Getting started with Manager
The Manager at manager.iconfigure.io is the back-office for iConfigure. It's where you build products, design the customer-facing configurator, capture leads, and follow up on quotations — all in one place.
This page is a quick orientation. Once you know where things live, the guides below go deeper on each workflow.
First steps
- Sign in at manager.iconfigure.io with your iConfigure account.
- Fill in your company details under Settings → Company — name, address, banking and sender email. These flow into quotations and emails. See Company settings.
- Set your house style under Design → Branding — logo, colours, typeface. See Branding.
- Open a product under Configurations to build steps, features, pricing and logic in the Product Editor. See Product editor and Price management.
- Design the configurator under Design → Configurator. See UI editor (design).
- Set up what happens on submit — templates, emails and webhooks — on the product's Submission & tracking panel. See Submissions & outputs.
How the Manager is organized
The left menu has seven sections. Hover it to expand it; sections with a caret open a submenu. You only see the sections and pages your user permissions give you access to.
| Menu | Contains | What you do here |
|---|---|---|
| Home | — | Your starting screen after signing in. |
| Marketing | Dashboard · Discounts · Subscriptions | Analytics on how visitors use the configurator, discount codes, and the email addresses that subscribed. |
| Configurations | Configurations · Pre-Configurations · Store · Workbook | Your products (open one to launch the Product Editor), saved compositions, your showroom pages, and — when it is enabled for your company — the product workbook. |
| Design | Branding · Configurator · Email · PDF | Your house style, the configurator layout, the customer emails, and the quotation PDF templates. |
| Quotations | — | Every quote generated through the configurator — edit lines, regenerate PDFs, resend links. Also holds the pipeline view and the dealer dashboard. |
| Data | Submissions · Export | What happens when a customer submits, and CSV or JSON exports of quotations, customers, tracking sessions and email subscriptions. |
| Settings | Users · Company | Your own profile and your colleagues' permissions, and the company's details. |
Dealers do not have their own menu item: you grant a dealer access from a product in Configurations, and open a dealer's version of a product from there too. See Product configurations and Dealer editor.
Where to go next
Building a product
- Product configurations — the product list, live vs development, dealer access
- Product editor — steps, features, options and the structure tree
- Price management — prices, formulas, conditions and visibility
- Compositions — saved starting configurations
Design
- Branding — logo, colours, typeface
- UI editor (design) — layout and behaviour of the configurator
- Template editor (quotation PDF) — the PDF your customer receives
- Showrooms — landing pages that embed your configurators
Leads and follow-up
- Submissions & outputs — quotes, emails and webhooks on submit
- Export — download quotations, customers, tracking and subscriptions
- Quotes pipeline — track and manage incoming quotes
- Quotation editor — edit a single quotation
- Discounts — discount codes
- Subscriptions — email addresses that subscribed
Measuring
- Marketing dashboard — how customers use your configurator
- Dealer analytics — which dealers are active
Settings
- Company settings — details, sender address, languages
- User settings — your profile and colleagues' permissions
Putting it on your website