Provisioning a site

Note: If you create a site from a backup and the backup contains users, these users are not automatically created in the portal. You must manually create and assign the users.

Provisioning a new site involves the following steps. They are performed by several User roles.

  1. Create a partner in Sage Provisioning Portal. For more information, see Adding a partner. An activation email is sent to the partner.
  2. The partner clicks the link in the email to complete the activation process.
  3. Create a customer in Sage Provisioning Portal. For more information, see Adding a customer. An activation email is sent to the customer.
  4. The customer clicks the link in the email to complete the activation process.
  5. Define the product, license, and database details for the new site. For more information, see Adding a site. An acceptance email is sent to the customer.
  6. The customer receives the email and accepts the product terms and conditions to begin the provisioning process. For more information, see Accepting terms and conditions.
  7. Emails with information about logging on to the product are sent to the partner and customer.