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Getting started with SiteSmith

How to use the SiteSmith client area: your services, domains, orders, invoices, team and support, and how it connects to hosting and Workspace

  • Beginner
  • 17 lessons
  • About 1 hr 30 min
  • Certificate of completion

Taught by SiteSmith

What you'll learn

  • Create a SiteSmith account and sign in with a password, a code or an email link
  • Explain how the client area, the hosting control panel and Workspace fit together
  • Find your services, domains, invoices and tickets, and use search and notifications
  • Order hosting, upgrade a plan, and give or redeem a gift
  • Pay invoices, save a payment method and understand renewals and late payments
  • Invite team members with the right role and turn on two-step sign-in
  • Open a support ticket and follow it to a solution

About this course

This is the place to start if you're new to SiteSmith. It's a practical tour of the client area, the web panel where you manage your SiteSmith account.

You'll create your account and sign in, find your way around the Dashboard and menus, see where your services and domains live, order hosting and upgrades, pay invoices, invite your team, turn on two-step sign-in and get help from support. Along the way you'll see how the client area connects to the hosting control panel and to Workspace.

The examples use a fictional coffee company, Harbor & Pine Coffee, so you can follow along with real screens. No experience is needed.

Curriculum

4 sections · 17 lessons

  1. 1. Welcome and sign-in

    4 lessons

  2. 2. Find your way around

    5 lessons
    • Your dashboardReading · 5 min
    • Menus, search and notificationsReading · 6 min
    • Open Workspace and its appsReading · 4 min
    • Services, domains and assetsReading · 7 min
    • Quiz: find your way aroundQuiz · 4 min

  3. 3. Ordering and billing

    4 lessons
    • Order hosting, upgrades, bundles and giftsReading · 7 min
    • How billing worksAnimated · 4 min
    • Pay invoices and save payment methodsReading · 6 min
    • Quiz: ordering and billingQuiz · 4 min

  4. 4. Your account, team and help

    4 lessons
    • Keep your account secureReading · 6 min
    • Add your teamReading · 6 min
    • Get help from supportReading · 5 min
    • Course checkQuiz · 8 min

Your instructor

SiteSmith

Site Smith Official