Admin

You set the rules.
Everyone else plays within them.

As Admin, you manage user access and monitor storage. The reference framework (clause families, treaty types, glossary…) is maintained by the Senior Underwriter. Database maintenance is handled by each operational profile.

🔑 User management
📦 Storage
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Admin responsibilities

You operate at the platform level. Your scope covers user access and storage monitoring. Reference data (clause families, treaty types, glossary, dimension categories) is managed by the Senior Underwriter. Database purge and cleanup are handled directly by each operational profile.

DomainWho depends on itImpact of a wrong change
User passwordsAll profilesA reset with the wrong password locks a user out immediately
Storage quotaSenior, ManagerA full tenant quota blocks all document uploads
💡
Reference data is no longer your responsibility. Clause families, treaty types, link types, contract statuses, value types, dimension categories, and the RI glossary are all managed by the Senior Underwriter from their Référentiel section.
New to the platform? Your workspace is already built.
Every new account includes a complete reference framework, a live Profit Commission example with 5 actuary graphs, and 2 SOA statement templates — included at signup.

Passwords

You can reset any user's password in the tenant. All password reset actions are logged.

Navigate to Passwords in the sidebar. Select the user, enter the new password, confirm, and submit. The user can change it themselves at next login. This is an administrative action — use it only when a user has lost access.

🔑
ADMIN Every password reset is logged with the admin's identity and timestamp. Do not reset passwords without the user's knowledge and consent.

Storage

Document storage dashboard — disk usage, file count, quota status, and encryption information.

All documents uploaded to contracts are stored on the tenant's allocated storage. This section shows current usage against quota. If storage is approaching capacity, contact your RI-TOOL administrator to expand the allocation.