Account and Workspace

The Settings console is the centralized management interface for account administrators. Use it to configure users, roles, workspaces, integrations, security, and monitoring across AI for Process.

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Workspaces

A workspace is a logical grouping of workflows and configurations — typically organized by team or project. Every account starts with a default workspace assigned automatically.

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

Switching workspaces refreshes the workflows, permissions, settings, models, and deployment environments shown in the UI.

Settings Overview

Feature	Description
User Management	Invite and manage users individually or in bulk, assign roles, and unlock accounts. Sync users automatically from Active Directory on a scheduled cadence.
Roles and Permissions	Control what users can do across the platform. View system roles, create custom roles, and set access levels per module.
Integrations	Connect to 130+ pre-built third-party integrations organized by category. Create secure connections using the required authentication method and use them in workflows via the Integration node.
Custom Scripts	Import and manage reusable scripts that run in isolated containers. Upload, configure, deploy, and invoke scripts from the Function node in workflows.
Manage OCR Models	Configure and manage document-processing engines for text extraction and layout understanding. Deploy Docling models or connect Azure Doc Intelligence for use in the Doc Intelligence Node.
Browser Automation	Deploy automation pods and create browser-based experiments that execute step-by-step workflows across web applications. Publish automations for use in the Browser Automation node within workflows.
Guardrails	View and manage pre-deployed guardrail models that scan prompt inputs and outputs across all workflows, including Anonymize, Ban Topics, Prompt Injection, Toxicity, Bias Detection, and Relevance.
Monitoring	Track user activity, workflow and model performance, run-level metrics, and script execution logs across dedicated dashboards. All dashboards support date range filtering and search.
Security and Control	Configure SSO for centralized authentication, OAuth2 authorization profiles for reuse across workflows and models, and API-scoped keys to restrict access to specific endpoints.
Billing and Usage	Monitor credit consumption and usage trends across workflows, models, guardrails, OCR, custom scripts, and browser automation deployments.