Overview
Urbanmount helps Partners offer professional services alongside eligible products. The Partner Dashboard gives your team one place to review onboarding, product eligibility, connected commerce activity, and available service information.
Shopify is the only production commerce platform with a self-service Urbanmount connection. If your business has a different commerce need, contact Urbanmount to discuss it before planning or beginning setup.
Who this applies to
This guide is for Partner owners, administrators, ecommerce managers, operations teams, and support contacts starting with Urbanmount.
Steps
Choose a coordinator. Assign one person to manage onboarding and gather answers from your ecommerce, catalog, operations, and support teams.
Sign in to the Partner Dashboard. Use the invited email address and confirm that the business shown is yours.
Review your business details. Check your business name, website, primary contact, and other requested information.
Connect Shopify. If you use Shopify, an authorized Shopify administrator can install the official Urbanmount app and connect the intended store.
Review your catalog. Check representative products and variants, including identifiers, SKUs, descriptions, and options that may affect the requested service.
Follow the readiness guidance shown. Complete only the setup actions presented for your account.
Test the customer journey. Use representative products and locations. Confirm what customers see and compare the result with the Partner Dashboard.
Prepare your team. Decide who will monitor products, commerce activity, service activity, and customer questions.
What to expect
Connecting a Shopify store is one step in setup. It does not automatically make every product, location, or customer experience available. Products and variants may need review, and service availability can vary by the customer's location and selected item.
During the customer journey, Urbanmount uses the selected variant and service location to determine the available installation experience. Your team can then follow connected commerce and service activity in areas such as Orders and Installation in the Partner Dashboard.
The Partner Dashboard may show different areas based on your setup. Continue to manage native product and order information in Shopify unless Urbanmount tells you otherwise. Avoid creating duplicate Partner accounts, reconnecting a store repeatedly, or creating parallel service records when something appears missing.
Get help
Open Help in the Partner Dashboard. Include your Partner business name, Shopify store name, current step, expected result, actual result, exact message shown, and relevant product, variant, or order identifiers. Share screenshots only after hiding unrelated customer information. Never send passwords, payment details, or other secrets.