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Configuration System Specifications

Overview​

The Configuration system provides comprehensive management of integrations, user management, and client onboarding processes to ensure smooth operations and proper access control.

Features​

1. Integrations Management​

Route: /integrations Navigation: Configuration > Integrations

Core Functionality​

  • Platform Integration: Connect with various marketing platforms
  • API Management: Manage API keys and credentials
  • Data Synchronization: Sync data between platforms
  • Integration Monitoring: Monitor integration health and performance
  • Error Handling: Handle integration errors and failures
  • Configuration Management: Manage integration settings

Supported Platforms​

  • Facebook Ads: Facebook advertising platform
  • Google Ads: Google advertising platform
  • TikTok Ads: TikTok advertising platform
  • LinkedIn Ads: LinkedIn advertising platform
  • Twitter Ads: Twitter advertising platform
  • Google Analytics: Web analytics platform
  • HubSpot: CRM and marketing automation
  • Stripe: Payment processing
  • Shopify: E-commerce platform
  • Typeform: Form builder and data collection
  • GoHighLevel: All-in-one marketing platform
  • ThriveCart: E-commerce and marketing
  • EasyPay Direct: Payment processing
  • Elective: Course and membership platform
  • OnceHub: Appointment scheduling
  • Whop: Community and membership platform
  • Fathom: Website analytics

Integration Features​

  • OAuth Authentication: Secure OAuth-based authentication
  • API Key Management: Secure API key storage and rotation
  • Data Mapping: Map data between different platforms
  • Real-time Sync: Real-time data synchronization
  • Batch Processing: Batch data processing for large datasets
  • Error Recovery: Automatic error recovery and retry logic

2. User Management​

Route: /user-management Navigation: Configuration > Users

Core Functionality​

  • User Creation: Create new user accounts
  • Role Management: Assign and manage user roles
  • Permission Control: Control user permissions and access
  • User Invitations: Send user invitations
  • Account Management: Manage user account settings
  • Activity Monitoring: Monitor user activity and actions

User Roles​

  • Super Admin: Full system access and control
  • Admin: Client-level administration
  • User: Standard user access
  • Viewer: Read-only access
  • Custom Roles: Custom-defined roles

User Management Features​

  • Bulk Operations: Perform actions on multiple users
  • User Import: Import users from CSV files
  • User Export: Export user data
  • Password Management: Manage user passwords
  • Two-Factor Authentication: Enable 2FA for users
  • Session Management: Manage user sessions

3. Client Onboarding​

Route: /client-onboarding Navigation: Configuration > Onboarding

Core Functionality​

  • Onboarding Workflow: Guided client onboarding process
  • Setup Wizard: Step-by-step setup wizard
  • Configuration Templates: Pre-configured setup templates
  • Progress Tracking: Track onboarding progress
  • Documentation: Provide setup documentation
  • Support Integration: Integrate with support systems

Onboarding Steps​

  1. Client Information: Collect basic client information
  2. Platform Selection: Select marketing platforms
  3. Integration Setup: Configure platform integrations
  4. User Setup: Create initial user accounts
  5. Data Import: Import existing data
  6. Configuration: Configure system settings
  7. Testing: Test integrations and functionality
  8. Go Live: Activate client account

Onboarding Features​

  • Progress Indicators: Visual progress indicators
  • Step Validation: Validate each onboarding step
  • Error Handling: Handle onboarding errors
  • Rollback Capability: Rollback failed onboarding steps
  • Template Management: Manage onboarding templates
  • Customization: Customize onboarding process

Data Models​

Integration Model​

interface Integration {
  id: string;
  client_id: string;
  platform: string;
  name: string;
  status: 'active' | 'inactive' | 'error' | 'pending';
  configuration: {
    api_key?: string;
    api_secret?: string;
    access_token?: string;
    refresh_token?: string;
    webhook_url?: string;
    sync_frequency: number;
    last_sync?: Date;
  };
  permissions: string[];
  is_enabled: boolean;
  created_at: Date;
  updated_at: Date;
}

User Model​

interface User {
  id: string;
  email: string;
  name: string;
  role: 'super_admin' | 'admin' | 'user' | 'viewer';
  client_id?: string;
  permissions: string[];
  is_active: boolean;
  last_login?: Date;
  created_at: Date;
  updated_at: Date;
}

Client Model​

interface Client {
  id: string;
  name: string;
  domain?: string;
  industry?: string;
  size?: 'startup' | 'small' | 'medium' | 'enterprise';
  status: 'active' | 'inactive' | 'suspended';
  onboarding_status: 'not_started' | 'in_progress' | 'completed' | 'failed';
  configuration: {
    timezone: string;
    currency: string;
    date_format: string;
    features: string[];
  };
  created_at: Date;
  updated_at: Date;
}

API Endpoints​

Integrations​

  • GET /api/v1/integrations - List integrations
  • POST /api/v1/integrations - Create integration
  • PUT /api/v1/integrations/{id} - Update integration
  • DELETE /api/v1/integrations/{id} - Delete integration
  • POST /api/v1/integrations/{id}/sync - Trigger data sync
  • GET /api/v1/integrations/{id}/status - Get integration status

User Management​

  • GET /api/v1/users - List users
  • POST /api/v1/users - Create user
  • PUT /api/v1/users/{id} - Update user
  • DELETE /api/v1/users/{id} - Delete user
  • POST /api/v1/users/invite - Invite user
  • POST /api/v1/users/{id}/reset-password - Reset password

Client Onboarding​

  • GET /api/v1/onboarding/status - Get onboarding status
  • POST /api/v1/onboarding/start - Start onboarding
  • PUT /api/v1/onboarding/step - Update onboarding step
  • POST /api/v1/onboarding/complete - Complete onboarding
  • GET /api/v1/onboarding/templates - Get onboarding templates

Security & Access Control​

Authentication​

  • OAuth 2.0: Secure OAuth-based authentication
  • JWT Tokens: JSON Web Token authentication
  • Session Management: Secure session management
  • Password Policies: Enforce strong password policies
  • Two-Factor Authentication: Optional 2FA support
  • Single Sign-On: SSO integration support

Authorization​

  • Role-Based Access Control: RBAC implementation
  • Permission-Based Access: Granular permission control
  • Resource-Level Access: Control access to specific resources
  • API Rate Limiting: Rate limit API requests
  • IP Whitelisting: Restrict access by IP address
  • Audit Logging: Log all access and changes

Data Security​

  • Encryption at Rest: Encrypt stored data
  • Encryption in Transit: Encrypt data in transit
  • API Key Encryption: Encrypt API keys and secrets
  • Data Masking: Mask sensitive data in logs
  • Secure Storage: Secure credential storage
  • Regular Security Audits: Regular security assessments

Integration Management​

Platform Integration​

  • API Documentation: Comprehensive API documentation
  • SDK Support: Software development kit support
  • Webhook Support: Webhook integration support
  • Rate Limiting: Respect platform rate limits
  • Error Handling: Robust error handling
  • Retry Logic: Automatic retry for failed requests

Data Synchronization​

  • Real-time Sync: Real-time data synchronization
  • Batch Sync: Batch data synchronization
  • Incremental Sync: Incremental data updates
  • Conflict Resolution: Handle data conflicts
  • Data Validation: Validate synchronized data
  • Sync Monitoring: Monitor sync performance

Error Handling​

  • Error Classification: Classify different error types
  • Error Recovery: Automatic error recovery
  • Error Notifications: Notify users of errors
  • Error Logging: Comprehensive error logging
  • Retry Strategies: Implement retry strategies
  • Fallback Mechanisms: Fallback for critical failures

User Management​

User Lifecycle​

  • User Creation: Create new user accounts
  • User Activation: Activate user accounts
  • User Suspension: Suspend user accounts
  • User Deactivation: Deactivate user accounts
  • User Deletion: Delete user accounts
  • User Restoration: Restore deleted accounts

Permission Management​

  • Permission Groups: Organize permissions into groups
  • Custom Permissions: Create custom permissions
  • Permission Inheritance: Inherit permissions from roles
  • Permission Overrides: Override inherited permissions
  • Permission Auditing: Audit permission changes
  • Permission Templates: Use permission templates

User Experience​

  • User Interface: Intuitive user management interface
  • Bulk Operations: Perform bulk user operations
  • User Search: Search and filter users
  • User Import/Export: Import and export user data
  • User Activity: Track user activity
  • User Preferences: Manage user preferences

Client Onboarding​

Onboarding Process​

  • Step-by-Step Wizard: Guided onboarding process
  • Progress Tracking: Track onboarding progress
  • Validation: Validate each onboarding step
  • Error Handling: Handle onboarding errors
  • Rollback: Rollback failed steps
  • Completion: Mark onboarding as complete

Onboarding Templates​

  • Industry Templates: Templates for different industries
  • Size Templates: Templates for different company sizes
  • Custom Templates: Custom onboarding templates
  • Template Management: Manage onboarding templates
  • Template Sharing: Share templates between clients
  • Template Versioning: Version control for templates

Onboarding Support​

  • Documentation: Comprehensive onboarding documentation
  • Video Tutorials: Video tutorials for onboarding
  • Support Integration: Integrate with support systems
  • Progress Notifications: Notify users of progress
  • Help System: Contextual help system
  • Support Chat: Live support during onboarding

Monitoring & Analytics​

Integration Monitoring​

  • Health Checks: Monitor integration health
  • Performance Metrics: Track integration performance
  • Error Rates: Monitor error rates
  • Sync Status: Monitor sync status
  • API Usage: Track API usage
  • Cost Monitoring: Monitor integration costs

User Analytics​

  • User Activity: Track user activity
  • Login Patterns: Analyze login patterns
  • Feature Usage: Track feature usage
  • Performance Metrics: Track user performance
  • Error Tracking: Track user errors
  • Engagement Metrics: Measure user engagement

Onboarding Analytics​

  • Completion Rates: Track onboarding completion rates
  • Step Performance: Analyze step performance
  • Time to Complete: Measure time to complete onboarding
  • Drop-off Points: Identify drop-off points
  • Success Metrics: Track onboarding success metrics
  • User Feedback: Collect user feedback

Testing Strategy​

Unit Tests​

  • Integration Logic: Test integration logic
  • User Management: Test user management functions
  • Onboarding Process: Test onboarding process
  • Security Functions: Test security functions
  • Error Handling: Test error handling

Integration Tests​

  • API Endpoints: Test all API endpoints
  • Database Operations: Test database operations
  • External Integrations: Test external integrations
  • Authentication: Test authentication flows
  • Authorization: Test authorization logic

End-to-End Tests​

  • Complete Onboarding: Test complete onboarding flow
  • User Management: Test user management workflows
  • Integration Setup: Test integration setup
  • Error Scenarios: Test error scenarios
  • Performance: Test system performance

Future Enhancements​

Planned Features​

  • Advanced Integrations: More platform integrations
  • Automated Onboarding: Fully automated onboarding
  • AI-Powered Setup: AI-assisted setup and configuration
  • Advanced Analytics: More sophisticated analytics
  • Custom Workflows: User-defined workflows
  • Mobile App: Mobile application for configuration
  • API Marketplace: Third-party integration marketplace
  • Advanced Security: Enhanced security features