First Provider Setup

This is the shortest path from a fresh installation to selling a hosting plan. It assumes the stack is running and you can reach the admin portal.

1. 1

   Create the owner account

   Open the portal and complete the installer. The first account created becomes the owner. A 7-day trial licence is issued automatically if you did not supply a key.

2. 2

   Set your company details

   Settings → Branding. Company name, portal name, logo and support address appear on invoices, the client portal and outbound email.

3. 3

   Configure billing

   Settings → Payments. Enable Stripe or PayPal and enter the credentials. Set your default currency before issuing invoices — changing it later does not rewrite existing documents.

4. 4

   Connect a server

   Servers → Add server. Choose cPanel/WHM or Plesk, enter the hostname and API credentials, and test the connection. Provisioning will not run until a server passes its connection test.

5. 5

   Create a product

   Catalog → Product groups, then add a product with at least one pricing cycle. Assign the server group so orders know where to provision.

6. 6

   Place a test order

   Create a client, place an order against your product, and watch the provisioning job run under Provisioning. This exercises billing, provisioning and email in one pass.