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Platform

Settings & Administration

Manage your organisation's access control, team membership, and data storage settings from one central place.

Pages in this section

  • Authentication – Set up and use sign-in via Microsoft Entra ID
  • Workspaces – Work environments to which resources and members are assigned
  • Access Types – The three access types (Private, Team, Public) and how they control access to agents, data sources, and tools
  • Roles & Permissions – Add and manage team members, assign roles, and control permissions
  • Product Access – Which products and modules are available and which subscriptions are required
  • Credits – The billing unit for using AI features and how consumption is composed
  • Analytics Dashboard – View the organisation's usage statistics, filter by time period, and calculate time saved
  • Data Storage – Configure and manage storage options for your organisation's data
  • Data Processing – Where and how data is processed – by feature and region