Administrator Fundamentals — Module 1 of 4
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“As an administrator who is new to ValidMind, I want to learn how to set up the ValidMind Platform for our requirements, define granular access to platform features, and invite users to join our configured organization.”
This first module is part of a four-part series:
Administrator Fundamentals
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Welcome to the ValidMind Platform
From here, you can:
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Welcome to Settings
Your hub for configuring and managing your organization, from user invitations to reusable templates, and more.
Default settings are provided for you as examples, but ideally your settings should reflect your organization’s custom needs and governance goals.
Learn how to set up the basic foundations for your organization in the next section.
Get your organization ready for use by first defining business units and use cases:
In the left sidebar, click Settings.
Under Workspace, select Organization.
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.
Click Add New Business Unit under Business Units.
Enter in your business unit name.
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.
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.
Click Add New Use Case under Use Cases.
Enter in the title and select a category for your use case.
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.
Next, define your risk areas and validation guidelines:
In the left sidebar, click Settings.
Under Workspace, select Risk Areas & Validation Guidelines.
A risk area is a specific domain within an organization that requires monitoring and management to ensure factors like data quality, model performance, and regulatory compliance are addressed effectively.
Click Add Risk Area.
Provide a name and description for your risk area.
Click Add Risk Area to create your risk area.
After you save, confirm that your risk area was added to the list in alphabetical order.
Validation guidelines ensure that models are accurate, reliable, and fit for their intended purpose by outlining standards for assessing their conceptual soundness, implementation, and performance in compliance with regulatory and internal governance requirements.
Hover over the risk area you want to add a guideline to.
When the menu appears, click on it and select Add Guideline.
Provide a title and description for your guideline.
Click Add Guideline to insert your guideline to that risk area.
After you save, confirm that your guideline was added to your risk area in alphabetical order.
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.
In the left sidebar, click Settings.
Under User Permissions, select Groups.
Next to All Groups, click Create Group to open the Create New Group menu.
Enter a group name and group description for the new group and click Continue.
Select users from the list to add them to the group.
Click Create Group to save.
Confirm that the new group is created and appears in the list of available groups in alphabetical order.
Click on the group you want to add members to.
Click Add New Member.
Select members by checking the boxes next to their names in the pop-up.
Click Add to Group.
Confirm that the new member is added to the correct group.
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.
In the left sidebar, click Settings.
Under User Permissions, select Roles.
Click Add Role.
Enter the unique name and description for the role.
Once you click Add Role, you can proceed with managing the user permissions and users associated with that role.
Click on the role whose user permissions you want to change.
Select the Permissions tab, where you can:
Select Edit Permissions to to add or remove user permissions to or from that role.
Toggle specific user permissions for that role by checking or unchecking the boxes next to the permission.
Click Save Permissions to apply your changes.
Assign role permissions
In addition to assigning permissions via individual user roles, you can add roles to your global permissions:
In the left sidebar, click Settings.
Under User Permissions, select Permissions.
Add or delete roles from a specific permission:
For example, to grant the Developer role the permission to update an existing template:
Once you’ve set up the basics, grant users access to the ValidMind Platform by sending them email invitations to join your organization:
In the left sidebar, click Settings.
Under User Permissions, select Invite New Users.
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:
Click Send Invite.
Users will receive an email invitation that they must accept to join your organization.
Invite a new user
Tip: Try inviting yourself! Add +1 to your email handle (handle+1@your-company.com) and accept the invitation.
Then, confirm that the invitation has disappeared from Pending Invites and that your new user has a join date under Invite History.
After granting access to your users, you can adjust their roles as needed:
In the left sidebar, click Settings.
Under User Permissions, select User Directory.
Next to any individual user, click the icon to open the Assign Roles menu for that user.
Click next to the role for each role to be assigned.
Click Assign Roles to User to save changes.
Click the next to the role for the user that you want to remove.
After you confirm, that role will be removed from the user.
Onboarding your organization
In this first module, you learned how to:
Continue your platform administration journey with:
Customizing Your Model Inventory
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