Enterprise administrators

TempoDyn B2B Administrator Guide

A step-by-step walkthrough for Enterprise Administrators configuring your organization after deployment. · For: Enterprise (Team) Administrators

Getting Started

Welcome to TempoDyn. As your organization's Enterprise Administrator, you configure the platform after deployment and prepare it for production.

Work through this guide in order: domain setup, first login, team invitations, providers, AI agents, guest support, and go-live validation.

Who should use this guide

Enterprise (Team) Administrators. General administration skills are enough; you will need DNS access or help from your IT team for domain setup.

Before you begin

Gather the following:

  • Admin credentials and access to the Admin portal
  • DNS management access for your organization's domain
  • Your branded hostnames: app.yourcompany.com and expert.yourcompany.com
  • TempoDyn enterprise app server IPv4: 77.42.88.17
  • Test email addresses you can access for invitation testing
  • At least one provider profile for roster testing
  • A supported modern web browser

What you will accomplish

  1. Configure DNS so users reach your branded domain
  2. Verify admin login and workspace settings
  3. Invite members and experts, and confirm email delivery
  4. Approve and manage service providers
  5. Enable and test AI agents
  6. Configure guest support workflows
  7. Complete go-live validation checks

Domain & DNS

TempoDyn runs the member and expert apps on our enterprise server. After we approve your onboarding request, we create the organization, Auth0 login, and routing internally. Your only network step is DNS: point your two branded names at that server.

You do not install software, open firewall ports, or wait for us to assign a new IP. The production IPv4 is:

77.42.88.17

Until those names resolve (and even after approval), your team can use slug URLs on the same workspace:

  • Members: `https://app.tempodyn.com/{your-slug}`
  • Experts: `https://expert.tempodyn.com/{your-slug}`

Replace `{your-slug}` with the organization slug from onboarding (for example `enroll-pass`).

Why configure a custom domain

Members should open app.yourcompany.com and experts expert.yourcompany.com. Those hosts must resolve to 77.42.88.17. After DNS is live, TempoDyn terminates TLS and serves the apps. We add your hostnames in Caddy and Auth0 when the names already point at this IP.

Create the A records

Create two A records in the DNS zone for `yourcompany.com` (or whatever apex you listed on the onboarding form).

Work with your DNS administrator or open your DNS console:

  1. Create an A record
  2. Host / name: `app` (this becomes `app.yourcompany.com`)
  3. IPv4 address: 77.42.88.17
  4. TTL: 300–3600 seconds (300 is a good starting value)
  5. Save
  6. Repeat for host / name: `expert` (this becomes `expert.yourcompany.com`) with the same IPv4 77.42.88.17
  7. If your DNS panel offers a proxy / CDN (orange cloud), set the records to DNS only until they resolve

Do not create only `www` or the bare apex unless that is what you submitted as the member app URL. The defaults from onboarding are app. and expert. on your brand domain.

Wait for propagation

Authoritative DNS servers update quickly, but cached resolvers elsewhere may take up to the TTL before everyone sees the new records. You can keep using slug URLs during this wait.

Verify your DNS records

  1. Run `dig app.yourcompany.com A` and confirm the answer is 77.42.88.17
  2. Run `dig expert.yourcompany.com A` and confirm the same IP
  3. Optionally query Google Public DNS: `dig @8.8.8.8 app.yourcompany.com A`
  4. Use `dig +trace app.yourcompany.com A` if you need to see which nameserver is still serving an old answer

If the domain is not resolving

Check each of the following before contacting support:

  • Both records are in the correct zone (`yourcompany.com`, not a different domain)
  • Host names are `app` and `expert` (not `apps` or `experts`)
  • IPv4 is exactly 77.42.88.17
  • Proxy/CDN is off
  • TTL has expired on resolvers that still cache the old answer
  • You can still reach the workspace via slug URLs above while DNS catches up

Login & Settings

First login

  1. Open your organization's Admin portal URL (from your welcome email)
  2. Sign in with your Enterprise Admin account
  3. Confirm you land on the dashboard with the navigation menu, greeting, and chat input visible

Verify the dashboard

Open each item in the navigation menu and confirm pages load without errors. Do not proceed to invitations until the dashboard is healthy.

Review workspace settings

  1. Open Settings
  2. Verify sign-in URLs and environment URLs match your deployment
  3. Make a small test change, save, refresh the page, and confirm the change persists
  4. If you have a non-admin test account, confirm admin-only settings are not visible to regular users

Invitations & Members

Invite a team member

  1. Go to Invitations
  2. Enter the member's email address
  3. Assign the Member role
  4. Send the invitation

Invite an expert

Follow the same flow but select the Expert role before sending.

Confirm invitations work

  • Check that the email arrives at a test inbox you control
  • Complete the signup flow end-to-end using that test address
  • Use Resend if the email does not arrive promptly
  • Use Copy Invitation Link to share the link manually when needed
  • Use Cancel to invalidate an invitation immediately if sent in error

Manage your team

  1. Open Team Admin → Members
  2. Search by name or email when search is available
  3. To remove a member, select Remove and confirm

Providers

Understand the provider roster

The Expert / Service Provider roster lists approved providers available to your organization. Review this before go-live.

Approve providers

  1. Open pending provider approvals
  2. Review each profile (specialties, contact details, credentials)
  3. Approve providers that meet your organization's requirements

Remove or update providers

  • Open a provider profile to verify information is accurate before go-live
  • Remove providers who should no longer appear on the roster
  • Refresh the roster and confirm updates are reflected

AI Agents

What AI Agents do

AI Agents are configurable intelligent assistants your users can interact with inside the workspace.

Enable agents

  1. Open the AI Agents section in admin settings
  2. Toggle each integration on or off as needed
  3. Refresh the list and confirm no errors appear

Best practice: enable only the agents you need at launch. Give custom agents clear, meaningful names.

Create a custom agent

  1. Select Create Custom Agent
  2. Complete the setup wizard
  3. Test the agent from a member account before go-live

Guest Support

Overview

The Guest Support module manages incoming support requests from guests and users.

Verify filters and workflows

  1. Confirm New, Read, and Archive filters categorize messages correctly
  2. Open a message and verify sender information and timestamps
  3. Mark a message as Read and confirm it moves to the Read filter
  4. Archive a message and confirm it appears under Archive

Go-Live & Troubleshooting

Production readiness

Your platform is ready for production when you have completed every validation step in this guide successfully.

Pre-launch checklist

Confirm all of the following before announcing go-live:

  • Dashboard and navigation load without errors
  • Invitations send and complete successfully
  • Provider roster is accurate
  • Required AI agents are enabled and responding
  • Guest support filters and actions work
  • Settings persist after save and refresh
  • Admin permissions are enforced correctly

Standard verification checks

On every screen you test, verify:

  • Pages load and buttons respond
  • No console or server errors appear
  • Error messages are clear and actionable
  • Data persists after refresh
  • Permissions match each user's role

Common issues

Pages fail to load — Resolve before continuing. Check DNS, URLs in Settings, and browser console errors.

Invitation emails not received — Verify the email address, environment mail configuration, and spam filters.

Settings not saved — Confirm you are signed in as an admin and that changes persist after refresh.

Incorrect provider information — Update the provider profile before go-live.

AI agents fail to load — Refresh the page and review agent configuration for errors.

Escalation

If an issue persists, contact your TempoDyn implementation team with:

  • The module where the issue occurred
  • The action you performed
  • Any error message or screenshot