Streams Manager Docs
  • Overview
    • What is Streams Manager?
    • System overview
      • Panel navigation
      • General terms
      • User classes
  • Configuration
    • First time login
      • Included accounts
      • Reset default passwords
    • Setup proxy
    • Add Plex accounts
    • Add your administrator login
    • Settings
      • General
        • Site settings
        • Administrator contact settings
        • Page settings
      • Email notifications
        • SMTP settings
        • Notification templates
        • Free SMTP options
      • Discord notifications
        • Discord settings
          • Creating a Discord bot
        • Notification templates
      • Payment gateways
        • General settings
        • PayPal settings
          • Generating PayPal REST credentials
          • Generating PayPal NVP Credentials
        • Stripe settings
        • Plisio settings
      • Registration settings
      • Payment reminders settings
      • Subscriptions & trials settings
      • Requests integration settings
        • Ombi settings
        • Overseerr settings
        • Petio settings
      • Discord integration settings
        • Creating a Discord bot
      • Media server integration settings
      • Referrals settings
      • Custom content
        • Logo
        • Wallpaper
        • Home page section 1 content
        • Home page section 2 content
        • Pricing content
        • Subscription page content
        • Library statistics section content
        • Custom theme
      • Miscellaneous settings
        • Self invite settings
    • Library groups configuration
    • Plan configuration
      • Recurring plans setup
        • Stripe recurring plan setup
        • PayPal recurring plan setup
    • Server location configuration
    • Media server configuration
    • Libraries configuration
    • Users and data import
      • Users synchronization/import
    • Mobile app setup
    • Discount codes
    • Linked users
    • Emby devices
    • Custom roles
    • Custom domain
    • Test the flows
  • Server Migration
    • Migrating users between servers
  • Plex Bans
    • Overview
    • How to deal with a ban
    • Requiring users to change their Plex account
    • Server re-invite
  • Troubleshooting
    • PayPal
      • Error: PayPal is missing subscription ID details
      • Error: PayPal subscription ID: xxx does not have any transactions
      • Error: Create Subscription Api response error RESOURCE_NOT_FOUND
    • Plex
      • Error: HTTP 422 Unprocessable Entity when inviting a user or processing a subscription
      • Error: PlexApiException was thrown
      • Error: Error communicating with Plex 401
      • Error: Plex response status code does not indicate success: 404
    • Emby/Jellyfin
      • Emby/Jellyfin users cannot login and are getting incorrect password message
    • Error: There are no servers with capacity that accomodate plan
    • Error: User tried to subscribe but servers are full
    • No plans show on the checkout page
    • Specific plan is not showing up on the checkout page
  • FAQ
    • How Streams Manager enforces streaming limits?
    • How Streams Manager enforces download limits?
    • How Streams Manager enforces transcoding rules?
    • How to use a custom domain?
    • How does Streams Manager know that a user is active or expired?
    • How to invite a user manually via Streams Manager?
    • How to change user’s Plex/Emby/Jellyfin email or username?
    • How to enable two factor (2FA) authentication?
    • How does Streams Manager match payments during transaction sync?
    • How to mass migrate users from one media server to another?
    • What is the flow for a new customer in Streams Manager?
    • What runs and is synchronized on a recurring basis?
    • I am seeing notes mentioning credits on the payment edit screen. What is that?
    • How does Streams Manager select a Plex server to add a user?
    • How to dedicate a specific server to trials only?
    • Can I switch platforms?
    • How to bulk invite users?
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  1. FAQ

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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Last updated 2 years ago