Skip to content
Operating notesAccess guide

Public Setup Guides and Protected Workspace Documentation

Review Valty evidence sources, permission boundaries and evaluation requirements publicly. Keep credentials, customer configuration and tenant evidence access controlled.

A buyer should be able to understand Valty's workflow, supported evidence sources, permission boundaries and evaluation requirements before committing to a demo. Public documentation provides that orientation. Authenticated workspace documentation protects credentials, customer configuration and tenant-specific evidence.

The boundary is the information being disclosed. Generic permission concepts and honest product limitations should help buyers evaluate the platform; sensitive customer details require authorized access.

What is public

The integration guide names evidence-collection and work-routing examples, distinguishes read access from writes and identifies coverage questions to settle before access. The control-validation page explains what checks can establish and why ticket closure or backup configuration alone is insufficient proof of a fix or successful recovery.

The data requirements checklist covers business inputs, sources, uncertainty and missing-data treatment. The platform walkthrough, fictional sample and security information let a buyer inspect the workflow and its boundaries without supplying company data.

These pages do not provide a universal permission recipe or claim every connector is available for every environment. Exact collection legs, effective permissions, supported actions and refresh requirements must be confirmed for the proposed evaluation.

What needs workspace access

Tenant credentials, secrets, private resource identifiers, customer evidence and configured execution paths belong behind appropriate access controls. So do company-specific lineages connecting an actual finding to model inputs, approvals and an export.

Workspace setup material can explain the agreed configuration and operating procedures to authorized users. Access to a document is not permission to execute a change; the relevant identity and action still require their own authorization.

Protecting tenant data does not depend on keeping generic APIs or permission concepts secret. Source validation, least privilege, tenant isolation and enforced authorization are the controls a buyer should ask us to demonstrate. Documentation access is one boundary, not a substitute for those controls.

What to confirm before evaluation

Name the company and assets in scope, the evidence needed, the source owner and the supported collection or import. Separate the permission to read evidence from any permission to route work or change an environment. Agree retention, removal, failure handling and who can see the resulting artifacts.

For a financial decision, record the business scenario, units, costs and objective. Modeled annual loss is not an EBITDA adjustment. The methodology keeps the public example's statistical definitions and limitations available for inspection.

The docs overview connects this public preparation to workspace onboarding. A free platform demo uses illustrative data; customer evidence and access are separately scoped. That lets a buyer ask concrete questions while protecting information that belongs to a particular company.

Inspect the fictional sample decision memo, or request a platform demo to explore the supported workflow with illustrative data. Company scope, evidence handling, access, onboarding and commercial terms are agreed separately before evaluation.

Product context Real application capture · illustrative data
Public Setup Guides and Protected Workspace Documentation product viewOpen full-size product view ↗
Back to blogBrowse category

Related

More in Operating notes.