Portal

Manage your Sites, Agency, Clients, Users, Domains, Billing and more.

Clients - Getting Started

Clients is where you can create and edit Client companies. Having Clients enables you to keep Sites for specific Clients in one area, with them being able to access these Sites from their end as well. Any Users set up in a specific Client can onl...

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By Luke Wakefield

April 6, 2023

Clients - What Clients See

Client users are invited to their Client company within Siteglide; this area will only show the Users, Sites and elements that are relevant to this user type. Client users have different level of access to Agency users and therefore have a differe...

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By Luke Wakefield

April 4, 2023

Sites - Getting Started

Sites is where you can view and manage all of the sites that you have access to via your Agency and Clients, or by specific invitation to you from other Agencies or Clients. Within this doc, you can find helpful information covering Sites, such a...

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By Luke Wakefield

April 6, 2023

Billing - Getting Started

Siteglide is billed based on usage not features, which ensures you get full access to Siteglide functionality without hitting limitations. Simply pay based on how much you use. Having full access to our complete Digital Experience Platform (DXP) o...

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By Luke Wakefield

August 31, 2023

Community - Getting Started

Community is an area within Portal where you can connect and collaborate with other digital agencies (including Siteglide Experts), and view all available Modules within the Siteglide marketplace, which you can install on any of your sites. Within...

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By Luke Wakefield

October 19, 2023

Marketplace - Getting Started

On Siteglide you can tap into our Modules system to create add-ons to almost any area of Siteglide and release them either privately within your own agency, or publicly on the Module Marketplace. Within this doc, you can find helpful information c...

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By Luke Wakefield

October 19, 2023

Sites - Domains - What is DNS?

Domain Name System, or “DNS” as it’s more commonly called, is essentially an address book for the internet. DNS allows us to look up an easy to remember domain name (www.mydomain.com) and matches it to an IP address for us behind the scenes to ens...

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By Luke Wakefield

March 29, 2023

Siteglide Legacy Account Plans

Siteglide Account Plans have been replaced by our  Partner Programmes . This document remains solely as reference for anyone previously on these plans. To best serve our customers we have 3 Account Plans: Business , Agency and Agency Pro. These...

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By Luke Wakefield

July 11, 2023

Siteglide Affiliate Programme

Earn trailing commissions by recommending and promoting Siteglide to website owners/clients. Signup here:  https://siteglide.firstpromoter.com/ We pay 20% trailing commission on full price Site Plan payments made by customers you refer! Full detai...

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By Luke Wakefield

May 13, 2024

How To Put A Site Live

There are five simple steps to putting a site live with Siteglide. We’ve outlined each of these below with examples. Step 1: Beginning Go Live Process Begin in your Subscription tab for this Site, to the right hand side of the Current Plan usage...

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By Luke Wakefield

March 29, 2023

Portal - Billing - Subscription Changes 2021 onwards

To give you full use of the Siteglide platform we simply charge you based on your usage which can change over time and likely increase as you help your clients grow. Please ensure you're aware of how subscription changes work before going live: W...

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By Luke Wakefield

April 5, 2023

Portal - Billing - Automatic Upgrades

Automatic Site Upgrades Sites can be automatically upgraded to the next available plan on the 1st of the following month if the cost of Extras exceeds the difference in cost to upgrade to the appropriate plan. Automatic upgrades by the system ensu...

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By Luke Wakefield

April 13, 2023

Portal - Billing - Subscription & Usage

You can view the usage of each site via the Subscriptions tab in the Site Details area: You can see exactly what each site uses broken down into high-level types of infrastructure usage and then down to specific Siteglide features to help show mor...

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By Luke Wakefield

July 31, 2023

Portal - Support Tickets

Support Tickets is a page in Portal that allows you to both view existing tickets you have submitted to the Siteglide team and create a new ticket. If the Siteglide team create a ticket on your behalf, that ticket will also be visible from your...

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By Luke Wakefield

March 29, 2023

Portal - Overview Introduction

Portal gives you an instant overview of all of the Sites you've created on Siteglide, the Clients they belong to, and the Users who have access to these Sites. It's also the starting place for Signing up as an Agency, inviting Users, Creating Site...

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By Luke Wakefield

March 29, 2023

Getting Started With Your Portal

Introduction Portal gives you an instant overview of all of the Sites you've created on Siteglide, the Clients they belong to, and the Users who have access to these Sites. It's also the starting place for Signing up your Agency, adding Users and ...

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By Luke Wakefield

March 29, 2023

Agency - Getting Started

Agency is where you can manage and edit key information about your Agency, Sites, Clients and Users. Any Users set up in your Agency can see all Sites and Clients created here. Within this doc, you can find helpful information covering Agency, suc...

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By Luke Wakefield

March 29, 2023

Users - Getting Started

'Users' is an area within Portal where you can view a complete list of all users within your own Agency, and within your clients. Within this doc, you can find helpful information covering Users, such as: Finding Users User Information Details Sit...

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By Luke Wakefield

October 26, 2023

Sites - Domains - Adding DNS records to a Domain on Siteglide

Whilst viewing your list of Domains , click the "eye" icon to the right-hand side of a Domain. Next, click "Edit Records" in the top right-hand side while viewing a Domain. Click "+ Add new record" to begin adding any existing DNS records current...

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By Luke Wakefield

January 15, 2024

FAQ - How to access previous versions of your Siteglide Site's code after committing to GitHub

Prerequisites You have already followed the previous Article How to Back Up your Site and have a repository with a master branch and at least two commits (each containing a different backup of your Siteglide Site's codebase) You are familiar...

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By Luke Wakefield

March 29, 2023

FAQ - How to back up your Siteglide Site's code

Introduction In this tutorial, we'll offer an introduction to creating a GitHub repository and storing a backup of your Siteglide Site within it. Git itself is a very expansive and powerful tool- we'll only cover a small part of its functionality...

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By Luke Wakefield

March 29, 2023

Data Security Measures

Data security measures are put in place to keep your clients' sites' data secure and safe: protecting sensitive information such as API keys and other site-specific sensitive data. What Data Security Measures Are In Place? Siteglide We do everythi...

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By Luke Wakefield

March 29, 2023

Site Backups and Disaster Recovery

There are 3 main components that make up your clients sites that we need to consider in terms of backups and disaster recovery: Code, Assets and Data. We will outline how each are handled below: Code Every code change whether through CLI or Admin ...

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By Luke Wakefield

December 19, 2023

Sites - Domains - Introduction

'Domains' is an area in Portal used to add new a domain to a site, or manage existing domains and records. Once you have applied a site plan to a site, you can then access this page and begin adding your domain and or any records your client requi...

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By Luke Wakefield

March 29, 2023

Data Security Measures

Data security measures are put in place to keep your clients' sites' data secure and safe: protecting sensitive information such as API keys and other site-specific sensitive data. What Data Security Measures Are In Place? Siteglide We do everythi...

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By Luke Wakefield

March 29, 2023

Sites - Domains - Introduction

'Domains' is an area in Portal used to add new a domain to a site, or manage existing domains and records. Once you have applied a site plan to a site, you can then access this page and begin adding your domain and or any records your client requi...

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By Luke Wakefield

July 13, 2023

Sites - Domains - Adding A Fully Delegated Domain

Fully delegating your domain to Siteglide will mean you are able to view, edit and otherwise manage your DNS records from your Siteglide Portal rather than from your registrar. Step 1: Select Fully Delegated From the site's Domains tab, click "+...

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By Luke Wakefield

November 2, 2023

Sites - Domains - Add External Domain

Adding An External Domain If you have a domain that is managed in GoDaddy or another registrar and would like to point it to a Siteglide website you can use our External Domain feature. This means that you can continue to manage your DNS through G...

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By Luke Wakefield

November 14, 2023

Sites - Domains - How does SSL work with my site?

All sites on Siteglide are protected with Secure Sockets Layer (SSL) protocol. An SSL certificate is generated and maintained, free of charge. SSL With Fully Delegated When you add a Fully Delegated domain to your site, our system has access to th...

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By Luke Wakefield

March 29, 2023

Sites - Domains - How To Delete A Domain

Whilst viewing your list of Domains , to the right of your Domain, you will see a "bin" icon that says "Delete Domain". Once you click the delete button, a warning modal will appear to tell you that this action cannot be undone, this will remove ...

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By Luke Wakefield

March 29, 2023

Sites - Domains - What is a Domain Name?

A Domain Name is a string of text that maps to a numeric IP address, used by humans to access a website. Any device that is connected to the internet has a unique Internal Protocol (IP) address that other devices use to find it. There are two main...

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By Luke Wakefield

March 29, 2023

Sites - Domains - What is a Domain Name Registrar?

A Domain Name Registrar is a company from whom you can purchase ownership of a domain name and control where your domain points to. There’s a lot of choice available out there with varying degrees of quality and functionality. AWS Hosting If you m...

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By Luke Wakefield

March 29, 2023

Sites - Domains - How do I find out which registrar my domain is with?

If you are unsure which registrar your client is using to run their domain on, you can easily find out by running a Domain Name Registration Data Lookup on the domain using ICANN: https://lookup.icann.org Following a successful search, look withi...

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By Luke Wakefield

March 29, 2023

Sites - Domains - DNS Record Types and Explanations

Below is a list of common DNS record types along with an explanation of what they are and how they are typically used. CNAME Canonical name records, or CNAME records, are often called alias records because they map an alias to the canonical name. ...

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By Luke Wakefield

January 15, 2024

Sites - Domains - Default Domains

A default domain should be the main "home" of your site, and can be selected when creating or editing a domain. All sites are required to have a default domain selected, which will usually be your only site domain, or can be one of many. What does...

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By Luke Wakefield

July 4, 2023

FAQ - How do I delete a user from a site?

To delete a user from a site proceed to the User tab in the portal. This is where you can manage users' details, site access, and user roles. The ability to manage Agency and Client user details is restricted to Agency admins. Our new User Role...

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By Luke Wakefield

October 26, 2023

Portal - Billing Setup

Billing is where you can setup and update your billing details, see available plans and view any invoices.

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By Luke Wakefield

October 13, 2023

Reseller Plan

Full details on our Reseller Plan

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By Luke Wakefield

August 9, 2024

SPF, DKIM and DMARC

Why are these records important? Delivery of Site Automation Emails  Not only is email authentication a global recommendation for email delivery compliance, but it is also crucial to ensuring the automation (autoresponders & workflow) of emails se...

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By Luke Wakefield

December 7, 2023

User Roles

How to create, and apply user roles

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By Matt Walter

October 6, 2023