Administration
Managing users, roles, and organisation settings. Most of this requires Admin; a few settings require Owner.
Team members (Role: Admin)
Admin → Users lists everyone in your organisation.
- Invite a member: enter their name, email, and role. They receive an email and set their own password on first login.
- Change a member's role or active status.
- The Owner cannot be demoted or deactivated through this screen.
Choosing a role
| Give them… | If they need to… |
|---|---|
| Viewer | Only read comparisons, assessments, reports. |
| Editor | Create projects, upload, run analysis, edit data. |
| Admin | Manage users and approve decisions / configure the approval matrix. |
| Owner | Manage tenant settings and the AI processing policy. |
Set at least two Admins if you use enforced approvals — separation of duties means one person cannot both request and approve a decision.
Organisation profile
- Admin → Tenant shows your organisation profile.
- Renaming the organisation requires Owner.
AI processing policy (Role: Owner)
Controls whether document content may be sent to an external AI provider — approved external (default), local only, or disabled. See Approvals & Governance.
- View:
GET /admin/ai-policy(Admin). - Change:
PUT /admin/ai-policy(Owner).
Approval matrix (Role: Admin)
Configure whether awards and bid decisions require sign-off, and by whom. See Approvals & Governance.
Plan & usage
Your plan governs limits such as daily extraction volume and AI request rate. If you hit a limit, extraction is paused with a clear message; upgrade or wait for the window to reset.
Data protection
- Data is isolated per organisation — you never see another organisation's data.
- Account deletion anonymises personal data without breaking the audit trail.
- Users can export their data.
- Retention and deletion follow your configured policy; a legal hold overrides retention so held data is never purged.
For deployment, backup/restore, incident response, and release procedures, see the operator runbooks in the operator runbooks.