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Getting Started

Learn how to set up your PROIGN account, create tenants, and configure modules.

Platform Overview

PROIGN is a multi-tenant B2B/B2C platform that provides modular business solutions. Each organization (tenant) can enable specific modules based on their needs:

  • Fulfillment - Order management, shipping labels, and inventory tracking
  • Support Portal - Customer support ticketing and helpdesk portal
  • Rewards - Customer loyalty programs and reward points
  • Warranty - Warranty registration and service management
  • Analytics - Business intelligence, dashboards, and reporting
  • Inventory - Centralized inventory management and stock tracking
  • Campaign - Email and SMS marketing automation with analytics
  • E-Signature - Electronic document signing and workflow
  • Trade-In - Product trade-in and buyback programs
  • Events - Cross-module event bus and notification orchestration
  • SDS - Safety data sheet management and compliance
  • Tax - Automated sales tax filing via TaxJar integration
  • QR Codes - Dynamic QR codes and barcode generation with analytics
  • Documentation - Product manuals, safety guides, and technical documentation
  • MES - Real-time CNC monitoring, OEE reporting, and production tracking
  • Catalog - Product catalog management and professional PDF generation

How the Platform Works

PROIGN runs on Cloudflare's global edge network. Every request goes through a central gateway that routes traffic to the correct module based on the URL path:

# URL pattern
https://app.proign.com/{tenant}/{module}/...

# Examples
https://app.proign.com/acme-corp/fulfillment/orders
https://app.proign.com/acme-corp/rewards/points
https://app.proign.com/acme-corp/catalog/products

# Custom domain (maps to a single tenant)
https://app.acme-corp.com/fulfillment/orders

Each tenant's data is completely isolated — users in one tenant can never see data from another. Modules share data through internal service bindings, not public APIs, so inter-module communication stays fast and secure.

Creating Your Account

  1. Visit www.proign.com/register and click "Get Started"
  2. Enter your email address and create a password
  3. Choose a subscription plan (Starter, Professional, or Enterprise)
  4. Enter payment details via Stripe's secure checkout
  5. Complete your profile with organization details
  6. Your tenant is created automatically and you're redirected to the dashboard

Setting Up Your First Tenant

A tenant represents an organization within PROIGN. Each tenant has its own users, data, and module configuration.

  1. From your dashboard, click "Create Tenant"
  2. Enter a name and URL slug (e.g., acme-corp)
  3. Select which modules to enable
  4. Configure tenant settings (logo, contact info, etc.)

Inviting Team Members

Add users to your tenant with specific roles:

RolePermissions
ownerFull access, can delete tenant, manage billing
adminManage users, settings, all module access
operatorDay-to-day operations, create/edit records
warehouse-deviceLimited access for scanning devices
dealerExternal dealer access for rewards, counter sales

Enabling Modules

Navigate to Tenant Settings > Modules to enable or disable specific functionality. Your plan tier determines how many modules you can activate:

PlanModulesUsers
Starter11
ProfessionalUp to 410
EnterpriseAllUnlimited

Some modules have dependencies or work better together:

  • Fulfillment + Inventory — Fulfillment requires Inventory for stock tracking and reservation
  • Campaign + Analytics — Campaign benefits from Analytics for delivery and engagement reporting
  • Events — Enables cross-module event streaming; recommended when running 3+ modules
  • QR + Rewards — QR code scanning triggers warranty registration and point accrual in Rewards

Connecting Integrations

After enabling modules, connect external services to unlock full functionality:

  • Shopify — Sync orders, products, and customers automatically. Required for Fulfillment if using Shopify as your storefront.
  • UPS — Generate shipping labels directly from the Fulfillment module. Requires a UPS developer account.
  • TaxJar — Manage tax exemption certificates for B2B customers through the Tax module.
  • Resend — Powers transactional emails for order confirmations, campaign messages, and support notifications.

Integration credentials are stored securely as encrypted secrets — PROIGN never stores API keys in plain text.

Your First API Call

Once authenticated, you can interact with any enabled module via the REST API. Here's how to list orders from the Fulfillment module:

GET /api/{tenant}/fulfillment/orders?status=pending&limit=10

# Response
{
  "data": [
    {
      "id": "ord_abc123",
      "shopify_order_number": "#1042",
      "status": "pending",
      "items_count": 3,
      "created_at": "2026-02-20T14:30:00Z"
    }
  ],
  "pagination": {
    "total": 47,
    "limit": 10,
    "offset": 0
  }
}

All API responses follow the same { data, pagination } envelope. Error responses return { error } with a human-readable message.

Next Steps