Products
The Products screen lists the products an organization can switch on or off for everyone, says why one cannot be switched on, and what switching one off keeps.
The Products screen is where an organization switches a product on or off for everyone in it. It is in Settings > Organization > Billing > Products, and it needs the billing permission, like the rest of Billing.
The screen says: "Switch a product off for everyone; its records stay and come back when it is switched on."
What it lists#
Two products, each in a row with its name, an On or Off badge and a line under the name.
| Product | The line under its name |
|---|---|
| Sales | Pipeline, deals and forecasting |
| Marketing | Campaigns, segments and attribution |
Marketing is the Marketing hub. For a product that is off and cannot be switched on, the line under the name is the reason, in place of the tagline.
Switch a product on#
Choose Switch on in the product's row. The screen shows "Switched on" when it is done.
A product switches on only where the plan includes what its writes need. Sales has no such requirement. Marketing needs forms and web analytics, so a plan without them cannot switch it on. The row then shows why, and Switch on is disabled. The reason names the feature and the plan that includes it: "{Feature} is part of the {Plan} plan, which this organization does not have. Change the plan in Settings > Billing." The plans and what each includes are on the pricing page.
If the plan could not be read at that moment, the reason says so and names no plan: "This organization's plan could not be read just now, so nothing it includes can be opened. Try again in a few minutes."
Switch a product off#
Choose Switch off. A confirmation, Switch off Marketing for example, says: "Marketing disappears from navigation for everyone in this organization. Its records are kept and come back when you switch it on." Confirm with Switch off. The screen shows "Switched off".
Switching off is always open. The plan is not asked.
Who can do it#
- People with the billing permission. Owners, Admins and Billing Admins hold it by default. Anyone else sees "You need the billing permission" in place of the list.
- Never the Agent, a workflow or an API key. Switching a product is a person's act. Anything else that asks is refused, and the refusal says a person does this in the app.
- Every switch is recorded. It is filed in the audit log under Security. See Audit log.
A refused switch shows Update failed, the reason, and a code and reference to quote to support.