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BotCircuits Space

Administration Set up your organization

Administration overview

A map of what Org Admins and Group Admins can set up, and the order that works best for a new organization.

For Org Admins and Group Admins

Administration is how an organization shapes Space for its people: who can sign in, what they can use, how much, and how everything is recorded. Open it from your profile menu: Admin for Org Admins, Groups for Group Admins.

Who does what

RoleResponsibility
Org AdminThe whole organization: people, groups, sign-in, settings, tool and integration policy, limits, logs. Creates the organization-wide resources everyone shares.
Group AdminOne or more groups: membership, the group's resources and team agents, and which integrations their group uses, within what the organization allows.
Security AdminReads every audit log and agent trace, and is the only role that can reveal personal data redacted in logs.

The last active Org Admin can never be demoted or deactivated, and every group keeps at least one admin.

The Admin page at a glance

TabUse it to…Read more
UsersInvite people, set roles, deactivate accountsPeople and groups
OrganizationSign-in methods, AI models, external page links, group self-service, brandingSign-in, Organization settings
Tool policyTurn special tools (web search, browser, code) on or off for the organization or groupsWho can use what
AgentsLimits and reach for agents and Front DesksOrganization settings
NotificationsEmail delivery for notificationsOrganization settings
Quotas & usageMonthly allowances and who has used whatUsage and limits
RetentionHow long data is keptUsage and limits
Access logs and Agent logsAudit and investigationLogs and audit
SystemHealth of the platformLogs and audit

Integrations have their own page, with Access and Plugins tabs for admins. See Who can use what.

A sensible setup order

  1. Choose how people sign in and, if you use a company directory, map its groups. → Sign-in methods
  2. Create groups that mirror your teams, and assign Group Admins. → People and groups
  3. Invite people.
  4. Decide which AI models to use: the platform's, or your own keys. → Organization settings
  5. Set tool and integration policy. Decide what's on for everyone, and what only for certain groups. → Who can use what
  6. Add shared connections (Slack, email, Drive) in Integrations.
  7. Set quotas and retention. → Usage and limits
  8. Tell people about approvals, and encourage Manual mode at first. → Approvals
  9. Check the logs after the first week.