Action Management Tools

Upmind’s Action Management Tools help you automate, monitor, and control key business processes, making daily operations smoother and more efficient.

They manage actions triggered by your products and services, like provisioning, suspending, or terminating accounts, so you can deliver a smooth customer experience with minimal effort. These tools let you track and handle everything from creating hosting accounts to updating licenses and sending notifications.

Available in both the Admin and Client areas (with some actions limited to admins), these tools integrate with services like hosting and domains, giving you full control over your automated workflows.

Why use action management tools?

Action management tools can provide a few benefits:

1. Save Time: Automate repetitive tasks and reduce manual work.
2. Improve Accuracy: Minimise human error by letting the system handle complex actions.
3. Boost Transparency: Always know the status of every action and quickly spot issues.
4. Improved Customer Experience: Resolve problems faster and keep your clients informed.
5. Stay Organised: Manage all your business actions from one place, even as you scale.

Action tools in admin area

To manage the provisioning actions in the Admin area, follow these steps:

1. Go to the Client Profile.
2. Select Products & Services and choose the relevant product.

3. Click the Manage tab.

If you scroll down below, you will find:

Actions:

Here, you have access to manage key actions that affect a client’s products and services from the admin area. You can make quick edits with any of the functions.

Each of the actions is defined in the table below:

If you are using a provisioning system that integrates with Upmind (like cPanel in this guide), you will see additional configuration options:

Provision configuration

You can manage how your provisioning system is set up and connected. This includes entering the necessary credentials and other important details needed to link with your provisioning providers.

Provision fields

Contains the settings and information related to each order or product. Most of these fields are filled in automatically when a new account is created, saving you time and reducing the chance of errors.

Logs:

You can easily track any errors or actions triggered by the system or your team during provisioning. It’s a handy tool for troubleshooting, as every action is recorded with timestamps, status updates, and detailed information.

This clear and organised record helps you audit your processes, quickly identify issues, and keep a transparent history of everything that’s happened and when..

Action tools in client area

Upmind’s Action Management Tools in the client area are designed to give both clients and teams a clear, secure, and organised way to manage product-related information, smooth communication, and protect sensitive data. To get to the action tools, follow these steps:

1. Log in to the Client Area portal.
2. Go to Products & Services and select the product you want to manage.

In the product overview tab, you will find:

Web hosting details

Provides all the essential information about your web hosting package in one place. This includes specifics like the Domain Name, Username, and IP Address. Having these details handy helps you understand exactly what your hosting plan offers, making it easier to manage your account and ensure it meets your needs.

Manage your web hosting

Managing your web hosting is simple and convenient with Upmind. You have easy options to take control of your hosting account, such as updating your password whenever needed to keep your account secure.

You can quickly log in to your hosting control panel directly from the dashboard, giving you instant access to all the tools and settings you need to manage your website smoothly.

Product notes

You and your team can add and view non-sensitive information about any product or service directly within the client area. These notes are perfect for sharing helpful details, reminders, or updates with the Upmind Drafts team or among your staff.

Example: You might record a client’s special request, a troubleshooting tip, or a summary of recent changes. Notes make it easy to keep everyone on the same page without cluttering up support tickets or emails, helping your business stay organised and responsive.

Product secrets

These are built for storing and sharing sensitive information, such as API keys, passwords, or license codes, that should never be visible in plain text. Upmind keeps all secrets locked away in a digital vault using strong AES-256 encryption, so your confidential data is always protected.

Only authorised users can access these secrets, giving you peace of mind and meeting high security standards. Sharing secrets securely helps your team work efficiently while keeping client trust and compliance front and center.

• Secret Label: The secret label is a simple, human-friendly name you give to each secret-like Server Root Password or API Key for Client X. This makes it easy to quickly find and identify the right piece of sensitive information without exposing the actual secret value.

  Clear labels help your team stay organised and avoid confusion, especially when managing multiple products or clients.

• Secret Value: The secret value is the actual sensitive data you need to store securely, such as a password, token, or private key. Upmind encrypts this value automatically, so it’s always safe from unauthorised access.

  Only users with the right permissions can view or use the secret, ensuring your business and client data stays protected at all times.