Admin

Manage Your Workspace

Manage people, agents, product access, billing, domains, and Account settings in one place. Choose the workspace your team uses.

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Go to Admin

Part of Workspace. Available actions depend on your Account role.

Your Account

The workspace you choose in Admin

Directory
People, groups, agents, and installed apps
Product access
Licenses, grants, and assigned seats
Billing
Subscriptions, payments, usage, and invoices
Workspace settings
Account profile and verified domains

Admin responsibilities. Your role controls the available actions.

Use Admin when the workspace needs attention

Invite a teammate, review access when responsibilities change, or check a renewal. See the people and roles that belong to the Account you manage.

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Admin People directory showing people, roles, and membership status. — Review each person’s role and status. Available changes depend on your Account role.

Admin person details showing role, type, status, and joined date. Email and ID are redacted. — Review each person’s role and status. Available changes depend on your Account role.

Bring people into the right Account

Review members, guests, and pending invitations. Account owners can invite people, change their roles, and remove access when they leave the team.

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Admin Add member dialog with email and Member, Admin, and Owner role choices. — Choose the Account role before sending an invitation.

Manage access through groups

A group collects Account members for authorization. Its owner, an Account owner, or an Account admin can manage membership. Removing someone removes the access they receive through that group.

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Admin Group details showing its owner and membership count. — Review the group’s owner and members before changing access.

Know which identity an agent uses

Review Agents and Installed apps in separate directory collections. Owners can create an Agent in Admin. An installed app uses a different setup path for a runtime you provide. A human sign-in continues to act as that person.

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Admin Agents directory showing username, status, creation date, and View action. — Open an Agent to inspect its identity and status.

See which apps can act in your Account

Installed apps have their own Account identity. Review their access and status, then open the details. Owners can change an app’s role or remove its Account access.

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Set up an app

Admin Installed apps directory showing names, Account roles, status, and View actions. — Open an installed app to review its Account identity and access.

See why someone can open a product

Open available products from Apps. Owners can review licenses and contributing grants, assign or remove seats, and compare offers under Buy or upgrade.

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Admin Apps showing product license status, Details links, and Open actions. — Review product access under Details, or select Open to launch an available app.

Manage the bill for your Account

Owners manage the billing profile, subscriptions, payment methods, and invoices. Review usage, add credit, or configure automatic reloads. Check the Account and price before a purchase or renewal change.

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View pricing

Your Account’s billing

Workspace subscription: Review your current plan, subscription, and renewal details in Admin.
Included first-party use: Reasonable use through Socra-provided integrations is included.
Customer-directed third-party use: Cloud Projects attribute usage charges to the Account.

Verify a domain your Account owns

Review your Account’s domains and verification status. Owners add a domain, publish its DNS TXT record, and select Verify DNS to prove ownership. Unused domains can be removed.

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Domain verification

1. Pending verification: Admin shows the DNS record for the domain you added.
2. Publish the TXT record: Copy the exact type, name, and value into your DNS provider.
3. Verified: Select Verify DNS after the record becomes available publicly.

Keep your workspace details current

Owners can change the Account image, display name, and handle. The workspace menu lets you switch Accounts. Check the selected Account before changing its resources or taking a lifecycle action.

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Know which workspace a change affects

Account image and name: Help people recognize the workspace.
Account handle: The unique name shown with @. A change can affect references that use it.
Account lifecycle: Leaving removes your membership. Account deletion affects everyone and requires confirmation.

Admin is part of Workspace

Manage the Account your Workspace products share. Cortex supplies knowledge to agents, Channels brings conversations together, and Journeys helps you think through problems.

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