D
Platform OwnerIllustrative governance data

Dashboard

Cross-tenant governance, access, compliance and platform operations requiring attention.

Agency setup incomplete

2

Agency invitations

1

Open compliance reviews

12

Needs attention

Governance items ordered by impact and urgency.

View all
HHarbor AgencyAgency setup incomplete · Assign owner and confirm service scopeSETUP REQUIREDOOak & River AdvisoryOrganization approval · Review evidence and service scopePENDING REVIEWEEleanor StonePrivileged role expansion · Compliance review requiredHIGH PRIORITYNNorthline household migration1,248 records · 37 rejectedNEEDS REVIEW
Organizations overview

Tenant lifecycle and onboarding visibility.

Organizations

Organizations

5

Agencies

8

Setup required

2

Needs attention

2

DEDevon Organization4 agencies · 53 users · 286 householdsActiveYOYoung's Insurance1 agencies · 42 users · 318 householdsActiveNONorthline Group1 agencies · 28 users · 165 householdsSetup In ProgressOAOak & River Advisory1 agencies · 17 users · 94 householdsPending Review
Recent privileged activity

Permission-sensitive events from the canonical audit log.

Audit logs
Agency owner permission reviewedDevon · Devon OrganizationToday, 8:44 AMAgency service scope updatedDevon · Devon OrganizationYesterday, 4:18 PMImport validation completedImport Service · Northline GroupYesterday, 1:06 PMBreak-glass access endedDrew Cole · Devon OrganizationAug 26, 11:20 AM
Integrations & data

Connection health and controlled data movement.

Operations

Connected

1

Needs Attention

1

Imports in progress

1

Validation issues

39

Quick actions

Common administrative workflows.

Invite UserOrganization, Agency, role and accessManage RolesEffective permissions and scope
Access & permissions

Platform access footprint by role and scope.

Open roles

Active users

238

Role definitions

25

Cross-tenant assignments

18

Permission-aware administration

Access is derived from role, scope, assignment and context. Household oversight is limited to a governed snapshot.

PLATFORM
Compliance & security

Open reviews and governance evidence.

Compliance
Role escalation reviewSarah Miller · Devon OrganizationOpenQuarterly access reviewCentral Agency · Devon OrganizationIn ReviewBreak-glass access reviewSupport case SUP-889 · Young's InsuranceOpen
AI governance

Feature-gated administrative oversight; AI remains bound to effective access.

Open governance

AI never bypasses RBAC

Requests receive only permitted context after role, scope, assignment and protected-record checks.

GOVERNED