Help & Documentation
Learn how to use each section of the Smart App Hub
About Smart App Hub
The Smart App Hub provides a centralized inventory of all smart solutions, smart apps, AI agents, and microservices, showing what each delivers, which segments and products it supports, and which customers have adopted them. It tracks measurable value and KPIs, dependencies and release status, and adoption across customers giving leaders clear visibility into portfolio readiness, governance, and realized business impact.
Quick Start Guide
Check Your Role: Your role badge (Viewer, Super User, User Admin, App Admin) appears at the bottom of the sidebar. This determines what you can view and edit throughout the Hub.
Navigate: Use the sidebar to access different sections. Click the collapse icon () to minimize.
Search Anywhere: Press ⌘K (Mac) or Ctrl+K (Windows) to open global search.
Filter & Find: Use search bars and filter buttons on each page to narrow down results.
Create New Items: Click "New [Item]" buttons at the top of each page (visible to Super Users, User Admins, and App Admins). Viewers can only submit ideas.
View Details: Click on any card to see detailed relationships, dependencies, and full information.
Status Reference Guide
Smart Apps and Bundles use two separate status fields — Sales Availability and Build Status — to track where a product is in the go-to-market journey vs. the engineering lifecycle.
Sales Availability Status
Roadmap: On the product roadmap but not yet committed or scoped.
Ideation: Being explored and shaped — not yet committed.
Committed Roadmap: Officially committed to a specific release cycle.
Early Adopter: Available to a select group of early customers.
General Availability: Fully released and available to all customers.
Build Status
Pending Approval: Submitted and awaiting initial review.
Approved: Approved to move forward into scoping.
Ideation: Requirements and use cases being developed.
Prioritization: Ranked and scheduled against other work.
Development: Actively being built by the engineering team.
Build Complete: Build phase complete, ready for release.
Backlog: Parked — not currently scheduled for development.
Features by Section
User Roles & Permissions Guide
The Smart App Hub has four user roles, each with different levels of access. Your role determines what you can view and edit within the system.
Viewer
Default role for all new users. Read-only access with the ability to submit and vote on ideas.
✓ What you can do
- •View all Smart App Bundles, Smart Apps, Microservices, AI Agents, and other entities
- •Submit new product ideas and feature requests via the Idea Tracker
- •Vote on ideas (one vote per idea)
- •Edit and delete your own ideas while they are in 'New Request' status
- •Browse the Marketplace and view all product detail pages
- •Access Reports, Analytics, Dashboard, and Roadmap
- •Use global search (⌘K) and filters across all pages
- •View dependency graphs and entity detail pages
- •Submit and track your own issues via My Issues
- •Export data from pages that have an Export button
✗ Restricted
- •Create, edit, or delete apps, solutions, microservices, agents, or any other records
- •Edit or delete ideas submitted by others
- •Import data or perform bulk operations
- •Manage releases, builds, or deployments
- •Access the Admin section or manage users
Super User
Full create/edit/delete access across the entire product portfolio.
✓ What you can do
- •Everything a Viewer can do
- •Create, edit, and delete all entities: Smart Apps, Bundles, Microservices, Agents, Releases, Builds, etc.
- •Manage the full idea lifecycle (advance status, link to Smart Apps and Releases)
- •Import data from CSV files and perform bulk operations
- •Manage Personas, Segments, Product Families, Service Definitions
- •Create and manage Sprints and Capabilities on the Roadmap
- •Link and manage all entity relationships
- •Edit any product idea (not just your own)
- •Create and manage Service Configurations via the Configuration Portal
✗ Restricted
- •Manage user accounts, roles, or permissions
- •Access Marketplace Admin settings
- •Configure approval workflows or role approvers
- •Access the Admin section
User Admin
Super User privileges plus full user management capabilities.
✓ What you can do
- •Everything a Super User can do
- •View and manage all user accounts
- •Approve or reject role elevation requests
- •Change user roles (Viewer / Super User / User Admin)
- •Configure Role Approver workflows (who approves each role type)
- •Perform bulk data cleanup operations
- •Access the Data Import and Data Cleanup admin pages
✗ Restricted
- •Access Marketplace Admin settings (App Admin only)
- •Elevate users to App Admin role
- •Manage Sales Users or Idea Reviewer configurations
App Admin
Full administrative access — the highest permission level in the system.
✓ What you can do
- •Everything a User Admin can do
- •Full Marketplace administration: feature products, control visibility, manage branding
- •Manage Sales Users shown in the Marketplace inquiry form
- •Configure Idea Reviewers and review assignments
- •Grant any role to any user, including App Admin
- •Access all Admin pages
- •View full activity logs and audit trails
✗ Restricted
- •App Admins have full access to all features in the Hub
Need to change your role?
Click the "Request Role Upgrade" button (available in the top-right corner of the Dashboard) to submit a request. An App Admin will review and approve or deny your request.
App Admins can manage all user roles and permissions from the User Management page in the Admin section.
Tips & Tricks
Global Search: Press ⌘K (Mac) or Ctrl+K (Windows) to search across all Smart Apps, Bundles, Agents, Microservices, and more from anywhere in the Hub.
Keyboard Shortcuts: Press ⌘/ to view all available keyboard shortcuts. Press ⌘B to toggle the sidebar.
Bulk Actions: On Smart Apps, Smart Bundles, and other entity pages, use the checkboxes to select multiple items and perform bulk delete or export.
Detail Pages: Click any entity card to open its full detail page, showing all linked entities, internal documents, release status, and a comment thread.
CSV Export & Import: Most entity pages (Smart Apps, Microservices, Agents, etc.) have Export and Import buttons. Export includes relationships. Import supports creating and updating records in bulk.
Notifications: Click the bell icon (top right on mobile, sidebar on desktop) to view system notifications and @mentions in comments.
Comments: Use the comment section on any entity detail page to collaborate, ask questions, or leave notes. Use @mentions to notify specific teammates.
Prototypes: Smart Apps and Bundles support both external prototype links and embedded HTML prototypes — useful for sharing UX previews directly in the Hub.
Internal Documents: The Hub Only section on app and solution detail pages contains links to 4x4s, Sales Enablement docs, Battle Cards, Pitch Decks, and internal notes — not visible in the public Marketplace.
Request a Role: If you need editing access, use the "Request Role Upgrade" button on the Dashboard. Your request will be routed to the appropriate approver automatically.