What is the flow for a new customer in Streams Manager?

Streams Manager offers full end to end automation for users from registration, through paying and getting Plex share access. The process is as follows:

  • User registers

    • User registers on Streams Manager using their Plex email

    • Streams Manager sends user a confirmation email asking to confirm their account

    • User confirms account and can now log in

  • User logs in

    • User can look at available plans, pricing and other information

  • User subscribes

    • User clicks on the subscribe button. If both pay as you go (checkout) and recurring payments are enabled, user will be given an option to choose

    • User will be presented with a screen to select their plan, sever location (if more than one location has servers with capacity) and pay using one of the enabled payment methods

    • Depending on the payments method, user will be redirected to PayPal, Stripe or Plisio to authorize the payment

    • Payment processor redirects back to Streams Manager

  • Payment is confirmed

    • Streams Manager confirms the payment was successful

    • Streams Manager records the payment for the user

  • Plex share access is provisioned

    • Streams Manager finds a server that has space available (less than 100 or max number of users configured on the server) based on the plan user selected, geographic location selected etc. If multiple servers match the criteria, Streams Manager will select the server with lowest number of users so server load is balanced

    • Streams Manager communicates with your Plex server to provision Plex share access for the user based on the plan selected and libraries and options included in the plan

    • Email is sent to the user with information on how to accept the Plex share invitation (See Notification templates)

  • If enabled, Streams Manager creates Overseer and Petio account for the user

  • If enabled, Streams Manager gives user appropriate Discord roles

  • Streams Manager creates a new user in the system and creates a payment for that user to track when their subscription expires

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