Adding a site

If you are a Sage employee, see Provisioning a site for more information.

  1. Contact a sales operations colleague to create an order in Fusion/Zuora CRM and the billing systems.
    1. Provide a unique email address for the customer contact.
    2. Provide the associated business/channel/installation partner account name and email address.
  2. An email is sent to the aligned partner to start the Sage Provisioning Portal administration tasks.
  3. The customer receives an email when the site is ready.

Follow these steps if you're a Sage Business Partner, and you're adding a site to your own Azure subscription within the Sage Partner Cloud.

  1. On the Organizations menu, select Customers.
  2. On the Customers page, in the Name column, click the customer's name.
  3. On the customer details page, in the Operations section, click Add site.
  4. On the Site details page:
    1. Enter the site name, a short name, and select the applicable time zone.
    2. Select the product and version.
    3. Select a rate plan.
    4. Select the default administrator from the list of active contacts.

      Note: The administrator will receive an email asking them to accept the terms and conditions for the site. The site will not be provisioned until the terms and conditions are accepted.

  5. On the Product parts page:
    1. Select the additional applications that should be included with the site.
    2. Enter the number of companies.
    3. If applicable, the number of online users for the products.
  6. On the Database page:
    1. Select options for the database and virtual machine.
    2. If you have created a bacpac with existing customer data to use for the site, select it.
    3. Click Finish.

The site status is set to Pending Acceptance. An email is sent to the administrator selected on the Site details page. The email contains a link the administrator must click to accept the terms and conditions for the site.

After the administrator accepts the terms and conditions, the site will be provisioned. When the provisioning process is complete, the site status changes to Ready.