​
Administrator Setup Guide

Configure AuthentiVoice for your organization with this comprehensive setup guide.

​
Initial Setup Checklist

1

System Configuration

Configure core system settings and preferences
2

User Management

Create user accounts and assign roles
3

Integration Setup

Connect external services (S3, OneDrive, webhooks)
4

Security Configuration

Set up authentication, permissions, and audit logs
5

Workflow Customization

Define review workflows and automation rules
6

Testing & Validation

Verify configuration with test scenarios

​
System Configuration

​
General Settings

  • Organization Info
  • System Preferences
  • Feature Toggles
Basic Information
{
  "organization": {
    "name": "Your Company Name",
    "timezone": "America/New_York",
    "language": "en-US",
    "dateFormat": "MM/DD/YYYY",
    "timeFormat": "12h"
  }
}
Navigate to: Settings → Organization → General

​
Email Configuration

Email configuration is required for notifications and user invitations.
{
  "smtp": {
    "host": "smtp.gmail.com",
    "port": 587,
    "secure": true,
    "auth": {
      "user": "notifications@yourcompany.com",
      "pass": "your-app-password"
    },
    "from": {
      "name": "AuthentiVoice",
      "email": "noreply@yourcompany.com"
    }
  }
}

​
User Management

​
Creating Users

  1. Navigate to Users → Add User
  2. Fill in required information:
    • Email address
    • First and last name
    • Role assignment
    • Department (optional)
  3. Set temporary password or send invitation
  4. Configure user-specific permissions
CSV Import Format:
email,first_name,last_name,role,department
john.doe@company.com,John,Doe,reviewer,Sales
jane.smith@company.com,Jane,Smith,supervisor,Support
admin@company.com,Admin,User,admin,IT
  1. Prepare CSV file with user data
  2. Navigate to Users → Import
  3. Upload CSV file
  4. Review and confirm import
  5. Send welcome emails to all users
SAML/OAuth Setup:
  1. Navigate to Settings → Authentication → SSO
  2. Choose provider (Okta, Azure AD, Google)
  3. Configure:
    • Identity provider URL
    • Certificate
    • Attribute mapping
  4. Test connection
  5. Enable for organization

​
Role Management

​
User Permissions

Always follow the principle of least privilege when assigning permissions.
Granular Permissions Available:
  • users.create - Create new users
  • users.modify - Modify user details
  • users.delete - Delete users
  • config.read - View configuration
  • config.write - Modify configuration
  • integrations.manage - Manage integrations
  • reviews.assign - Assign reviews
  • reviews.override - Override review decisions
  • exports.full - Export all data
  • api.full - Full API access

​
Integration Configuration

​
Storage Integration (S3/MinIO)

1

Navigate to Integrations

Go to Settings → Integrations → Storage
2

Configure S3/MinIO

{
  "provider": "s3",
  "endpoint": "https://s3.amazonaws.com",
  "bucket": "authentivoice-audio",
  "region": "us-east-1",
  "credentials": {
    "accessKeyId": "YOUR_ACCESS_KEY",
    "secretAccessKey": "YOUR_SECRET_KEY"
  },
  "options": {
    "useSSL": true,
    "pathStyle": false
  }
}
3

Test Connection

Click “Test Connection” to verify settings
4

Configure Auto-Import

Set up automatic import from specific folders

​
Webhook Configuration

{
  "webhook": {
    "url": "https://your-system.com/webhook",
    "secret": "your-webhook-secret",
    "events": [
      "analysis.completed",
      "review.submitted",
      "fraud.detected"
    ],
    "retry": {
      "attempts": 3,
      "backoff": "exponential"
    }
  }
}

​
Security Configuration

​
Authentication Settings

  • Password Policy
  • Multi-Factor Auth
  • Session Management
Configure Password Requirements:
  • Minimum length: 12 characters
  • Require uppercase letters
  • Require lowercase letters
  • Require numbers
  • Require special characters
  • Password expiry: 90 days
  • Password history: 5 passwords
  • Account lockout: 5 failed attempts

​
Audit Configuration

What to Log:
  • User authentication events
  • Configuration changes
  • Data access and exports
  • Review submissions
  • Integration activities
  • API usage
Retention: 365 days (configurable)
Regulatory Compliance:
  • GDPR data handling
  • CCPA compliance mode
  • HIPAA audit trails
  • SOC 2 requirements
  • Custom compliance rules
Privacy Controls:
  • PII redaction in logs
  • Data anonymization
  • Right to deletion
  • Data portability
  • Consent management

​
Workflow Configuration

​
Review Workflow Setup

1

Define Workflow

Create workflow with triggers and actions
2

Set Assignment Rules

Configure automatic reviewer assignment
3

Configure Notifications

Set up alerts for different stages
4

Test Workflow

Run test scenarios to validate

​
Automation Rules

name: "High Risk Call Review"
trigger:
  - condition: "risk_score >= 80"
  - condition: "fraud_indicators contains 'financial_request'"
actions:
  - assign:
      to: "senior_reviewers"
      priority: "urgent"
      deadline: "1 hour"
  - notify:
      channels: ["email", "sms"]
      recipients: ["supervisor", "compliance"]
  - escalate:
      if: "not reviewed within 30 minutes"
      to: "management"

​
Monitoring & Maintenance

​
System Health Checks

​
Maintenance Tasks

Schedule regular maintenance during low-usage periods.
Weekly Tasks:
  • Review error logs
  • Check integration status
  • Monitor storage usage
  • Validate backup completion
Monthly Tasks:
  • User access audit
  • Performance optimization
  • Security updates
  • Configuration backup
Quarterly Tasks:
  • License review
  • Capacity planning
  • Disaster recovery test
  • Policy updates

​
Troubleshooting Guide

Integration Failures
  • Verify credentials are correct
  • Check network connectivity
  • Confirm firewall rules
  • Test with minimal permissions first
User Access Problems
  • Verify role assignments
  • Check SSO configuration
  • Review permission sets
  • Clear browser cache
Slow Processing
  • Check server resources
  • Review queue sizes
  • Optimize database queries
  • Scale infrastructure if needed
API Timeouts
  • Increase timeout values
  • Check rate limiting
  • Monitor API usage
  • Implement caching
Failed Authentications
  • Review password policy
  • Check account lockouts
  • Verify MFA settings
  • Monitor for attacks
Audit Gaps
  • Verify logging enabled
  • Check retention settings
  • Review log storage
  • Test audit trail

​
Next Steps

1

Complete Setup

Work through each configuration section
2

Test Configuration

Run comprehensive tests before going live
3

Train Team

Ensure all users understand the system
4

Monitor & Optimize

Continuously improve based on usage