BraiFlow CRM

Product Documentation

Operational documentation to run the platform in production: onboarding, business processes, governance and execution standards.

Admin Guide

Tenant administration, governance and monitoring.

Target Audience

Tenant owners responsible for access governance and platform health.

Prerequisites

  • Tenant access with the required permissions.
  • Baseline setup validated (teams, roles, currency, timezone).
  • Log and monitoring visibility for fast investigation.

Module Positioning

Governance handbook for tenant administrators and security owners.

Priority Use Cases

  • Role model and access review.
  • Health and audit supervision.

Operating Model

  • Quarterly permission recertification.
  • Monthly backup restore drill.

KPI

  • Privileged accounts with MFA and review status.
  • MTTR on admin incidents.

Recommended Path

Follow chapters in order to move from configuration to production execution.

  1. 1. Tenant Management

    Goal: Tenant Management

    Tenant Management formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Tenant Management" with measurable controls for delivery consistency.

    • Tenant boundaries and lifecycle are governed.
    • Operational evidence is captured for Tenant Management.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Create/update/delete actions are audited.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 2 before edge cases and access scope are confirmed for this step.

    • Cross-tenant operations from shared admin session.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  2. 2. Users & Teams

    Goal: Users & Teams

    Users & Teams formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Users & Teams" with measurable controls for delivery consistency.

    • Team membership aligns with operating model.
    • Operational evidence is captured for Users & Teams.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Default team and manager flows are verified.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 3 before edge cases and access scope are confirmed for this step.

    • Manual user assignment without ownership rules.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  3. 3. Advanced Roles & Permissions

    Goal: Advanced Roles & Permissions

    Advanced Roles & Permissions formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Advanced Roles & Permissions" with measurable controls for delivery consistency.

    • RBAC reflects least-privilege principles.
    • Operational evidence is captured for Advanced Roles & Permissions.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Permission matrix tested with non-admin personas.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 4 before edge cases and access scope are confirmed for this step.

    • Granting owner-level rights as quick fix.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  4. 4. Licensing

    Goal: Licensing

    Licensing formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Licensing" with measurable controls for delivery consistency.

    • Entitlements map to purchased and approved capabilities.
    • Operational evidence is captured for Licensing.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • License state changes are observable and reversible.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 5 before edge cases and access scope are confirmed for this step.

    • Feature enablement detached from license policy.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  5. 5. Backups & Restore

    Goal: Backups & Restore

    Backups & Restore formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Backups & Restore" with measurable controls for delivery consistency.

    • Backup strategy includes verified restore path.
    • Operational evidence is captured for Backups & Restore.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Restore drill restores latest critical data.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 6 before edge cases and access scope are confirmed for this step.

    • Assuming backups work without test restore.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  6. 6. Audit Logs

    Goal: Audit Logs

    Audit Logs formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Audit Logs" with measurable controls for delivery consistency.

    • Audit trail supports incident and compliance investigations.
    • Operational evidence is captured for Audit Logs.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • High-risk actions include actor, time and target.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 7 before edge cases and access scope are confirmed for this step.

    • Retaining logs with no retention policy.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

  7. 7. Health Monitoring

    Goal: Health Monitoring

    Health Monitoring formalizes a mission-critical standard for this module.

    Expected Outcome

    After this chapter, the team can standardize "Health Monitoring" with measurable controls for delivery consistency.

    • Health checks detect degraded service before users report it.
    • Operational evidence is captured for Health Monitoring.

    Quick Validation

    Validate via UI flow and API probe (/api/v1/me), then confirm expected permissions and logs.

    • Alert thresholds and ownership are documented.
    • Run one positive and one negative scenario before sign-off.
    • Validate behavior with non-admin permissions.

    Risk To Avoid

    Do not move to chapter 8 before edge cases and access scope are confirmed for this step.

    • Monitoring without actionable response playbook.
    • Skipping audit/log validation for this chapter.
    • Promoting to production without rollback path.

Go-live Checklist

  • Sensitive permissions are tested with a non-admin account.
  • Critical business flows are verified end-to-end.
  • Error messages are understandable and actionable.
  • An incident runbook exists for this domain.

Success Criteria

  • Faster onboarding for a new team.
  • No critical action depends on implicit tribal knowledge.
  • Support can diagnose an incident in under 15 minutes.