Organization list
Review workspaces by existing status, plan and member count, taking list scope and pagination into account.
Operator area / Organization status and plan assignment
Authorized platform staff review workspace status, plan assignment and access decisions through controlled actions.
PRODUCT VIEW
The platform operations console is for Hubz service operators, separate from each customer’s CRM. Authorized operators review workspaces in the context of status, assigned plan, members and usage. Plan assignment is saved against an existing plan key; suspension and reactivation require a reason and relevant category. This view is not designed as an impersonated customer session. Operational decisions have separate authorization and recording requirements.
FROM NEED TO OUTCOME
Changes to a customer’s status or plan need a recorded reason, so other operators can understand the decision and its effect on access.
Assess access decisions through workspace records, existing plans and stated reasons, keeping operator authority separate from purchased user seats.
STEP BY STEP
Select the organization using search and pagination in the operator list. Review status, assigned plan and usage context.
Identify the information needed for plan assignment or access changes, and explicitly describe suspension or reactivation reasons.
Complete the change with operator access and additional security requirements, preserving an action trail for subsequent review.
INSIDE THE MODULE
Review workspaces by existing status, plan and member count, taking list scope and pagination into account.
Assign a defined plan to a workspace. This is separate from editing the plan catalog.
Suspend or reactivate with the relevant category and explanation, explicitly considering the impact on customer access.
Keep platform actions separate from acting as a customer user. Operator sessions and relevant security gates apply independently.
IN EVERYDAY WORK
Record the decision with organization evidence and its stated reason for future operational review.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
For authorized Hubz platform operators only. These controls are separate from every customer subscription.
YOUR QUESTIONS
A Business subscription does not grant platform operator rights. This area is for separately authorized operators managing the Hubz service.
Catalog records and organization plan assignments are separate actions. Subscription and customer rights are managed through the relevant separate decisions.
RELATED WORKFLOW GUIDES
MODULES THAT WORK TOGETHER
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.
Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.
Arrange team access through workspace membership, existing roles, enabled modules and connection permissions.