Edit: Sharing Options
Once a shared template is created in InstaWP, you may customize it by accessing the numerous sharing options for the user who can use your template to create their new site such as Site validity, Send Credentials to Email, Enabling Site cloning, Auto Login to wp-admin, and much more.
In this documentation, we will explore:
Navigation to Template Options
Shared Template Sharing Options
Let’s get started 🚀
Go to the Templates page and click on the edit icon to setup the template you want.
InstaWP allows you to set up your shared template by personalizing the sharing options from the following categories:
Email Collection
Security
Integrations
Advanced Options
Here, you can configure the following options to set up your shared template:
Collect Email
Set Magic Login User Email
Customize Magic Login User Email
Collect email options, by enabling the following sub-options.
Set Magic Login User email for the user, whether it will be Owner's Email or keep as it is (i.e. parent site email). By default, the user's email address is the admin email address for their WordPress instance. However, at times, you may want to grant your users guest access.
Once you're done making changes, save it.
InstaWP lets you assign a default Magic Login User Role for Shared Templates, allowing precise control over user permissions on staging sites. This feature helps tailor product demos and client previews to specific needs.
Enable this setting using the toggle adjacent to Customize Magic Login User Role and enter the user role slug in lowercase. Here are the default WordPress user role slugs:
For a custom user role, the slug is its unique identifier. You can find it in the functions.php file or a custom plugin where the role was registered using add_role().
Here, you can configure the following security options to set up your shared template:
Disallow File Modifications
Randomize WP Admin password
Redirect Non-whitelisted Users
Lock the site editing features in the template site. Your users will not be able to upload a plugin or theme and cannot access the theme & plugin editors.
Change/randomize WP admin password or keep as it is (i.e. parent site) for the user. This means, each WordPress site, spawned from your Shared Template, will have a different password.
This is a beta feature, that will allow you to add a whitelist IP address, Cookie, and User Agent. If the whitelisted parameters are not detected, then the users will redirected to a known Redirect URL (like wp-login.php).
Note: You can enter multiple values, separated by commas, in the IP Address, Cookie, or User Agent fields.
Once you're done making changes, save it.
Here, you can configure the following integration options to set up your shared template:
Webhook URL
Connect Email Provider
Connect to any CRM of your choice to create an effective lead generator every time a user creates a new template site and change Webhook Request Type : urlencoded & json that allows you to effortlessly integrate and communicate with external systems using JSON payloads. For more information, you can refer to the Webhooks document.
In webhook, we send the following information:
- Email
- Name (if Name collection is enabled)
- Site URL (demo site's URL)
- Admin Username
- Admin Password
- Auto Login Hash (which can append to https://app.instawp.io/wordpress-auto-login?site=)
- Extend Lifetime Hash (which you can append to https://app.instawp.io/wordpress-extend-site-life?site=)
Select a provider by which the user sends WordPress emails using one of the transactional mailers or an SMTP server.
Once you're done making changes, save it.
Here, you can configure the following sharing options to set up your shared template:
Site Lifetime
Extend Site Lifetime
Enable Site Cloning
Auto Login to wp-admin
Redirect URL
Set the duration of the site that will be created by using this shared template. This value depends on the use case, it can vary from 30 minutes to the maximum value of your plan limit.
Users who created a sandbox from your shared template can extend the site's lifetime limit (from 1 to 30 days) by clicking the link sent via a webhook.
Enable site cloning for the user by creating a replica of your existing website to make the changes.
This allows you to not show the credentials to users, instead, they will be re-directed to wp-admin Dashboard automatically.
Provide a relative URL in the text box where you want the users to be automatically redirected once their site is ready.
Once you're done making changes, save it.
💡 Did you know - The user could change Admin email without confirmation using a plugin directly from their WP admin panel that uses your shared template to create their new site. Learn about Admin Email.
In this documentation, we will explore:
Navigation to Template Options
Shared Template Sharing Options
Let’s get started 🚀
Navigation to Template Options
Go to the Templates page and click on the edit icon to setup the template you want.
Shared Template Sharing Options
InstaWP allows you to set up your shared template by personalizing the sharing options from the following categories:
Email Collection
Security
Integrations
Advanced Options
Email Collection
Here, you can configure the following options to set up your shared template:
Collect Email
Set Magic Login User Email
Customize Magic Login User Email
Collect Email
Collect email options, by enabling the following sub-options.
| Options | Description |
|---|---|
| Collect Name | This collects the names of the users. |
| Email Required | Users will not be able to proceed without filling in an email address if this option is checked. |
| Email Spam Verification | This will automatically verify the email submissions via a third-party service (quickemailverification) to ensure that only valid users/email land in your email list. |
| Send Credentials to Email | If an email address is provided, the user will get the credentials on their email. |
| Reply-To email | Here, enter the reply that you want to give to the user's email an automated demo confirmation emails that allows you to foster direct communication with the audience. |
| Hide Privacy Checkbox | This hides the privacy checkbox for a user, effectively making it mandatory for users when they are using your shared template link. |
| Skip Form if URL query parameters are set | This skips form if URL query paramaters are set that can pass data to a Form field when a user clicks on the URL. |
Set Magic Login User Email
Set Magic Login User email for the user, whether it will be Owner's Email or keep as it is (i.e. parent site email). By default, the user's email address is the admin email address for their WordPress instance. However, at times, you may want to grant your users guest access.
Once you're done making changes, save it.
Customize Magic Login User Email
InstaWP lets you assign a default Magic Login User Role for Shared Templates, allowing precise control over user permissions on staging sites. This feature helps tailor product demos and client previews to specific needs.
Enable this setting using the toggle adjacent to Customize Magic Login User Role and enter the user role slug in lowercase. Here are the default WordPress user role slugs:
Administrator: administrator
Editor: editor
Author: author
Contributor: contributor
Subscriber: subscriberFor a custom user role, the slug is its unique identifier. You can find it in the functions.php file or a custom plugin where the role was registered using add_role().
Security
Here, you can configure the following security options to set up your shared template:
Disallow File Modifications
Randomize WP Admin password
Redirect Non-whitelisted Users
Disallow File Modifications
Lock the site editing features in the template site. Your users will not be able to upload a plugin or theme and cannot access the theme & plugin editors.
Randomize WP Admin password
Change/randomize WP admin password or keep as it is (i.e. parent site) for the user. This means, each WordPress site, spawned from your Shared Template, will have a different password.
Redirect Non-whitelisted Users
This is a beta feature, that will allow you to add a whitelist IP address, Cookie, and User Agent. If the whitelisted parameters are not detected, then the users will redirected to a known Redirect URL (like wp-login.php).
Note: You can enter multiple values, separated by commas, in the IP Address, Cookie, or User Agent fields.
Once you're done making changes, save it.
Integrations
Here, you can configure the following integration options to set up your shared template:
Webhook URL
Connect Email Provider
Webhook URL
Connect to any CRM of your choice to create an effective lead generator every time a user creates a new template site and change Webhook Request Type : urlencoded & json that allows you to effortlessly integrate and communicate with external systems using JSON payloads. For more information, you can refer to the Webhooks document.
In webhook, we send the following information:
- Name (if Name collection is enabled)
- Site URL (demo site's URL)
- Admin Username
- Admin Password
- Auto Login Hash (which can append to https://app.instawp.io/wordpress-auto-login?site=)
- Extend Lifetime Hash (which you can append to https://app.instawp.io/wordpress-extend-site-life?site=)
Connect Email Provider
Select a provider by which the user sends WordPress emails using one of the transactional mailers or an SMTP server.
Once you're done making changes, save it.
Advanced Options
Here, you can configure the following sharing options to set up your shared template:
Site Lifetime
Extend Site Lifetime
Enable Site Cloning
Auto Login to wp-admin
Redirect URL
Site Lifetime
Set the duration of the site that will be created by using this shared template. This value depends on the use case, it can vary from 30 minutes to the maximum value of your plan limit.
Extend Site Lifetime
Users who created a sandbox from your shared template can extend the site's lifetime limit (from 1 to 30 days) by clicking the link sent via a webhook.
Enable Site Cloning
Enable site cloning for the user by creating a replica of your existing website to make the changes.
Auto Login to wp-admin
This allows you to not show the credentials to users, instead, they will be re-directed to wp-admin Dashboard automatically.
Redirect URL
Provide a relative URL in the text box where you want the users to be automatically redirected once their site is ready.
Once you're done making changes, save it.
💡 Did you know - The user could change Admin email without confirmation using a plugin directly from their WP admin panel that uses your shared template to create their new site. Learn about Admin Email.
Updated on: 01/03/2025
Thank you!