Onboarding

When a customer sets up a project, their brief arrives in Onboarding. You review each brief and decide whether it can go ahead, then organize the validated ones — setting the plan, hosting and features — and launch the project so it's commissioned. Open Onboarding to start.

Before you start — You need an administrator account. A brief flows through stages: the customer submits it, you validate it, you organize it (plan, hosting, features), then you launch it. The customer fills their own parts — the brief, their region, their domain and the terms; you set the plan, the hosting and the feature list.

Review the onboarding queue

  1. Open Onboarding. The Overview lists every submitted brief with its Project, Status, Client and the date it was submitted.
  2. Click a row to open the brief.

Note — A brief appears here only while it's awaiting review; once you decide on it, it leaves the queue.

Review a brief

Decide whether a submitted project can be onboarded.

  1. From the queue, open the brief. It shows the customer's answers — the project goal, whether it's international, the target audience and its size, the desired features, references and notes — plus the SaaS level they were assigned.
  2. In the decision box, choose one:

The brief's status updates accordingly.

Organize a validated project

  1. Open Onboarding → Organize. The queue lists validated projects with their plan, infrastructure, feature count, region, domain and terms status.
  2. Click a row to open the organizer.
  3. Work through its sections — SaaS type, Infrastructure and Features are yours to set; Localization, Domain and Terms are filled in by the customer and shown read-only.

Set the plan and hosting

  1. In the organizer, under SaaS type, click Add SaaS type, pick a level and click Save (use Edit or Remove to change it).
  2. Under Infrastructure, click Add infrastructure, pick a tier — Shared, Standard or Advanced — and click Save.

The plan and hosting are recorded on the project.

Note — Setting or changing the plan or hosting clears its validation, which must be in place before the project can launch.

Add the project's features

  1. In the organizer, under Features, click Add feature.
  2. Enter a feature name and a description.
  3. Click Add.

The feature is added to the list. Use Edit or Delete on each feature to change it.

Launch the project

Commission a fully organized project so it goes live.

  1. Open the project in the organizer.
  2. When every required element is complete — the plan, the hosting, at least one feature, the customer's region, a verified domain and accepted terms — the Ready to launch box appears.
  3. Click Launch organization.

The project is commissioned and a confirmation replaces the box.

Note — Launch organization appears only once every required element is complete; until then, finish the missing parts — yours or the customer's. Launching commissions the project; provisioning its infrastructure is handled separately by our team.