System overview

Included accounts

Once your Streams Manager account has been provisioned, it is time to do some setup. Out of the box you are provided two users that can login to the system:

• admin@streamsmanager.com – this is the administrator user that will have access to all features of the system. Since this is not a registered user on https://plex.tv, you CANNOT use this user to subscribe, test your payment methods, get a free trial, etc. 
• user@streamsmanager.com – a dummy user that you can use to login to see the experience your customers will get once they login to the system. Sincethis is not a registered user on https://plex.tv, you CANNOT use this user to subscribe, test your payment methods, get a free trial, etc. Instead register an email address that already has a Plex account.

Passwords for both accounts are the same: 

P@ssword1!

Reset default passwords

The first thing you should do is reset default password for both built-in accounts described above. To do so, follow these steps:

• Login with the built-in administrator account described above
• Access the main menu by clicking on your username in the top right corner (or a hamburger menu if on a mobile device)
• Select "Site Logins" menu item. This will open a page with a list of current login accounts registered with the system
• Access the “actions menu” (bolt icon) next to each built-in login account described in the section above and click “Set Password”. Set the password to something other than default to prevent anyone else using the default credentials to login. Passwords must be at least 8 characters and must contain, uppercase and lowercase letters, a number and a special character.

Add your administrator login

As mentioned above, it is best to add a site login with an email address you own and make it administrator so you can reset your password should you need to do that.

• Login with the default administrator account as outlined above
• Access the main menu by clicking on your username in the top right corner (or a hamburger menu if on a mobile device)
• Select Site Logins menu item. This will open a page with a list of current login accounts registered with the system
• Access the menu button in the table header and click on "Add" menu button
• Enter the email address and password you wish to use and click "Create" button. This will create a new site login
• Refresh the list of accounts by clicking on the table header menu button and again and then click on Refresh
• Locate the new site login in the list and click on the “actions menu” (bolt icon) next to to the login and click on “Set Administrator”  menu item
• You can use your new email address to login as administrator

Overview of the system

Below is the quick overview of the system when logged in as an administrator.

Menu is at the top with submenus under each item that has a down arrow next to it. Descriptions of less obvious panels are as follows:

• Users - this panel shows users in the system that are currently sharing one of your Plex servers or have done so in the past. Note, this is different from Site Logins (i.e. user's ability to login to he site and manage their account). By registering on the site, one gets a Site Login but they need to subscribe to become a User.
• Payments - this panel shows a list of payments added to the system either from user subscriptions, synchronization from different payment gateways or by manual entry.
• Plans - this panel shows plans/products you are offering your customers/users.
• Unmatched Payments - this panel shows a list of payments that were found on one of the enabled payment gateways during synchronization but the system could not automatically match the payment to a user in the system. You should manually creating this payment on the user it belongs.
• Servers - this panel shows a list of Plex servers enabled in the system. Plex servers are automatically synced from your Plex account and they cannot be manually added Instead, claim ownership of a Plex server during Plex software installation and then sync the servers in the panel.
• Server Locations - this panel show a list of locations where your servers reside. When managing a server, you can edit the server settings to assign it to a specific location. Then your users will be able to specify the server that is closest to them during the subscription process.
• Libraries - this panel shows a list of libraries that are available on your Plex servers. Libraries are automatically synced from your Plex servers and they cannot be manually added Instead, add/edit libraries on the Plex server and then sync libraries in this panel.
• Library Types - this panel shows library types which are groupings of libraries for the purpose of adding to a plan.
• Download Activity - this pane shows download activity on your Plex servers. The activity is automatically checked every 5 minutes against your Plex servers and logged for viewing in this panel.
• Streaming Activity - this pane shows streaming activity on your Plex servers. The activity is automatically checked every 5 minutes against your Plex servers and logged for viewing in this panel.
• Plex Accounts - this panel shows a list of Plex account added to the system. you need to manually add one or more of Plex accounts to the system.
• Settings - this panel allows for system configuration.
• Mass Contact - this panel allows you to send messages to all users that are active on your Plex servers.
• Scan Missing Media - this panels allows your users to request Plex scans of specific media items or folders to correct issues where the file the media item is pointing has been changed but Plex has not scanned in the change just yet so it shows it as media unavailable.
• Upload Subtitles - this panel allows your users to upload their own subtitles to media items.
• Scan Folder - this panel is accessible to administrators only and allows a similar functionality of the Scan Missing Media panel but it allows you to scan a any media directory on one or more servers.
• invites - this panel shows a list of pending invites sent to users.
• Site Logins - this panel shows a list of people show have registered with the system and can log in to subscribe or manage their account. People with logins become users once they subscribe or are added to a Plex server by the administrator.
• FAQ - this panel allows you to create your own custom FAQ page where users can see commonly asked questions and answers.
• Events - this panel shows events that occured in the system ranging from informational events to errors that require our intervention. It is recommended to periodically review messages in this panel.

Panel navigation

Most panels are designed similarly. At the top of the panel, there is either a more enhanced search option or a free form text search that fires after you stop typing. Below the search section is a table header with a menu in the right of the header with options that allow you to refresh the table data, add new items and other actions depending on the context. Table items are listed under the header with pagination at the bottom. To the right of each item is a button with a bolt icon that reveals actions associated to that item. Actions such as edit or delete are usually located here but also other actions depending on the context.

General terms

• Site login - person will get a site login once they are registered to use the Streams Manager system. Please note that they are not a user yet until they subscribe and start sharing one of your servers
• User - a person that shares one of your Plex servers. This person may or may not have a site login at the same time

User classes

Streams Manager offers two classes of users:

• Permanent – users that never expire and are thus never removed. They are also exempt from all limits such as number of concurrent streams, download limits, transcoding, etc. You can mark a user permanent by editing a user on Users panel and turning on the toggle Is Permanent
• Non-Permanent (i.e. normal users) – that are subject to Plex share removal once their payments expire, are subject to limits set by their plan (concurrent streams, downloads, transcoding, etc.), get their Discord roles assigned/removed etc.