Customer Portal
The Customer Portal is the day-to-day workspace for operating VeriProof after an application is live. Teams use it to monitor AI behavior, review sessions, manage policy, respond to alerts, and prepare evidence without changing application code.
Who uses the portal?
VeriProof uses role-based access control with six customer-facing personas. Your administrator assigns your role. The portal automatically adapts navigation, default views, and available actions to match it.
Select your role to see what the portal looks like for you.
You have full access. As an Administrator, you see every section of the portal — from SDK health monitoring to evidence exports to billing. Use Settings → Roles & Permissions to provision and adjust roles for your team.
Your focus is instrumentation. As a Developer, you work primarily with Applications, Sessions, and the Playground. You configure API keys, inspect session traces, and verify that the SDK is sending governance data. You do not see compliance or cost analytics views — those belong to other roles.
Your focus is policy. As a Governance Engineer, you author Rego rules, manage evaluation datasets, configure governance thresholds, and use the Playground to validate policy logic. You see compliance data but not PII or cost analytics — a deliberate design for external consultants.
Your focus is evidence. As a Compliance Officer, you monitor regulatory framework coverage, manage audit engagements, export evidence packs, and approve governance gates. You see compliance, alerts, sessions, and the governance dashboard.
Your focus is outcomes. As a Business Owner, you see the Portfolio, cost analytics on the Analytics page, governance ROI dashboards, and compliance health — all in business language. You can view the sessions list to find items that need escalation or approval. You manage team members but do not configure applications or see raw technical data.
Your focus is independent verification. As an Auditor, you access a view scoped to your active audit engagement. You can replay sessions in Time Machine, export evidence packs, verify blockchain anchors, annotate sessions to capture your audit findings, and manage your engagement record. You cannot configure applications, manage users, or bulk-modify session status.
Role reference
| Role | Core responsibility | Pages they see |
|---|---|---|
| Administrator | Organization oversight, user provisioning, production approvals | All pages and Settings |
| Developer | SDK integration, API keys, session traces, instrumentation coverage | Applications, Sessions, Playground, Instrumentation Coverage, Support |
| Governance Engineer | Rego authoring, eval datasets, governance thresholds, annotation analytics | Applications, Sessions, Rules, Compliance, Monitoring, Analytics (annotations), Evaluation Datasets, Review Queues, Playground, Support |
| Compliance Officer | Compliance posture, framework coverage, audit engagements, evidence exports | Applications, Sessions, Compliance, Monitoring, Rules (read-only), Evaluation Datasets, Review Queues, Support |
| Business Owner | Portfolio ROI, cost analytics, compliance summary, team management | Applications, Sessions (summary), Analytics (cost), Compliance (ROI view), Rules (read-only), Support |
| Auditor | Engagement-scoped evidence review and verification | Applications, Sessions (engagement-scoped), Compliance, Monitoring (read-only), Evaluation Datasets |
Note. The portal shows “Policy Manager” as the in-app label for the Governance Engineer role. These terms refer to the same role. This documentation uses Governance Engineer as the canonical name to match the API role type
CustomerGovernanceEngineer.
In sandbox and training flows, the View as switcher lets you preview the portal as any persona. Use it to confirm which navigation paths and actions each role sees before you share access with a new team member.
Top-Level Navigation
The sidebar is role-aware, but the current portal is organized around a stable set of top-level destinations:
| Navigation item | What it is for |
|---|---|
| Home | Your default landing page with role-specific KPIs, focus items, and guided next steps |
| Applications | Application list plus each application’s role-specific workspace |
| Sessions | Cross-application session search and investigation |
| Compliance | Framework coverage, gap analysis, regulatory reference, and business-readiness review |
| Alerts | Live alert response, acknowledgement, and escalation tracking |
| Analytics | Portfolio trends, cohort comparison, cost, and model analysis |
| Playground | Sandboxed prompt testing against live policy configuration |
| Rules | Rule authoring and policy template workflows |
| Review Queues | Human review operations for flagged sessions |
| Support | Ticketing and follow-up with the VeriProof team |
| Settings | Organization, security, notifications, and integration configuration |
Some roles also see a secondary sidebar section for policy or configuration work. In the Compliance Officer experience, that section is labeled Governance.
Core Workspaces
Start from the role-adaptive landing page with focus items, KPI context, and guided next steps.
HomeOpen the application list and move into each application’s role-specific workspace.
ApplicationsReview framework coverage, gap analysis, policy reference, and business-readiness signals.
ComplianceRespond to live policy and monitoring alerts with acknowledgement, ownership, and drill-down links.
AlertsTrack portfolio trends, compare cohorts, review model behavior, and understand cost concentration.
AnalyticsAuthor rules, apply policy templates, and connect rule behavior to alerts and evidence.
RulesOpen and manage requests with the VeriProof team when you need help or follow-up.
SupportAgent hierarchy trees, swimlane diagrams, agent cast widgets, and cross-system session linking for multi-agent workflows.
Multi-Agent VisualizationReplay any AI session step by step to inspect prompts, outputs, policy signals, and verification details.
Time MachineTest prompts against your active policy checks before deployment and review safety, compliance, and quality signals in one sandboxed flow.
PlaygroundSelf-Service Demo
VeriProof offers a self-service demo at my.veriproof.app/demo . Select an industry vertical (Financial Services, Healthcare, Legal, or Professional Services), complete a brief verification, and explore the portal in sandbox mode with pre-populated sample data.
Related Documentation
Organization, RBAC, SSO, notifications, keys, and related configuration surfaces.
SettingsOrganizations, RBAC, SSO, API keys, retention, and webhook configuration.
AdministrationAuthentication, tenant isolation, encryption, and anchoring architecture.
Security & TrustEntry points for environment setup, quickstart, and first integration work.
Getting Started