Org Admin Guide

This guide helps you set up your organisation, invite teammates, and keep data tidy, private, and provable.


Workspaces & Roles

  • Workspaces group answers, histories, and saved reports for a team or project.
  • Roles
    • Owner: billing, retention, and security settings.
    • Admin: invite members, manage roles, configure workspace settings.
    • Member: ask, save, and share within the workspace.

Best practices

  • Create one workspace per project or client.
  • Use tags (topic, quarter, status) so history stays searchable.
  • Save important answers so you can re‑run or export receipts later.

Inviting Members

  1. Go to Settings → Members → Invite.
  2. Choose role and workspace.
  3. Send invitation link (expires automatically).

Tips

  • Start everyone as Member; grant Admin sparingly.
  • Review membership quarterly.

Retention Snapshots (Plain English)

CueCrux limits how long operational data is kept. Proof artefacts (citations, hashes) are part of a provenance ledger and are not deleted; access is restricted when required.

Defaults (see Privacy for details)

  • Support tickets: ~18 months.
  • Logs/telemetry: ~12 months.
  • Backups: ~30–90 days.

Admins can request exports of receipts and trust reports for audits. Use Public Proof Pages to share redacted proofs outside your org.


DSAR Basics (Access/Deletion Requests)

  1. Open the Privacy portal or email privacy@cuecrux.com.
  2. Provide the requester identity and scope.
  3. OpsCrux will track the case and confirm deletions (or explain legal exceptions).

Notes

  • Signed receipts and the provenance ledger are immutable; where deletion isn’t possible, access is restricted and data is anonymised where feasible.

Common Admin Tasks

  • Set the default mode to Verified for your org.
  • Turn on email domain restrictions for invites.
  • Review Findings status in the Trust panel before large projects.

See Also

  • Privacy retention tables and lawful basis
  • Disputes & Refunds when to escalate
  • Public Proof Pages how to share receipts safely