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Administration Guide

This guide covers system administration tasks for Waqti tenant administrators and super admins.

Overview

As an administrator, you have access to:

  • Tenant Settings - Configure your organization's Waqti instance
  • User Management - Add, modify, and manage user accounts
  • Role Configuration - Define roles and permissions
  • Workflow Design - Create and modify approval workflows
  • Integrations - Connect with external systems
  • Security Settings - Configure authentication and access controls

Admin Dashboard

The admin dashboard provides at-a-glance metrics:

┌──────────────────┬──────────────────┬──────────────────┐
│   Active Users   │   Open POs       │   Budget Usage   │
│      45/50       │      127         │      67%         │
└──────────────────┴──────────────────┴──────────────────┘

Quick Reference

Common Admin Tasks

TaskPathGuide
Add UserSettings → Users → InviteUser Creation
Create RoleSettings → Roles → NewRoles & Permissions
Configure WorkflowSettings → Workflows → NewWorkflow Types
Set Up IntegrationSettings → IntegrationsIntegrations Overview
Enable 2FASettings → Security → 2FATwo-Factor Auth

System Settings

Settings/
├── Company/
│   ├── Company Information (Name, Logo, VAT)
│   ├── Regional Settings (Language, Timezone, Currency)
│   ├── Procurement Mode (Standard, Simplified, Enterprise)
│   └── Document Templates
├── Users/
│   ├── Active Users
│   ├── Pending Invitations
│   └── Bulk User Import (CSV/Excel)
├── Roles/
│   ├── Built-in Roles (9 default roles)
│   └── Custom Roles with granular permissions
├── Departments/
│   ├── Department Structure (Org Chart)
│   ├── Department Hierarchy
│   └── Department Heads
├── Workflows/
│   ├── Approval Workflows (Linear & Visual)
│   ├── Amount-based Routing
│   ├── SLA & Escalation Rules
│   └── Delegation Settings
├── Integrations/
│   ├── ERP Connectors (Odoo, QuickBooks)
│   ├── Payment Gateways (Tap Payments)
│   └── Webhooks
├── Security/
│   ├── Two-Factor Authentication
│   ├── Password Policy
│   ├── Session Management
│   └── Audit Logs
├── LDAP/SSO (Enterprise)/
│   ├── LDAP Server Configuration
│   ├── User Mapping
│   └── SSO Providers
├── API Settings (Professional+)/
│   ├── API Keys
│   ├── Rate Limits
│   └── API Documentation
├── Billing/
│   ├── Current Plan
│   ├── Payment Methods
│   ├── Invoices & Receipts
│   └── Upgrade/Downgrade
└── Data Import/
    ├── Import Vendors (CSV)
    ├── Import Users (CSV)
    └── Import History

Admin Roles

Waqti distinguishes between different admin levels:

Tenant Owner

  • Created when tenant is registered
  • Cannot be deleted
  • Full access to all settings
  • Can manage billing and subscription

Tenant Administrator

  • Full administrative access
  • Cannot modify billing
  • Can be assigned to multiple users

Department Administrator

  • Limited to department scope
  • Can manage department users
  • Can approve department workflows

Getting Started

  1. Multi-Tenancy - Understand tenant isolation
  2. Roles & Permissions - Set up access control
  3. Workflow Configuration - Design approval flows
  4. Security Settings - Secure your instance

Best Practices

Security First

  • Enable 2FA for all admin accounts
  • Review audit logs weekly
  • Use least-privilege principle for roles

Data Protection

  • Regular backups are automatic
  • Test restore procedures quarterly
  • Document custom configurations

Support Resources

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