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Knowledge base
Omnibasis
Omnibasis Community
1
Connect with people who use Omnibasis Solutions
Omnibasis Products
13
What is Omnibasis?
Why use Blockchain Technology?
omniChain - blockchain as a service (BaaS) on Omnibasis
omniCustomers - everything you need to organize, track, and manage your leads and customers. It's 100% free, forever.
omniTrust - data privacy and consent management platform
View all 13
Getting Started for Business
9
Business Registration
omniSite Settings
Branding and Site Layout
Integration Options
Dashboard Layout and Navigation
View all 9
Getting Started for Consumer
1
Join Omnibasis Circle of Trust
Omnibasis API
Getting Started
6
Welcome to Omnibasis API
Token Based Authentication
Sample Omnibasis API call
Application Startup Calls for a Sample Applicaiton
Using Google Chrome Developer Tools
View all 6
API Libraries
1
JavaScript or Typescript API library
My Account - user account and information management
Account Settings
17
User Profile Management
Two Step Verification
Enable Google Authenticator
Phone number verification
Password Recovery
View all 17
My Data Privacy
4
omniTrust is used to protect consumer data access
Manage my consents
Manage my permissions
My Preferences and Interests
Notifications
3
New Notifications
Notification Settings
Notifications List
FAQ
1
How do I change default navigation language?
Visual Settings
1
About Visual Settings
My Orders
2
Payment Methods
Viewing and Downloading Digital File Purchases
My Digital Pass
1
How to use Wallet on your iPhone, iPod touch, and Apple Watch
My Wallet
1
Viewing and Redeeming Gift Cards
My Collections
2
Managing My Collection
Managing My Bookmarks
My Ledger Accounts
1
My Ledger Account Statements
My Loyalty Card
1
My Loyalty Card Statements
My Positions
1
View my positions
My Trading
5
My Trading Orders
My Trades
My Quotes
My Settlements
My Positions
My Auctions
2
Placing Auction Bid
Retracting Bid
omniContent - fully integrated platform to power your content publishing
Manage Collections
25
About Collections
Create A New Collection
Importing Collections with File Upload
Manage Collection Media: Images, Videos, Audios and Documents
Collection Content
View all 25
Collection Categories
7
Manage Collection Categories
Adding Collection to Categories
Mapping Collection Categories to Pages
Navigating Site with Collection Categories
Display Collections in Order for Category
View all 7
Content Management & Monetization
13
Create A New Content
Manage Content Media: Images, Videos, Audios and Documents
Submit Content on Site Pages
Importing RSS feed items as Collection Content
Importing External Content Media File
View all 13
Collection and Content Reviews
6
Manage Collection Reviews
Manage Content Reviews
Collection Reviews and Ratings
Closing Collection Review
Closing Content Review
View all 6
Collections Membership and Personalization
2
Configure Collection Membership
Manage Collection Membership
Collection Pricing
1
Collection Pricing Rules
Content Analytics
5
Display Collection and Content Views
Collection Analytics Dashboard
Detailed Analytics Log
Configure Detailed Collection View and Play Analytics
Permanent Analytics Tracking for Content and Collections
Manage Community and Forums
1
How to Create and Manage Community and Forums
omniChain - build and run Blockchain applications
Getting Started
7
Blockchain Application Building Blocks
Launch your Blockchain Application in less than 10 minutes
omniChain Settings
What is Fault Tolerance on Omnibasis
Digital Currency / Cryptocurrency on Omnibasis
View all 7
Asset Definition
6
How do define an Asset on Blockchain
Display Asset Submission On Site Pages
How to configure file upload with asset submissions
How To Match Asset Definition to User Role
Manage Asset Submission Share
View all 6
Asset Records on Blockchain
11
Asset Records
Assets Creations - using admin interface
Assets Creations - using omniSite custom page
Assets Creations - using Omnibasis API
Asset Linking
View all 11
Blockchain Network
6
About Blockchain Network
Default Omnibasis Blockchain Network
Asset Focused Transaction Model
Connecting Blockchain Network Hosted You
How To Connect Blockchain Networks
View all 6
Blockchain Security Keys
2
About Security Keys
Create Security Key
Blockchain Records
0
Digital Currency / Cryptocurrency
5
Define Digital Currency or Cryptocurrency
Create Digital Currency or Cryptocurrency Asset
Understanding Digital Currency or Cryptocurrency on Omnibasis
Distribution of Digital Currency or Cryptocurrency Coins or Tokens
Transfer Digital Currency or Cryptocurrency Between Users
Non-Fungible Token (NFT)
6
Define Non-Fungible Token (NFT)
Create Non-Fungible Token (NFT)
Understanding A Non-Fungible Token (NFT) on Omnibasis
Distribution of Non-Fungible Tokens (NFT)
Transfer of Non-Fungible Tokens (NFT) Between Users
View all 6
omniCustomers - customer management solution
Customer Management
9
Create a New Customer
Manage Customers
Customer Orders
Customer Ledger Transactions
Customer Addresses
View all 9
Organizations Management
1
How to use Organizations
Importing Customers
4
Import Customers with File Upload
QuickBooks Customer List Integration
Import Addresses for a Customer with File Upload
How to separate First and Last Names in an Excel Spreadsheet
Customer Notes
8
About Customer Notes
Create Note
Edit Notes
Using Notes with Notification and Scheduled Delay
Sharing and Sending Notes To Users and Customers
View all 8
Deals Management
2
How to Create a Deal for a Contact
Deal Timeline
User Management
17
Create or Edit User
Import Users with File Upload
Manage Users
Role Management
Login as User
View all 17
Customer Records on Blockchain
1
Using Blockchain for Customer Records
Audience Management
6
Customer and User Segmentation By Interests and Preferences
Customer Interests and Preferences - Audience Management
User Self-management of Audience Selection
Landing Page Audiences
Default Audience for new Users and Customers
View all 6
omniCustomers Settings
17
User Registration
Custom Registration Process and Page
User Security
Cookie Consent Management
Customer Settings
View all 17
Organization Units
2
Manage Organization Units
About Organizational Units (OUs) in Access Control
Omnibasis Digital ID
4
Customer Digital ID Cards with Mobile Wallet Integration
Omnibasis Digital ID for Users
Two Step Login With User Digital ID
Digital ID Cards Distribution with Mobile Wallet
omniTrust - data privacy and consent management platform
Getting Started with User Data Privacy
3
Reach your GDPR and Privacy Laws compliance in less than 10 minutes
What Does GDPR Mean For Your Business?
Simple Guide to GDPR laws and regulations
User Consents Management
6
Configure Consent
Collect Consent at Registration
Manage Customer Consent
Collect User Consent via Email
Record User Consent Usage
View all 6
User Permissions Management
2
User Permissions Management
My Permissions
Data Processing Activity
2
Managing Processing Activity
Create or Edit Data Processing Activity
omniLoaylty - manage loyalty programs and rewards customers for data access and engagement
Getting Started
3
Customer Loyalty Building Blocks
Launch your Loyalty Program in less than 10 minutes
The Ultimate Guide to Customer Loyalty on Omnibasis
Loyalty Program Setup
17
Loyalty Program Configuration
Manage Loyalty Program Levels
Manage Loyalty Program Badges
Manage Earning Rules
Manage Redemption Rules
View all 17
Loyalty Card Management
10
Manage Loyalty Cards
Create or Edit Loyalty Card
Importing Loyalty Cards
Email invitation to join Loyalty Program
How do I Change Loyalty Card Status?
View all 10
Loyalty Card Transactions
3
Manage Loyalty Transactions
Create or Edit Loyalty Transaction
Managing Loyalty Transaction Status
Loyalty Card Transfers
3
Manage Earning Transfers
Create Loyalty Transfers
Managing Loyalty Transfer Status
Make It A Game
1
Loyalty Program Ranking
Customer Loyalty Reporting
2
Loyalty Dashboard
Viewing Earned Loyalty Badges
omniMarketer - full featured Email and SMS marketing
Campaign Messages
9
Create a New Message
Sending Picture Messages
Manage Communication Messages
Preview Message on your Site
Personalize Message with Data Tags
View all 9
Marketing Automation
5
About Automation
Automation Performance
About Automation Triggers
Campaign Message Workflow
Ecommerce Campaign for Abandoned Checkout
Campaign Management
8
Create a New Campaign
Managing Campaigns
Campaign Message Queue
Copy Existing Campaign
A/B Testing Campaigns
View all 8
Campaign Analytics
6
Campaign Reports
Campaign Bounce Rate
Campaign Actions Log
Campaign Sending Log
Tracking Message Actions with Blockchain Verification
View all 6
Landing Pages
6
About Landing Pages
Create a Landing Page
Use Google Analytics on Landing Pages
Use the Facebook Pixel on Landing Pages
Configure Verification With Landing Page Registration
View all 6
Email Templates
4
Manage Email Templates
Create an Email Template
Editing Email Template
Build Responsive Email Templates
Email and SMS Settings
2
Email Settings
SMS Settings
omniPass - an engaging way to offer passes, loyalty programs, and more
About Wallet Pass
4
Why use wallet passes?
A mobile wallet pass introduction
Distribute Mobile Wallet Passes in less than 10 minutes
Mobile Wallet Reference
Wallet Pass Design
27
Manage Wallet Pass Design
Mobile Wallet Pass Layout
Mobile Wallet Pass Fields
Selecting Mobile Pass Field Key
How secure Mobile Wallet Pass with User Roles
View all 27
Wallet Passes
7
About Wallet Pass
Creating and Editing Passes
View and Manage Mobile Wallet Passes
Bulk update of installed wallet passes
Hiding Wallet Pass Preview
View all 7
Mobile Pass Distribution
5
Mobile Wallet Pass Distribution
How to use wallet pass on your iPhone, iPod touch, and Apple Watch
Wallet Pass on your Apple Phone
Wallet Pass with Google Pay
Send Text Message with a link
Location Notification
3
Pass Beacon Notifications
Beacons FAQ
Pass Location Notification
Wallet Pass Reporting
5
Wallet Pass Dashboard
Managing Wallet Passes
Managing Wallet Passes on Devices
Wallet Pass Views
Permanent Analytics Tracking for Wallet Pass Views
Integration with CMS, Bookings, Ecommerce, Marketing, Loyalty and more
10
Mobile Wallet Pass for your Loyalty Program
Mobile Wallet Pass for your Application Forms
Mobile Wallet Pass for your Application Messages and Campaigns
Mobile Wallet Pass for your Application Content
Mobile Wallet Pass for Application Data Privacy
View all 10
NFC-Enabled Apple Wallet Pass
5
About NFC-Enabled Pass
How can I enable or use NFC passes?
Rewards Enrollment
How to Extract the Private and Public Key From pfx File
Converting Certificates Using OpenSSL
Wallet Pass Certificates
4
Managing Custom Credentials
Creating Apple Certificate and Credentials
Configure Custom Apple Certificate
Configure Custom Google Certificate
omniPay - payment processing platform enabling anyone to accept any kind of payments
Payments
2
omniPay Dashboard & Analytics
Payments Transactions
Payment Gateways
4
Payment Gateways Overview
Configure A Payment Gateway
Manage Payment Gateways
Update Payment Gateway Transaction History
Payment Accounts
0
Payment Processing
4
New Merchant Application
Business Owners
Merchant Timeline
Merchant Email Address
Fraud Prevention
8
Identifying potential fraud
Common types of online fraud
Protect yourself from card testing
Card verification checks
Best practices for preventing fraud
View all 8
Merchants Management
1
Configure Merchants Workflow
omniCommerce - the best Ecommerce platform to build and grow your business with no monthly fees
Getting Started
3
Launch your online store in less than 10 minutes
Powerful Ecommerce Features with No Monthly Fees
omniCommerce How to Videos
Storefront Management
10
Manage Default Ecommerce Settings
Manage Product Categories
Adding Product to Category
Mapping Product Categories to Pages
Navigating Online Storefront with Product Categories
View all 10
Manage Products
15
Create A New Product
Product Variants
Variant Pricing
Manage Product Media: Images, Videos, Audios and Documents
Manage Product Categories
View all 15
Product Pricing Rules
10
Product Pricing Rules
Pricing Rule: Purchase | For one time product purchase
Pricing Rule: Subscription | For recurring subscriptions
Pricing Rule: Usage-based or Metered | Pay later on recurring basis
Pricing Rule: Usage-based or Metered | Pay upfront till balance is 0
View all 10
Commerce Promotion Rules
9
About Promotion Rules
Create Product Promotion Rule
Promotion Rule: Coupon
Promotion Rule: Trial
Promotion Rule: Discount
View all 9
Manage Products Inventory
10
Managing Inventory
Tracked Inventory Purchase to Ledger Transactions
Updating Product Inventory
Importing Inventory
Exporting Inventory
View all 10
Checkout and Shopping Cart
11
Configure Checkout Page
Shopping Cart Page
Checkout Workflow
Configuring Payment Options and Gateways
Managing Abandoned Checkout
View all 11
Selling and Managing Gift Cards & Gift Certificates
13
Selling Gift Cards
Create or Edit Gift Card Product
Configure Gift Card Prices and Rules
Gift Cards Sales to Ledger Transactions
Gift Cards Promotions
View all 13
Selling and Managing Digital Downloads
8
Selling Digital Download
Create or Edit Digital Download Product
Configure Digital Product Prices, Rules and Downloads
Digital Downloads Sales to Ledger Transactions
Digital Downloads Promotions
View all 8
Ecommerce Analytics
5
Orders Analytics
Detailed Analytics Log for Products
Product Analytics Dashboard
Configure Detailed Product View Analytics
Permanent Analytics Tracking for Products
Product Reviews
2
Manage Product Reviews
Product Reviews and Rating
Orders Management
7
omniCommerce Dashboard
Orders List
Create Orders for Customer
Order Timeline
Manage Order Payment Terms
View all 7
Commerce Channels and Marketplaces
4
Manage Commerce Channel Providers
Connecting to Walmart
Walmart Order Management Integration
Processing Walmart Orders
Taxes
9
About Tax Collection
Omnibasis Default Tax Rate
Manage Tax Locations
Manage Tax Rates
Manual Tax Override
View all 9
omniBilling - invoicing, subscription and payments management
Getting Started
2
Payments Management Building Blocks
Launch your Payment Management Application in less than 10 minutes
Direct Debit Payments
5
Direct Debit Payments Overview
ACH Payments via Authorize.Net
ACH Payments via Stripe
SEPA Payments via Stripe
Direct Debit via GoCardless
Credit Card Payment Gateways
12
Stripe Payment Gateway
Authorize.Net Payment Gateway
Braintree Payment Gateway
Omnibasis Test Gateway
Payeezy FirstData Payment Gateway
View all 12
Products Management
1
Learn all about products management
Subscriptions
2
Trial Management
Pricing Configuration For Subsriptions
Orders
3
Orders Overview
omniBilling Dashboard
Create a Draft Order and Send to Customer for Payment
Hosted Payment Pages
5
About Hosted Pages
Manage Hosted Payment Page
Mobile Payment Solutions
Tracking Orders on Blockchain
Hosting Payment Page on Website Page
Order Payments
0
Customer Notes
0
omniAuctions - the best online auction platform to build and grow your business with no monthly fees
Auction Configuration and Settings
7
Manage Default Auctions Settings
Zooming On Auctions Catalog Images
Show Coming Soon auctions
Default Auction Currency
Allow bidders to cancel their bid or withdraw their offer
View all 7
Manage Auction Listings
14
Display auction on a specific page
About Auction Listings
Create Or Edit Auction Listing
Auction Pricing Rules
Overriding Default Share Settings
View all 14
Auction Categories
7
Manage Auction Categories
Adding Auction to Categories
Mapping Auction Categories to Pages
Navigating Site with Auction Categories
Display Auctions in Order for Category
View all 7
Auction Reviews
1
Auction Reviews and Ratings
Auction Bids & Bidders
3
Manage Auction Bids
Placing Auction Bid
Manage Bidders
Auction Analytics
3
Detailed Analytics Log for Auctions
Auction Analytics Dashboard
Configure Detailed Auction View Analytics
omniExchange - the best online exchange & trading platform to build and grow your business with no monthly fees
Exchange Configuration and Settings
2
Default Trading Currency
Enable / Disable Trading
Exchange Listings
2
About Trading Listings
View Listing
Trading Positions
6
Customer Positions
View Positions
Create New Position
Position Details
Trading Settings
View all 6
Trading Orders
7
Trading Orders
Customer Trading Orders
Trading Quotes Page
Trading Dashboard
Execute Trade Automatically
View all 7
Trades
4
Customer Trades
View Trades
Trade Details
Trade Timeline
Trading Quotes
4
Intraday Quotes
Quotes History
Quotes
View Quote
Trade Settlements
6
Customer Settlements
View Settlements
Settlement Details
Settlement Timeline
Settlement Amount Required To Trade
View all 6
Exchange Simulation
2
Simulate Trading Quotes
Simulate Trading Orders
omniBookings - manage anything that needs to scheduled
Manage Resources
25
About Resources
Create A New Resource
Resource Variants
Manage Resource Media: Images, Videos, Audios and Documents
Manage Resource Categories
View all 25
Resource Pricing
2
Resource Pricing Rules
Pricing Rule: Booking | For Booking Resources
Bookings
11
Manage Bookings
Manage Resources Associated with Booking
Manage Default Booking Settings
Collect Customer Consent at Booking
Sending Customer Updated Booking
View all 11
Calendar
5
Calendar Overview
Calendar Exporting and Sharing
Connecting Calendar to Google Calendar
Import Holidays and Sports Calendars
Timeline Calendar
Resource Categories
7
Manage Resource Categories
Adding Resource to Categories
Mapping Resource Categories to Pages
Navigating Site with Resource Categories
Display Resources in Order for Category
View all 7
Reservation and Booking Workflow
2
Resource Booking Workflow
Resource Workflow Notes
Resource and Booking Reviews
4
Manage Resource Reviews
Manage Booking Reviews
Resource Reviews and Ratings
Customer Review Workflow
Bookings Analytics
5
Bookings Analytics
Detailed Analytics Log for Resources
Resource Analytics Dashboard
Configure Detailed Resource View Analytics
Permanent Analytics Tracking for Resources
Reservation Channels and Marketplaces
10
Manage Reservation Channel Providers
Connecting to Calendar with iCal support
How to avoid duplicate bookings with import
Connecting to Airbnb
Connecting to Expedia.com - Homeaway, VRBO
View all 10
Events and Meetings
1
Manage One Time Event or Meeting
omniMakretplace - run your business on Multi-Vendor eCommerce Marketplace Platform for B2B, B2C, Booking or Service Marketplaces
Configuration
1
Configure Marketplace
Vendor Management
2
Vendor Timeline
Business Owners
Vendor Analytics
2
Detailed Analytics Log for Vendors
Marketplace Analytics
omniOrders - automate and manage the life cycle of an order
Fulfillment Configuration and Settings
1
Manage Default Fulfillment Settings
Order Shipping
8
Shipping Rate Strategy for your Business
Manage Shipping Providers
Predefined Package Rates
Managing Shipping Rates
Manage Shipping Locations and Warehouses
View all 8
Shipping Labels Providers
10
EasyPost Integration
EasyPost error: "SHIPMENT.POSTAGE.NOT_ALLOWED: Unable to complete shipment purchase. Please contact support@easypost.com."
EasyPost error: "SHIPMENT.POSTAGE.FAILURE: The Shippers shipper number cannot be used for the shipment"
EasyPost error: "Easypost: no filtered rates are available for this shipment."
EasyPost error: "Unable to locate the shipper_id"
View all 10
Fulfillment Requests
6
About Fulfillment Requests
Manage Order Package
How To Ship an Order
Package Customs Information
Order Package Timeline
View all 6
Order Returns
6
Manage Order Returns
Order Return Configuration
Customer Initiated Return
How To Create an Order Return
How to Refund an Order
View all 6
omniVerify - ID Verification and Digital ID Management
About omniVerify
1
About omniVerify
omniVerify Configuration
18
Configure Verification
Managing Storage Providers
Face Recognition Confidence
Use optical character recognition (OCR)
How to Disable Expiration Notification
View all 18
Identity Verifications
8
About ID Verifications
Identity Verification User Experience
Expert Identity Verification
Verifications and Digital ID
View and Manage Verifications
View all 8
Verification Reporting
1
Verifications Dashboard
omniSign - securely sign documents online with legally binding e-Signatures
Manage Documents
14
How To Create a Document with Signature Request
Managing Document Storage Providers
Document Signature Workflow
Collect Consent at Signing
Document Specific Custom Fields
View all 14
Signatures Workflow
4
Document Timeline
Configure Signer Order
Create Recipient Customer
Display Document Signature On Page
omniBooks - the all-in-one cloud financial and accounting software
Getting Started
1
Launch your Business Accounting Solution in less than 10 minutes
Currencies
2
Create A Currency
Manage Currencies
Accounts
9
Chart of accounts in Omnibasis
Account information in your chart of accounts
Create An Account
Enable payments to an account
Manage Accounts
View all 9
Transactions
6
Creating New Ledger Transaction
Manage Ledger Transactions
Create or Edit Journal Transaction
Create or Edit Ledger Transfer
omniBooks Dashboard & Analytics
View all 6
User Accounts
2
Create New User Account
Manage User Accounts
omniForms - simple to use online forms for every business
Form Designer
8
Create a New Form
Display Form On Site Pages
Manage Forms
Form Templates
Configuring form with a file upload
View all 8
Building Forms
3
Layout Components
Form Components
Data Components
Form Records
5
Submit a Form
How to View Form Data Records
Record Transaction History
Record Transfer
Form Records Dashboard
omniWorks - streamline workflow & manage projects
Manage Projects
18
Manage Project Files: Documents, Images, From Url
Resource Projects
How To Create a Project with Resource Request
Managing Project Storage Providers
How secure Projects Access with User Roles
View all 18
Task Workflow
6
Project Timeline
Project Stages
Managing Project Task and Resource Status
Managing Task Types
Resource Workflow Tasks
View all 6
Project Tasks
11
About Project Tasks
Create Task
Share and Send Task Assignment With a Resource
Sending Tasks as part of a workflow
Updating Tasks Details Automatically
View all 11
Work Analytics
1
Projects Dashboard
Timesheet Management
4
About Timesheets
Customer Timesheets
Managing Timesheets
Create or Update Timesheet Entry
Manage Boards
1
About Boards "Kanban"
Manage Resources
2
Using Resources Calendar
Onboarding Resource to a project
omniSite - FREE website buider
Getting Started
1
Launch your web site in less than 10 minutes
Settings
8
About omniSite Settings
Set up a custom domain and FREE SSL certificate
Always ON HTTPS for your site
Set up Google Analytics tracking
Allowed and Blocked Countries for Site Visitors
View all 8
Site Pages
15
Create A Site Page
Create a New Site Page from a Template
Inserting Page Block Template inside Page Content
Manually Linking Site Pages
How to Embed a Video into a Page
View all 15
Site Files
5
Manage Your Application Files
Image Upload and Cropping
How to Upload a New Version of the File
Uploading Media File using Url
Use AI to create Image titles, tags and description
Page Templates
2
Managing Page Templates
Create New Page Template
Branding and Site Layout
5
Manage Site Appearance
How do I change site layout?
Site Layout
Overriding Default Header and Footer
Changing Your Site Colors
Application Languages
2
Application Languages
Edit Language Texts
Webhooks
6
About Webhooks
Create or Edit Webhook Subscription
Viewing Webhook Subscription Details
View Webhook Event Details
API Signature Verification
View all 6
Custom Fields
2
About Custom Fields
Create or Edit Custom Fields
Storage Providers
2
Manage Storage Providers
Connecting to Google Cloud Storage
Site Analytics
5
Configure Site Analytics
Configure Detailed Page View Analytics
Site Analytics Dashboard
Detailed Analytics Log for Site Pages
Permanent Analytics Tracking for Site Pages
Library
2
External File Integration
Create or Edit Library Workflow
omniAI
AI Text Generation
4
AI assisted text generation and manipulaiton
Specify how the chat should act
Understanding Text Tokens
Choosing AI Model
AI Image Generation
10
Choose AI Model for Image Generation
AI Generated Images
About AI Image Generation
Stability AI Style Presets
Image-to-Image Generation
View all 10
AI Chat
10
About AI Chat
Chat Session Settings
Set a limit on the number of tokens per AI Chat response
AI Temperature to control randomness = Creativity
AI Probability = Randomness
View all 10
Omnibasis Billing
Pricing
3
Pricing List
Omnibasis Free Credits FAQ
Omnibasis Optional Services
Usage History
1
How do I find my usage history?
Payments
4
Manage your payment methods
Purchasing Credits
Viewing Payment History
Ordering Omnibasis Optional Services
Help Desk Software
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