Administer
Configure the organization’s members, access, data model and services. Most changes require Administrator or Owner type; each page explains its own permissions and plan requirements.
Start from the setting you need to change, then check its effects on existing data and other members. Connection methods and external automation are covered under Connect and automate.
In this section
Organization and members
| Page | Use it to |
|---|---|
| Manage organization information | Change the organization name and logo. |
| Choose a plan and manage a subscription | Understand capabilities and manage the subscription. |
| Invite and manage members | Invite members, assign access and manage departures. |
Access and permissions
| Page | Use it to |
|---|---|
| Understand the access model | Distinguish user types, roles and domains. |
| Configure roles and domains | Configure permissions and review their combined effects. |
| Diagnose a user's permissions | Explain a member’s effective access. |
| Set access to folders and visualizations | Control access to shared folders and visualizations. |
Model and calculations
| Page | Use it to |
|---|---|
| Understand and evolve the metamodel | Prepare model changes and identify their dependencies. |
| Create and organize asset types | Create types and categories, and arrange properties into categories. |
| Configure properties | Choose fields, defaults and completeness rules. |
| Convert a property type | Preview conversions, mappings and possible losses. |
| Create and maintain a calculated property | Compose, validate and maintain a calculated value. |
| Formula and function reference | Find supported syntax, functions and examples. |
| Configure relationship types | Define direction, relationship fields and parallel links. |
Quality, security and services
| Page | Use it to |
|---|---|
| Configure the quality program | Set revalidation delays and review digests. |
| Configure security and SSO | Manage access policies and coordinate SSO. |
| Configure AI for the organization | Choose providers, models and member AI access. |
| Monitor usage and limits | Distinguish presence, capacity and AI consumption. |
| Administer sharing links | Review, transfer or revoke external links. |