Get Started with SRExpert

Fetch the latest SRExpert charts from our repository:

helm repo add srexpert-helm https://nexus.srexpert.io/repository/srexpert-helm/ 
helm repo update 

Install SRExpert in a dedicated namespace:

kubectl create ns srexpert 

After adding the repository and creating the namespace, you can start with the backend installations first:

helm upgrade --install srexpert-backend srexpert-helm/srexpert-backend --namespace srexpert -f values-backend.yaml

And now for the frontend:

helm upgrade --install srexpert-frontend srexpert-helm/srexpert-frontend --namespace srexpert -f values-frontend.yaml

You can customize your installation by editing the values files for each component.

Backend Customization

Critical Configuration: frontendUrl

The frontendUrl field in values-backend.yaml must match the exact domain where your SRExpert frontend is accessible.

frontendUrl: https://srexpert.yourdomain.com

This URL is used by the backend to generate links in emails (password recovery, invitations, notifications) and in the payment flow (Stripe redirect URLs). If misconfigured:

• Password recovery emails will contain broken links
• Payment checkout will fail to redirect back to your application
• Team invitation links will not work

Make sure it uses https:// and does not include a trailing slash.

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Frontend Customization

Ingress:

hosts:
  - host: srexpert.yourdomain.com
    paths:
      - path: /api/v1/
        pathType: Prefix
        backend: srexpert-backend
        backendPort: 8000
      - path: /
        pathType: Prefix
tls:
  - secretName: srexpert-tls
    hosts:
      - srexpert.yourdomain.com

This section configures the ingress for accessing your SRExpert installation with TLS.

Autoscaling:

autoscaling:
  enabled: true
  minReplicas: 1
  maxReplicas: 3
  targetCPUUtilizationPercentage: 80

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For full configuration options and complete YAML examples, click here to view the full installation guide.

To use SRExpert, you need to allow the following URLs:

https://backoffice-api.srexpert.io 
https://registry.srexpert.io 
https://github.com  
https://artifacthub.io 

Checkout is enabled only after SRExpert is deployed to your management cluster. This ensures your workspace is securely linked before activating a paid plan.

Registration Steps

• Step 1: Deploy SRExpert to your cluster using our Helm charts
• Step 2: Access the SRExpert dashboard and click Sign Up
• Step 3: Enter your email and create a password (or use SSO)
• Step 4: Verify your email address
• Step 5: Complete your workspace profile

Making a Purchase

• Step 1: Go to Settings → Billing → Upgrade Plan
• Step 2: Select your desired plan (Professional, Business, or Enterprise)
• Step 3: Choose billing cycle: Monthly or Annual (save 20%)
• Step 4: Enter payment details via Stripe secure checkout
• Step 5: Your plan activates immediately after payment

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Accepted Payment Methods: Visa, Mastercard, American Express, and SEPA Direct Debit (EU).

Note: Enterprise plans require contacting our sales team for custom pricing.

Switch plans anytime with full flexibility. Your subscription updates instantly with prorated billing handled automatically.

How to Upgrade

• Step 1: Go to Settings → Billing
• Step 2: Click Change Plan
• Step 3: Select a higher tier plan
• Step 4: Confirm the upgrade
• Step 5: New features are available immediately

Billing: You'll be charged the prorated difference for the remaining billing period.

How to Downgrade

• Step 1: Go to Settings → Billing
• Step 2: Click Change Plan
• Step 3: Select a lower tier plan
• Step 4: Review what features you'll lose
• Step 5: Confirm the downgrade

Billing: Credit is applied to your next invoice. Downgrade takes effect at the end of your current billing cycle.

Plan Limits

When downgrading, ensure your usage fits the new plan limits:

Starter: 1 user, 1 group, 1 cluster

Professional: 5 users, 5 groups, 5 clusters

Business: 20 users, 20 groups, 20 clusters

Enterprise: Unlimited resources

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Warning: If you exceed limits after downgrade, you'll need to remove resources or upgrade again.

We offer a 14-day money-back guarantee on all paid plans. If you're not satisfied with SRExpert, you can request a full refund within 14 days of your initial purchase.

How to Request a Refund

• Step 1: Go to Settings → Billing
• Step 2: Click Request Refund or contact us at [email protected]
• Step 3: Provide your reason for the refund (optional but appreciated)
• Step 4: We'll process your request within 3-5 business days

Refund Conditions

• Eligible: First-time purchases within 14 days
• Eligible: Annual plan cancellations (prorated refund)
• Not eligible: Renewals after the first billing cycle
• Not eligible: Accounts terminated for Terms of Service violations

What Happens After Refund

• Your subscription is immediately canceled
• Access continues until the end of current billing period
• Your data is retained for 30 days (can be deleted upon request)
• You can resubscribe anytime on any plan

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Payment Processing: All refunds are processed through Stripe and will appear on your original payment method within 5-10 business days depending on your bank.

After logging into SRExpert, navigate to Clusters in the sidebar menu.

Steps to Add a Cluster

• Step 1: Click the Add Cluster button
• Step 2: Enter a Cluster Name (no spaces allowed, use hyphens instead)
• Step 3: Enter the Region (optional, e.g., us-east-1)
• Step 4: Select the Cloud Provider from the dropdown
• Step 5: Paste your Kubeconfig YAML content
• Step 6: Click Save to register the cluster

Your cluster will appear in the dashboard once connected.

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Supported Kubernetes versions: 1.24+

Tip: You can get your kubeconfig by running kubectl config view --raw on your cluster.

Manage team access through the Users & Groups section in Settings.

Creating Users

• Step 1: Go to Settings → Users
• Step 2: Click Invite User
• Step 3: Enter the user's email address
• Step 4: Select a role: Admin, Editor, or Viewer
• Step 5: Click Send Invitation

The user will receive an email to complete registration.

Creating Groups

• Step 1: Go to Settings → Groups
• Step 2: Click Create Group
• Step 3: Enter the group name and description
• Step 4: Add users to the group
• Step 5: Assign cluster permissions to the group

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Tip: Use groups to manage permissions at scale. Assign clusters to groups instead of individual users for easier maintenance.

SRExpert supports Single Sign-On via Azure AD, Okta, and Google Workspace.

Azure AD Configuration

• Step 1: Go to Settings → Authentication → SSO
• Step 2: Select Azure AD as the provider
• Step 3: In Azure Portal, register a new application with Redirect URI and grant User.Read permission
• Step 4: Copy the Client ID and Client Secret to SRExpert
• Step 5: Enter your Tenant ID
• Step 6: Click Save & Test

Okta Configuration

• Step 1: Create a new OIDC application in Okta
• Step 2: Set the redirect URI
• Step 3: Copy the credentials to SRExpert SSO settings

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Note: SSO is available on Professional plan and above.