Setup guide for Prime's thin client mode

Modified on Fri, 17 Feb, 2023 at 6:24 PM

Setting up a business with Prime's thin client involves three stages: 

  • Setting up a Prime portal 
  • Connecting Prime to Codex 
  • User Creation 

This article covers the step-by-step guide for each stage.


This is an internal document and is not to be shared with any merchant.

Setting up a Prime portal

  1. Go to Signup URL and fill up the signup form with Company details.

    *Keep the company username saved for reference (this will be required while logging into the portal).

  2. Once you have filled the company details, hit Next. You'll be prompted for creating a user.

    *Keep the username and password for reference (this will also be needed for logging into the portal).

  3. After you are done, review the details and if you are good to go. Hit Finish.

Your portal has been successfully created. 

Connect Prime to Codex

Now that the Prime portal is created, then next step is to map this portal with the corresponding Quint portal.

To do that follow the following steps:

  1. From Business Profile (Quint Portal), enable Prime.

  2. Go to Onboarding Wizard and enter the Biz_id of the Quint portal.

  3. Ensure that Catalogue backfilling is turned OFF

  4. Confirm that only Online Platforms and Locations are being backfilled. Then hit the Copy data button

Your Prime portal is now connected with the Codex business.

User creation

The first step is to create user permission levels. Here's the step-by-step guide on how that's to be done:

  1. From Company Admin, go to Users

  2. From the User's section, click the three-dot button and go to Manage User Permission

  3. Create the required Permission Levels with Create New Permission level option

    Example of simple permission levels will be:
    Satellite (Admin) 
    This user has access to all Satellite thin-client modules and can also manage users. Here are the permissions associated with this user:

    • Read users 
    • Manage users (Create/Update/Delete) 
    • Order tracker 
    • Online stock control 
    • Platform status toggle

  4. Come back to the User's section, create a new user by clicking + New User

  5. Fill all user details along with basic information. Also, assign the corresponding user permission as Role. 

That's all you have successfully set up the business and created user access for merchants.

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