“Operating on your behalf” is a broad phrase in offers. It may mean your logo in the corner of the screen, or it may mean an entire platform with your name, domain, and store accounts. The difference between them is huge in cost and responsibility.
Why is this requirement included in the purchasing decision?
Because what your clients see represents your position, and every item bearing your name creates a responsibility for you. Also, because some elements of the mark — such as the store account and domain — are registered in the name of an entity, determining who owns them before the contract saves conflict later.
What should the scope cover?
Select for each item: Is it included? In whose name is it registered?
- System interface: The logo and colors on the screens your team and patrons see.
- Client Portal: It is the most important because it is the external interface.
- E-range: A subdomain of your domain or your provider’s domain? Who owns it?
- Messages: The sender name shown in reminder messages.
- Outgoing mail: From the system to the clients — in whose name?
- Application, if any: On a store account in the name of your facility or the provider? This is an important item.
- Documents: Printed invoices, reports and forms.
Checklist in demo
- Open the client portal: Does your ID or the provider’s ID appear?
- See the portal link: What is the visible domain of the client?
- Send a reminder: What is the sender’s name?
- Issue an invoice and report: Do they have your ID on them?
- Ask: Who owns the store account if an application is developed? And ask for an answer in the contract.
- Ask: What remains visible to the provider and cannot be changed?
Limits that need to be adopted
- Ownership of digital assets: Domain, Store Account, and Channel Accounts — Write in the contract who you are registering for.
- Responsibility Tracking Name: What appears in your name is attributed to you in front of your clients, so check what is sent in your name.
- Is not a functional assignment: The tag is a form, not a function — do not confuse it with customization requests.
- On termination: What happens to the domain, application and accounts? A clause written with exit clauses.
The next step is to document the requirements
Write a list of the required tag elements and who owns each asset. See Customization page.
Discuss your project requirements
We specify in the offer what holds your identity, what remains in the name of the provider, and to whom the digital assets are registered — before signing.