---
title: "Manage Your Workspace"
canonical: https://workspace.socra.com/products/admin
---

Admin

# Manage Your Workspace

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

[Learn more](https://workspace.socra.com/docs/admin/get-started/open-admin)

[Go to Admin](https://admin.socra.com/apps)

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.

[Learn more](https://workspace.socra.com/docs/admin/concepts/roles-and-permissions)

[![Admin People directory showing people, roles, and membership status.](https://workspace.socra.com/images/admin/people-directory.png)View full size](https://workspace.socra.com/images/admin/people-directory.png)[![Admin person details showing role, type, status, and joined date. Email and ID are redacted.](https://workspace.socra.com/images/admin/person-details-redacted.png)View full size](https://workspace.socra.com/images/admin/person-details-redacted.png)

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.

[Learn more](https://workspace.socra.com/docs/admin/guides/manage-people)

[![Admin Add member dialog with email and Member, Admin, and Owner role choices.](https://workspace.socra.com/images/admin/invite-dialog.png)View full size](https://workspace.socra.com/images/admin/invite-dialog.png)

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.

[Learn more](https://workspace.socra.com/docs/admin/guides/manage-groups)

[![Admin Group details showing its owner and membership count.](https://workspace.socra.com/images/admin/group-details.png)View full size](https://workspace.socra.com/images/admin/group-details.png)

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.

[Learn more](https://workspace.socra.com/docs/admin/guides/review-agents-and-apps)

[![Admin Agents directory showing username, status, creation date, and View action.](https://workspace.socra.com/images/admin/agents.png)View full size](https://workspace.socra.com/images/admin/agents.png)

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.

[Learn more](https://workspace.socra.com/docs/admin/guides/review-agents-and-apps#review-installed-apps)

[Set up an app](https://workspace.socra.com/docs/admin/agents/create-an-agent)

[![Admin Installed apps directory showing names, Account roles, status, and View actions.](https://workspace.socra.com/images/admin/installed-apps.png)View full size](https://workspace.socra.com/images/admin/installed-apps.png)

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.

[Learn more](https://workspace.socra.com/docs/admin/guides/manage-product-access)

[![Admin Apps showing product license status, Details links, and Open actions.](https://workspace.socra.com/images/admin/apps.png)View full size](https://workspace.socra.com/images/admin/apps.png)

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.

[Learn more](https://workspace.socra.com/docs/admin/guides/manage-billing)

[View pricing](https://workspace.socra.com/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.

[Learn more](https://workspace.socra.com/docs/admin/guides/manage-domains)

### 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.

[Learn more](https://workspace.socra.com/docs/admin/guides/manage-account)

### 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.

[Learn more](https://workspace.socra.com/docs/admin/concepts/service-ownership)

### Cortex

Share context across your AI agents.

[Learn more](https://workspace.socra.com/products/cortex)

### Channels

Talk with your team and agents.

[Learn more](https://workspace.socra.com/products/channels)

### Journeys

Think through a problem with AI minds.

[Learn more](https://workspace.socra.com/products/journeys)

## Open the workspace you need to manage

Confirm your Account and role in Admin before you change access or billing.

[Learn more](https://workspace.socra.com/docs/admin/get-started/open-admin)

[Go to Admin](https://admin.socra.com/apps)
