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Administration

Administration is the control center for your ValuePact tenant. Admins manage users, roles, configuration, and security settings to keep the platform aligned with organizational governance.

Who this is for

Admin Executive Developer

Prerequisites

  • Super Admin or Tenant Admin role
  • Familiarity with user roles
  • Access to the Admin workspace in the top navigation

What admins control

Area What you can do Canonical path
User Management Invite, deactivate, and group users Admin > User Management
Role Management Create roles and assign permissions Admin > Role Management
Configuration Branding, fields, workflows, notifications Admin > Configuration
Security SSO, MFA, password policy, audit logs Admin > Security

Admin experience tier

The Admin experience tier progressively discloses governance controls. Users with Admin roles see the Admin workspace. Other users do not.

  • Standard users see simplified flows.
  • Advanced users see modeling and inspection tools.
  • Admin users see governance and tenant configuration.

Step-by-step: switch to the Admin workspace

  1. Click your avatar in the top-right corner.
  2. Select Switch to Admin from the dropdown.
  3. If you do not see the option, confirm your role includes Admin privileges.

Admin switch shortcut

Press G then A to jump directly to the Admin workspace from any page.

Admin responsibilities checklist

Before go-live, confirm:

  • User roles match your organizational hierarchy
  • SSO or password policy is configured
  • Workflows reflect your approval gates
  • Notifications are routed to active channels
  • Custom fields capture required business data
  • Audit log retention meets compliance needs

Permissions required

Role Permission Scope
Super Admin Full administration, billing, team, governance Organization
Tenant Admin Full administration, team, governance Organization
Content Admin Governance and content configuration Organization
Analyst View-only access to team membership Assigned initiatives
Viewer Read-only access to selected admin surfaces Assigned records

Limits and guardrails

Limit Only users with Tenant Admin or Super Admin roles can modify SSO and MFA settings.

Limit Configuration changes apply immediately. There is no staging environment for tenant settings.

Limit Audit logs are retained for 90 days by default. Extend retention in Security > Audit Logs.

Troubleshooting

Issue: Admin workspace is not visible

Cause: Your role does not include Admin privileges, or your session tier is set to Standard. Resolution: Ask a Tenant Admin to verify your role. Toggle your experience tier to Advanced or Admin in your profile settings.

Issue: configuration change did not take effect

Cause: Some settings require a browser refresh or depend on a background sync. Resolution: Refresh the page. Wait up to 60 seconds for cached settings to invalidate.

Issue: unable to assign a Super Admin role

Cause: Only existing Super Admins can promote others to Super Admin. Resolution: Contact an existing Super Admin in your organization. If none are available, file a support ticket with legal authorization.

Escalation path

For tenant-level misconfiguration or lockout:

  1. Contact another Tenant Admin or Super Admin in your organization.
  2. If all admins are unavailable, file a support ticket with severity Critical.
  3. ValuePact Support can initiate a secure break-glass procedure after identity verification.