Contract Product Provision Management

Manage business processes

Last updated 4 months ago

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.

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:

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

Click the Manage tab.

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.

Web hosting provision actions

Action Name	Functionality
Create account	Automatically creates a new hosting account.
Get info	Retrieves current details about the hosting account.
Get usage data	Fetches resource usage metrics (disk, bandwidth).
Login to control panel	Provides a secure link to the hosting control panel and direct access without entering a username and password.
Make reseller	Converts a hosting account into a reseller account.
Revoke reseller	Removes reseller privileges.
Change password	Updates the hosting account password.
Change package	Switches the hosting plan or package.
Suspend account	Temporarily disables the hosting account.
Unsuspend account	Reactivates a suspended account.
Delete account	Permanently removes the hosting account and data.

Domain names provision actions

Action Name	Functionality
Register	Registers a new domain name.
Transfer	Initiates the transfer of a domain from another registrar.
Renew	Extends the domain registration period.
Sync due date	Updates the expiry date to match the registrar’s records.
Get info	Retrieves current domain registration details.
Lock/unlock	Enables or disables domain transfer locking.
Update nameservers	Changes the domain's DNS nameservers.
Update registrant	Edits the domain owner’s details.
Update registrant with default details	Resets registrant info to default company data.
Get epp code (non-UK domains)	Retrieves the authorization code for the domain transfer.
Update IPS tag (UK domain release)	Modifies the IPS tag for UK domains to enable transfers.
Get verification status	Checks the verification state of a domain.
Resend verification email	Sends the domain verification email again.
Set Glue Record	Adds a glue record by linking a nameserver to an IP address.
Remove Glue Record	Deletes an existing glue record from the domain.

Auto login provision actions

Action Name	Functionality
Login	Generates a secure automatic login link for clients.
Create	Sets up necessary parameters for enabling auto login.
Renew	Extends or refreshes auto login credentials.
Suspend	Temporarily disables auto login access.
Unsuspend	Restores suspended auto login functionality.
Terminate	Completely revokes auto login access.

SEO provision actions

Action Name	Functionality
Login to control panel	Grants direct access to the SEO control panel.
Create	Initializes a new SEO service account.
Change package	Updates the SEO plan or service package.
Suspend	Pauses the SEO service.
Unsuspend	Reactivates a suspended SEO service.
Terminate	Cancels the SEO service entirely.

Website builders provision actions

Action Name	Functionality
Create account	Launch a new website builder account instantly.
Get info	Retrieve detailed information about an existing website builder account.
Manage website	Access management functions and settings for the website.
Change package	Switch the website builder plan or features.
Suspend account	Temporarily disable a website builder account.
Unsuspend account	Reactivate a suspended account.
Delete account	Permanently delete the website builder account and its data.

Software licenses provision actions

Action Name	Functionality
Create license	Issue a new software license to a client.
Reissue license	Replace or renew an existing license key.
Get usage data	Fetch current usage stats for the licensed software.
Sync tracked product quantities	Update license quantities to match tracked data.
Upgrade/downgrade license	Modify license level or features.
Suspend license	Temporarily disable the license.
Unsuspend license	Restore a suspended license.
Terminate license	Permanently revoke license access.

Servers provision actions

Action Name	Functionality
Create server	Deploy a new server instance.
Reinstall server	Reinstall the server OS or software.
Resize server	Adjust server resources such as CPU, RAM, or storage.
Get info	Get the detailed status and configuration of the server.
Get connection	Retrieve connection details such as IP addresses and ports.
Change root password	Update the server’s root/admin password.
Power on	Power up the server.
Shut down	Gracefully power down the server.
Reboot	Restart the server.
Suspend	Temporarily suspend the server.
Unsuspend	Resume a suspended server.
Terminate	Permanently delete or decommission the server.

Office tools provision actions

Action Name	Functionality
Create	Initialize a new office tool account or service.
Login	Generate auto-login credentials or direct access links.
Get info	Retrieve service details and status.
Renew	Extend the subscription or license period.
Change package	Modify the subscribed office tool plan.
Suspend	Temporarily disable the office tool service.
Unsuspend	Reactivate a suspended service.
Terminate	Cancel and remove the office tool service.

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

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.

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.

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.

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:

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

Products & services from the client area

In the product overview tab, you will find:

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.

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.

🚧 Actions are limited in the client area compared to the admin area.