User Management
Manage all users in your workspace and control their access. The user management table displays the following columns.
Use the + Add User button to invite new users to the workspace. Use the search bar to quickly find users by name or email.

Persona Management
Create, edit, and manage workspace personas. The persona management table displays the following columns.
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.

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.Connection list
The connection list is presented as a table with the following columns.
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.

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.
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.
Security
Granular access control organized into four tabs: Resources, Policies, Roles, and Groups.Resources tab
Resources are named groups that represent collections of platform entities. The resources table displays the following columns.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.

Policies tab
Policies define access rules by combining a subject (role), actions (permissions), and a resource. The policies table displays the following columns.
Use the + Add Policy button to create a new access rule.

Roles tab
Roles are named permission levels that control what users can do within the workspace. The roles table displays the following columns.
Use the + Add Role button to create a new role. Use the Filters button to narrow down the list.

Groups tab
Groups are named collections of users for bulk role assignment. The groups table displays the following columns.
Use the + Add Group button to create a new group. Use the Filters button to narrow down the list.
