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Modeled dataCarrier availability & pricing are modeled.How this is modeled
CoverGuard
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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 CoverGuard 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.

From the CoverGuard Record to bound coverage — without the surprises

With carriers exiting major markets, insurance is killing deals at closing. CoverGuard's AI reads the CoverGuard Record, models which carriers will write the risk, and pulls back indicative pricing with a quote request — before anyone signs on the dotted line.

Free to start — no credit card required. Available in all 50 states.

Now AI-native

From CoverGuard Record to a quote request

The CoverGuard Advisor reads the risk, models which carriers will write it, and pulls back indicative pricing — with every number sourced and auditable.