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2. Setting Up Your Site: Settings, Pricing, & Agents

In this guide, we will explain how to set up your site, including configuring pricing, managing agents, and uploading your designs

Veronica Paredes Sandoval avatar
Written by Veronica Paredes Sandoval
Updated over 2 months ago

Log In to the Backend

The Backend is where you manage your studio’s designs, sales, invoices, high-resolution files, stock, user accounts, and pricing. You can access it through the link: admin.thepatterncloud.com

Use your studio manager's set of credentials to log into the backend of the system.

Landing Page Overview

Upon logging in, you will be directed to your landing page. This page provides a brief overview of your analytics. From here, you can navigate to any of the available TABS to access the features you need.


2.1 Settings tab

This section allows you to customize key settings for your website.

  1. Design Order

    Choose how you want your designs to appear on your site:

    • Latest Uploads First

    • Randomized Daily

  2. Latest Designs

    Enable the option to display a ‘New’ button on your website. You can decide which designs appear in this section and name the toggles.

  3. Related Designs

    Add related designs at the bottom of each product page. The system will automatically select related designs based on the keyword tags you’ve assigned.

  4. Pricing Settings

    Set up invoice options to allow customers to pay via invoice.

  5. User Management

    Create user accounts for your staff, enabling them to log in with their own credentials. Assign different permission levels based on what you want each user to access.

    • To add a new user, go to the Users tab and click Add New Users.

    • Ensure each user has a unique email address and password.

  6. Designers

    Add your designers so they can tag each design with their name when uploading. This allows you to track each designer’s work easily.

  7. Sales People

    Add salespeople to track their contributions to invoices and monitor their sale.

2.2 Users

Note: This option is available for studios on the Professional plan and higher.

This tab allows you to add new users to your site and customize their access levels. By creating new user accounts, you can assign your staff their own username and password, ensuring that each user only sees the sections relevant to their role.

To add a new user:

  1. Click on the Users tab, then select 'Add New Users'.

  2. Enter a unique email address and password for each person.

  3. Assign the appropriate permission level from the options below. Permission levels can be updated at any time, and users can be removed if necessary.

Important note

Each email address can only be used once per user, so be sure to use unique email addresses.

Available Permission Levels:

  • Studio Manager: Full access to all functions in the admin area.

  • Studio Sales Staff: Access to the Sales, Customers, Stock, and Pricing sections in the admin area.

  • Studio Designers +: Access to the Upload, Stock, and Sales sections. They will not be able to view customer information or sales lists.

  • Studio Designers: Access to the Upload and Stock sections only. They cannot view customer information or sales lists.

  • Studio Uploader: Access to the Upload section only.

If you need to delete a user, simply click the Delete option, and they will be removed.

2.3 Pricing

To set up your pricing, go to the Pricing tab and configure the following:

  1. Studio tax:

    Set Local Sales Tax. Specify the value for any local sales tax (e.g., VAT, TVA, etc.) applicable to your designs in the relevant territories.

  2. Territory Currencies

    In this section, you can select the currencies for each territory where your designs will be sold. Typically, studios choose to offer prices in the local currency for each territory. However, you also have the option to use the same currency for all territories, and the exchange rate at the time of the sale will be applied.

  3. Territory Pricing

    Here, you can set the pricing for each territory. We can offer recommendations based on industry standards and current trends.

    Important Information

    Studios set their own prices and input them directly into the backend of the system. TPC does not have the ability to change or adjust these prices in any way.

  4. Digital Discounts

    You can choose to offer a digital-only discount, meaning that the customer will only receive the digital file, and no physical swatch will need to be sent. This can help streamline your offerings for digital products.

    Many studios prefer to offer discounts through discount codes or by directly applying discounts to customer profiles.

    If you plan to utilize this feature, we can provide more detailed guidance on how to set up and manage discounts effectively.

  5. Non-Exclusive Pricing and Non-Exclusive Discount:

    For detailed guidance on how to manage your Non-Exclusive collection, please refer to our article titled "Non-Exclusive Explained", where we provide an in-depth overview of this option.

  6. Discount Codes

    You can create personalized discount codes here, offering special deals to your customers. These codes can be applied at checkout to provide discounts on your designs.


Multi-Tiered Pricing

Multi-Tiered Pricing allows you to create up to 9 price tiers for your designs. Each tier can be named for easy identification during uploads. Pricing within a tier can be adjusted, and all designs/products associated with that tier will automatically reflect the updated price.

Advantages

  • Quickly update prices for multiple designs/products by adjusting the tier price.

  • Set different prices for each territory within the same tier.

Heads Up!

  • Irreversible Change:

Switching to Multi-Tiered Pricing is permanent. Please ensure this method is suitable for your business before making the change.

  • Not compatible with The Design Agent:

This option is not supported by The Design Agent platform. As a result, it cannot be used in conjunction with their services.

How to Activate Multi-Tiered Pricing

To enable Multi-Tiered Pricing, please contact TPC Support [email protected]

Once this option has been activated for your account, follow the steps below:

  1. Go to the Pricing tab > Click Territory Pricing

  2. Click Add New to create a tier and assign territory prices

After enabling:

  • Go to the Customer tab

  • Use the toggle to find affected customers (highlighted in red)

  • Review each and Save any changes

  • Hover over red icons to view previous values

Things to Keep in Mind

  • Tiers cannot be deleted once created, plan carefully.

  • Prices within tiers can be updated anytime and apply to all assigned products.

  • Customer Discounts must be percentage-based. Set amount discounts will convert to percentages.

  • Customer currency is tied to territory and will reset to match it after conversion.

  • Always remember to Save your changes.

2.4 My Agents Tab

Link with Agents on The Pattern Cloud to share your designs.

If you work with an agent using our system, we can create a link between your studio and their account, allowing you to share designs digitally. Simply email us to set up the link. Once linked, both the studio and agent sites will operate seamlessly together. If a design is sold, it will be removed from both website shops.

The Design Agent | Powered by The Pattern Cloud

The Design Agent is an exclusive online partner that will sell your latest designs on their premium online store.

How to Join The Design Agent:

  1. Go to the My Agents tab in your admin area and click on The Design Agent.

  2. You will need to approve and accept the Terms and Conditions.

  3. Add your prices in the 3 currency boxes.

Also, you can decide whether you allow the agent to discount your prices when selling. If you choose to allow discounts, customers browsing your designs will see the discounted price reflected.

Once you have set this up, you don’t need to do anymore! All of the designs you upload to your site from that moment on will be automatically uploaded.

Important note

If you are a new studio and plan to connect with The Design Agent, please link your account before uploading designs to ensure they are shared correctly.

For more information, refer to the article Getting to Know the Design Agent


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