Description

Introduction

The Navigating the Optimizely Admin Console training is designed to help administrators, business users, and technical teams effectively manage and configure the back-office environment of Optimizely Configured Commerce.

This hands-on course provides a structured walkthrough of the Admin Console interface, including system settings, website configurations, catalog management, user roles, pricing structures, promotions, integrations, and reporting tools.

Participants will gain the confidence to:

1. Navigate the admin dashboard efficiently
2. Manage product catalogs and content
3. Configure customer accounts and permissions
4. Set up pricing, promotions, and workflows
5. Monitor system performance and operational settings

By the end of this course, learners will be able to independently manage day-to-day administrative tasks within the Admin Console.

Prerequisites

1. Basic understanding of B2B eCommerce concepts
2. Familiarity with business processes (sales, pricing, catalog management)
3. General knowledge of CMS or ERP systems (recommended but not mandatory)
4. Access to a configured Optimizely Admin environment (for hands-on labs)

Table of Contents

Module 1: Introduction to Optimizely Configured Commerce

1. Overview of the Platform Architecture
2. Understanding the Admin Console Role
3. Admin vs. Storefront – Key Differences
4. Environment Types (Dev, QA, Production)

Module 2: Admin Console Overview & Navigation

1. Logging into the Admin Console
2. Understanding the Dashboard Layout
3. Navigation Panels & Menu Structure
4. Search & Filtering within Admin
5. Personal Settings & Preferences

Module 3: Website & System Configuration

1. Website Setup & Management
2. Site Settings & Global Configurations
3. Theme & Branding Controls
4. Content & CMS Integration Overview

Module 4: Catalog & Product Management

1. Product Structure & Hierarchies
2. Managing Categories & Attributes
3. Product Visibility Settings
4. Pricing Setup & Price Lists
5. Inventory & Availability Configuration

Module 5: Customer & User Management

1. Creating and Managing Customer Accounts
2. User Roles & Permission Structures
3. Approval Workflows
4. Credit Limits & Account Settings

Module 6: Pricing, Promotions & Discounts

1. Price Matrix Configuration
2. Contract Pricing Setup
3. Promotional Rules & Campaigns
4. Coupon Code Configuration

Module 7: Order & Workflow Management

1. Order Processing Overview
2. Admin Order Adjustments
3. Order Approval Configuration
4. Workflow Settings

Module 8: Integrations & System Management

1. ERP Integration Overview
2. Payment Gateway Configuration
3. Tax & Shipping Setup
4. API & Integration Touchpoints

Module 9: Reporting & Monitoring

1. Admin Reporting Tools
2. User Activity Tracking
3. System Logs & Diagnostics
4. Performance Monitoring Basics

Module 10: Security & Best Practices

1. Role-Based Access Control (RBAC)
2. Data Governance Considerations
3. Admin Best Practices
4. Troubleshooting Common Issues