Epoxy Self Onboarding Guide | Portal Set-up

Welcome to the beginning of your Journey with Floori 🚀

 

This isn’t your typical instruction manual, it’s an interactive adventure designed to help you conquer your admin panel like a pro and get closer to rolling out the visualizer with your customers to close more jobs.

We’ve packed this guide with video tutorials, handy materials, and all the support you need along the way. Remember, the setup time is totally up to you. Take charge, explore at your own pace, and feel free to revisit this document anytime to track your progress.

Let’s dive in and make setting up your Floori Portal as enjoyable as possible!

This is your onboarding journey with us

FLOORI PORTAL

Sign-up process

Access the Registration Page

Navigate to the Floori Portal registration page using this link: https://portal.floori.io/register

Create Your Account:

Enter your desired credentials (username/email and password) to create your account.

ℹ️ To ensure full access to all available features, please select the “Distributor/Retailer” option when specifying your “Account Type.” This selection will guarantee that all relevant functionalities are activated for your user profile.

Confirm Your Email Address:

  1. Check the email inbox associated with the address you used during registration.
  2. Locate the confirmation email from Floori.
  3. Click the confirmation link within the email to activate your Floori Portal account.
  4. You can now log in to the Floori Portal with your new credentials.

Account Settings

Logging Into Your Floori Portal:

  1. Visit the Floori Portal login page https://portal.floori.io/login
  2. Enter the credentials you created during registration (username/email and password).
  3. Click ‘Login’ to access your account.

 

Recommended size in pixels1200×300

Create your subdomain

What is a subdomain? The subdomain is used to host your Floori Studio [Visualizer], and is formed by adding a prefix to the main domain name.

For example, with your company name as the prefix and ‘http://floori.io ‘ as the main domain, your link to access the visualizer would be: yourcompanyname.floori.io

Check the result, and access your visualizer by clicking the “Launch Floori Studio” button in the top right corner.

Create your catalog structure

To present your products in the visualizer: Here is a video on how to do it:

🎥 Watch: How to Create a Catalog (41 sec)

Explore our reference accounts to find the colors of your epoxy/coatings

Here is the list of the suppliers by country:

Supplier Name

Country

Product Type

Folders in our manufacturer account

APC

Australia

Epoxy/coatings

  1. Hyper Flakes

  2. Ultra Flakes

  3. Quartz

  4. Plain Epoxy

DURABLE

Australia

Epoxy/coatings

Durable Concrete Coatings

Dulux

Australia

Wall Paintings

Dulux Wall Paintings

Vinyl Flakes

Australia

Epoxy/coatings

Vinyl Flakes Australia

Chips Unlimited

CANADA

Epoxy/coatings

Chips Unlimited

Resinwerks

USA

Epoxy/coatings/Metallics

Resinwerks

Torginol

USA

Epoxy/coatings

Torginol

Kretus

USA

Epoxy/coatings

Kretus

Sherwin Williams

USA

Wall Paintings

Sherwin Williams

Shaw Floors

USA

Hardwood/ Laminate/ Vinyl

Shaw

Xtreme Polishing Systems

USA

Epoxy/coatings

Pending Upload

Leggari

USA

Epoxy/coatings/ Hardwood Overlay

Available by request of Approval
https://leggari.floori.io/

Request to Add Reference Account Products through our Help Desk Channel: https://floori.atlassian.net/servicedesk/customer/portals

Jetrock

USA

Quartz

Available by request of Approval https://jetrockinc.floori.io/

Request to Add Reference Account Products through our Help Desk Channel: https://floori.atlassian.net/servicedesk/customer/portals

Metallics

All Regions

Coatings

Metallic

Watch this video to learn how to explore and add the references to your account:

🎥 Watch: Reference A counts (44 sec)

Clone the products from the reference accounts

With the cloning option you can, add the colors to your categories and rename the products if necessary. Watch this video to learn how to clone the products:

🎥 Watch: Cloning Products (1 min)

How to add your products /colors.

 

You couldn’t find your colors in our system, or are some products missing? Do not worry; you can add your swatches. Here is the information you need:

How to create seamless swatches for the software. Can Floori help?

 

  • If the color visualization displays a tile effect after uploading your swatches, you must prepare seamless textures following the recommendations in the  image guide.

ℹ️ If you’re short on time or don’t have a team available to create textures, we’ve got you covered! Our expert team can prepare textures and add colors to the system within days of receiving your swatches and payment confirmation. Our onboarding rate is just $6 per color

Contact us through the Help Desk to request our team to prepare the textures and upload the products in the system.

Information you need to prepare to send the request:

  1. Company Name
  2. Portal Login Email
  3. Describe the number of swatches you are requesting to be edited
  4. Attach the swatches – every swatch should be named after the color name
  5. Attach images of how the product looks when applied for us to have a reference
  6. Indicate under which category you would like the colors to be added

Floori Studio Settings

Customize the visualizer interface

Access the “Floori Studio” on the left panel menu and explore all the sections:

Language

Specify the desired languages for the visualizer interface → The information you provide in this section will be visible on the front-end. 🎥 Language

Watermark

🎥 Learn more here. Here are our suggestions:

  1. Use an image without a background or at least 50% transparency (PNG format)
  2. Recommended sizes (in pixels):
    500×500 or 700×200

🎥 Learn more here. Personalize this section to create a unique and cohesive visualizer that aligns with your brand’s communication style and product offerings. Feel free to modify the image and text in this section. If you’re satisfied with the current version, skip this step.

  • Header section on the portal

  • Header section on the front-end

Disclaimers

🎥 Learn more here. Do you want to communicate to your customers that this tool is designed to assist them in making informed color decisions for their floors/walls? Or do you prefer to clarify that the tool is for reference purposes only and that the outcome may differ? Utilize the disclaimer section to include the details you wish to convey.

  • Disclaimer section on the portal

  • Disclaimer section on the front-end

Buttons

Activate or deactivate different buttons in the interface according to your preferences: Get a quote, Custom call to action (WhatsApp, Chat Live, etc), Order Sample, etc. Watch this video for more:

🎥 Watch: How to activate or deactivate different buttons in Floori (38 sec)

Color of the interface

Utilize your brand’s identity colors for the interface by providing the main HEX code. Our system will generate a palette based on this input. 🎥 Watch this video for more

Activation of Default Rooms

In this section, you can select the room scenes you want to be visible in the Visualizer gallery. Tick or untick the boxes according to your preference. 🎥 Default Rooms

Custom Room Scenes – Creation of scenes of your preference

Need more room scenes or ones that better suit your market? We’ve got you covered! Our team can create custom room scenes, complete with mapped floor and wall surfaces for product application. Open a ticket in Help Desk to request our team to prepare the renders. The cost per Room Scene during the onboarding period is $200. Be sure to send us a reference room scene image, and we’ll recreate it to your specifications.

Here are some examples of the custom scenes we’ve prepared for other customers.

Floori

Floori

Usage

In this section, you can view the number of usages, on how many times your visualizer has been utilized by the users, customers, or installers. Watch this video to learn more:

🎥 Watch: How to activate or deactivate different buttons in Floori (58 sec)

Congratulations!

Implementation check

If you’ve reached this point in the guide, it means you’ve completed all the steps above, and you’re now fully prepared to integrate the visualizer into your website or start rolling it out with your sales team and customers.

Please take a moment to rate your experience with the guide and let us know you’re ready to proceed to Phase 2 of your journey with us: Embedding the Visualizer on Your Website. Let’s review the portal setup together.

  1. Logo was added [Mandatory]
  2. Your Subdomain was created [Mandatory]
  3. The catalog structure was created [Mandatory]
  4. The products/colors of the reference accounts were cloned and/or new products were added [Mandatory]
  5. Language [Mandatory]
  6. Watermark was added [Optional]
  7. The header section was customized [Optional]
  8. Disclaimers were added [Optional]
  9. Buttons were activated according to your preferences→ Get a quote and CTA [Mandatory]
  10. The color of the interface was changed to fit your brand identity [Mandatory]
  11. Default Room Scenes were selected [Mandatory]

With everything set, you’re ready to move on to the next step in the integration. Please refer to the next guide title “ Self-Onboarding | Digital Implementation” to learn How to embed the Visualizer on your Website. Access the guide here


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