Admin quickstart

An admin is whoever created the workspace or was made admin by another admin. There are exactly two roles, Admin and Member. Only admins see the Workspace section in the sidebar with Members, Usage, Billing, Models and Settings.

Changes to the settings are recorded in the activity log, so you can trace later who decided what. More on roles under Roles.

1. 1

   Set the region and models

   Under Models, choose the Processing region: Switzerland, European Union, EU + Switzerland or Global (no commitment on the processing location). Models outside the region disappear everywhere. Then allow or block individual models and set the Defaults. See Processing region and Managing models.
2. 2

   Set up data protection

   Under Settings, in the Data protection section, choose the Protection level: Standard, Strict or Custom. It decides which personal data is replaced or blocked before sending. See Protecting personal data.
3. 3

   Offer security mode

   For especially sensitive conversations, go to Settings, section Security mode, first choose the Model used in security mode and then switch on Offer security mode. The model must be enabled under Models first. See Security mode.
4. 4

   Control access

   In the Access section you can Require SSO and Restrict invitations to domain. To require SSO, you must yourself be signed in with a company account from Google Workspace or Microsoft Entra. See Access and SSO.
5. 5

   Invite members

   Under Members you invite your team: one by one with Invite a teammate, or many people at once with an Invitation link. See Inviting members.
6. 6

   Set retention

   In the Retention section, enter a number of days under Delete conversations after. If the field stays empty, chats are kept until someone deletes them. See Retention.
7. 7

   Control sharing

   In the Sharing section, Allow sharing chats decides whether members may share chats, and Admins have access to every brain decides whether admins can open every brain. See Sharing chats and Brain permissions.
8. 8

   Check the activity log

   In the Activity log section, View opens the list of changes. Check that your settings are recorded there. Chat content never appears in the log. See Activity log.

A newly created workspace starts with these values. Whatever you do not change stays as it is.

All eight steps already work during the trial. Company Brain and agents stay locked until the workspace has a plan. What else the trial includes is described under Creating a workspace.