Tenant-admin guide¶
For practice managers, office managers, and the partner who set the firm up. A tenant admin is a user who also has the admin portal — the person who invites the team, manages seats and billing, sets up departments and supervisors, and keeps an eye on the firm's compliance posture.
If you also sign the firm's Material Impact Assessment and own the quarterly governance, you're the AI Lead as well — read the AI Lead reference on top of this guide. This guide is the day-to-day administration; the AI Lead reference is the RICS governance.
Read the concepts first
This guide assumes you've read Introduction & Concepts — especially How it works and Roles & who sees what. The admin pages make far more sense once those are clear.
What an admin actually has to do¶
Less than you'd think. Chronity is built so the compliance record happens on its own. The admin's real job is the setup once and the supervision structure — get those right and the rest runs in the background:
- Invite your people and assign each a role and a supervisor.
- Set up departments if you want them for reporting.
- Make sure the AI Lead has signed the firm's taxonomy (the MIA).
- Glance at the Compliance dashboard now and then.
You will not be clearing a queue every day. That's the whole point of the passive model.
The admin sidebar¶
When you sign in you get the Portal group (your own user pages — see the User guide) and, below it, the Admin group in three parts:
| Group | Pages | This is… |
|---|---|---|
| Today | Compliance · Review queue · Alerts · Sign-off queue | the live picture and the rare things needing a look |
| Library | Reliability notes · Taxonomy · Risk register · Audit reports | the reference record — mostly the AI Lead's |
| Firm | Users · Departments · Billing & seats · Settings | running the practice |
A few things that used to be their own menu entries are now tabs on a parent page, which is worth knowing so you don't go looking for them:
| Looking for… | It's now… |
|---|---|
| Dip-sampling, Client opt-outs | tabs on Compliance |
| Training records | a tab on Users |
| Global instructions, the due-diligence pack | tabs on Settings |
| The 90-day archive | a tab on Reliability notes |
| Seat management | a tab on Billing |
This guide covers the Firm group and the firm-running parts of Today. The Library group and the governance side of things are in the AI Lead reference.
Start with First run — onboarding the firm.