Getting started
Start here to learn the core concepts and navigation of EShopSet.
What is EShopSet?
Overview of EShopSet: agency workspace + customer portal, and the core delivery loop from intake to execution to updates.
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Core concepts: organizations, stores, projects
Learn how EShopSet models work: organizations and contacts, stores, projects as delivery hubs, and tasks/runs inside projects.
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Agency workspace vs customer portal
Understand the difference between the full agency workspace and the scoped customer portal, and what clients can access.
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