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[WPMU DEV Dashboard] Automate Onboarding of clients

5

Hi!

It would be great to create a full onboarding profile with the following:
– Install uploaded set of plugins
– Install repository plugins
– install wpmudev plugins and set a given config
– apply a profile of “Automate” for the updates
– apply a profile for “Reports”

I provide care plans (different tiers), i would love to just upload the wpmudev dashboard and then apply an “onboarding profile” to the new site and have all the above actions performed. It would save me a lot of time!

Thanks!

Sat, 16 Dec 2023 19:57:23
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The Hub
  • Patrick Freitas
    • FLS

    Hi David Suescun

    I hope you are doing well.

    Thank you for the suggestion.

    At this moment you can have a similar for the reseller, by creating a template with wished plugins and pre-configurations and then using that template by default, however, this wouldn’t apply Automate and Report settings or other HUB side configuration.

    We forwarded this request to our developers and designers.
    Best Regards
    Patrick Freitas

    • David Suescun
      • Design Lord, Child of Thor

      Hi @patrick.freitas!

      This is good for new sites (the templates), but it doesn’t apply to existing websites (that might not have been developed by us) that we onboard into our maintenance service (my current focus).

      Imagine setting a config for all the plugins and services that we have access to in the hub and creating a group:

      Group XYZ for Plan W
      Config x for Snapshot Pro
      Config y for Hummingbird
      Config t for Defender Pro
      Report config u
      Analytics config h
      etc…

      Then, adding a new site and choosing: “Apply Group settings ‘Group XYZ for Plan W'” and automagically having all the plugins installed, configs applied, reports created, etc…

      This feature would be incredibly useful!

      I’ve developed (or rather prompted into life) an onboarding plugin for my agency using ChatGPT (GPT-4) that can install repository and private plugins. This requires having the .zip files hosted, which could become outdated but is easily fixed with an update.

      The plugin includes a checklist of onboarding tasks displayed on the Dashboard, visible only to my user. It saves the checklist’s state, helping me ensure all tasks are completed.

      We agencies perform a series of actions during onboarding where WPMUDEV could be an ideal partner, given your robust foundation and integration with our sites.

      Thanks!

  • MSBC
    • New Recruit

    Hi patrick Freitas

    At least for me, a template would never really be finished, but more of a living thing that evolves over time, as plugin preferences or config details might change, nee functionalities get added, or we might have forgotten some detail.

    So, to my understanding, the template approach would also require us to keep one site with that template setup up and running idle in the background in case we need to adapt something about the template. Alternatively, we must update the template after using and tweaking it for a new site, but before adding any customer specific details and data.

    As such, a big +1 from my side.

    BR
    Michael