Administration
Administration overview
Find workspace, identity, connection, governance, and applicable operations controls.
My settings and Administration are separate entries in the application sidebar. My settings has focused subpages for profile and membership, sign-in and security, and personal agent access. Administration is divided into permission-aware groups; users only see and can call functions granted by their active role and deployment.
| Section | Main purpose | Typical permission |
|---|---|---|
| General & branding | Configure workspace name, logo, theme, and accessible accent | settings:write |
| Members | Add, edit, disable, and remove accounts | users:manage |
| Roles & access | Define product permissions and resource scopes | roles:manage |
| Sensitive data | Control role-specific response redaction and blocking | settings:write, roles:manage |
| Connector administration | Add, configure, test, sync, stop, and remove sources | sources:manage |
| AI providers & data egress | Allow or deny hosted processing by stage | settings:write |
| Authentication & SCIM | Configure OIDC, MFA claims, and provisioning | settings:write, users:manage |
| Audit log | Review and export scoped audit evidence | reports:read, reports:export |
| Plan & usage | Review current limits and measured use | Platform administrator |
The Operations group appears only for applicable Dedicated or On-Premise administrators and support operators. Shared-cloud workspace administrators do not see repair paths or restore controls.
Start with users and roles, then configure enterprise authentication, company and account settings, and operational controls.