> ## 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.

# Admin Console

> Manage users, personas, connections, and security policies from the Admin Console.

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.

<Warning>
  Only users assigned the **Admin** persona can access the Admin Console.
</Warning>

## User Management

Manage all users in your workspace and control their access. The user management table displays the following columns.

| Column            | Description                                                                    |
| ----------------- | ------------------------------------------------------------------------------ |
| **User Details**  | Avatar, full name, and email address.                                          |
| **Groups**        | Groups the user belongs to.                                                    |
| **Roles**         | Role pills showing assigned roles (e.g. System Admin Role, Demand Admin Role). |
| **Status**        | Active or inactive toggle.                                                     |
| **Last Modified** | Timestamp of the most recent change.                                           |
| **Actions**       | Edit 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.

<img src="https://mintcdn.com/ideabodxai/0pAPZ_aPFgZJqHZJ/images/copilot/admin-user-management.png?fit=max&auto=format&n=0pAPZ_aPFgZJqHZJ&q=85&s=156b6227b759dfaa03e04e4d9ccbded9" alt="User Management table showing users with their groups, roles, status, and last modified dates." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="3420" height="1974" data-path="images/copilot/admin-user-management.png" />

## Persona Management

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

| Column            | Description                                 |
| ----------------- | ------------------------------------------- |
| **Persona**       | Name of the persona.                        |
| **Description**   | Short description of the persona's purpose. |
| **Users**         | Number of users assigned to the persona.    |
| **Status**        | Active or inactive status.                  |
| **Last Modified** | Timestamp 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.

<img src="https://mintcdn.com/ideabodxai/ysSUw9JYTVwRYwSf/images/copilot/admin-persona-management.png?fit=max&auto=format&n=ysSUw9JYTVwRYwSf&q=85&s=a643c3561ad663f17045e16bae44f60b" alt="Persona Management table showing personas with descriptions, user counts, status, and last modified dates." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1910" height="993" data-path="images/copilot/admin-persona-management.png" />

## 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.

| Column         | Description                                                                                |
| -------------- | ------------------------------------------------------------------------------------------ |
| **Connection** | Icon, name, and short description of the integration.                                      |
| **Category**   | Badge indicating the type: `API`, `MCP`, or `DATABASE`.                                    |
| **Status**     | Current connection status (e.g. `Not connected`, or saved connection count).               |
| **Actions**    | **Connect** button to initiate setup, or **Settings** to reconfigure existing connections. |
| **Approved**   | On/Off toggle controlling user visibility.                                                 |

The list is filterable by **All**, **MCP**, **APIs**, and **Databases**, and includes a search bar for quick lookup.

<Info>
  **Approved ON** means users can see and connect the integration in their own Settings. **Approved OFF** hides the integration from all non-admin users.
</Info>

<img src="https://mintcdn.com/ideabodxai/ysSUw9JYTVwRYwSf/images/copilot/admin-connections.png?fit=max&auto=format&n=ysSUw9JYTVwRYwSf&q=85&s=33310c3feda514fb8c26e8b755ad1458" alt="Admin connection management table showing all integrations with approved toggles, connection status, category badges, and action buttons." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1910" height="993" data-path="images/copilot/admin-connections.png" />

### 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.

<img src="https://mintcdn.com/ideabodxai/ysSUw9JYTVwRYwSf/images/copilot/admin-connections-apis.png?fit=max&auto=format&n=ysSUw9JYTVwRYwSf&q=85&s=3b3308951dfdda71a3a734e0bb417522" alt="Admin Connections page filtered by APIs, showing API integrations with status, actions, and approved toggles." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1910" height="993" data-path="images/copilot/admin-connections-apis.png" />

### 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.

<img src="https://mintcdn.com/ideabodxai/ysSUw9JYTVwRYwSf/images/copilot/admin-connections-databases.png?fit=max&auto=format&n=ysSUw9JYTVwRYwSf&q=85&s=e3b65fcd353ec17318a58081cde3b023" alt="Admin Connections page filtered by Databases, showing database providers with saved connection counts and add connection actions." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1910" height="993" data-path="images/copilot/admin-connections-databases.png" />

## Security

Granular access control organised 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.

| Column            | Description                                                                 |
| ----------------- | --------------------------------------------------------------------------- |
| **Name**          | The resource group name.                                                    |
| **Entity**        | Badge indicating the type: Dashboard, Knowledge Base, Project, or Resource. |
| **Last Modified** | Timestamp of the most recent change.                                        |

#### Add resource modal

<Steps>
  <Step title="Select entity type">
    Choose from the available entity types: Dashboard, Knowledge Base, Project, User, Resource, Policy, Role, or Group.
  </Step>

  <Step title="Define the resource">
    Enter a **Resource Name** and **Description**.
  </Step>

  <Step title="Add conditions (optional)">
    Build conditional rules using a field dropdown, operator, and value. Combine conditions with **AND** / **OR** logic.
  </Step>
</Steps>

<img src="https://mintcdn.com/ideabodxai/0pAPZ_aPFgZJqHZJ/images/copilot/admin-security-resources.png?fit=max&auto=format&n=0pAPZ_aPFgZJqHZJ&q=85&s=e6add6354327ab174985ee362fa12b6a" alt="Security Resources tab showing named resource groups with entity badges and last modified dates." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="3420" height="1974" data-path="images/copilot/admin-security-resources.png" />

### Policies tab

Policies define access rules by combining a **subject** (role), **actions** (permissions), and a **resource**. The policies table displays the following columns.

| Column            | Description                                                                          |
| ----------------- | ------------------------------------------------------------------------------------ |
| **Policy Admin**  | Name and description of the policy.                                                  |
| **Resources**     | The resource group the policy applies to.                                            |
| **Actions**       | Permission icons indicating granted actions: Create, Converse, Update, View, Delete. |
| **Roles**         | Roles assigned to this policy.                                                       |
| **Last Modified** | Timestamp of the most recent change.                                                 |

Use the **+ Add Policy** button to create a new access rule.

<img src="https://mintcdn.com/ideabodxai/0pAPZ_aPFgZJqHZJ/images/copilot/admin-security-policies.png?fit=max&auto=format&n=0pAPZ_aPFgZJqHZJ&q=85&s=40b7de8bcb5e6fc5fddfd9f895035014" alt="Security Policies tab showing policy list with role assignments and last modified dates." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="3420" height="1974" data-path="images/copilot/admin-security-policies.png" />

### Roles tab

Roles are named permission levels that control what users can do within the workspace. The roles table displays the following columns.

| Column            | Description                                                             |
| ----------------- | ----------------------------------------------------------------------- |
| **Role Name**     | Name and description of the role.                                       |
| **Users**         | User pills showing assigned members, with a count for additional users. |
| **Policies**      | Policy pills showing attached policies.                                 |
| **Groups**        | Associated groups.                                                      |
| **Last Modified** | Timestamp of the most recent change.                                    |

Use the **+ Add Role** button to create a new role. Use the **Filters** button to narrow down the list.

<img src="https://mintcdn.com/ideabodxai/ysSUw9JYTVwRYwSf/images/copilot/admin-security-roles.png?fit=max&auto=format&n=ysSUw9JYTVwRYwSf&q=85&s=ca713d883f76fa39490e2f2b4c35181d" alt="Security Roles tab showing default roles with user pills, policy counts, and group counts." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1910" height="993" data-path="images/copilot/admin-security-roles.png" />

### Groups tab

Groups are named collections of users for bulk role assignment. The groups table displays the following columns.

| Column            | Description                                                          |
| ----------------- | -------------------------------------------------------------------- |
| **Name**          | Group name.                                                          |
| **Users**         | User pills showing group members, with a count for additional users. |
| **Roles**         | Role pills showing assigned roles.                                   |
| **Last Modified** | Timestamp of the most recent change.                                 |

Use the **+ Add Group** button to create a new group. Use the **Filters** button to narrow down the list.

<img src="https://mintcdn.com/ideabodxai/ysSUw9JYTVwRYwSf/images/copilot/admin-security-groups.png?fit=max&auto=format&n=ysSUw9JYTVwRYwSf&q=85&s=4f674ecfa31b4f5e279fa46859c10bc5" alt="Security Groups tab showing group list with user pills, roles, and last modified dates." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" width="1910" height="993" data-path="images/copilot/admin-security-groups.png" />
