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Documentation Index

Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt

Use this file to discover all available pages before exploring further.

The Admin Console is accessible to users with the Admin persona. It provides controls over the entire workspace, including user management, persona management, connections, and security policies. All changes made in the Admin Console affect the entire workspace.
Only users assigned the Admin persona can access the Admin Console.

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User Management

Manage all users in your workspace and control their access. The user management table displays the following columns.
ColumnDescription
User DetailsAvatar, full name, and email address.
GroupsGroups the user belongs to.
RolesRole pills showing assigned roles (e.g. System Admin Role, Demand Admin Role).
StatusActive or inactive toggle.
Last ModifiedTimestamp of the most recent change.
ActionsEdit and manage user settings.
Use the + Add User button to invite new users to the workspace. Use the search bar to quickly find users by name or email. User Management table showing users with their groups, roles, status, and last modified dates.

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Persona Management

Create, edit, and manage workspace personas. The persona management table displays the following columns.
ColumnDescription
PersonaName of the persona.
DescriptionShort description of the persona’s purpose.
UsersNumber of users assigned to the persona.
StatusActive or inactive status.
Last ModifiedTimestamp of the most recent change.
Use the + Create New Persona button to add a new persona to the workspace. Each persona defines a distinct role with its own skills, knowledge bases, and data source access. Persona Management table showing personas with descriptions, user counts, status, and last modified dates.

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Connection management

Admin-level connection management determines which integrations are visible to users. Only approved connections appear in user Settings > Connections. The header displays the total count of approved connections.

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Connection list

The connection list is presented as a table with the following columns.
ColumnDescription
ConnectionIcon, name, and short description of the integration.
CategoryBadge indicating the type: API, MCP, or DATABASE.
StatusCurrent connection status (e.g. Not connected, or saved connection count).
ActionsConnect button to initiate setup, or Settings to reconfigure existing connections.
ApprovedOn/Off toggle controlling user visibility.
The list is filterable by All, MCP, APIs, and Databases, and includes a search bar for quick lookup.
Approved ON means users can see and connect the integration in their own Settings. Approved OFF hides the integration from all non-admin users.
Admin connection management table showing all integrations with approved toggles, connection status, category badges, and action buttons.

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APIs

Filter by APIs to view all API-based integrations. Each row shows the connection name, category badge, connection status, and an Approved toggle. Use the Connect button to initiate OAuth or API key setup, and Settings to reconfigure existing connections. Admin Connections page filtered by APIs, showing API integrations with status, actions, and approved toggles.

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Databases

Filter by Databases to view database providers. Each database connection shows the provider name, category badge, saved connection count, and an Add connection action for configuring additional database instances. Admin Connections page filtered by Databases, showing database providers with saved connection counts and add connection actions.

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Security

Granular access control organised into four tabs: Resources, Policies, Roles, and Groups.

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Resources tab

Resources are named groups that represent collections of platform entities. The resources table displays the following columns.
ColumnDescription
NameThe resource group name.
EntityBadge indicating the type: Dashboard, Knowledge Base, Project, or Resource.
Last ModifiedTimestamp of the most recent change.

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Add resource modal

1

Select entity type

Choose from the available entity types: Dashboard, Knowledge Base, Project, User, Resource, Policy, Role, or Group.
2

Define the resource

Enter a Resource Name and Description.
3

Add conditions (optional)

Build conditional rules using a field dropdown, operator, and value. Combine conditions with AND / OR logic.
Security Resources tab showing named resource groups with entity badges and last modified dates.

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Policies tab

Policies define access rules by combining a subject (role), actions (permissions), and a resource. The policies table displays the following columns.
ColumnDescription
Policy AdminName and description of the policy.
ResourcesThe resource group the policy applies to.
ActionsPermission icons indicating granted actions: Create, Converse, Update, View, Delete.
RolesRoles assigned to this policy.
Last ModifiedTimestamp of the most recent change.
Use the + Add Policy button to create a new access rule. Security Policies tab showing policy list with role assignments and last modified dates.

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Roles tab

Roles are named permission levels that control what users can do within the workspace. The roles table displays the following columns.
ColumnDescription
Role NameName and description of the role.
UsersUser pills showing assigned members, with a count for additional users.
PoliciesPolicy pills showing attached policies.
GroupsAssociated groups.
Last ModifiedTimestamp of the most recent change.
Use the + Add Role button to create a new role. Use the Filters button to narrow down the list. Security Roles tab showing default roles with user pills, policy counts, and group counts.

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Groups tab

Groups are named collections of users for bulk role assignment. The groups table displays the following columns.
ColumnDescription
NameGroup name.
UsersUser pills showing group members, with a count for additional users.
RolesRole pills showing assigned roles.
Last ModifiedTimestamp of the most recent change.
Use the + Add Group button to create a new group. Use the Filters button to narrow down the list. Security Groups tab showing group list with user pills, roles, and last modified dates.