Admin, Settings, and Integrations
Audience: Workspace admins and Aventora operators configuring Client Growth Hub.
Goal: Explain administration, trust controls, workflows, and product-level integrations.
Related: Overview, Research Campaigns, Security Overview
Users and roles
- There is no public self-registration.
- The first admin is provisioned for the organization; that admin manages users from Settings → User management.
- Typical roles: admin (settings, users, providers) and user (day-to-day growth work).
- Platform super admins create organizations and set per-tenant entitlements. Optional B2B prospect and B2C contact unit prices (CAD by default) enable Square lead unlock checkout; unset prices mean unlimited free access.
- Users must be active and belong to the correct organization to see workspace data.
Lead unlock pricing
By default, organizations have no unit prices and operators get unlimited access (full prospect identity, no Square checkout).
Super admins may optionally set prices on Settings → Organizations (create org or edit entitlements):
| Field | Meaning |
|---|---|
| B2B prospect unit price | Charged per selected organization prospect unlock; blank/0 = unlimited |
| B2C contact unit price | Charged per selected person contact unlock; blank/0 = unlimited |
| Lead currency | Currency for Square Payment Links (typically CAD) |
Only when a unit price is greater than zero (and platform billing.enabled is on) does that prospect kind return redacted until purchased. Operators then cherry-pick locked IDs on Prospects, pay via Square, and see full identity for those rows only.
Settings areas
Admins can manage:
| Area | Purpose |
|---|---|
| Feature flags | Enable or disable product capabilities for the workspace |
| Provider settings | Base URLs and credentials for research, messaging, calendar, storage, notifications |
| Signal catalog | Buying-signal definitions, weights, urgency, pass-to-research toggles |
| Research priority blend | Fit / intent / urgency percentages (must sum to 100%) |
| Social listening | Listen interval, max post age, default communities, default listen keywords (Contacts workflow) |
| Contact request messages | Templates for Call office / Email office when a named person is missing |
| ZoomInfo add-on | Activate or disable ZoomInfo enrichment for the organization |
| Localization | Defaults for English / French operator UI |
| Retention | Data retention configuration |
| Usage | Usage dashboard by category |
| Audit | Searchable history of critical actions |
Businesses vs Contacts is not a Settings switch. Operators use the Businesses / Contacts toggle on Research and Prospects; both workflows coexist in the same tenant.
Secrets are masked after save. To rotate a secret, paste the new value and save; the previous value is never shown again. System credentials for research, messaging, and related services live in deployment environment variables — not the Settings UI.
Audit
Open Settings → Audit (or the audit viewer) to review important actions such as:
- Login and session activity
- CRM creates, updates, deletes, restores
- Campaign and research-job actions
- Prospect approval and import
- Message sending and inbox actions
- Exports and file downloads
- Retention runs
- Admin setting changes
Filter by action, resource type, resource id, actor, or date range when investigating. Exports of audit data are tenant-scoped and themselves audited.
Agent Runs
Agent Runs makes AI work visible:
- Provider call status and timestamps
- Campaign / prospect linkage
- Citations when available
- Cost signals when available
- Failure reasons for failed rows
Use Agent Runs in demos and support to show that research is explainable, not a black box.
Social listening
For the Contacts workflow, org admins can tune research cadence under Settings → Social listening:
- Listen interval (how often active campaigns look for new public intent)
- Max post age (how old a post may be and still count)
- Default communities / sources to prefill the research interview
- Default listen keywords to prefill interview and fall back when a campaign leaves keywords blank
Campaign values override workspace defaults. Clearing a campaign field means “use workspace default” at listen time.
Social network research and approved interactions are enabled for the workspace by Aventora. Operators use Research → Contacts, Prospects, and Social inbox — they do not manage underlying social-provider connections in day-to-day Settings. Operator guide: B2C Social Listening.
Demo entitlements (platform super admin)
Platform super admins manage tenants under Settings → Organizations. For a pilot or demo org you can set:
- Research launches allowed (blank = unlimited)
- Email / Hub messaging / Calls toggles for outbound prospect contact
Limited workspaces see an access notice on the dashboard with remaining research runs and any channel restrictions. When research launches are finite, each research is also capped at a small prospect limit and discovery pool so demo users cannot raise sizes in the interview. Unlimited tenants do not show the notice. The Getting started tutorial’s fixture jobs do not count against research quota.
Integrations (configuration overview)
Configure providers in Settings (or deployment env for system-level credentials). Product-level roles:
| Integration | Used for |
|---|---|
| Research / LLM (Perplexity) | Discovery, qualification, on-demand enrichment |
| ZoomInfo (optional add-on) | Contact enrichment with field accept/reject |
| Aventora Engagement Hub | SMS, call, WhatsApp, and related engagement |
| SMTP | Email send and delivery events |
| Calendar | Booking links and scheduling |
| Social networks | Research public intent and approved interactions for Contacts |
| Object storage | Files and document attachments |
| Notifications | Operator alerts (for example Teams) |
Client Growth Hub uses adapters so provider payloads do not leak into core workflows. Exact environment variable names and secrets belong in your deployment package — not in public docs.
Security and tenancy (workspace view)
- Organization-scoped CRM, campaigns, prospects, messages, files, and analytics
- Role-based access for admin vs operator work
- Human approval before CRM import and before active template use
- Audit trail for critical actions
- Masked provider secrets in the UI
- Encryption for sensitive connected-account tokens when configured
Platform commitments: Security Overview.
Localization
Operator UI supports English and French. Users can set locale preferences where the product exposes them; admins set workspace defaults under Settings.
Changelog
| Date | Change |
|---|---|
| 2026-08-12 | Social listening: default listen keywords; blank campaign fields fall back to workspace defaults. |
| 2026-07-28 | Clarified default unlimited access when org unit prices are unset; billing only when prices are positive. |
| 2026-07-28 | Documented org-level B2B/B2C unit prices and Square lead unlock billing. |
| 2026-07-28 | Replaced Settings product-mode with Businesses/Contacts toggle; documented social listening cadence and capabilities (without internal provider connection details), demo entitlements, ZoomInfo add-on. |
| 2026-07-21 | Initial public admin, settings, and integrations guide. |