Managing Packages

After installing packages, you can update them, switch management modes, and uninstall packages you no longer need.

Viewing Installed Packages

Navigate to Settings > Packages > Installed to see all packages currently installed in your workspace. The list shows:

• Package name and version
• Installation date
• Management mode (Managed or Self-Managed)
• Update availability
• Resources provisioned (count of services, workflows, forms, etc.)

Click on a package to see its full resource inventory and configuration.

Updating Packages

Package maintainers release updates that include new features, bug fixes, and improved workflows. How updates work depends on your management mode.

Managed Mode Updates

In Managed mode, Nembl notifies you when an update is available.

1. Navigate to Settings > Packages > Installed.
2. Packages with updates show an Update Available badge.
3. Click on the package, then click Review Update.
4. The update review screen shows:
   • What changed -- new resources, modified workflows, updated forms
   • Version diff -- a comparison of the current and new versions
   • Impact analysis -- whether the update affects running workflows or changes inputs/outputs
5. Click Apply Update to accept, or Skip to defer.

Updates in Managed mode do not affect running workflow instances. Only new instances use the updated workflow version after you re-publish.

Self-Managed Mode Updates

In Self-Managed mode, updates are informational only.

1. You are notified that a new version exists.
2. You can view the changelog and diff to understand what changed.
3. You manually apply changes by editing your customized resources.

Self-Managed packages are fully under your control. Nembl does not modify your resources.

Selective Updates

When a package update includes changes to multiple resources, you can accept changes individually:

• Update the intake workflow but keep your customized forms.
• Accept new AI agent prompts but skip changes to roles.
• Apply form field additions but reject field removals.

This granular control prevents updates from overwriting your customizations.

Switching Management Mode

You can change a package's management mode at any time.

Managed to Self-Managed

1. Open the package from Settings > Packages > Installed.
2. Click Switch to Self-Managed.
3. Confirm. You now have full control over all resources. Future updates become informational only.

Self-Managed to Managed

1. Open the package.
2. Click Switch to Managed.
3. Nembl compares your current resources against the latest package version.
4. If there are differences, you are prompted to resolve them:
   • Accept package version -- overwrite your customizations with the managed version.
   • Keep yours -- retain your customizations (may cause future update conflicts).
5. Confirm the switch.

Switching to Managed mode requires your resources to be compatible with the package structure. Significant customizations may prevent the switch.

Uninstalling a Package

Uninstalling removes all resources that were provisioned by the package.

1. Navigate to Settings > Packages > Installed.
2. Click on the package to uninstall.
3. Click Uninstall.
4. Review the list of resources that will be removed:
   • Services and offerings
   • Workflows (draft and published)
   • Forms
   • Roles (only package-specific roles, not system roles)
   • Agent configurations
5. Choose how to handle in-flight work:
   • Wait -- block uninstall until all active requests in package services are resolved.
   • Archive -- close active requests and archive them for reference.
6. Confirm the uninstall.

What Is Preserved After Uninstall

• Completed requests -- historical requests and their audit trails are retained.
• Audit logs -- all actions taken within the package's resources remain in the audit log.
• Data exports -- any data exported from the package's services is unaffected.

What Is Removed

• Services, offerings, and their configurations
• Workflows and their versions
• Forms and field definitions
• Package-specific roles (users who had these roles lose them)
• Agent configurations tied to the package

Package Inventory

For each installed package, the detail page provides a complete inventory:

Best Practices

• Review updates before applying. Even in Managed mode, always review the diff to understand what is changing.
• Test in a staging workflow. Before applying a major package update, duplicate a workflow and test the changes.
• Document your customizations. If using Self-Managed mode, keep notes on what you changed from the original so you can manually reconcile with future updates.
• Uninstall cleanly. Resolve or archive active work before uninstalling to avoid orphaned requests.
• Check role assignments after uninstall. Users who had package-specific roles may need replacement roles assigned.