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User Journey

User Journey & Website Management

Complete user journey documentation for SiteGenix - from registration to website creation and full CMS management.

Introduction

SiteGenix is a SaaS platform that allows users to purchase, create, and manage fully functional websites from a single portal. This documentation explains the complete user journey, starting from user registration to website creation and full website management. It also explains all Super Admin (CMS) features available after website creation, with clear step-by-step guidance.

1. User Registration

Registration URL: https://sitegenix.io/register

Users can register by opening the registration URL and filling in the required details.

Steps to Register

  1. Open the registration page.
  2. Enter required information such as name, email address, and password.
  3. Submit the registration form.
  4. A verification email will be sent to the registered email address.
  5. Open the email and click on the verification link to activate the account.

Note: Email verification is mandatory unless disabled by the admin.

2. User Login

Login URL: https://sitegenix.io/login

Login Process

  1. Open the login page.
  2. Enter your registered email and password.
  3. Click on the Login button.
  4. After successful email verification, users are automatically redirected to the dashboard.

If auto-redirect does not happen, users can log in manually using the login page.

3. User Dashboard

Dashboard URL: https://sitegenix.io/user-home

After logging in, users are redirected to the dashboard. Here users can view:

  • Total orders
  • All purchased and created websites
  • All available user options shown in the left sidebar menu

My Wallet

Path: User Dashboard > Sidebar Menu > Wallet

Purpose: View wallet balance and credit history.

How to Use

  1. Click on Wallet from the sidebar.
  2. View available wallet balance.
  3. Check wallet credit and transaction history.
  4. Manage wallet-related settings if available.

Payment Logs

Path: User Dashboard > Sidebar Menu > Payment Logs

Purpose: Track all payment transactions.

How to Use

  1. Click on Payment Logs.
  2. View all payments related to website packages, orders, and subscriptions.
  3. Use filters (if available) to find specific transactions.

Custom Domain

Path: User Dashboard > Sidebar Menu > Custom Domain

Purpose: Request a custom domain for your website.

How to Request a Custom Domain

  1. Click on Custom Domain.
  2. Click the Request Custom Domain button.
  3. A popup form will appear.
  4. Enter your domain name and required details.
  5. Click Send Request.

Alternatively:

  • Copy the provided DNS records.
  • Add them in your domain registrar's DNS settings or server control panel.

Support Tickets

Path: User Dashboard > Sidebar Menu > Support Ticket

Purpose: Raise and manage support tickets.

How to Create a Ticket

  1. Click on Support Ticket.
  2. Click the Create Ticket button.
  3. Fill in: Subject, Category, and Message / issue description.
  4. Click Submit Ticket.

How to View Tickets

  1. Click on All Tickets.
  2. View all submitted tickets and their status.
  3. Click on any ticket to view replies or respond.

2FA Settings

Path: User Dashboard > Sidebar Menu > 2FA Settings

Purpose: Enable or disable two-factor authentication.

How to Enable 2FA

  1. Click on 2FA Settings.
  2. Click Generate Secret Key.
  3. Scan the QR code using an authenticator app.
  4. Save the settings to activate 2FA.

Edit Profile

Path: User Dashboard > Sidebar Menu > Edit Profile

Purpose: Update personal and company information.

Editable Fields

  • Full Name
  • Email Address
  • Phone Number
  • Company Name
  • Country
  • Street Address
  • State / Province
  • City

Click Update to save changes.

Change Password

Path: User Dashboard > Sidebar Menu > Change Password

How to Change Password

  1. Click on Change Password.
  2. Enter current password.
  3. Enter new password.
  4. Confirm new password.
  5. Click Update Password.

4. Website Creation Process

Path: User Dashboard > Create Website Button

Steps to Create a Website

  1. Click the green Create Website button.
  2. A popup form will open.
  3. Select a Website Package from the dropdown.
  4. Enter your Preferred Domain Name.
  5. Select a Theme.
  6. Choose a Payment Gateway.
  7. Enter a Coupon Code (optional).
  8. Click Create Website.

5. Payment & Website Approval (Admin Process)

After successful payment:

  1. Website request is sent to the main admin.
  2. Admin reviews the selected package and theme.
  3. Admin approves the website within a few minutes.

After Approval

  • Website appears in the user dashboard.
  • Click Visit Website to access the live website.

6. Super Admin / CMS Panel

Path: User Dashboard > Website List > Super Admin Button

Click the Super Admin button to open the CMS panel.

Website Setup Workflow

Step 1: Website Identity Setup

  • Click Choose Color to select brand colors and update.
  • Click Upload Logo, select image, and click Update.
  • Configure basic site identity settings and save changes.

Step 2: Pages & Style Setup

  • Edit website forms as required.
  • Update Super Admin profile details.
  • Select and update site language preferences.

Step 3: Footer & Domain Setup

  • Update footer content.
  • Manage domain and page-related settings.
  • Click Update to save changes.

CMS / Admin Panel Modules

Detailed explanation and step-by-step usage guide. All modules support Add, Edit, Update, and Delete (CRUD) operations unless stated otherwise.

1. Staff Role Management

Purpose: Manage admin and staff access by creating roles and assigning permissions to control what each staff member can access.

Path: Super Admin Dashboard > Sidebar > Staff Role Manage

All Staff

  1. Click All Staff.
  2. View the complete list of staff members.
  3. Information displayed: Name, Email, Assigned role, Status (Active / Inactive), Last login time.
  4. Available actions: Edit, Change Role, Activate / Deactivate, Delete.

Add New Staff

  1. Click Add New Staff.
  2. Fill in required details: Name, Email address, Password, Select role.
  3. Click Submit.
  4. Staff account is created and login credentials become active.

All Staff Roles

  1. Click All Staff Roles.
  2. Create new roles such as: Admin, Manager, Support, Editor.
  3. Assign permissions: View, Create, Edit, Delete.
  4. Save the role and assign it to staff members.

2. Users Management

Purpose: Manage all registered users or customers on the platform.

Path: Super Admin Dashboard > Sidebar > Users Manage

All Users

  1. Click All Users.
  2. View user list with: Name, Email, Status, Role, Registration date.
  3. Actions available: Edit user profile, Block / Unblock user, Delete user account.

Add New User

  1. Click Add New.
  2. Enter user details manually.
  3. Assign role and permissions.
  4. Save to create user account.

3. Product Order Management

Purpose: Manage customer orders, order messages, and order-related emails.

Path: Super Admin Dashboard > Sidebar > Product Order Manage

All Orders

  1. Click All Orders.
  2. View: Order ID, Customer details, Payment status, Order status.
  3. Open any order to view detailed information.

Success Order Page

  1. Click Success Order Page.
  2. Update the success message shown after payment.
  3. Save changes to apply on checkout success page.

Cancel Order Page

  1. Click Cancel Order Page.
  2. Update cancellation message.
  3. Save changes.

Order Settings

  1. Click Order Settings.
  2. Configure: Customer confirmation email, Admin notification email, Status-based order emails.
  3. Save settings.

4. Badge Management

Purpose: Add visual labels to products like "New" or "Offer".

Path: Super Admin Dashboard > Sidebar > Badge Management

How to Use

  1. Click Add New Badge.
  2. Enter badge name (e.g., New, Hot, Offer).
  3. Save badge.
  4. Apply badge while editing products.
  5. Edit or delete badges anytime.

5. Country & State Management

Purpose: Manage countries and states used for tax, shipping, and checkout.

Path: Super Admin Dashboard > Sidebar > Country & State Management

Country Manage

  1. Click Country Manage.
  2. Add new country.
  3. Enable or disable country availability.
  4. Save changes.

State Manage

  1. Click State Manage.
  2. Select country.
  3. Add or edit states.
  4. Used for tax calculation and shipping zones.

6. Tax Management

Purpose: Configure tax rules based on location.

Path: Super Admin Dashboard > Sidebar > Tax Management

How to Use

  1. Set country-wise tax rate.
  2. Set state-wise tax rate if applicable.
  3. Enter tax percentage.
  4. Save changes.

Automatically applied at checkout.

7. Shipping Management

Purpose: Control shipping regions and shipping costs.

Path: Super Admin Dashboard > Sidebar > Shipping Management

Shipping Zone

  1. Click Shipping Zone.
  2. Define zones by: Country, State, ZIP code.
  3. Save zone.

Shipping Method

  1. Click Shipping Method.
  2. Configure: Flat rate shipping, Free shipping, Weight-based shipping.
  3. Assign to shipping zone.
  4. Save changes.

8. Coupon Management

Purpose: Create discount offers.

Path: Super Admin Dashboard > Sidebar > Coupon Management

How to Use

  1. Click Create Coupon.
  2. Enter: Coupon code, Discount type, Discount value, Expiry date, Usage limit.
  3. Save coupon.
  4. Edit or delete anytime.

9. Attribute Management

Purpose: Manage product attributes and filters.

Path: Super Admin Dashboard > Sidebar > Attribute Management

Attributes Include

  • Categories & subcategories
  • Tags
  • Units
  • Colors
  • Sizes
  • Brands
  • Delivery options
  • Custom attributes

How to Use

  1. Click desired attribute type.
  2. Add new values.
  3. Edit or delete existing values.
  4. Used during product creation.

10. Appointment Management

Purpose: Manage booking-based services.

Path: Super Admin Dashboard > Sidebar > Appointment Management

How to Use

  1. Create appointment categories.
  2. Set available days and time slots.
  3. View appointments.
  4. Check payment logs.
  5. View analytics such as bookings and revenue.

11. Support Tickets (Admin)

Purpose: Manage customer support tickets.

Path: Super Admin Dashboard > Sidebar > Support Ticket

  • All Tickets: View all user tickets. Filter by status.
  • Add Ticket: Create ticket on behalf of user.
  • Reply: Respond to messages. Update ticket status.
  • Categories & Departments: Create ticket categories. Assign departments.

12. Brands

Purpose: Manage product brands.

Path: Super Admin Dashboard > Sidebar > Brands

How to Use

  1. Click Add New Brand.
  2. Enter brand name.
  3. Upload logo.
  4. Save to display on site.
  5. Edit or delete brands.

13. Custom Domain (Admin)

Purpose: Approve or reject user custom domain requests.

Path: Super Admin Dashboard > Sidebar > Custom Domain

How to Use

  1. View domain requests.
  2. Verify DNS records.
  3. Approve or reject domain.

14. Form Builder

Purpose: Create custom forms without coding.

Path: Super Admin Dashboard > Sidebar > Form Builder

How to Use

  1. Click Create New Form.
  2. Add fields: Text, Email, Dropdown, File upload.
  3. Save and publish form.
  4. View submissions under All Form Submissions.

15. Pages Management

Purpose: Manage static pages.

Path: Super Admin Dashboard > Sidebar > Pages Management

How to Use

  1. Click Create New Page.
  2. Enter title and content.
  3. Update SEO settings: Meta title, Meta description.
  4. Publish or save draft.

16. Blogs Management

Purpose: Manage blog content.

Path: Super Admin Dashboard > Sidebar > Blog Management

How to Use

  1. Click Add New Blog.
  2. Enter title and content.
  3. Select category and tags.
  4. Set SEO details.
  5. Publish or save draft.

17. Newsletter Management

Purpose: Send email campaigns.

Path: Super Admin Dashboard > Sidebar > Newsletter Management

How to Use

  1. View subscriber list.
  2. Create newsletter content.
  3. Send email to subscribers.

18. FAQs Management

Purpose: Manage FAQs.

Path: Super Admin Dashboard > Sidebar > FAQ Management

How to Use

  1. Click Create FAQ.
  2. Add question and answer.
  3. Assign category.
  4. Edit or delete FAQs.

19. Image Gallery

Purpose: Manage images and galleries.

Path: Super Admin Dashboard > Sidebar > Image Gallery

How to Use

  1. Create new gallery.
  2. Upload images.
  3. Assign categories.
  4. Edit or delete gallery.

20. Appearance Settings

Purpose: Control website design and layout.

Path: Super Admin Dashboard > Sidebar > Appearance Settings

Includes

  • Themes: Select and activate themes
  • Menus: Create and manage navigation menus
  • Widgets: Add sidebar/footer widgets
  • Topbar: Configure header bar
  • 404 Page: Customize error page
  • Maintenance Mode: Enable/disable site maintenance

21. General Settings

Purpose: Configure global website settings.

Path: Super Admin Dashboard > Sidebar > General Settings

Site Identity

Update site name, upload logo, upload favicon, and save changes.

Page Settings

Update page title, meta description, and SEO-related content.

Colors & Typography

Set primary and secondary colors, choose font styles and sizes.

SEO Settings

Configure global SEO options, meta tags, and indexing preferences.

Email Settings

Configure sender email and SMTP or email service settings.

Third-Party Scripts

Add Google Analytics, Facebook Pixel, and other tracking scripts.

Custom CSS & JS

Add custom styling and custom JavaScript.

Cache, GDPR & Sitemap

Clear cache, enable GDPR settings, and generate sitemap.

22. Payment Settings

Purpose: Configure and enable payment gateways.

Path: Super Admin Dashboard > Sidebar > Payment Settings

Supported Gateways

  • PayPal
  • Paytm
  • Stripe
  • Razorpay
  • Paystack
  • Mollie
  • Payfast
  • Midtrans
  • Cashfree

How to Use

  1. Select payment gateway.
  2. Enable gateway.
  3. Enter API keys.
  4. Set currency.
  5. Choose Live or Test mode.
  6. Save changes.