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This guide explains the different provisioning settings available for your web hosting. These can be found from Settings > Product Catalogue > Product > Provisioning.

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Provision blueprint

By choosing the right provision blueprint, you ensure your product is set up to trigger the correct automated workflows.
Provision blueprint

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Provision provider

You can let Upmind pick the best provision provider automatically, select a specific one, or set up advanced dynamic rules for more control. This flexibility means you can easily scale, switch, or customise how and where your products are provisioned.
Provision providers (web hosting)

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Configuration mode

The configuration mode lets you decide how Upmind matches your product to a provider setup, either by using your brand’s default settings or by matching specific attributes like location or features.
Configuration mode

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Provider configuration

The provider configuration is where you choose the exact settings or credentials for your selected provider, such as the brand’s default setup or a custom configuration. This step makes sure that Upmind connects to your provider with the right details.
Provider configuration
Match configuration attributes

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Setup functions

Setup functions define what action Upmind takes when a product is activated, usually creating a new account or service. You can choose from standard actions like create or customise what happens during setup, so your customers get instant access to their new service without delays.
Setup functions
The Create Account function is the default setup action that runs when your product is activated. It automatically provisions the service, like setting up a hosting account or website builder, so your customer’s order is fulfilled quickly and efficiently.

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Order setup fields

Order setup fields control when and how customers provide the information needed for provisioning. You can decide if details are collected before payment, after payment, or optionally at either stage, giving you flexibility to match your sales process and customer experience.
Order setup fields
  1. Inherit from category (None): Uses the default timing set by the product category.
  2. None (Before payment): Customers must enter all required info during checkout, before they pay.
  3. Optional: Customers can provide some info at checkout and confirm or complete details after payment.
  4. Hidden (After payment): Customers pay first, then provide the info needed for provisioning.

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Provision fields

Provision fields are the specific data points, like package name, domain, or server location, that Upmind maps to the provider during setup. These fields make sure the right information is sent for each order, making automated provisioning accurate and customised to each product or service. These features collectively provide control, flexibility, and limitations for resellers within Upmind.
Provision fields