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Frequently Asked Questions

Find answers organized by audience and topic. If you don't find what you need, contact support or check the Troubleshooting section.

FAQ by audience

  • Executive FAQ — ROI, board reporting, security, time-to-value
  • User FAQ — Daily usage, shortcuts, data entry, best practices
  • Admin FAQ — Provisioning, billing, compliance, scaling
  • Integration FAQ — Connectors, custom integrations, webhooks
  • Security FAQ — Encryption, certifications, incidents, penetration testing

Quick answers

How do I get started?

Follow the Quick Start Guide for a step-by-step walkthrough from sign-in to your first business case.

What roles exist and what can they do?

See User Roles for a complete permission matrix.

How do I invite my team?

Admins can invite users from Administration → User Management → Invite Users. See Invite Users for details.

Is my data secure?

Yes. ValuePact uses encryption at rest and in transit, tenant isolation, SOC 2 Type II controls, and regular penetration testing. See Security FAQ for details.

Can I export my data?

Yes. Use Deliverables → Export for PDF reports, or the API for structured data export.

How do integrations work?

ValuePact connects to CRM, collaboration, and project management tools via OAuth. See Integrations for available connectors.

What if I need help?

  • Search this documentation
  • Check Troubleshooting
  • Contact support@valuepact.ai
  • For production issues, open a ticket with severity classification