Operator guide

Day-to-day help for managing an assigned stub.

This guide covers the current admin workflows for stub owners, operators, and platform admins. Some controls are visible only to platform admins.

Roles and Access

Owners and operators can edit only approved stub fields. Platform-only controls are hidden from non-admin accounts.

Owner Access and Inquiries

The owner login email controls who can access an assigned stub. The inquiry notification email controls where new inquiry alerts are sent. If notification email is blank, BusinessStub uses the owner login email.

For a step-by-step process with the reasons behind each action, see How to handle inquiries.

Billing

The Billing view shows recorded subscriptions, upcoming renewal date, invoice history, and Stripe portal access when the account has a Stripe customer attached.

If the renewal date says not scheduled, the account may not have a recurring subscription, the agreement may have only a one-time charge, or billing sync may not have recorded the current period yet. See billing troubleshooting.

Website Editor

The Website tab edits approved content fields from the stub site's repository schema. It does not edit layout, code, or build logic.

  1. Choose a website-enabled stub.
  2. Edit approved fields and upload image fields when available.
  3. Use Save + preview to save content and request a staging preview.
  4. Use Save live only after reviewing the change. You must type the exact domain and enter a change summary.
  5. Use history to preview or restore recent content versions.

Preview links can take a short time to become ready. Uploaded images must be served by the deployed stub site to appear publicly.

Chatbot

Chatbot settings live on the stub form. Chats are saved as inquiries, and inactive chatbot conversations are finalized later so the operator receives a useful summary.

Keep private credentials, internal notes, transfer terms, and anything the operator should not disclose out of bot knowledge.

Custom Email Sending

Platform admins can configure a per-stub Resend sender for inquiry email. If the setup is disabled, incomplete, or fails, BusinessStub falls back to the platform sender when possible.

Public Stub Sites

Separate stub websites should submit inquiries through their own same-origin route, such as /api/inquiry, and the server-side route should forward the lead to BusinessStub. The intake key must stay server-side.

If chatbot is enabled on a public stub site, the browser should post to the site's own /api/chatbot route for the same reason.

Offboarding

Offboarding is platform-admin only. It cancels the Stripe subscription, marks the local subscription canceled, removes the operator's stub access, returns the stub to available, and logs an admin event on the linked inquiry.