sPMS Platform Owner

Owner Overview

Platform snapshot

A clean owner view of today’s priorities, platform health, revenue state, and workspace growth.

Revenue & Risk

Follow-ups

Owner Workspace

Needs Attention

Fix the highest-risk items first

Billing, trials, setup gaps, and performance risks are grouped here so launch work stays focused.

Billing Risk

Trial Ending Soon

Setup Gaps

Performance Hotspots

Workspace Management

Create, find, and manage workspaces

Use Manage for billing actions, CRM notes, domain checks, support access, and high-impact controls.

Workspace	Owner	Plan	Billing	Health	Revenue	Bookings	Customers	Actions

Open a workspace with Manage to view billing, notes, access, website, and owner actions on the dedicated page.

Workspace Management

No workspace selected

Choose a workspace from the Workspaces page to open a single-client management view.

inactive No domain assigned

Owner Information

Primary account, business identity, and last access details.

Billing Management

Plan, due date, grace period, payment status, and owner-side actions.

Usage & Limits

Workspace usage against the commercial plan profile.

Website & Domain

Website visibility, SSL readiness, and domain controls.

Primary Domain

Activity Log

Workspace logins, billing actions, plan changes, and lifecycle updates.

High-Impact Actions

Actions here affect customer access. Review the workspace details before continuing.

CRM & Relationship

Track priority, lifecycle stage, assignee, follow-up date, VIP state, and tags for this client.

Priority Stage Assignee Follow-up Tags VIP workspace

Support & Access

Handle password resets, session invalidation, billing tests, and export from the same workspace screen.

Temporary Password

Workspace Alerts

Billing, trial, domain, and suspension signals for this client.

Onboarding Checklist

Owner-side launch tasks from signup to live workspace.

Admin Notes

Internal owner notes for support context, promises, and follow-up.

Internal Note

Support & Security

Owner users, invites, and access review

Create owner-workspace users, invite the right operators, and review MFA/session policy from one place.

Create Owner Workspace User

Add a real login for the configured owner workspace without leaving Platform Admin.

Owner workspace

Name	Email	Mobile	Role	Status	Workspace	Last Login	Created

Platform Billing Snapshot

Live summary of the currently active SaaS billing configuration.

Billing Validation

Use this to confirm the gateway is truly launch-ready before running real workspace payments.

Owner Access + Ops

Control platform scope, owner override emails, and operations readiness flags.

Public Base URL Owner Workspace Owner Emails Backups Error Monitoring Uptime Monitoring Backup Target URL Error Monitoring DSN Uptime Status URL Incident Contact Email

Legal Operator Details

These values make production legal, billing, and support ownership explicit before launch.

Operator Name Operator Email Support Email Billing Email Jurisdiction Operator Address

Pricing & Access Control

Use this to keep workspace pricing, access state, and optional provider settings aligned from the owner console.

Owner Managed

Plan PricingThese values are editable here from the owner control panel and support your manual pricing operations.

Owner managed

Billing Provider Billing Connection URL Billing Connection Secret Stripe Signing Secret Stripe Secret Key Access Success URL Access Cancel URL Owner Return URL Starter External Price ID Growth External Price ID Scale External Price ID Starter Monthly Price Growth Monthly Price Scale Monthly Price

Secret fields stay masked in the UI. For your current launch, the main owner action here is keeping plan pricing and access settings up to date.

Analytics

Owner workspace measurement and indexing controls for Google Analytics and Google Search Console.

Google Analytics

Store the measurement ID used by the public platform and marketing pages.

Google Analytics ID Google Service Account JSON

Google Search Console

Control search visibility and keep the verification token used for Search Console ownership.

Indexing Environment Search Indexing Google Verification

Analytics Data Intake

Record GA/GSC metrics manually now, then replace with API sync when Google credentials are connected.

Source Metric Value Period Start Period End Note

System Health

Diagnostics, email, backups, and support intake

Use this page before launch checks and whenever production behavior looks suspicious.

System Health ChecksRefresh platform health, run backup snapshots, and open the health endpoint.

Selected Workspace HealthReview the currently selected workspace diagnostics and performance signals.

Owner Workspace System EmailConfigure SMTP, sender identity, test email, and new registration alerts.

Owner Workspace System Email

This is the sender identity used by the owner workspace for platform emails. New workspace owners receive their registration confirmation, and the Notification Email receives the new registration alert.

Email Sending Sender Name Sender Email New Registration Alert Email SMTP Sending SMTP Host SMTP Port SMTP Encryption SMTP Username SMTP Password

System email settings are saved on the owner workspace and used by public workspace registration.

Support IntakeCreate and review support tickets for workspace, billing, and onboarding issues.

Platform Reports

6-month growth trends across workspaces, bookings, and revenue. Export raw data using the buttons below.