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Portal
Portal
Manage your Sites, Agency, Clients, Users, Domains, Billing and more.
+3
53 articles in this collection
Written by
Luke Wakefield,
Martin Sanderson,
Dean Vizer
and 3 others
Getting Started
How To Put A Site Live
Ready to put your site live? Read this document to find out what your options are and what you can expect from the process.
Written by
Emily Dickson
Updated over a week ago
Portal - Overview Introduction
Portal is where everyone begins when they log into Siteglide, this is the home to everything agency, clients, sites, users, and billing.
Written by
Emily Dickson
Updated over a week ago
Getting Started With Your Portal
Portal gives you a high-level overview your Agency's Sites, Clients and Users. Start here!
Written by
Martin Sanderson
Updated over a week ago
Whitelabelling
Portal - Whitelabelling
In small phases, we're giving you more opportunities to get your brand noticed on our Platform.
Written by
Martin Sanderson
Updated over a week ago
Agency Details
Portal - Agency - Introduction
Your Agency is where you can see more information about your Agency, users within your Agency; and the sites directly for your Agency.
Written by
Emily Dickson
Updated over a week ago
Portal - Agency - Create A Site
A brief tutorial on how to create a Site for your Agency.
Written by
Emily Dickson
Updated over a week ago
Portal - Agency - Agency Details
This is where you can fill in details about your Agency that can be shared with Clients and Siteglide.
Written by
Emily Dickson
Updated over a week ago
Portal - Agency Details - Uploading Your Logo
You can now customise the logo that your Client sees when they are in Admin.
Written by
Emily Dickson
Updated over a week ago
Portal - Agency - Invite Users To Your Agency
This articles runs through how to add new and existing users to your Agency
Written by
Emily Dickson
Updated over a week ago
Portal - Agency - Users
How to view all current users within your Agency
Written by
Emily Dickson
Updated over a week ago
Portal - Agency - Sites - Introduction
This is where you can find information about the Sites that are owned directly by your Agency.
Written by
Emily Dickson
Updated over a week ago
Clients
Portal - Clients - Introduction
Your Client is where you can see more information about this Client, users within this Client, and the Sites within this Client.
Written by
Emily Dickson
Updated over a week ago
Portal - Clients - Creating A Client
A brief tutorial about how to create a Client
Written by
Emily Dickson
Updated over a week ago
Portal - Clients - Client Details
This brings up a list of all of the Clients that your agency has made.
Written by
Emily Dickson
Updated over a week ago
Portal - Clients - Invite A New User
Find out how to invite users to a Client so that your client can also work on the Site.
Written by
Emily Dickson
Updated over a week ago
Portal - Clients - Users
Written by
Emily Dickson
Updated over a week ago
Portal - Client - Sites - Introduction
This is where you can find information about the Sites that are created within this Client, and create new Sites for your Client.
Written by
Emily Dickson
Updated over a week ago
Portal - Clients - Create A Site
A brief tutorial on how to create a Site for your Clients.
Written by
Emily Dickson
Updated over a week ago
Sites
Portal - Site - Configuration
How to configure your staging site to receive email notifications; and add a session timeout for your site (staging and live)
Written by
Dean Vizer
Updated over a week ago
Portal - All Sites - Introduction
Manage and view information about all of your sites in one area.
Written by
Emily Dickson
Updated over a week ago
Portal - All Sites - Site Details
Site Details is where you can find information specific to a site, such as Site ID, Production URL, Status and also edit your Site's name.
Written by
Emily Dickson
Updated over a week ago
Portal - All Sites - Invite An Existing User To A Site
Written by
Emily Dickson
Updated over a week ago
Portal - All Sites - Modules
The Modules page within Site Settings shows all available modules for a Site and also indicates which are installed or which can be updated.
Written by
Emily Dickson
Updated over a week ago
Portal - All Sites - Users
View all users that have access to a specific Site, and view information about these users.
Written by
Emily Dickson
Updated over a week ago
Portal - All Sites - Edit A Site
From Portal you can access Site Admin and begin editing your Site Pages, WebApps, Modules, CRM Forms and more.
Written by
Emily Dickson
Updated over a week ago
Portal - All Sites - Preview Site
Previewing a Site enables you to see the front-end of a Site.
Written by
Emily Dickson
Updated over a week ago
Portal - All Sites - Site Expiry
Find out more about how long the trial Site period is for; how to extend your trial; and what to do if you no longer want this Site.
Written by
Emily Dickson
Updated over a week ago
Sites - Domains
Sites - Domains - Introduction
'Domains' is an area in Portal used to add new a domain to a site, or manage existing domains and records.
Written by
Emily Dickson
Updated over a week ago
Sites - Domains - Adding A Fully Delegated Domain
Adding a fully delegated domain to Siteglide and find your nameservers to update in your registrar.
Written by
Emily Dickson
Updated over a week ago
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
Written by
Martin Sanderson
Updated over a week ago
Sites - Domains - Adding An External Domain
Adding an external domain in the process of going live.
Written by
Emily Dickson
Updated this week
Sites - Domains - How To Delete A Domain
Find out how to delete a Domain from a Site.
Written by
Emily Dickson
Updated over a week ago
Sites - Domains - Adding DNS records to a Domain on Siteglide
Find out how to add DNS records to a Domain for a Site.
Written by
Emily Dickson
Updated over a week ago
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.
Written by
Martin Sanderson
Updated over a week ago
Sites - Domains - What is DNS?
Domain Name System, or “DNS” as it’s more commonly called, is essentially an address book for the internet.
Written by
Martin Sanderson
Updated over a week ago
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.
Written by
Martin Sanderson
Updated over a week ago
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
Written by
Martin Sanderson
Updated over a week ago
Sites - Domains - DNS Record Types and Explanations
Here are a list of common DNS record types along with an explanation of what they are and how they are typically used.
Written by
Martin Sanderson
Updated over a week ago
Users
User Roles
Choose if you would like to apply some editing restrictions to your client users
Written by
Matt Walter
Updated over a week ago
Portal - All Users - Introduction
'All Users' shows you a list of all of the Users for your Agency and all of the Users for Clients made within your Agency.
Written by
Emily Dickson
Updated over a week ago
Portal - All Users - User Details
User Details is where you can find information specific to a selected User.
Written by
Emily Dickson
Updated over a week ago
Portal - All Users - Sites
Sites within Users will display Sites that are within their own Agency/Clients, only.
Written by
Emily Dickson
Updated over a week ago
Billing
Final Early Adopter Offer! (expired)
Offer expired - please contact sales@siteglide.com with any questions
Written by
Luke Wakefield
Updated over a week ago
Siteglide Account Plans
Pick the right plan to help you succeed
Written by
Luke Wakefield
Updated over a week ago
Billing - Overview
How to get started with Siteglide billing
Written by
Luke Wakefield
Updated over a week ago
Portal - Billing - Agency Starter Pack Promo
Accelerate your onboarding
Written by
Luke Wakefield
Updated over a week ago
Portal - Billing - Subscription Changes
Changes to subscriptions based on usage
Written by
Luke Wakefield
Updated over a week ago
Portal - Billing - Subscription & Usage
Manage your site subscription based on usage metrics
Written by
Luke Wakefield
Updated over a week ago
Portal - Billing - Billing Types
Written by
Matt Walter
Updated over a week ago
Frequently Asked Questions
Site Backups and Disaster Recovery
Ensuring your clients sites data and code is backed up and accessible
Written by
Luke Wakefield
Updated over a week ago
FAQ - How will our Clients experience Portal?
We've improved Portal so that Site Owners/ Clients have easier access to the information and tools relevant to them.
Written by
Matt Walter
Updated over a week ago
FAQ - How to back up your Siteglide Site's code
How to Backup your Site to a GitHub Repository using Siteglide CLI pull and GitHub commits
Written by
Ben Porter
Updated over a week ago
FAQ - How to access previous versions of your Siteglide Site's code after committing to GitHub
You've stored backups of your Siteglide Site on GitHub- but how to go back and browse (or deploy) a particular point in the history?
Written by
Ben Porter
Updated over a week ago