Welcome to Xtrata! Here's how to get started:

• • Register an account with your organization email
• • Select your team during registration
• • Familiarize yourself with the dashboard layout
• • Check your role permissions (Admin, Team Admin, or Customer)

For Team Admins and Admins:

• • Create new services via the 'New Service' button
• • Configure service details including name, description, and purpose
• • Set data storage location and activation status
• • Mark services as AI/LLM or Sub-processor
• • Manage DPA and Service Terms documentation

Understanding roles and permissions:

• • Team Admin: Team-level service and user management
• • Customer: Basic dashboard and service viewing
• • Team Admins can manage team members via Users page

Access Control

Organize your services effectively:

• • Access Team Settings to manage categories
• • Create new categories for service organization
• • Assign multiple categories to services
• • Categories are team-specific
• • View categorized services in dashboard and public view

Organization

Share your services information:

• • Access public sharing options from dashboard
• • Use 'Public Share' for direct link access
• • Download PDF reports with current date
• • Get embed code for website integration
• • Customize embedded view appearance

Public Access

Maintain secure service management:

• • Regularly review active services and permissions
• • Keep DPA and Terms documentation up to date
• • Monitor service activation status
• • Verify data storage locations compliance
• • Use team-based access controls effectively

Security

1. Password Reset Email

• • Trigger: When user requests password reset via /reset_password_request
• • Template: Uses Postmark template "password-reset"
• • Variables:
•   - reset_url: Password reset link
•   - name_Value: Username
•   - user_email: Recipient email
•   - product_name_Value: 'Xtrata'
• • Function: send_password_reset_email() in auth.py

2. Welcome/Account Creation Email

• • When new users are created by admins
• • Account activation or onboarding

3. Team Assignment Notifications

• • When users are assigned to teams
• • When team roles change

4. Service Status Notifications

• • When services are activated/deactivated
• • When service configurations change

5. Admin Notifications

• • When new users register
• • When critical system events occur

6. Security Notifications

• • Successful password changes
• • Login from new devices
• • Account lockouts