The Bold Account Center is a new tool that stores can use to access apps such as Bold Subscriptions and Bold Checkout, as well as manage who has access to create API access tokens. With API access tokens you can begin using our available APIs to launch new integrations.
Pro-Tip
Within this article, an Organization is a term that refers to your company's name.
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To create a new organization, you will need to create and link your store to the Account Center.
- To join an existing store or organization, you will need to manually reach out to the admin of the existing store or organization and request they send you an invitation.
Caution
Before proceeding, you will need the following:
- A project set up in commercetools. For more information, please visit commercetools Merchant Center, Project documentation.
- A store set up in commercetools. For more information, please visit commercetools Merchant Center, Stores documentation.
Before creating your Bold account in Account Center, you will need to create an API key with scopes within your commercetools store.
This section will show you how to select the scopes and generate an API key for Account Center, Bold Checkout, and Bold Subscriptions.
Alert
Depending on the products you wish to install, multiple API keys may be required. If you plan to install both Checkout and Subscriptions, you will need to create separate API keys for each.
Each API key must have the relevant scopes identified - and only those scopes. Combining scopes for Account Center, Checkout and/or Subscription together will result in an error during the signup flow.
Account Center Setup
- Navigate to Merchant center, within your commercetools admin.
- Select Settings, then Developer Settings.
- Select + Create a new API client.
- To connect to Account Center, select the following scopes:
- Manage:
- Types
- View:
- Types - this will be automatically selected.
- Project Settings
- Stores
- Manage:
- Select Create API client to generate your credentials.
Note: Make sure to save your credentials, along with all information from this page, in a secure location. You will not be able to view this page again. If you are unable to save your credentials, you will have to repeat this process.
Bold Checkout Setup
To select the scopes and generate an API key for Bold Checkout, please follow the steps below.
- Navigate to Merchant center, within your commercetools admin.
- Select Settings, then Developer Settings.
- Select + Create a new API client.
- Under Manage, select Project.
Note: Commercetools will automatically select the necessary scopes.
- Select Create API client to generate your credentials.
Note: Make sure to save your credentials, along with all information from this page, in a secure location. You will not be able to view this page again. If you are unable to save your credentials, you will have to repeat this process.
Bold Subscriptions Setup
To select the scopes and generate an API key for Bold Subscriptions, please follow the steps below.
- Navigate to Merchant center, within your commercetools admin.
- Select Settings, then Developer Settings.
- Select + Create a new API client.
- Select the following scopes:
- Manage:
- Orders
- Customers
- Subscriptions
- View:
- Orders - this will be automatically selected.
- Customers - this will be automatically selected.
- Products (published or all)
- Project Settings
- Manage My:
- Orders
- Tokens:
- Introspect OAuth Tokens
- Introspect OAuth Tokens
- Manage:
- Select Create API client to generate your credentials.
Note: Make sure to save your credentials, along with all information from this page, in a secure location. You will not be able to view this page again. If you are unable to save your credentials, you will have to repeat this process.
Alert
Before following the steps below, be sure to have your commercetools Store Key available as this will be needed. The Store Key is set when you're creating a new store. You can find this by navigating to Settings > Project settings > Stores.
- Navigate to the Bold Account Center Login Page.
- Select Get started.
- Select Create a new organization of your own.
- Enter your Name, Organization, Email, and Create a Password.
- Select Create account.
- On the Add your first store screen, select commercetools for your Platform and enter your Store URL.
- Enter your commercetools details in all fields, and select I consent to the creation of a cartClaimed Custom Field on my store.
Note: The cartClaimed Custom Field is attached to your commercetools order resource, which is used for customizing both orders and carts. The cart must be set as claimed so that further changes cannot be made while Checkout is processing the order.
The details needed on this page can be obtained from your saved information when generating your API key.
The commercetools Store Key can be found by navigating to Settings > Project settings > Stores.
- Select Add store.
Note: Your shop's order resource must have a Custom Type. The Custom Type is necessary to customize the order resource. If you have not set Custom Type for your store, you will be shown the dialogue box below. Here, you will be able to provide a name for the Custom Type, and it will be created on your behalf.
- Enter the information in the available fields to create a Store profile.
- Select Next.
- Your store's connection is now successful. Select Go to Launchpad to access Bold Account Center's management features.
This feature is coming soon. Currently, you will need to manually reach out to the existing admin of the organization and request they send an invitation to join their store. Once the invitation is sent, an email will arrive to direct you on how to join the organization.
Pro-Tip
Administrators can view the steps on how to invite a new user in the article Invite or Deactivate a New User.
Accepting the Invitation
- To accept the invitation, select Join from within the email.
- From here, you will be directed to Join a new store. Fill out your email, name, choose a password, and select Join Now.
