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How-to: Platform admin & observability (internal staff)

Run the platform end to end: manage users, act as any account, watch live health and usage, and reach out to customers who need help — all from the internal staff surfaces.

Who this is for: CoverGuard staff only (internal super-admins). Customers never see these pages. See also the CoverGuard Admin persona guide.


Getting in

Sign in with your validated `@coverguard.io` email — you're auto-elevated to super-admin (email verification required). The Observability tab and the platform `/admin` pages then appear. Customers never see either.


Platform admin (/admin)

  • Stats (/admin) — system-wide stats.
  • Users (/admin/users) — list/search users; change persona (not to/from admin roles);

Act as a user; provision a user's AI key.

  • Usage (/admin/usage) — top endpoints, p95/p99 latency, error rates, top error codes,

function stats, AI usage by source (BYOK vs managed cost), and the activation funnel by persona.

  • API-key approvals — approve/suspend partner keys (the KEY_NOT_APPROVED gate).
  • Demo accounts (/toolkit/demo-accounts) — list / (re)provision seeded demo accounts.
  • Agent rules — Sys Admin → Feature Flags → Rules: override out-of-the-box agents'

objectives for future installs.


Act-as (impersonation)

  1. From `/admin/users`, click Act as on a user.
  2. You now see and operate their exact account (an overlay — you keep your own login). A

banner shows who you're viewing.

  1. Click Exit in the banner to stop.

Rules: you can't act-as a peer super-admin; act-as always uses the managed AI key (never the target's BYOK); start/stop are audited.


Observability (PlatformPulse, /observability)

One consolidated dashboard (inside the normal app chrome):

  • Overview — event counts, error rate, active users, by-area/by-source.
  • Trends — time-series from the 5-minute rollups.
  • Health — composed component health (DB, ingest, error rate, AI key).
  • Focus feed — users to flag now, from real signals (dunning, error bursts, carrier

exits).

  • Events — recent raw events; per-user timelines.
  • SLO — error rate, availability, p95.

A synthetic full-screen prototype is available at ?view=prototype.

Staff → user outreach (from the Focus feed)

  1. On a Focus row, AI-draft a message (managed key, guardrail-screened; it **never

auto-sends**).

  1. Review/edit it.
  2. Send — it's persisted, the user is notified (and optionally emailed).

Recipients can opt out (the send path returns RECIPIENT_OPTED_OUT for them). Draft and send are rate-limited per staffer. Every Focus action is logged.


Activity history (audit)

One append-only history of meaningful user and property actions, queryable by user, company/team, property, event type, and time window. It answers "what did this user / company / property actually do?" — the audit spine behind support and compliance questions.


Troubleshooting

See Admin & staff tools troubleshooting.

  • Admin/Observability 403 → staff email not yet verified, or role not elevated.
  • Act-as blocked → target is a peer super-admin, or invalid.
  • Empty AI usage / observability data → data accrues forward from when telemetry /

event ingest was enabled.

  • Outreach send blocked → recipient opted out, or you hit the per-staffer rate limit.

Do this next

Start on the Observability Focus feed — it surfaces the users who need attention right now — then act-as one to see exactly what they see.

Now AI-native

From hazard report to real carrier quotes & pricing

The CoverGuard Advisor reads the risk, finds the carriers writing it, and pulls back live quotes — with every number sourced and auditable.