Onboarding tasks

After your company purchases a subscription plan for Magento Commerce (Cloud), the only person who initially has access to the project and code is the Project Owner.

To quickly onboard your project to start developing your site and going live, you need to complete specific set up steps and onboarding tasks. Typically, you need the Project Owner to start. Technical Admin(s) with super user access can continue.

Project access and users

The Project Owner is typically a “business user” in your business or finance organization that purchased the subscription and is your point of contact with Magento regarding the account overall. The owner can add user accounts to provide access to code, manage branches, enter tickets, and support environments. These user accounts can include in-house development, consultants, and Magento solution specialists.

Typically, the only user the Project Owner must create is the Technical Admin. This user should have a user account with the Super User role. Your Technical Admin can create user accounts for developers, set environment permissions, and manage all branches and environments. Typically, the Technical Admin is a developer, consultant, a Magento Solution Partner, or yourself.

Sign up for a Magento Commerce (Cloud) account

Don’t have a Magento Commerce (Cloud) account yet? Sign up for a free 30-day trial for a Starter or Pro plan, or contact Magento Sales. We will create your account and send you a welcome e-mail that provides instructions to access the project.

The person who signs up for a Magento Commerce (Cloud) account is referred to as the Project Owner. You receive a welcome e-mail that enables you to set up the project initially. You can also access your project by logging in to your account.

Your welcome e-mail

After you register for an account, Magento sends you a welcome e-mail at the address at which you registered. The e-mail contains a link to your Magento Commerce (Cloud) project.

You can also access your project by logging in to your account.

Get started with the Project Web Interface

We provide a Project Web Interface for you to create your project, add user accounts, and get started developing your store(s). This web interface is helpful for the Technical Admin and developers to manage all environments and branches, environment variables, environment settings, and routes.

For details on these environments, see Starter and Pro architecture information.

To access and manage your project environments, the Project Owner needs to:

  • Create the project
  • Add user accounts to invite developers to the project
  • Generate and provide Magento authentication keys to added accounts
  • Add admin variables to the Project
  • Review credentials for integrated services

We recommend creating a user account with Super User access as your Technical Admin. With super user access, they can help add user accounts, manage branches, and configure environments.

For detailed instructions for setting up environments, see Prepare project environments. For more information on the interface, see Manage your project. This interface provides full project and environment management including environment settings, environment variables, routes, and deploying to Staging and Production for Starter and Pro.

Use the Project Web Interface to manage environments

Access your Magento Admin panel

When you initially create your project, you can access the Magento Admin panel to add users, configure your store, and more. To initially access the Magento Admin, you have a couple of options.

  1. Access the Admin panel to change the password:
  • We send an email to the Project Owner with the link to your Magento Admin panel with instructions to click the Forgot Password link.

  • Or you can access a store URL available through the Project Web Interface. For the store URL, add /admin at the end. A login panel displays.

    1. Click the forgot Password link and complete the process to change the password.
    2. Login to the Admin panel using the username Admin and newly changed password.

If you receive an error, you may need to add admin variables for ADMIN_EMAIL, ADMIN_USERNAME, and ADMIN_PASSWORD. For details, see Add admin variables for Admin access or Magento application environment variables.

Coming soon: Onboarding Portal

We will provide a new Onboarding Portal to initially set up your project and get you started. The portal will be a web interface allowing the Project Owner to initially start settings up the project and understand the onboarding process for Magento Commerce (Cloud).

This portal is helpful for business and technical users to review and manage a new project from creation to initial launch.

Depending on your subscription plan, you can:

  • Add a technical admin with super user access
  • (Pro) Complete a provisioning form for Staging and Production
  • Review checklists for workflows including development, UAT testing, and launching live
  • Create a high-level project schedule
  • Access the Project Web Interface for your environments
  • Kick off going live
  • Enter support tickets

Use the onboarding portal to get started