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CoverGuard Admin (internal staff) — onboarding guide

For CoverGuard staff. The CoverGuard super-admin role is a strict superset of every other persona: you see everything, own the platform `/admin` surface, and can act-as (impersonate) any user.

How you get this role. You don't self-select it. Every validated @coverguard.io staff email is automatically elevated to COVERGUARD_ADMIN — just sign in with your company email (email verification required). The platform owner is seeded as super-admin directly. The in-app role-change API refuses to grant or demote admin roles, so elevation is by staff domain or direct DB action only.

What you can see that customers can't

  • Admin tab → the platform `/admin` surface — stats, users, Observability

(PlatformPulse), agent rules, demo accounts, API-key approvals, staff→user outreach. The tab sits in the top nav to the right of Sys Admin and keys off your real staff role. Observability lives inside this console now (Admin → Observability), not as its own tab.

  • Act-as any user (except a peer super-admin).

Everything a Buyer/Agent/Lender/Insurance/Admin sees is also visible to you.


Key staff workflows

Users & roles — /admin/users

List, search, and inspect users. Change a user's persona (cannot grant/demote ADMIN/COVERGUARD_ADMIN). Provision a user's AI key on their behalf — refused for admin targets, and every change is audited.

Act-as (impersonation) — "pull up anyone's instance"

It's an overlay, not a session takeover: you keep your own login and the client adds an act-as header to each request. From the /admin/users table, click Act as. A persistent banner shows who you're viewing, with one-click Exit. Start/stop are audited. You can never act-as another super-admin, and act-as sessions always use the managed AI key (never the target's BYOK key). See Platform admin & observability.

Observability (PlatformPulse) — merged into Admin → Overview (/admin)

The single consolidated platform-health + business dashboard. It's merged into the Admin → Overview page — it follows the system-overview stats on the same page (it used to be its own Observability tab; /admin/observability now redirects to /admin). Two views (toggle at the top): the AI dashboard (default) — a Power BI-style, AI-forward view over real production data, with slicers, an auto AI headline, an Ask bar, and per-card Explain/Draft (grounded managed-key answers, deterministic fallback when no AI key); and Classic (?view=classic) — the original single-column live dashboard over real telemetry: overview, trends, composed health, the Focus feed (users to flag now from real signals — dunning, error bursts, carrier exits), platform metrics, the new-user activation funnel by persona, recent events, and per-user timelines. This also subsumed the old Usage page (/admin/usage redirects here).

Staff → user AI outreach (ADR-0013)

From the Observability Focus feed, AI-draft a message to a user (managed key, guardrail-screened, never auto-sends), review it, and send. Recipients can opt out (the send path respects it). Draft/send are rate-limited per staffer.

Agent rules — /admin/rules

Override the out-of-the-box digital agents' objectives ("rules") from the app instead of editing code. Overrides apply to future installs; already-provisioned agents keep the objective they were created with.

Partner API-key approvals — /admin API keys

Approve or suspend partner API keys (the KEY_NOT_APPROVED gate), independent of billing.

Demo accounts — /admin/demo-accounts

List and (re)provision the seeded demo accounts.


Activity history — user × company × property

The activity history (surfaced in admin tooling) is a single, append-only, queryable record of meaningful user + property actions. Filter by user, company/team, property, event type, and time window; it's paginated and requires at least one filter (no unbounded scans). Use it to answer "what did this user / company / property do?" — distinct from usage telemetry, which answers "how is the platform being used / where does it hurt".


Guardrails to remember

  • Super-admins always use the managed AI key — never a customer's BYOK key, even under

act-as. Impersonation forces the managed key.

  • You cannot act-as a peer super-admin.
  • Role grants for admin personas are DB-only — the API won't do it.
  • Outreach never auto-sends — a human reviews and sends; opted-out users are protected.

Troubleshooting quick hits

See Admin & staff tools troubleshooting. Quick hits:

  • "Observability/admin 403s for me." — Your staff email may not be email-verified yet, or

your role hasn't been elevated. Confirm email_confirmed_at and re-sign-in.

  • "Act-as won't start for a user." — The target may be a peer super-admin (not allowed),

or invalid. Check the audit log.

  • "AI usage report is empty." — Historic; AI-cost telemetry began accruing from a

fix point forward, so older windows can read empty.

Do this next

Open Observability and work the Focus feed — it surfaces the users worth a human touch right now (dunning, error bursts, carrier exits). Draft outreach, review it, and send.

Now AI-native

From hazard report to real carrier quotes & pricing

The CoverGuard Advisor reads the risk, finds the carriers writing it, and pulls back live quotes — with every number sourced and auditable.