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The Settings Console is the centralized management interface for account administrators. Use it to configure users, roles, workspaces, integrations, security, and monitoring across Agent Platform.
Only users with the Admin role and required permissions can access the Settings Console.

Accessing the Settings Console

  1. Log in and select the Autonomous Agents module.
  2. Select Settings in the top navigation bar.
The console opens to the Users page in User Management by default.

Workspaces

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

Workspace Behavior

  • Every app belongs to exactly one workspace.
  • Apps and tools are not shared across workspaces by default.
  • Configurations (AI models, auth profiles, environments, settings) are workspace-specific.
  • To move apps or tools between workspaces, use import/export.

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

User Management

Users

Manage all users from a single view.
  • Invite users individually or in bulk via email, or import a user info file.
  • Assign roles at invite time: Master Admin, Admin, Member, Viewer, or a custom role.
  • View a summary of total, active, inactive, and locked users.
  • Select one or multiple users to reassign roles or delete them.
  • Unlock locked user accounts.
Learn more

Roles and Permissions

Control what users can do across the platform.
  • View system-generated roles for account and tool role types.
  • Duplicate system roles to create custom roles with modified permissions.
  • Set access levels (Full, View, Custom, No Access) per module — tools, models, integrations, guardrails, security, and user management.
  • Add, edit, or delete custom roles.
System roles cannot be edited or deleted.
Learn more

Active Directory Sync

Automatically sync user data from your organization’s Active Directory (AD).
  • Configure the AD connection and select which organization units to import.
  • Schedule auto-sync on a daily, weekly, or monthly cadence.
  • Manage default and custom user profile fields, including inclusion/exclusion rules.
  • View sync history and failure reports.
  • Configure email notifications for users added via invite or AD sync.
Learn more

Integrations

Connect to 130+ pre-built third-party integrations organized by category (marketing, AI, sales, and more).
  • Create secure connections using the required authentication method.
  • Use configured connections in tool automation flows via the Integration node.
Learn more

Custom Scripts

Import and manage reusable scripts that run in isolated containers and can be called from anywhere in the platform.
  • Upload a script definition file and configure runtime settings, hardware, and memory allocation.
  • Review, deploy, re-deploy, export, or delete scripts.
  • View deployment history, endpoint details, and API keys per script.
  • Invoke scripts from the Function node in tool automation flows.
Learn more

Guardrails

View and manage pre-deployed guardrail models that scan prompt inputs and outputs across all tools. Learn more

Monitoring

All dashboards support date range filtering and search. Learn more

Security and Control