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The Settings console is a centralized management interface for administrators to configure, monitor, and manage AI for Process system configurations, including the following:
  1. Workspaces to manage access to workflows, data, and configurations across teams and projects within your organization.
  2. Users
  3. Roles and permissions
  4. Automated synchronization of user data from Enterprise AD, plus configuration of user profile fields and email notifications.
  5. Integrations
  6. Manage Custom Scripts
  7. Monitoring: Audit Logs, Workflows Analytics Dashboard, Model Analytics Dashboard, Model Traces, and Monitoring Custom Scripts.
  8. Security and Control: Single Sign On, Authorization Profile, and API Scopes.
Only users with the Admin role and the required permissions can access the Settings Console.

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Access the Settings Console

  1. Log in to AI for Process. In the top menu, click Settings. access settings The system redirects to the Users page under Users Management. access settings menu

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User Management Levels

The Settings Console provides administrators control over user management at the following levels:
  • Account level: Manage users, their roles, and permissions throughout the entire AI for Process account. This includes inviting users, establishing automatic data synchronization from the enterprise Active Directory (AD), and setting up access controls for modules including workflow creation, model management (access, deployment, and export), integrations, user management, audit logs, security controls, model guardrails, and others.
  • Workflow level: Manage user access focused on individual workflow deployments and configurations. Each workflow’s owner can invite users, customize permissions and access levels, and manage tasks such as creating and deleting workflows, assigning roles, overseeing deployments, configuring guardrails, and managing API apps and keys.

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Modules and Features

The following modules and features are supported on the Settings Console:
A workspace is a logical grouping of workflows and configurations, typically organized by teams or projects. It controls what workflows and data are accessible, what actions are allowed, and which configurations apply. A default workspace is created when a new account is set up, and new workflows are automatically associated with the current workspace.The current workspace is displayed at the top right corner of the platform UI.Workspace homePoints to note
  • Every workflow is tied to a specific workspace and cannot be moved or accessed across workspaces. Use import/export to move workflows between workspaces.
  • All configurations—AI Model configurations, settings, auth profiles, and permissions—are maintained separately per workspace.
Switching between workspacesClick the workspace name to open a drop-down list of all accessible workspaces. Click Browse all Workspaces to view the complete list.Workspace switcherWhen you switch workspaces:
  • Workflows refresh to show those in the new workspace.
  • Permissions reflect your role in the new workspace.
  • Settings, models, prompts, inbox, and data reflect workspace-specific configurations.
The workspace switcher also lets you:
  • Set a default workspace: Auto-load a workspace on login.
  • Search and browse: Locate workspaces using the search bar or browse the full list with pagination controls.
  • Request access: The My Workspaces tab lists accessible workspaces; inaccessible ones appear under Other Workspaces. Request access directly from this list.
  • View user role: Shows total members and your role in the workspace. In the list view, each entry shows the workspace owner.
Helps add, remove, and manage admin, member, and viewer users, roles, and permissions for accounts, workflows, and models.Users
  • All users across your enterprise network accounts are listed.
  • A summarized view of the total invited users, active, inactive, and locked users is displayed.
  • The user listing shows Name, Email ID, Account Role, and Status for all users. The account owner is highlighted.
  • Add a new user by sending bulk or individual email invites, or import a user information file directly to the console.
  • Set user role when sending the email invite:
    • Master Admin
    • Admin
    • Member
    • Viewer
    • Custom roles
  • Select one or multiple users to change access permissions or delete a user.
  • Click a user entry to manage their profile, models, and workflows, including modifying and deleting roles within each model or workflow.
Role Management
  • A summarized view of the total roles available in the system, including the number of system and custom roles.
  • View, assign, and reassign system/default or custom roles. You can’t edit or delete system roles.
  • Create a copy of a system role as a custom role and manage its permissions and access levels.
  • Add, delete, edit, and duplicate custom roles.
  • For workflow and account role types, assign/unassign permissions and set access levels for workflows, models, prompts, billing, integrations, guardrails, security and control settings, and user management.
Settings
  • Active Directory: Configure sync with your organization’s AD to import user information for the required organization units. Specifically:
    • Configure the connection to your AD.
    • Import user data from all or specific organization units.
    • Select and manage default AD user fields, or add custom fields, and define inclusion and exclusion rules for data import and sync.
    • Configure AD auto sync schedules to keep user data up to date daily, weekly, or monthly.
    • View sync history and reports to monitor successful and failed AD syncs.
  • User Settings: Set up the visibility of user profile information across AI for Process. Select profile fields and allow edits by the end user. Configure how joining requests from new users are handled, including automatic approval options. Manage the ability to view and edit default and custom user data fields.
  • Email Notifications: Select if and when users should receive email notifications when added to your account via email invitation or AD sync.
Manage 130+ pre-built integrations for third-party services in one place.
  • Create and configure secure connections across multiple categories like marketing, AI, sales, and more.
  • Pre-authorize the connection using the required auth method.
  • Add authorization credentials to secure the connection when users interact with the workflow.
  • Use the configured connection in the Integration node to access third-party services while building the workflow.
Import custom scripts with reusable functions that can be invoked from anywhere in the platform using isolated container capabilities.
  • Import a custom script by configuring its general details, uploading the script file in the allowed format, and providing the runtime settings and resource allocation (hardware and memory) details.
  • Review and deploy the custom script into the platform.
  • Un-deploy, export, or delete a script as needed.
  • Re-deploy the script after updates or changes.
  • View configuration and deployment details in the script’s Overview page.
  • Track deployment history and monitor version changes.
  • Create and manage API keys to securely access the script’s API endpoint.
  • View and copy endpoint code for use in external systems or integrations.
  • Select and execute the configured custom script through the Function node of the workflows flow.
Deploy models to make them available for anomaly scanners in all the workflows.
  • Anonymize: Prevents the exposure of sensitive information in documents, emails, messages, or any other text data in prompts using techniques like redaction, Pseudonymization, and generalization.
  • Ban Topics: Restricts sensitive and controversial topics like religion or corporate politics in prompts to maintain content moderation, enforce community guidelines, and ensure compliance with organizational policies.
  • Prompt Injection: Guards against attacks where malicious input is crafted to influence the behavior of a language model, causing it to generate harmful, misleading, or unintended responses using input sanitization, context control, role-based access, instruction clarity, and more.
  • Toxicity: Set up mechanisms to detect and manage toxic content, such as harmful, offensive, or abusive language. Implement warnings, content removal, or user-banning actions to prevent the dissemination of harmful content and maintain a safe and positive user environment.
  • Bias Detection: Ensure fairness and equality by AI workflows towards users through output evaluation for systematic prejudices or pre-defined biases and behavior and automatic neutralization of responses.
  • Relevance: Ensure that prompt outputs are accurate to the input context, meet the user’s intent, and satisfy their query or need. The scanner provides a confidence score to indicate the degree of context relevance.
Audit LogsGain complete visibility into all account activities and efficiently troubleshoot issues by tracking real-time account and workflow-level event logs.
  • Select the date range and view periodic, event-based logs related to the following categories:
    • Login/Logout
    • Roles
    • Integrations
    • Models
    • Workflows
    • Users Management
    • Prompts
    • Dataset
    • Guardrails
  • Set one or more levels of custom filters to view only specific audit logs.
  • Search for the required audit log from the listed entries.
Workflows Analytics DashboardGet actionable insights into successful and failed workflow runs, average workflow response time, and drill down into node execution data to enable informed decisions on workflow deployments, optimize their performance, and accelerate system efficiency.
  • Select a single date or date range to view periodic workflow performance metrics.
  • Compare performance between different workflow versions.
  • Keep track of failed execution runs and investigate the reason for the same.
  • Monitor the average response times of workflows for various requests.
  • Monitor node executions across different types and ensure workflow flow runs stay within your account’s rate limits.
  • Optimize workflow performance with real-time metrics.
Model Analytics DashboardReview and monitor key performance indicators for open-source, fine-tuned, and external models deployed in your account to ensure regulatory and ethical compliance, as well as optimal performance.
  • Select a single date or date range to view specific, time-based model performance metrics.
  • Analyze credit consumption for deployment and fine-tuning requests, and monitor model replica generation within subscription limits to ensure optimal usage.
  • Compare successful versus failed requests over time and identify failure patterns.
  • Explore latency, requests, token generation, and scaling metrics through dedicated, expandable widgets.
  • Optimize model performance with access to real-time metrics.
Model TracesReview and monitor key performance indicators for each run executed by different versions of the open-source, fine-tuned, and external models deployed in your account to ensure regulatory and ethical compliance, as well as optimal performance.
  • Select a single date or date range to view specific, time-based run performance metrics.
  • Analyze failed runs by exporting performance metrics into a csv file and identify failure patterns.
  • Analyze hosting credits vs each successful/failed run to ensure optimal usage.
  • Identify and isolate model runs with low response times for further investigation.
  • Analyze requests, model outputs, response times, and sources to gain performance insights, diagnose errors, and optimize usage and experience.
Custom ScriptsReview and monitor key performance indicators for each internal or external script run that’s executed on AI for Process via API endpoint, or Function/API node. View and trace default and Korelogger-based execution logs from input and output editors, as configured in your script. Apply time-based and column filters to get a custom view of run-level and log-specific metrics and metadata.
  • Select a single date or date range to view specific, time-based script performance metrics.
  • Analyze failed runs and identify failure patterns.
  • Analyze each successful/failed run to ensure optimal usage.
  • Identify and isolate script runs with low response times for further investigation.
  • Analyze log-level data and troubleshoot script issues based on various log level and record-level metrics.
Single Sign OnBy centralizing authentication for your enterprise account users, SSO enhances user convenience and strengthens security through streamlined password management. SSO helps improve efficiency, reduce password fatigue, and safeguard sensitive information.
  • Configure and enable SSO for the available IdP providers.
  • Disable SSO for the required account users.
  • Exclude specific users from the SSO requirement to provide an alternative way to access their accounts.
Authorization ProfileConfigure authorization profiles using the OAuth2 industry standard. With auth profiles, users can manage and reuse authentication and permission settings across AI for Process, eliminating the need to create new authentication mechanisms each time secure access is required.
  • Set up new authorization fields for your authorization profiles.
  • Configure the required auth parameters, including additional auth fields.
  • Edit or delete existing auth profiles.
API ScopesCreate and manage API-scoped apps, assign API keys, and select scopes to control access to specific endpoints. Restrict access to authorized users and prevent unauthorized use across AI for Process.
  • Create an API app.
  • Select the required API scopes while configuring the app.
  • Generate one or more API keys to provide secure access for authorized users.
  • Copy API keys for use or delete them when no longer needed.
  • Edit or delete the app as required.