Portal

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

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

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 - 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

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

Creating Sites

Let's get started

Written by Matt Jones
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 selected site, such as Site ID, Production URL, Status and more.

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

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 Martin Sanderson
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

Portal - All Sites - Usage Stats

Usage Stats is where you can view a breakdown of the current usage of a Site including, Modules, WebApps, Form Cases, Admin users and more.

Written by Emily Dickson
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 - Overview

How to get started with Siteglide billing

Written by Luke Wakefield
Updated over a week ago

Portal - Billing - Billing Types

Written by Matt Walter
Updated over a week ago

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