Create & Connect a Bold Account

Bold Account Center is a 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.

  • 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.

Within this article, an Organization is a term that refers to your company's name.

 Alert

Please note that this article only relates to the Account Center on commercetools. If you are using a different platform, please visit the articles relevant for Bold Account Center on ShopifyBigCommerce, or WooCommerce.

 


 

 Caution

Before proceeding, you will need the following:

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.

 Alert

If you plan to install both Checkout and Subscriptions, you will need to create separate API keys for each. To install Bold Checkout or Bold Subscriptions, please visit Installing Bold Apps & Integrations via Account Center.

Combining scopes for Account Center, Checkout and/or Subscriptions together will result in an error during the signup flow.

Account Center Setup

  1. Navigate to Merchant center, within your commercetools admin.
  2. Select Settings, then Developer Settings.
  3. Select + Create a new API client.

    Create new API client button

  4. To connect to Account Center, select the following scopes:
    • Manage:
      • Types
    • View:
      • Types - this will be automatically selected.
      • Project Settings
      • Stores

        Account Center Scopes

  5. 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.

    Successful API Client Creation page

 


 

 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.

  1. Navigate to the Bold Account Center Login Page.
  2. Select Get started.

    Get Started Option

  3. Select Create a new organization of your own.

    Create a new organization option

     

  4. Enter your Name, Organization, Email, and Create a Password.
  5. Select Create account.

    Create account button

  6. On the Add your first store screen, select commercetools for your Platform and enter your Store URL.
  7. Enter your commercetools details in all fields, and select I consent to the creation of a cartClaimed Custom Field on my store.

    Note:
    The Store URL should be a unique address, and is not the same as the Auth URL and API URL.
    The Store Key can be found by navigating to Settings > Project settings > Stores.
    The Project Key, Client ID, Client Secret, Auth URL, and API URL can be obtained from your saved information when generating your API key. The Auth URL, and API URL must be the exact values.
    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.

    Add a store

  8. 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.

    Custom Type Missing dialogue box

  9. Enter the information in the available fields to create a Store profile.

    Store Profile Page

  10. Select Next.
  11. 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.

Request an invitation

 


 

Accepting the Invitation

  1. To accept the invitation, select Join from within the email.

    Invitation_Email.png

     

  2. From here, you will be directed to Join a new store. Fill out your email, name, choose a password, and select Join Now.

    Join_a_new_store.png

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