Contract Product Provision Management

In Upmind, you can manage provision actions to automate, monitor, and control key business workflows, making operations more efficient and smooth. These tools manage actions triggered by your products and services, such as provisioning, suspending, or terminating accounts, helping you deliver consistent customer experiences with minimal effort. Available in both Admin and Client areas (with some actions reserved for admins), these provisioning actions connect to services like hosting and domains. Each provisioning blueprint may feature unique action buttons according to its workflow, which is explained in this guide.

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Using actions in the admin area

For more information on Parameters and Return Data for the actions, check our GitHub. 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.

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Actions

The admin area lets you manage key actions for client products and services efficiently. You can make quick edits to any of the functions to keep everything up to date.

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Web hosting provision actions

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Domain names provision actions

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Auto login provision actions

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SEO provision actions

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Website builders provision actions

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Software licenses provision actions

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Servers provision actions

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Office tools provision actions

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

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Provision configuration

You must have an existing account with your provisioning provider, then enter its credentials and details to configure and connect your provisioning system.

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Provision fields

Provision fields include order and product settings that store key details about each item. These are mostly filled in automatically when a new account is created, saving time and reducing errors.

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Logs

Provision logs track all system and team actions with timestamps, statuses, and details. This organised record helps with identifying issues, troubleshooting, auditing, and maintaining a transparent history of every event. To see more details about particular errors, click on the error to view the detailed message. You can also check the debug data for further details.

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Using actions in the client area

When you manage provision actions in the client area, it is designed to give both clients and teams a clear, secure, and organised way to manage product information, communicate smoothly, and protect sensitive data. To get to the actions, 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:

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Product details

Provides all the essential information about your product in one place. In the case of a web hosting package, it 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.

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Managing your product

Managing your product is easy from the Upmind client area. In the case of a hosting product, you can update your hosting password anytime to keep your account secure and log in to your control panel directly from the dashboard for quick access to tools and settings. These actions will differ depending on the type of product and provisioning.