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Admin FAQ

Overview

This page addresses the operational questions admins face when provisioning users, managing billing, scaling the tenant, and maintaining compliance posture.

Who this is for

  • Admin
  • Developer

Prerequisites

  • Organization Admin role in ValuePact.
  • Access to the Clerk dashboard (if managing SSO).
  • Familiarity with your organization’s identity provider (IdP).

Frequently asked questions

1. How do I provision users in bulk?

  1. Go to Administration > User Management > Invite Users.
  2. Click Bulk Import.
  3. Upload a CSV with columns: email, first_name, last_name, role, team.
  4. Review the preview and click Send Invites.
  5. Invitations expire in 7 days.

2. Can I sync users from my identity provider?

Yes. ValuePact supports SCIM 2.0 provisioning through Clerk. Configure SCIM in your IdP (Okta, Azure AD, or Google Workspace) and map groups to ValuePact roles. Changes propagate within minutes.

3. How do I view and control costs?

  1. Open Administration > Billing > Usage.
  2. Review seat count, API call volume, and storage.
  3. Set Usage Alerts at 80% and 100% of your plan limit.
  4. Download invoices from the Billing History tab.

4. What backup and recovery options exist?

ValuePact runs on a multi-region PostgreSQL cluster with point-in-time recovery (PITR) enabled. Neo4j backups are taken daily. As an admin, you can request a tenant-level data export at any time. Recovery time objective (RTO) is 4 hours; recovery point objective (RPO) is 1 hour.

5. How do I enforce MFA?

  1. Navigate to Administration > Security > MFA.
  2. Toggle Require MFA for all users.
  3. Choose allowed factors: TOTP (authenticator app) or WebAuthn (security key).
  4. Exemptions can be granted per user with a documented reason.

6. Which compliance certifications does ValuePact hold?

ValuePact is SOC 2 Type II certified and GDPR compliant. HIPAA Business Associate Agreements (BAAs) are available for healthcare tenants. Penetration testing is performed quarterly by a third party. Reports are available under NDA through your account executive.

7. How do I configure custom fields?

  1. Go to Administration > Configuration > Custom Fields.
  2. Click Add Field.
  3. Choose the entity type (Initiative, Benefit, Stakeholder).
  4. Define the field type, validation rules, and visibility.
  5. Save. The field appears immediately for all users in the tenant.

8. Can I enforce approval workflows?

Yes. Open Administration > Configuration > Workflows. You can create multi-stage approval gates with conditional branches based on initiative value, risk level, or team. Each gate can require one or many approvers.

Permissions required

Role Permission Scope
Admin Manage users Organization
Admin Configure billing Organization
Admin Manage security settings Organization
Admin Configure workflows Organization

Limits and guardrails

  • Limit Bulk invite: 500 users per CSV.
  • Limit Custom fields per entity: 50.
  • Limit Workflow stages: 10 per workflow.
  • Limit SCIM sync frequency: every 15 minutes.

Troubleshooting

Issue: SCIM sync is not creating users

Cause: The SCIM bearer token expired, or the group mapping is incorrect. Resolution: 1. Regenerate the SCIM token in Administration > Security > SSO. 2. Verify group names match exactly (case-sensitive). 3. Check Clerk logs for 401 errors.

Issue: Custom field does not appear on existing records

Cause: The field was created with "Apply to new records only" selected. Resolution: 1. Edit the custom field. 2. Toggle Apply retroactively. 3. Save. Existing records update within minutes.

Escalation path

Severity Condition Contact
General Billing or plan questions Customer Success Manager
Urgent Security incident or breach suspicion security@valuepact.ai
Critical Tenant-wide outage or data loss On-call page via support@valuepact.ai