TABLE OF CONTENTS



Introduction


This article will cover the basics required to set up a new corporate website, focusing specifically on the necessary information needed for creating a B2B corporate website.


The topics that will be covered include creating the website, setting up admin accounts, enabling services, configuring necessary administration settings, and establishing payment options. Additionally, references will be provided for creating corporate employees and making additional changes.


Creating the New Corporate Website


The process of creating a new corporate website begins with the "Site Selection Menu" and selecting the appropriate customer for which the website will be created. Typically, this task is performed by an "Organizational Admin" account. However, please note that "Customer Admin" also has the capability to carry out this process.


Note - Please refer to the documentation page "Creating Leisure or Corporate Branch" if you need to establish a B2B customer branch first.


Before we proceed with creating the new website, it's important to establish the appropriate B2B "Customer Branch" first.


Note - If you need to understand the differences between Administrator accounts, please refer to the documentation page "Administrator Accounts"


Once you are logged in with your "Organizational" or "Customer" Admin account, the process of creating the website will start from the "Site Selection Menu" as you will need to specify for which customer the corporate website will be built. 


Image no.1 Organizational Admin's Site Selection Menu Example


Note - Most of the time your "Customer" will already be created with the customer "B2B" type. If you are lacking one or if you need to understand the differences between customers and how to created them, as previously advised, please refer to the following documentation page - "Creating Leisure or Corporate Branch"


Start the process by clicking on the appropriate customer for which the website needs to be created in the "Customer Name" collum, example below:

Image no.2 Customer's Name Site Selection Menu Example


For the purpose of this article, we will select the "Thomalex Solution" customer that has the "B2B" Customer Type and proceed with website creation:

Image no.3 Customer Name With B2B Type Site Selection Menu Example


After you have selected the customer, the customer's dashboard will present you with three options in the dashboard menu: Dashboard, Booking, and Websites - Please hover your mouse over the "Websites" tab and select "New Website":


Image no.4 New Website Button Location 


Now that the new website creation panel has opened up there will be a number of mandatory settings that will be required before you are able to save the website and proceed with the creation of a new corporate b2b environment. 


Note - Website Settings creation panel does not differ when it comes to creating a B2B or B2C website in Thomalex system. 
 
To better understand what are neccesery settings are needed to be insert before you can save a website please refer to the following documentation page - "Creating a B2C Website"


Image no.5 New Website Creation Panel Example


After you have successfully saved a new website and you got redirected back to the "Site Selection Menu" where your new website should appear right next to the appropriate customer. Please select it so that we can proceed with the creation of Website Administrator accounts. 


Image no.6 Newly Created Website Site Selection Menu View


Setting up Administrator Accounts, Payment Options, and Enabling Services For A Newly Created Corporate B2B Website 


Now that the new B2B website is created, the next step would be to create administrator accounts (the accounts for people who will manage the website) as well as payment options and the services this corporation will be allowed to be used. 


First, let's create a new administrator account. This will be done first by selecting the newly created corporate website, and then in the websites Dashboard, please hover your mouse over the "Users" tab and select the option called "New User" as seen in the example below:

Image no.7 New User Option Example


Once the "New User" panel has opened up, please provide the necessary General User Details as well as Roles, Access Rights, and to which "Branch" (Customer) this new Administrator account will be authorized. 

Image no.8 New Administrator User Creation Panel


Once you click on "Save" the system will redirect you back to the "Users" tab where your newly created Administrator account will be presented:


Image no.9 New Administrator Account Created Example


Note - Depending on a type of a User (Administrator) account that performs the process of creating a new Administrator account, you will be allowed to provide certain roles or not. Not all Administrator accounts are allowed to create all roles. Please refer to "Administrator Accounts" article if you need more information regarding the creation and various types of authority that comes with different Administrator accounts.


Now that the administrator account has been created, let us proceed by first enabling services that will be used by the newly created corporate website. Please note that by default, the Thomalex system only enables Air Service and doesn't create any payment options that can be used for completing reservations for any service. 


From your website's dashboard, please select "Corporate Site" as seen in the example below:

Image no.10 Corporate Site Button Location Example


Then select "Edit" next to the travel group as seen in the example below:

Image no.11 Edit Travel Group Button Location Example


The Travel Group Settings tab will be the first one to automatically open once you edit the travel group. Within the same tab, you are able to enable/disable Air, Car, Hotel, and Train services. Make sure to click on the "Save" button at the bottom of the tab once you make the required selection.


Image no.12 Edit Travel Group View Example


Note - For more clarification regarding Travel Group Settings and the options within this tab, please refer to the documentation page - Travel Group Settings


The next thing required before finalizing the new corporate website setup is to establish payment options that will be used for the travel group you are editing at the moment. 


From the same view you are able to select the "Payment Options" tab, please proceed by clicking it. 

Image no.13 Payment Options Button Location Example


Start by selecting "Create Payment Options"

Image no.14 Create Payment Options Button Location Example


Each service (Air, Car, Hotel, and Train) would require a separate setup for creating payment options for each service. Finish by setting the appropriate values and end the setup by clicking on the "Save" button. 

Image no.15 New Payment Options View Example


Note - If you need additional help and references for establishing payment options please refer to the following documentation page - Payment Options


The last thing left to complete before the new b2b website setup is finished is to eighter create or bulk upload employees to the travel group. 


This can be performed by selecting the "List Employees" tab on the left side from the same view you are already in as seen in the example below.

Image no.16 List Employees Tab Location Example


Note - If you require assistance for creating or bulk uploading employees, please refer to the following documentation pages - "Create a Corporate Employee" or "Upload Employee File - Bulk Employee Upload"


After creating the website with enabled services, payment options, administrator accounts, and employees your corporate B2B website is ready to be used.