Standard Onboarding

The "Standard Onboarding" method provides users with full control over the creation of instances. The selection of this method is highly recommended for advanced users. Customers who purchase a service with this onboarding method assigned are given greater control over their website creation. During the instance installation, some additional website details are gathered, compared to other onboarding methods.

Configuration

To offer your end-users the option to create websites in a standard way, you must offer a service with a plan with the standard onboarding method assigned. Let's start from creating a plan:

1. Navigate to the admin panel: Configuration → Plans and press the Add button.
2. Proceed to the second step of the plan configuration: Onboarding, there select the Standard Onboarding method.
3. Configure the Standard Onboarding method options:
   • Ask For Theme - If selected, your clients will have to choose a theme firstly to proceed with the instance installation. If not selected, a default theme will be used for installation.
   • Force Using Instance Template:
     • If enabled, you can select a template that will be used by default for creating websites:
       • Use Template For New Sites option will appear and a dropdown list with active tempalates to choose one.
     • If you leave this option disabled, the end client will be allowed to pick any template to create their website among all active instance templates.
   • Additional fields - Select which of the below fields will have to be provided by the end-user:
     • Language
     • Database name
     • Database prefix
     • Admin username
     • Admin email
     • Admin password

Workflow

Now that a plan is ready, let us show you how it can be used in practice.
You must be aware that the below-illustrated flow is just an example and the flow might vary depending on the number of services owned by the client, assigned to them plans, and their specification!

1. The end-user, after successfully purchasing a service in your billing system (for example: WHMCS), is redirected to the PanelAlpha client area via SSO.

2. The client has to now manually start creating the website: "Add New" → "Create New WordPress Instance" → "Continue."

3. Next, the client selects a product (in our case, "Standard" for Standard Onboarding illustration). Note that this step will be skipped if the client owns just one service!

4. Then the client has to select a theme of their preference (if the "Ask for theme" option has been enabled in the plan configuration, otherwise a default theme will be used and this step omitted).

5. Provide any required information on the website that is about to be created. These are:
   • Site Name
   • Domain and its subdirectory
   • For New Clean Insatallation:
     • WordPress version
   • When Cloning Existing Installation:
     • Select single installation from your websites
   • When Creating Instance from Template:
     • Select one template from the list of active ones
     • Select default template imposed by the admin (if Force Using Instance Template has been enabled)
   • Any additional fields in Advanced Configuration if these have been specified by the admin in the plan configuration (admin username, email and password).

6. Wait until the site installation is successfully completed. This process might take a while.

Important!

1. If a client has numerous services, and all of them require a theme, the flow will be as follows:
   Choose theme → Select product → Provide domain (if required) → Provide instance name.
2. If a client has numerous services and only some of them require a theme, the flow will be as follows:
   Select product → Choose theme (for those products that require it) → Provide domain (if required) → Provide instance name.