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1.1. Administrator Screen Overview

Overview​

Administrators see the same screens as general users, plus admin-only menus and the overall status. This chapter covers the screens visible only to administrators, the terms used in this manual, and the order in which to get started.

Permission: Administrator

Terms Used in This Manual​

TermMeaning
DrawerThe detail window that opens from the right side of the screen. It opens when you select a row for a person or a department.
OperatorThe person who installs AAS and manages the server. This can be the same person as the administrator or a different one.
AI agent workspaceThe place where an AI agent works, created one for each user. It holds settings, skills, memory, and files.
ProfileThe set of settings for one AI agent in a workspace. Each workspace starts with one main profile (main).

For other terms, see A.3. Glossary. Server installation and operation are outside the scope of this manual. The operator handles them.

Order for Getting Started​

On a newly installed AAS, prepare in the following order. Finish each step before the next so that you do not get blocked.

  1. Check the SSO (Single Sign-On) connection. If "OIDC admin access is not configured, so this screen only grants screen permissions" appears at the top of the "Admin › Users & roles" screen, you cannot create accounts. Tell the server operator. On the screen, SSO is labeled "OIDC" (1.2. AAS Architecture and Permissions).
  2. Create departments. Add all the departments you need before you add users (2.2. Managing Departments).
  3. Add users. Pass the temporary password to each person (2.1. Adding and Editing Users).
  4. Promote administrators and assign a team manager for each department (2.3. Assigning Administrators and Team Managers).
  5. Check notices and role templates. Put the default personality text for new users in a role template (5.1. Role Templates), and the content you want to announce in a notice (5.2. Notices).
  6. Check that the dashboard opens when a new user signs in (2.5. Sign-In and Sessions, 1.3. Administrator Dashboard).

If it succeeds, the dashboard opens after the new user signs in, and that person appears as "Logged in now" in the "Users & roles" table.

Figure 1.1-1 shows the six steps above in order.

The starting order: check the SSO connection, add departments, add users, set permissions, notices and role templates, and check sign-in

Figure 1.1-1. The order for getting started

What Only Administrators See​

PlaceContent
Left menu "Admin › Users & roles"Manage people, departments, team managers, and sign-in status.
Left menu "Admin › Role templates"Manage the default personality text for new users.
Left menu "Admin › Notices"Post notices that users see.
DashboardSee the status of all AI agent workspaces and the items that need action on one screen (1.3. Administrator Dashboard).
Records › Change historySee who changed the settings of all workspaces, and when.
Settings › Company infoEdit the company name and the AI agent introduction sentence. General users edit only the text of their own department.
InboxRequests that users sent (for example, a model change) are collected here.

The left menu of an administrator account. Under "Admin", "Users & roles", "Role templates", and "Notices" are expanded

Figure 1.1-2. The left menu with the Admin group expanded

The dashboard of an administrator account. The status of all AI agent workspaces is collected at the top.

Figure 1.1-3. The administrator dashboard

Common Tasks​

You can also see each task step by step in the "Admin guides" tab of Help. Open Help and choose that tab.