Cloud operating system for your business

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Configuration 1

• Configure Marketplace

Vendor Management 2

• Vendor Timeline
• Business Owners

Vendor Analytics 2

• Detailed Analytics Log for Vendors
• Marketplace Analytics

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

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

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

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

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

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

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

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 11

• Choose AI Model for Image Generation
• AI Generated Images
• About AI Image Generation
• Stability AI Style Presets
• Image-to-Image Generation

View all 11

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

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