Administration

Administration

Manage users, security, and platform settings for AI for Process.

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Workspaces

Overview

Workspaces organize workflows, models, and users:

Workspace: Finance Automation
├── Workflows
│   ├── Invoice Processor
│   ├── Expense Approver
│   └── Report Generator
├── Models
│   ├── Invoice Classifier (fine-tuned)
│   └── Expense Categorizer
├── Prompts
│   └── Extraction Templates
└── Users
    ├── Developers (5)
    ├── Reviewers (10)
    └── Admins (2)

Create Workspace

1. Navigate to Administration → Workspaces
2. Click Create Workspace
3. Configure:
   • Name and description
   • Default settings
   • Initial members

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User Management

Roles

Role	Permissions
Admin	Full workspace access
Developer	Create/edit workflows, models, prompts
Reviewer	Process Inbox tasks
Analyst	View analytics and reports
Viewer	Read-only access

User Enrollment

Add users:

1. Go to User Management → Users
2. Click Add User
3. Enter details:
   • Email
   • Name
   • Role
4. Send invitation

Teams

Group users for assignment:

Team: Invoice Reviewers
Members:
  - [e-mail]
  - [e-mail]
  - [e-mail]
Inbox access:
  - Invoice Processing
  - Expense Approval

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Integrations

External Services

Connect to external services:

Service	Purpose
Hugging Face	Open-source models
S3 / Cloud Storage	Model and data storage
Weights & Biases	Experiment tracking
Custom APIs	External integrations

Configure Integration

Integration: Hugging Face
API Key: hf_...
Settings:
  auto_sync: true
  sync_interval: daily
  import_models:
    - pattern: "company-org/*"

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Custom Scripts

Overview

Add custom Python scripts for workflows:

# custom_scripts/data_processor.py

def process_invoice(data):
    """Process invoice data with custom logic."""
    result = {
        'invoice_number': data['raw_number'].strip(),
        'amount': float(data['amount'].replace('$', '')),
        'is_valid': validate_invoice(data)
    }
    return result

def validate_invoice(data):
    """Custom validation logic."""
    return data['amount'] is not None

Script Management

Action	Description
Upload	Add new scripts
Edit	Modify existing scripts
Version	Track script versions
Test	Test scripts in sandbox

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OCR Model Management

OCR Providers

Configure OCR for document processing:

Provider	Features
Built-in	General document OCR
Google Vision	High-accuracy OCR
AWS Textract	Form and table extraction
Custom	Custom OCR models

Configuration

OCR Settings:
  default_provider: google_vision
  fallback: built_in
  language_hints:
    - en
    - es
  preprocessing:
    deskew: true
    denoise: true

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Monitoring & Analytics

Workflow Metrics

Metric	Description
Executions	Total runs
Success rate	% completed
Avg duration	Execution time
Queue depth	Pending tasks

Model Metrics

Metric	Description
Requests	Total API calls
Latency	Response time
Token usage	Input/output tokens
Cost	Total spend

Dashboards

Pre-built dashboards:

• Workflow performance
• Model usage
• Inbox metrics
• Cost analysis

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Security

Authentication

Method	Description
SSO	SAML, OIDC integration
API Keys	Service authentication
OAuth	User authentication

SSO Configuration

SSO:
  provider: okta
  protocol: saml
  entity_id: https://kore.ai/saml
  sso_url: https://company.okta.com/sso
  certificate: |
    -----BEGIN CERTIFICATE-----
    ...
    -----END CERTIFICATE-----

Authorization

Role-based access control:

Authorization:
  workflow_access:
    - role: developer
      actions: [create, read, update, deploy]
    - role: reviewer
      actions: [read, execute]
  model_access:
    - role: developer
      actions: [create, read, update, deploy]
    - role: analyst
      actions: [read]

API Scopes

Scope	Access
workflows:read	View workflows
workflows:write	Create/modify workflows
workflows:execute	Run workflows
models:read	View models
models:write	Deploy models

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Billing & Usage

Usage Tracking

Resource	Unit
Workflow executions	Per run
AI model tokens	Per 1K tokens
Storage	Per GB
Compute	Per hour

Cost Management

Cost Management:
  budget:
    monthly: $5000
    alert_threshold: 80%
  quotas:
    workflow_executions: 10000/month
    model_tokens: 10M/month
  notifications:
    - email: [e-mail]
    - slack: #ai-costs

Billing Dashboard

View:

• Current usage
• Cost breakdown by resource
• Historical trends
• Projected costs

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Data Management

Data Retention

Configure retention policies:

Retention:
  workflow_logs:
    duration: 90 days
    archive: true
  inbox_tasks:
    duration: 1 year
  model_artifacts:
    duration: indefinite

Data Export

Export data for compliance:

1. Go to Data Management → Export
2. Select data types
3. Choose format (JSON, CSV)
4. Schedule or download

Data Deletion

Request data deletion:

1. Submit deletion request
2. Specify data scope
3. Confirm compliance requirements
4. Execute deletion

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Audit Logs

Logged Events

Category	Events
Authentication	Login, logout, SSO
Workflows	Create, deploy, execute
Models	Deploy, update, delete
Users	Add, remove, role change
Data	Export, delete

Log Access

Audit Logs:
  retention: 7 years
  export:
    format: json
    destination: s3://audit-logs/
    schedule: daily

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Related

• Getting Started
• Workflows
• Model Hub