Onboarding
Your Organization

Administrator Fundamentals — Module 1 of 4

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Learning objectives

“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

Module 1 — Contents

  1. The ValidMind Platform
  2. Set up your organization
  3. Set up groups, roles, & permissions
  4. Grant users access to your organization

First, let’s make sure you can log in to ​ValidMind.

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Before you begin

To continue, you need to have been onboarded onto ValidMind Academy with the Customer Admin role.


Already logged in and refreshed this module? Click to continue.

  1. Log in to check your access:

Log in to ​ValidMind

Be sure to return to this page afterwards.

  1. After you successfully log in, refresh the page to connect this training module up to the ValidMind Platform:

The ValidMind Platform

Welcome to the ValidMind Platform

From here, you can:

  • Keep track of all your organization’s models and their progress throughout the model lifecycle in the customizable inventory …
  • Manage your organization’s custom setup, including inventory fields and reusable templates and blocks …
  • Manage users and user access to features …
  • Set up workflows and attestations to streamline the governance of your models …
  • View analytics on your models and findings, and create custom reports …
  • … and much more!

Can’t load the ValidMind Platform?

Make sure you’re logged in and have refreshed the page in a Chromium-based browser.

When you’re done exploring, click to continue.

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.

Set up your organization

Business units & use cases

Learn more …


Try it live on the next pages.

Get your organization ready for use by first defining business units and use cases:

  1. In the left sidebar, click Settings.

  2. 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.

  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.

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.

Add a business unit

  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.

When you’re done, click to continue.

Add a use case

  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.

When you’re done, click to continue.

Risk areas & validation guidelines

Learn more …


Try it live on the next page.

Next, define your risk areas and validation guidelines:

  1. In the left sidebar, click Settings.

  2. 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.

  1. Click Add Risk Area.

  2. Provide a name and description for your risk area.

  3. 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.

  1. Hover over the risk area you want to add a guideline to.

  2. When the menu appears, click on it and select Add Guideline.

  3. Provide a title and description for your guideline.

  4. 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.

Add a risk area

  1. Click Add Risk Area.
  2. Provide a name and description for your risk area.
  3. Click Add Risk Area to create your risk area.

When you’re done, click to continue.

Add a validation guideline

  1. Hover over the risk area you added previously until the menu appears, then click on it.
  2. Select Add Guideline.
  3. Provide a title and description for your guideline.
  4. Click Add Guideline to insert your guideline to your risk area.

When you’re done, click to continue.

Groups, roles, & permissions

Manage user groups

Learn more …


Try it live on the next page.

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.

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

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

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

  4. Click Create Group to save.

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

  1. Click on the group you want to add members to.

  2. Click Add New Member.

  3. Select members by checking the boxes next to their names in the pop-up.

  4. Click Add to Group.

    Confirm that the new member is added to the correct group.

Add a user group

  1. Next to All Groups, click Create New Group to open the Create New Group menu.
  2. Enter a group name and group description for the new group and click Continue.
  3. Select users from the list to add them to the group.
  4. Click Create Group to save.

When you’re done, click to continue.

Manage user roles

Learn more …


Try it live on the next page.

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.

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

  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.

Create new role

  1. Click Add New Role.
  2. Enter the unique name and description for the role.
  3. Click Add Role.

When you’re done, click to continue.

Assign role permissions

  1. Select the role you created previously.
  2. On the Permissions tab, select Edit Permissions.
  3. Toggle specific user permissions for that role by checking or unchecking the boxes next to the permission.
  4. Click Save Permissions to apply your changes.

When you’re done, click to continue.

Manage global permissions

Learn more …


Try it live on the next page.

In addition to assigning permissions via individual user roles, you can add roles to your global permissions:

  1. In the left sidebar, click Settings.

  2. Under User Permissions, select Permissions.

  3. Add or delete roles from a specific permission:

    • To assign a role to a permission, click , then select the role from the drop-down menu.
    • To remove a role from a permission, click next to the specified role.

    For example, to grant the Developer role the permission to update an existing template:

    1. Locate Update Template under Template.
    2. Click and select Developer from the drop-down menu.

Modify global permissions

  1. Add the role you created earlier to two permissions by clicking , then selecting the role from the drop-down menu.
  2. Remove the role you created earlier from one of the permissions you added above by clicking next to the role.

When you’re done, click to continue.

Grant users access

Invite users via email

Learn more …


Try it live on the next page.

Once you’ve set up the basics, grant users access to the ValidMind Platform by sending them email invitations to join your organization:

  1. In the left sidebar, click Settings.

  2. Under User Permissions, select Invite New Users.

  1. 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.

  2. Click Send Invite.

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

  • Monitor the status of invitations in the Pending Invites section.
  • Review the history of previously accepted invitations in the Invite History section.

Invite a new user

  1. Enter in the details under Invite by Email:
  • Group — The group you created earlier.
  • Role — The role you created earlier.
  1. Click Send Invite.

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.

When you are done, click to continue.

Manage roles on users

Learn more …


Try it live on the next page.

After granting access to your users, you can adjust their roles as needed:

  1. In the left sidebar, click Settings.

  2. Under User Permissions, select User Directory.

  3. Next to any individual user, click the icon to open the Assign Roles menu for that user.

Assign new roles to a user

  1. Click next to the role for each role to be assigned.

  2. Click Assign Roles to User to save changes.

Remove roles from a user

  1. Click the next to the role for the user that you want to remove.

  2. After you confirm, that role will be removed from the user.

Add role to user

  1. For the user you invited earlier, click the icon to open the Assign Roles menu for that user.
  2. Click next to a role to assign that role to the user.
  3. Click Assign Roles to User to save changes.

When you’re done, click to continue.

In summary

Onboarding your organization

In this first module, you learned how to:


Continue your platform administration journey with:

Customizing Your Model Inventory