2. Managing a Site in the Account Center

– possibly remove the whole client billing section

2.1 Getting Started

To access the Overview section of any of your sites from the Account Center 2.0 My Sites page, click on the site you would like to manage, and the Overview tab for that site will be opened by default. To get to it again from any other section in the site manager, click Overview in the site manager menu.

2.2 Site Dashboard Overview

The Account Center dashboard’s Overview screen provides a comprehensive display of the available choices and setups for your site’s hosting, performance enhancements, plugin and theme updates, SEO optimization, security measures, backups, and reports, based on the activated plugins and features.

Modules featured on the Dashboard encompass:

  • Updates
  • Hosting
  • Security
  • Performance
  • SEO
  • Backups
  • Uptime
  • Analytics
  • Client Billing
  • Reports

2.2.1 Updates

The Updates module presents brief information regarding the available updates for your site, encompassing plugins, themes, and core WordPress.

Should updates be accessible, you have the option to select the Update all button, which facilitates the process of updating everything directly from the Overview screen.

Additionally, you will have visibility into the enabled choices within the Parlatta feature for your site, along with the forthcoming scheduled Parlatta Check.

By selecting Updates or any of the exhibited Parlatta options, you can directly access the corresponding screen in your Account Center.

(MISSING SCREENSHOT)

Please be aware that if the Parlatta feature is not activated for this site, this module will not be visible on the Overview screen.

For additional information regarding the Parlatta features that you can oversee from your Account Center, refer to the Account Center > Parlatta, Plugins & Themes Updates documentation.

2.2.2 Hosting

The Hosting module is positioned right at the pinnacle of this segment. If your site is presently hosted with Parlatta, you’ll find fundamental details about your site, including:

  • Convenient access to the WAF Security logs. Unavailable for sites hosted on the Quantum plan. Refer to Quantum Plan Restrictions for comprehensive information
  • Convenient access to clear the Object Cache. Unavailable for sites hosted on the Quantum plan. Refer to Quantum Plan Restrictions for detailed insights
  • Convenient access to clear the Static Server Cache
  • An indication of whether Password Protection is activated
  • The usage level of your Parlatta account storage

Click Hosting to promptly navigate to the primary Hosting tab for that particular site within your Account Center.

If your site is hosted elsewhere, you’ll encounter a friendly prompt guiding you to migrate your site to our hosting. Choose Migrate if you intend to proceed with relocating your site to Parlatta hosting. If you prefer not to pursue this at the moment, select No, not right now to dismiss the module.

Uncertain about migrating your site to Parlatta hosting? Explore our hosting details here.

2.2.3 Security

The Security tab becomes visible when the Parlatta Defender Pro plugin is operational on the site. You’ll be presented with the count of available Recommendations for the site, as well as an indication of the enabled or disabled status of the primary plugin features. You also have the option to initiate a security scan directly from this location by clicking the Run scan button.

Choose Security, the gear icon, or any featured element to promptly access the core Security tab pertaining to that specific site within your Account Center.

Click the ellipsis icon ( … ) to unveil a dropdown menu offering additional options to manage the Security feature seamlessly from your Account Center. These options encompass:

  • Run scan – Click to initiate a comprehensive security scan for your site.
  • Save Config – Click to store the current Defender configuration of your site as a preset, applicable to other sites in your Account Center.
  • Apply Config – Click to choose and apply any previously saved Defender configuration preset to this site.
  • View in WP Admin – Click to be redirected to the Defender Dashboard screen within your site’s wp-admin.
  • Tutorials – Click to be directed to Defender and security-related tutorials on our blog.
  • Documentation – Click to be redirected to Defender documentation.
  • Deactivate – Click to deactivate Defender on your site.

If Defender Pro has not yet been activated on that site, this module will remain concealed, and instead, you’ll encounter a prompt at the lower end of the screen to activate the feature. Click Install & Activate if you wish to proceed immediately, or opt for Learn More to peruse the plugin documentation.

For comprehensive insights into the security features manageable from your Account Center, refer to the Account Center > Security documentation.

2.2.4 Performance

The Performance tab becomes accessible once the Parlatta Hummingbird Pro plugin is operational on the site. Within this tab, you will find the most recent performance test score for the site, and you have the option to initiate a performance test directly by clicking the Run test button.

To swiftly access the core Performance tab for that specific site within your Account Center, select Performance or the gear icon.

Click Desktop or Mobile to view the latest performance test score tailored to the corresponding mode.

If Smush Pro is active on your site, clicking either Image optimization or Super-Smush savings will redirect you to the relevant Smush Pro screen within your site’s wp-admin.

To access the Hummingbird Asset Optimization screen within your site’s wp-admin, click Asset Optimization.

Initiate a new performance test directly from your Account Center by clicking Run test at the bottom.

Click the ellipsis icon ( … ) to unveil a dropdown menu offering additional options to efficiently manage your site’s Performance from your Account Center. These options include:

  • Run test – Click to commence a comprehensive performance test for your site.
  • Save Performance Config – Save your existing Hummingbird Pro configuration as a customized setup. Refer to the Configs documentation for detailed information on this feature.
  • Apply Performance Config – Apply any customized Hummingbird Pro configuration to this site.
  • Save Image Optimization Config – Save your current Smush Pro setup as a customized configuration. Review the Configs documentation for insights into this functionality.
  • Apply Image Optimization Config – Apply any customized Smush Pro configuration to this site.
  • View in WP Admin – Click to be redirected to the Hummingbird Dashboard screen within your site’s wp-admin.
  • View Full Report – Click to be directed to the Hummingbird Performance Test screen within your site’s wp-admin, enabling you to access the latest test results.
  • Ignore Warnings – Initiate a performance scan while disregarding any recommendations.
  • Tutorials – Click to be redirected to Hummingbird tutorials on our blog.
  • Documentation – Click to be redirected to Hummingbird documentation.
  • Deactivate – Click to deactivate Hummingbird on your site.

If Hummingbird Pro has not been activated for that site, this module will remain concealed. Instead, you’ll encounter a prompt at the lower end of the screen to Install & Activate the plugin. Click this button to proceed immediately, or select the Learn More link to review the plugin documentation.

For comprehensive insights into the performance features manageable from your Account Center, refer to the Account Center > Performance documentation.

2.2.5 SEO

The SEO module becomes visible when Parlatta’s SmartCrawl Pro plugin is operational on the site. This module showcases the score derived from your site’s most recent SEO scan, the forthcoming scheduled scan date, and supplementary scan particulars.

To conduct a comprehensive Lighthouse Audit directly from your Account Center, select Run test.

Select either the module title or the gear icon to access further SEO details within your Account Center’s SEO tab.

For additional options, click the menu button (three dots), which includes:

  • Run scan – Click to initiate a thorough SEO scan for your site directly from your Account Center.
  • Save/Apply Config – Click to save or apply a SmartCrawl configuration to the site. View in WP
  • Admin – Click to be directed to the SmartCrawl Dashboard screen within your site’s wp-admin.
  • Tutorials – Click to be redirected to SEO tutorials on our blog. Documentation – Click to be redirected to SmartCrawl documentation.
  • Deactivate – Click to deactivate SmartCrawl on your site.

Should SmartCrawl Pro not yet be activated on that site, this module will remain concealed. Instead, you’ll encounter a prompt at the lower end of the screen, guiding you to activate the feature. To proceed immediately, select Install & Activate, or opt for Learn More to review the plugin documentation.

2.2.6 Broken Link Checker

The Broken Link Checker module becomes visible when the feature is enabled for the site.

This module provides an overview of data derived from the most recent link scan conducted on the site. It includes details such as the count of Broken Links, Successful and Unique URLs discovered, along with the Last Scan date and the Next scheduled scan date (if a schedule is in place).

In cases where no schedule has been set up yet, selecting the Set up link will redirect you to the site’s administration area, where configuration can be established.

To access the Broken Link Checker screen for the specific site within your Account Center, click either the module title or the gear icon.

For an immediate new scan, click the Run scan link.

Clicking the ellipsis icon will unveil a dropdown menu offering supplementary options to conveniently manage the Uptime feature from your Account Center. These options encompass:

  • Run scan – Click to initiate a fresh link scan for the site
  • View in WP Admin – This will direct you to the primary Link Checker screen within your site’s admin area
  • Documentation – Click to be redirected to the Broken Link Checker documentation
  • Deactivate – Click to deactivate the feature on the site if it’s no longer required

If the Broken Link Checker has not yet been activated on that site, this module will remain concealed. Instead, you’ll encounter a prompt at the lower end of the screen, urging you to activate the feature. To proceed immediately, select Install & Activate.

2.2.7 Backups

The Backups module provides a succinct overview of the most recent backup date and the current backup schedule for the site. For third-party hosted sites, the module also presents the total backup storage utilized by the Snapshot plugin.

To directly access the Backups tab for the specific site within your Account Center, select either Backups or the gear icon.

For an immediate manual backup, click Run backup from the Overview screen.

Parlatta

For sites hosted by Parlatta, the storage space used is not indicated within this module, as it is negligible and included in your hosting plan. Refer to the Storage tab under Hosting > Analytics for a comprehensive storage breakdown.

Click the ellipsis icon ( … ) to reveal a dropdown menu offering supplementary options for managing the Backups feature within your Account Center. These options encompass:

  • Create backup – Click to initiate a new manual backup for your site
  • Refresh Data – Click to refresh and ensure the most up-to-date data is displayed
  • Tutorials – Click to be directed to backup tutorials on our blog
  • Documentation – Click to be redirected to backup documentation

Backups module settings dropdown menu

highlighted: If you have sites on the Quantum Plan, please note that manual backups are not available for sites hosted on the Quantum plan. For more details, refer to the Quantum Plan Restrictions.

Snapshot

For a third-party hosted site utilizing our Snapshot plugin for backups, the indicated storage reflects the space used relative to the total available in your current Snapshot backup storage plan.

Click the ellipsis icon ( … ) to unveil a dropdown menu offering additional options to seamlessly manage Snapshot Backups from your Account Center. These options include:

  • Create backup – Click to initiate a new manual Snapshot backup for your site
  • View in WP Admin – Click to be redirected to the Snapshot Settings screen within your site’s wp-admin
  • Save Config – Click to save your current Snapshot configuration as a preset, applicable to other sites in your Account Center
  • Apply Config – Click to select and apply any previously saved Snapshot configuration preset to this site
  • Refresh Data – Click to refresh and ensure the most up-to-date data is displayed.
  • Tutorials – Click to be directed to backup tutorials on our blog
  • Documentation – Click to be redirected to backup documentation. Deactivate – Click to deactivate Snapshot on your site

Please note that this module will be present by default for sites hosted by Parlatta. However, it will only appear for third-party-hosted sites if the Snapshot Pro plugin is installed and activated.

If Snapshot Pro has not yet been activated on a third-party-hosted site, you’ll encounter a prompt at the lower end of the screen, guiding you to activate the feature. To proceed immediately, select Install & Activate, or choose Learn More to review the plugin documentation.

For comprehensive insights into the backup features manageable from your Account Center, refer to the Account Center > Backups documentation.

2.2.8 Uptime

The Uptime module presents insights from the Uptime feature, which can be enabled either within the Hummingbird Pro plugin or from the Uptime screen in your Account Center.

You have the ability to examine site data for the last 24 hours, as well as for the last 7 or 30 days, by utilizing the date range filters positioned at the top.

To access more detailed information, navigate directly to the Uptime screen in your Account Center by selecting Uptime or the gear icon.

Click the ellipsis icon ( … ) to unveil a dropdown menu offering supplementary options for managing the Uptime feature within your Account Center. These options include:

  • Refresh Data – Click to refresh and ensure the display reflects the most recent data.
  • Save Config – Store your present Uptime configuration as a customized setup. For detailed information, consult the Configs documentation.
  • Apply Config – Apply any personalized Uptime configuration to this site.
  • View in WP Admin – Click to be directed to the Hummingbird Uptime screen within your site’s wp-admin.
  • Settings – Click to be redirected to the Uptime Settings screen in your Account Center.
  • Deactivate – Click to deactivate the Uptime Monitoring feature on your site.

If Uptime has not yet been activated for that site, this module will remain concealed. Instead, you’ll encounter a prompt at the lower end of the screen, guiding you to activate the feature. To proceed immediately, select Activate, or choose Learn More to review the feature’s documentation.

For comprehensive insights into Uptime features that you can manage from your Account Center, refer to the Account Center Uptime documentation.

2.2.9 Analytics

The Analytics module showcases data sourced from the Account Center Analytics feature, which can be enabled either through the Parlatta Dashboard plugin installed on your site or from the Analytics screen within your Account Center.

You have the capability to review site data for the past 24 hours, 7 days, 30 days, or 90 days by utilizing the date range filters provided at the top.

To delve into more detailed insights, navigate directly to the Analytics screen within your Account Center by selecting Analytics, the gear icon, or any specific metric.

Click the ellipsis icon ( … ) to reveal a dropdown menu offering supplementary options for managing the Analytics feature within your Account Center. These options include:

  • Refresh Data – Click to refresh and ensure the display reflects the most recent data.
  • View in WP Admin – Click to be directed to the WordPress Dashboard screen within your site’s wp-admin.
  • Settings – Click to be redirected to the Analytics Settings screen in your Account Center.
  • Documentation – Click to be redirected to Analytics documentation.
  • Deactivate – Click to deactivate the Analytics feature within your Account Center and on your site.

If Analytics has not yet been activated for that site, this module will remain concealed. Instead, you’ll encounter a prompt at the lower end of the screen, guiding you to activate the feature. To proceed immediately, select Activate, or opt for Learn More to review the feature’s documentation.

For comprehensive insights into Analytics features that you can manage within your Account Center, refer to the Account Center Analytics documentation.

2.2.10 Client Billing

The Client Billing module becomes visible when there is a client linked to the site you’re currently viewing. It provides a concise overview of billing-related activity associated with the site.

The module’s icon will appear green under two circumstances: when the client has no outstanding invoices, or when the client has been recently added and no invoices have been generated yet.

If the client possesses any outstanding invoices, the module’s icon will be displayed in red.

To access the Client Billing overview screen for the specific site within your Account Center, you can click the module title, the gear icon, or any displayed metric.

Click the ellipsis icon ( … ) to unveil a dropdown menu offering additional options for frequently utilized billing activities related to the site. These options encompass:

  • Bill Client – Selecting this option directs you to the Client Billing section of that site, where the Bill Client modal will be automatically opened. This enables you to create and send a new invoice to the client.
  • Create Product / Service – Opt for this option to navigate to the Client Billing section of that site, where the Create Product or Service modal will be automatically opened. This facilitates the creation of a new product intended for client billing.
  • View Invoices – By clicking this option, you will be directed to the main Invoices page of your Clients & Billing portal. The list will be filtered automatically to exclusively display invoices associated with the site you are currently viewing.

Should there be no client currently linked to the site you are viewing, this module will not be visible. Instead, you will encounter a prompt at the lower end of the screen, guiding you to activate the feature. To proceed, click Activate if you wish to add a client to the site at this moment, or select Learn More to review the feature’s documentation.

For in-depth information about Client Billing within your sites, consult the Site Billing chapter in our Clients & Billing documentation.

It is important to note that the module your clients see might differ slightly, with only one option available under the ellipsis icon, which is to View Invoices.

2.2.11 Reports

The Reports module presents a concise overview of all the reports that you have scheduled for the specific site.

To promptly access the Reports tab for that site within your Account Center, select Reports.

For any displayed report, clicking the gear icon will directly take you to the Settings screen dedicated to that specific report in your Account Center.