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How do I create a new site? [HOW-TO GUIDE]

  • Updated

Admin users can add new sites from the Sites page in the Admin UI using the Create Site button. This feature is ideal for customers managing multiple sites, helping you onboard faster and stay in control.

Create site is available for accounts that:

  1. Have at least one production site already in place.
  2. Haven't reached their maximum number of active sites set.

The Create SIte button will be disabled for accounts that don't meet the above criteria and for non-Admin users.

Step-by-Step

  1. Go to the Sites section that can be reached from the left menu under the Settings option.

2. Click the "Create Site" button, enabled for Admin users and Accounts that meet the criteria described above.

 The side panel will open as shown in the image below.

3. Enter the following details::

  • Website URL (validated, placeholder: <domain>)
  • Site Name (auto-filled from domain)
  • Environment:
    • Production
    • Test
    • Development
  • 1st Party Domains (auto-filled: *.domain.com/*, domain.com/*)

  • Payment Page(s) (mandatory):
    Up to 20 entries, each with a Label and Wildcard URL

    For more details, see article 'How do I define my payment pages for PCI? [HOW-TO GUIDE]'.

  • Logo (optional): PNG/JPG, max 5MB

4. Upon successful creation, a confirmation modal with the tag snippet is displayed.

5. Instructions to insert the tag  in the <head> of every protected page is shown.

Note that default configurations are inherited from the accounts first production site.


 

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