Configure
Store
Review additions available to the agency or client
Store presents available product additions and purchasing context from the active workspace
What this workspace includes
- Available offerings
- Agency or client scope
- Plan or credit context
- Checkout result
Complete workflow
- 1
Open Store
Use the current agency or client context
- 2
Review an offering
Read the included capability and scope
- 3
Choose the intended option
Confirm the receiving workspace
- 4
Complete and verify
Return to the related product area
How records and settings behave
- Store context follows the active workspace
- Available offerings can vary by account
- Completed additions appear in their supported area
Working effectively
- Confirm who will use the addition
- Review recurring and usage context
- Verify access after completion
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Store?
Use the current agency or client context
When is my work saved?
Store context follows the active workspace
How do I confirm the result?
Return to the related list or detail view and review its current status. Completed additions appear in their supported area