Quickstart — Setup & Administration

10 minutes

Set up the foundational units for your organization within the ValidMind Platform, prepare your organization for users, then grant access to your first user.

Before you begin

• To try out ​ValidMind, you need to be a registered user on the ValidMind Platform.¹
• You’ll also want to make sure that you’re logged into the ValidMind Platform.²

¹ Register with ​ValidMind

²  Log in to ​ValidMind

Set up your organization

First, let’s set up the foundational units of your organization:

1. In the left sidebar, click Settings.

2. Under Workspace, select Organization.

3. Add business units and use cases as required by your organization.

i. Add business units

A business unit is a distinct segment within your organization that focuses on a specific function, product, or market, operating semi-independently while aligning with the overall organizational goals.

1. Click Add New Business Unit under Business Units.

2. Enter in your business unit name.

3. Click Add Business Unit to save your changes.

   After you save, confirm that the business unit was added as a new entry in alphabetical order..

ii. Add use cases

A use case is a specific application of analytics and management techniques within an organization, such as attrition management, call routing, and regulatory compliance processes like BSA/AML, CCAR, and CECL.

1. Click Add New Use Case under Use Cases.

2. Enter in the title and select a category for your use case.

3. Click Add Use Case to save your changes.

   After you save, confirm that the use case was added as a new entry in alphabetical order.

Prepare your organization for users

Next, let’s set up the foundations for granular user access:

i. Add groups

Groups are segments of users with the ability to view models associated with that group. Access to granular features in the ValidMind Platform within a group’s set of models is further defined by roles and permissions.

1. In the left sidebar, click Settings.

2. Under User Permissions, select Groups.

3. Next to All Groups, click Create Group to open the Create New Group menu.

4. Enter a group name and group description for the new group and click Continue.

5. Select users from the list to add them to the group.

6. Click Create Group to save.

   Confirm that the new group is created and appears in the list of available groups in alphabetical order.

ii. Add roles

Roles are a named set of permissions that determine your users’ access to features within the platform based on your organization’s structure. Create and update roles, and verify that each role has appropriate access to the resources they need.

1. In the left sidebar, click Settings.

2. Under User Permissions, select Roles.

3. Click Add Role.

4. Enter the unique name and description for the role.³

5. Once you click Add Role, you can proceed with managing the user permissions and users associated with that role.

³ Role names and model stakeholder type names cannot be duplicated to reduce confusion.

Manage role permissions

1. Click on the role whose user permissions you want to change.

2. Select the Permissions tab, where you can:

   • View the current user permissions assigned to that role.
   • Select user permissions to be assigned to that role.

3. Select Edit Permissions to to add or remove user permissions to or from that role.

4. Toggle specific user permissions for that role by checking or unchecking the boxes next to the permission.

5. Click Save Permissions to apply your changes.

Invite your first user

Once you’ve set up at least one business unit, use case, group, and role, invite a user to join your organization:

1. In the left sidebar, click Settings.

2. Under User Permissions, select Invite New Users.

3. Under Invite By Email:

   • Enter the user’s email address.

   • Assign the user to a group from the group dropdown menu.

   • Click under role to open the Assign Roles menu for that user:

     1. Click next to the role for each role to be assigned.
     2. Click Assign Roles to Invitee.

4. Click Send Invite.

   Users will receive an email invitation that they must accept to join your organization.

Try inviting yourself!

1. Add +1 to your email handle (handle+1@your-company.com) and accept the invitation.
2. Then, confirm that the invitation has disappeared from Pending Invites and that your new user has a join date under Invite History.

What’s next

Now that you’ve grasped the basics of using ​ValidMind as an organization administrator, continue on your journey with our end-to-end training course for administrators and browse through our resource hub for the ValidMind Platform: