Root Admin Getting Started Guide

Welcome to the highest level of system access! As a Root Admin, you have complete control over the platform, including user management, system configuration, and advanced features. This guide covers your unique responsibilities and capabilities.

You have all Site Admin capabilities, plus exclusive access to:

• User Management: Create, edit, and manage all user accounts
• Role Assignment: Set user roles and permissions
• Services Catalog: Manage the global services database
• AI Agents: Configure and manage AI automation
• Lead Form Variants: A/B test different form configurations
• System Monitoring: Access Sidekiq job queue and health checks
• Role Switching: Temporarily switch to other roles for testing
• Advanced Configuration: System-level settings and integrations

Your exclusive admin tools (red section in user menu):

• Services Catalog: Global services management
• Users: User account and role management
• Agents: AI agent configuration
• Lead Form Variants: A/B testing management
• Sidekiq: Background job monitoring
• Health Checks: System status monitoring

Security Note: These tools are marked in red because they affect the entire platform. Use with caution!

Managing users is a key responsibility:

• Create Accounts: Add new users to the system
• Assign Roles: Set appropriate permission levels
• Role Hierarchy: Content Editor < Site Admin < Root Admin
• Account Status: Enable/disable accounts as needed
• Security: Monitor for suspicious activity

Best Practice: Follow the principle of least privilege – give users only the permissions they need for their role.

Test the user experience from different perspectives:

• Switch to Content Editor: See what content creators experience
• Switch to Site Admin: Test admin workflows
• Security: Role switches are session-only and cryptographically protected
• Audit Trail: All role switches are logged for security

Use role switching to understand user needs and test new features before rolling them out.

Keep the system running smoothly:

• Health Checks: Monitor external service connections
• Sidekiq: Watch background job processing
• Performance: Track system response times
• Errors: Monitor for system issues
• Cache Status: Verify caching is working properly

Regular monitoring helps prevent issues before they affect users.

Configure AI automation for content and operations:

• Content Generation: AI-powered content creation
• Data Processing: Automated data imports and updates
• Monitoring: AI-driven system monitoring
• Configuration: Set up AI agent parameters and schedules

AI agents can significantly reduce manual work when properly configured.

With great power comes great responsibility:

• Access Control: Regularly review user permissions
• Security Updates: Keep system dependencies updated
• Backup Verification: Ensure backups are working
• Incident Response: Handle security issues promptly
• Audit Logs: Review system activity regularly

Remember: You're responsible for the security and integrity of the entire platform. When in doubt, err on the side of caution!