Sites Management

Learn how to manage your sites.

Contributors: Jennifer Hoffman.

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This guide is specific to sites management, not developing and launching sites.

Create a Site

 Note

Be sure to set up workspaces before creating sites.

You can create a new site from your homepage by clicking + Create New Site, or from the Sites tab.

  1. Log in to your Pantheon account.

  2. Select Create New Site.

  3. Select WordPress, Drupal with Composer, or Drupal 7, depending upon the framework you wish to use.

     Note

    Eligible workspaces can add their own sites to this list! We call these Custom Upstreams, and they function as common start states. Workspaces use them to spin up multiple sites with the same codebase, modules, plugins, themes, etc., and to make quick updates to these sites en masse.

  4. Enter the name and select a region for this site.

     Note

    The site name will be prefixed to all Platform URLs, which are automatically configured as subdomains of pantheonsite.io.

    This name cannot be changed once set.

  5. If this site is to be part of a Professional Workspace, select a Workspace from Choose a Workspace for the Site.

  6. Click Continue. It can take several minutes to create a new site on Pantheon.

  7. Click Visit your Pantheon Site Dashboard when the process is complete.

Manage Sites

The Sites tab shows all sites you own or are a team member of. You can quickly tag, sort, and filter your sites. You can add users to specific sites by checking the box to select the site and clicking Team > Add to Team.

Agency workspaces will show "Site Owners" instead of "Users in Charge"

A icon in the site's status column indicates that a site is frozen due to inactivity.

Associate a Site to a Workspace

If you did not select a workspace when creating the site, you can add it to a workspace later. Refer to Add Supporting Organization to Site.

Tag Sites

Tags are an easy way to add data to your sites to help you manage them.

To add tags to a site:

  1. Click the Sites tab and select one or more sites.

  2. Select Tags, then select Add Tags.

  3. Enter the tags you wish to associate to this site, separated by commas, and click Add Tags.

To remove tags from a site:

  1. Click the Sites tab and select one or more sites.

  2. Select Tags, then select Remove Tags.

  3. Select the tags you wish to remove, then click Remove Tags.

Export a List of Sites

You can export a list of sites to CSV. Data in the CSV file includes Site Name, date created, owner, upstream, plan and status.

To export a list of sites:

  1. Click the Sites tab, and then find and select the files you want to include in the list, or select the checkbox at the top of the list to select all sites.

  2. Click More Actions, then Export as CSV. A file is generated and downloaded to your browser’s download location.

Change Site Ownership

The person who creates the site owns it until someone else starts paying for it. The user or Enterprise who pays for the site is the owner thereafter. There can only be one site owner.

The permission to manage a site's plan is granted only to the roles of Site Owner / Workspace Administrator. Other roles do not have access to change the site plan as described on this page. Refer to Role-Based Permissions & Change Management for more information.

 Note

If you need to assume site and billing ownership, the current Site Owner must transfer it to you directly.

To change the owner of a paid site (e.g. Basic, or Performance):

  1. Open the Site Dashboard for the site.

  2. Select Billing, then Invite a business owner to pay for this site.

  3. Enter the email address for the new site owner.

    When the new owner receives the invitation they will be directed to provide payment information, at which point they will assume ownership of the site and will receive future invoices.

Enterprise workspaces can use the same process to assume ownership of a site; however, Agency Partners do not have the ability to own sites directly.

This process will transfer ownership of the site immediately. The account paying for the site is automatically assigned the Site Owner role and will receive future invoices and billing notifications. Agencies maintain access by being associated as a Supporting Organization.

A transfer of ownership is the most common way non-agency developers and Registered Agencies (i.e., non-Partner Agencies) deliver completed sites to their clients. If you are a Partner Agency looking to ensure that your client receives Preferred Pricing, you should send an invitation to your client to pay for the site.

Single-site businesses can also use this method when site ownership needs to be transferred to someone else within the company. The invitation will guide the recipient through adding their payment method to the site for the designated plan.

We recommend communicating with the business owner well in advance of sending a transfer request. It's a good idea to have them notify you once they've upgraded so you can continue the going live procedure. Feel free to share the Account Management guide with them.

To transfer ownership for a site:

  1. Open the Site Dashboard for the site.

  2. Click Transfer Site and enter the email address associated with the account to which you want to transfer site ownership.

  3. Click Send Request.

    The recipient will need to confirm the transfer.

Resellers and Enterprise workspaces must contact their Account Manager or create a Support ticket to request a transfer of ownership.

When a developer creates a site in a partner workspace, they automatically become the "Site Owner/User in Charge" until the business owner starts paying for the site and becomes the owner. Workspace admins cannot delete users from a workspace until the listed owner no longer owns any sites in the workspace.

The user account in question must transfer ownership to another person in the workspace. Partner workspace admins cannot change ownership of sites. If the workspace is using SAML for single-sign on, you should be able to log-in as the user and make the necessary changes. Partners without SAML will need to contact support to request ownership change, which may take 24-48 hours. As a workaround, admins can download a backup of the site, import it as a new site, move the domain name from the original site to the imported site, and delete the original site(s).

For all sites, we recommend instructing users to change their passwords regularly, using two-factor authentication, restricting access with Change Management, and carefully planning who will create client sites in the workspace.

Share Preferred Pricing for a Site

Existing Site

Agencies should follow the steps below to share Preferred Pricing of an existing site with a new client.

  1. Go to the Professional Workspace containing the site.

  2. Open the Site Dashboard for the site.

  3. Click the Billing tab.

  4. Click Transfer Site and enter the email address associated with the account to which you want to send an invitation to pay.

  5. Click Send Request.

    A link is immediately sent to the email address to pay through the secure site.

New Site

Agencies should follow the steps below to maintain Preferred Pricing through a plan change.

  1. Go to the Professional Workspace containing the site.

  2. Open the Site Dashboard for the site.

  3. Click the Billing tab.

  4. Click View All Plans, then click Select for the plan you want.

  5. Click Pay Annually or Pay Monthly to set the billing frequency > click Continue.

  6. Click Transfer Site and enter the email address associated with the account to which you want to send an invitation to pay.

  7. Click Send Request.

    A link is immediately sent to the email address to pay through the secure site.

 Note

A site transferred as a Sandbox will not receive Preferred Pricing. A site plan and billing preference (Annual or Monthly) must be selected prior to sending your client a payment invitation.

After the person has accepted the invitation and has paid for the site, they will receive the next invoice at the end of the billing cycle.

Delete Sites

At some point, you may need or want to delete one of your sites on Pantheon. The number of free sites you can create is increased after a free site is deleted, or after it has converted to a paid plan.

Only the site's "User in Charge" or "Owner" can delete a site. Refer to Roles and Permissions for more information.

 Warning

This action is permanent and irreversible. Export any needed content, code, or files from the site before starting this operation.

Before you delete a site: Downgrade the site plan to Sandbox. Refer to Manage Site Plans for more information.

After you delete a site that had a live domain or subdomain: Update the DNS records to avoid pointing to the deleted site.

Delete a site from the Site Dashboard

  1. Open the Site Dashboard for the site.

  2. Select Settings, and then select Delete Site.

  3. Click the Delete Site button.

  4. Enter the site title; this ensures you're aware of the site you're deleting.

  5. Click Delete This Site.

Delete a site from a Workspace

  1. Go to the Professional Workspace containing the site.

  2. Select the checkbox next to the site(s) you want to delete.

  3. Click More Actions, then select Delete Site.

  4. Type Delete.

  5. Click Delete Site(s).

Delete a Site with Terminus

Run the following Terminus command, replacing <site> with your site's name:

terminus site:delete <site>

 Note

You can see a list of all your sites by running terminus site:list.

Delete a Multidev Environment

Refer to the Delete a Branch Environment section of our Multidev guide for more information.

Retrieve the Site UUID

Every entity (user, workspace, product, and site) is assigned a UUID which is internal to Pantheon. The UUID is found within the URL for the entity and resembles the following:

de305d54-75b4-431b-adb2-eb6b9e546014

You can also use Terminus to find the UUID of your workspaces:

terminus site:list