Administrator FAQ

Common questions from administrators about roles, requested apps, discovery, provisioning, and collaboration.

Q: How do I know which role to assign a user?

Assign the role that gives the least access needed for the person's job. Use Standard User for self-service support, Support Agent for frontline support, Org Admin for organization-wide administration, and Executive Viewer for read-only leadership visibility.

Q: When should I use requested apps versus custom discovery?

Use requested apps for standard known platforms or services. Use custom discovery when the application requires custom evaluation or does not fit the standard onboarding model.

Q: Should I assign work items as soon as they are created?

Yes, if ownership is clear. Unassigned work can become harder to track and easier to overlook.

Q: When should I provision a requested app?

Provision it when the request has been reviewed and there is enough context to begin formal application onboarding.

Q: When should I convert a discovery request to an application?

Convert only when the custom request has enough technical and operational clarity to support onboarding without unnecessary rework.

Q: How should we use comments and attachments?

Use comments to explain context, decisions, blockers, and next steps. Use attachments to provide evidence or supporting material. The two work best together.