Training for Administrators

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Learning objectives

“As an administrator who is new to ValidMind, I want to onboard my organization, manage users and roles, and manage permissions for specific roles.”

In this training module

1. Set up your organization
2. Onboard users
3. Manage roles & permissions

4. Manage groups
5. Manage templates
6. Manage workflows

First, let’s make sure you can log in and show you around ValidMind.

Training is interactive —you explore ValidMind live. Try it!

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To try out this training module, you need to have been onboarded onto ValidMind Academy with the Customer Admin role.

Log in to check your access:

Be sure to return to this page afterwards.

You’re in — let’s show you around.

From Settings in the ValidMind Platform UI,
you can:

• Set up your organization
• Onboard new users
• Manage roles, groups and
  permissions
• Configure the model inventory
• Manage templates and workflows
• And much more!

Try it live on the next page.

Explore these pages available from Settings:

• Your Account

• User Permissions

• Workspace Settings

When you are done, click to continue.

1. Set up your organization

Get your organization ready for your first users by defining business units, risk areas, and use cases.

• Add business units
• Add risk areas
• Add use cases

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. Select Organization under Workspace Settings.

2. Type the new business unit name in the dialog box under Business Units, then click + Add to confirm.

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. Select Organization under Workspace Settings.

2. Click + Add at the Risk Areas sidebar menu.

3. Fill in the risk title and description and click + Add Risk Area to confirm.

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. Select Organization under Workspace Settings.

2. Click + Add at the Use Cases sidebar menu.

3. Fill in the use case title and description and click + Add Use Case to confirm.

Try it live on the next page.

Add a business unit, a risk area, and a use case. (Choose your own names.)

When you are done, click to continue.

2. Onboard users

Onboard your initial users by sending them email invitations to join your organization.

• Invite new users
• Monitor invitations

1. Under User Permissions, click Invite New Users.
2. Enter the user’s email address.
3. Assign the user to a group from the Group dropdown menu.
4. Add roles to the user by clicking the icon and selecting the appropriate roles from the list.
5. Click Assign Roles to invitee.

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

1. Monitor the status of invitations in the Invites section. Look for Pending status for users who haven’t accepted their invites yet.

2. Confirm that the new user is successfully added and that their group and roles are correctly configured to meet your access control requirements.

3. Review the history of previously accepted invitations in the Invite History section.

Try it live on the next page.

3. Manage roles & permissions

Assign roles to users to define their responsibilities and grant permissions to groups to set access levels.

• Add roles
• Manage permissions

1. Under User Permissions, select Roles.

2. Click on the Add New Role button to initiate the role creation process.

   • Specify a name for the new role.
   • Define the role’s description and purpose.
   • Assign permissions to the role based on the actions it should be allowed to perform.
   • Save the new role configuration.

3. Verify that the new role appears in the list of available roles, ensuring it is correctly set up for use.

1. Under User Permissions, select Permissions.

2. Locate the role for which you want to manage permissions.

   Click on the role to access its details.

3. Within the role’s details, you can:

   • View the current permissions assigned to the role.
   • Add new permissions by specifying the actions or resources the role should have access to.
   • Remove permissions that are no longer necessary for the role.
   • Save the updated permissions configuration for the role.

Try it live on the next page.

4. Manage groups

Create groups to organize users based on your departments or project teams.

Add new groups

1. Under User Permissions in the sidebar, select Groups.

2. Click + Create New Group to initiate the group creation process:

   • Provide a name and description for the new group, click Continue.
   • Optionally, specify a description for the group’s purpose.
   • Select users from the list to add them to the group.
   • Click Create Group to save.

3. Confirm that the new group is created and appears in the list of available groups, ensuring it is correctly configured for its intended use.

Try it live on the next page.

Add a new Senior Validators group and invite the user you created earlier to that group.

When you are done, click to continue.

5. Customize templates

As part of managing templates, customize how documentation and validation reports are structured.

(Scroll down for the full instructions.)

Try it live on the next page.

Customize templates

1. On the Settings page, click Templates.

2. Select one of the tabs for the type of template you want to edit:

   • Documentation Templates
   • Validation Report Templates

3. Locate the template to edit and at the bottom of the template card, click Edit.

4. This will turn the accordion into edit mode. You will now see:

   • A cancel button to exit edit mode.
   • A button to publish a new version of the template with the current changes.

5. In edit mode, you can:

   • Edit the section title.
   • Use the drag handle on the left to reorder sections.
   • Insert new sections before or after an existing section, or add a sub-section.
   • Remove sections, with a confirmation alert.

6. When you’re done, click Create New Version to:

   • View a side-by-side comparison of your changes with the latest version.
   • Add a description in Version Notes to track your changes.
   • Click Save to save the new version or Cancel to return to the previous screen

After you have saved a new version, it becomes available for use with model documentation or validation reports.

Customize the Binary classification template by adding a 1.4 Feature Engineering subsection.

When you are done, click to continue.

6. Configure workflows

Configure workflows to oversee model development and validation for your organization.

Workflows can be configured to match your organizational needs for overseeing model development, validation, or implementation activities.

You can customize the default workflows for:

• Model Documentation — when model documentation is created
• Inventory Model — when a model is registered

To set up a workflow, you’ll need to complete these two steps in sequence:

1. Configure the workflow steps
2. Link the workflow together

Try it live on the next page.

About administering ValidMind

There is much more that ValidMind can do to support you as an administrator of the platform, from customizing the model inventory, to setting up a private connection between ValidMind and your company network.

Or, find your next learning resource on ValidMind Academy.