
  • adminUser - Administrator performing status update
• Returns: Updated status with validation results
• Collections: _store.orders, _order-setup-stages, _activity

updateOrderStage(orderId, stageData, adminUser)

• Purpose: Product-specific setup stage progression management
• Parameters:
  • orderId - Order identifier for stage update
  • stageData - Stage progression and validation data
  • adminUser - Administrator managing stage progression
• Returns: Updated stage information with history
• Collections: _store.orders, _order-setup-stages, _activity

getSetupProgress(orderId, options)

• Purpose: Comprehensive setup progress tracking and reporting
• Parameters:
  • orderId - Order identifier for progress tracking
  • options - Progress detail and reporting preferences
• Returns: Complete setup progress with analytics
• Collections: _store.orders, _order-setup-stages

Onboarding Services

generateOnboardingLink(orderId, linkData, adminUser)

• Purpose: Dynamic onboarding link creation with form integration
• Parameters:
  • orderId - Order identifier for onboarding
  • linkData - Recipient and form configuration data
  • adminUser - Administrator generating the link
• Returns: Generated link with tracking information
• Collections: _store.orders, _onboarding-links, _activity

updateOnboardingStatus(orderId, onboardingData, adminUser)

• Purpose: Administrative onboarding status management
• Parameters:
  • orderId - Order identifier for onboarding update
  • onboardingData - Onboarding status and completion information
  • adminUser - Administrator updating onboarding status
• Returns: Updated onboarding status with tracking
• Collections: _store.orders, _onboarding-status, _activity

trackOnboardingProgress(orderId, trackingOptions)

• Purpose: Onboarding workflow progress tracking and analytics
• Parameters:
  • orderId - Order identifier for progress tracking
  • trackingOptions - Tracking preferences and detail level
• Returns: Comprehensive onboarding progress data
• Collections: _store.orders, _onboarding-status, _onboarding-links

Setup Validation Framework

Stage Validation Rules

• Sequential Progression: Stages must be completed in proper sequence
• Completion Criteria: Each stage requires specific completion criteria
• Quality Checkpoints: Mandatory quality assurance validation
• Client Approval: Required client approval for designated stages
• Administrative Override: Admin capability to override stage requirements

Product-Specific Validation

• Service Requirements: Product-specific setup requirements validation
• Configuration Validation: Service configuration completeness checks
• Resource Validation: Required resource availability verification
• Timeline Validation: Setup timeline and milestone compliance
• Integration Validation: External service integration verification

Business Rule Compliance

• Platform Policies: Compliance with DashClicks service policies
• Client Requirements: Custom client requirement validation
• Industry Standards: Industry-specific compliance requirements
• Quality Standards: Platform quality and performance standards
• Security Requirements: Security and privacy compliance validation

Onboarding Workflow Management

Link Generation Process

1. Order Validation: Verify order exists and requires onboarding
2. Form Configuration: Generate appropriate onboarding form
3. Recipient Setup: Configure recipient information and access
4. Domain Resolution: Resolve active domain for link generation
5. Link Creation: Generate secure onboarding link with tracking
6. Delivery Setup: Prepare link for client delivery

Status Tracking Process

1. Status Initialization: Set initial onboarding status
2. Progress Monitoring: Track onboarding step completion
3. Validation Checkpoints: Verify onboarding data completeness
4. Approval Processing: Handle client approval workflows
5. Completion Verification: Confirm onboarding completion
6. Handoff Processing: Transfer to fulfillment workflow

Form Integration

• Dynamic Form Generation: Create forms based on product requirements
• Data Collection: Collect required setup information from clients
• Validation Processing: Validate collected information completeness
• Integration Processing: Integrate form data with setup workflows
• Status Updates: Update onboarding status based on form completion

Quality Assurance Framework

Setup Stage QA

• Configuration Review: Review setup configuration completeness
• Performance Validation: Validate setup performance and optimization
• Integration Testing: Test external service integrations
• Client Requirements: Verify client requirement fulfillment
• Platform Standards: Ensure platform quality standard compliance

Approval Process Management

• Client Communication: Manage client approval communication
• Approval Tracking: Track approval status and responses
• Revision Management: Handle approval revisions and changes
• Timeline Management: Manage approval timeline and escalation
• Documentation: Document approval decisions and rationale

Error Prevention

• Validation Checks: Comprehensive pre-launch validation
• Configuration Verification: Verify all setup configurations
• Integration Testing: Test all external service integrations
• Performance Testing: Validate service performance and reliability
• Security Validation: Ensure security compliance and protection

Integration Points

Account Management Integration

• Account-specific setup requirements and configuration
• Account-based onboarding customization and branding
• Multi-account setup coordination and management

Communication Integration

• Setup status notification delivery and management
• Client communication workflow integration and automation
• Team notification and coordination for setup activities

Product Management Integration

• Product-specific setup workflow coordination and validation
• Service configuration and requirement management
• Product catalog integration for setup requirements

Analytics Integration

• Setup performance metrics collection and analysis
• Onboarding efficiency tracking and reporting
• Quality assurance metrics and improvement insights

Authorization Requirements

Access Control

• Setup Admin: Full setup management and override capabilities
• Setup Manager: Setup stage progression and validation management
• QA Team: Quality assurance and validation operations
• Account Manager: Account-specific setup oversight and coordination

Permission Levels

• Create: Setup configuration and onboarding link creation
• Read: Setup status and progress information access
• Update: Setup stage progression and status updates
• Validate: Quality assurance and validation operations
• Override: Administrative override for complex scenarios

Usage Examples

Update Setup Stage

const updatedStage = await setupService.updateOrderStage(
  'order123',
  {
    stage: 'quality_assurance',
    completedBy: 'user456',
    validationNotes: 'Configuration reviewed and approved',
  },
  adminUser,
);

Generate Onboarding Link

const onboardingLink = await setupService.generateOnboardingLink(
  'order123',
  {
    recipientEmail: 'client@example.com',
    formType: 'seo_onboarding',
    expirationDays: 7,
  },
  adminUser,
);

Track Setup Progress

const progress = await setupService.getSetupProgress('order123', {
  includeHistory: true,
  includeValidation: true,
});

Update Onboarding Status

const onboardingStatus = await setupService.updateOnboardingStatus(
  'order123',
  {
    status: 'completed',
    completionDate: new Date(),
    clientResponse: 'approved',
  },
  adminUser,
);