The Settings Console is the centralized management interface for account administrators. Use it to configure users, roles, workspaces, integrations, security, and monitoring across Agent Platform.
Only users with the Admin role and required permissions can access the Settings Console.
Accessing the Settings Console
- Log in and select the Autonomous Agents module.
- Select Settings in the top navigation bar.
The console opens to the Users page in User Management by default.
Workspaces
A workspace is a logical grouping of apps, tools, and configurations — typically organized by team or project. Every account starts with a default workspace assigned automatically.
Workspace Behavior
- Every app belongs to exactly one workspace.
- Apps and tools are not shared across workspaces by default.
- Configurations (AI models, auth profiles, environments, settings) are workspace-specific.
- To move apps or tools between workspaces, use import/export.
Workspace Switcher
The active workspace is shown in the top-right corner of the platform. Click it to switch workspaces or browse all available ones.
| Feature | Description |
|---|
| Default workspace | Mark any workspace as default — it loads automatically at login |
| Search and browse | Find workspaces via search or pagination |
| Favorite workspace | Mark up to three workspaces as favorites for quick access |
| Request access | Request access to workspaces listed under Other Workspaces |
| Role visibility | See your role and member count per workspace |
User Management
Users
Manage all users from a single view.
- Invite users individually or in bulk via email, or import a user info file.
- Assign roles at invite time: Master Admin, Admin, Member, Viewer, or a custom role.
- View a summary of total, active, inactive, and locked users.
- Select one or multiple users to reassign roles or delete them.
- Unlock locked user accounts.
Learn more
Roles and Permissions
Control what users can do across the platform.
- View system-generated roles for account and tool role types.
- Duplicate system roles to create custom roles with modified permissions.
- Set access levels (Full, View, Custom, No Access) per module — tools, models, integrations, guardrails, security, and user management.
- Add, edit, or delete custom roles.
System roles cannot be edited or deleted.
Active Directory Sync
Automatically sync user data from your organization’s Active Directory (AD).
- Configure the AD connection and select which organization units to import.
- Schedule auto-sync on a daily, weekly, or monthly cadence.
- Manage default and custom user profile fields, including inclusion/exclusion rules.
- View sync history and failure reports.
- Configure email notifications for users added via invite or AD sync.
Learn more
Integrations
Connect to 130+ pre-built third-party integrations organized by category (marketing, AI, sales, and more).
- Create secure connections using the required authentication method.
- Use configured connections in tool automation flows via the Integration node.
Learn more
Custom Scripts
Import and manage reusable scripts that run in isolated containers and can be called from anywhere in the platform.
- Upload a script definition file and configure runtime settings, hardware, and memory allocation.
- Review, deploy, re-deploy, export, or delete scripts.
- View deployment history, endpoint details, and API keys per script.
- Invoke scripts from the Function node in tool automation flows.
Learn more
Guardrails
View and manage pre-deployed guardrail models that scan prompt inputs and outputs across all tools.
| Guardrail | Purpose |
|---|
| Anonymize | Redacts or masks sensitive information in text |
| Ban Topics | Blocks policy-restricted or sensitive topics |
| Prompt Injection | Detects malicious inputs designed to manipulate model behavior |
| Toxicity | Identifies and manages harmful or abusive language |
| Bias Detection | Flags and neutralizes systematic biases in model outputs |
| Relevance | Scores how well an output matches the input context |
Monitoring
| Dashboard | What It Tracks |
|---|
| Audit Logs | All user activity: login/logout, roles, integrations, models, tools, users, prompts, datasets, guardrails |
| Tools Analytics | Tool run success/failure rates, average response times, node execution data |
| Model Analytics | Model performance, credit consumption, request rates, latency |
| Model Traces | Run-level metrics and metadata per model execution |
| Custom Scripts | Execution runs and logs for endpoints, Function nodes, and API nodes |
Security and Control
| Feature | Description |
|---|
| Single Sign-On (SSO) | Centralize authentication using your IdP. Exclude specific users from the SSO requirement as needed. |
| Authorization Profiles | Configure OAuth2-based auth profiles to reuse across tools, models, and agents. |
| API Scopes | Create API-scoped apps and keys to restrict access to specific endpoints. |
