Setup and governance
This section is for administrators, owners, and advanced users who shape how Boldo works for an organization. In Boldo, organization configuration affects the whole product: the metamodel defines the structure of the knowledge base, roles define what people can do, domains define on which perimeter they can do it, and security settings define how access is protected.
info
Some administration features depend on your user type, your organization plan, whether your organization uses SSO, and whether advanced governance features are enabled.
In this section
| Area | Use it to |
|---|---|
| Organization Information | Confirm the organization context, plan, and your current role |
| Metamodel | Define how the knowledge base is structured |
| Governance and Access | Manage members, permissions, and access perimeters |
| Security and Administration | Enforce security, monitor activity, and use developer features |
Recommended order
If you are setting up a new organization:
- Review Organization Information
- Define the Metamodel
- Read Understand the access model
- Configure Users
- Create the needed roles and access domains
- Review Security
- Configure imports, usage, billing, or API access if needed
If your organization already exists, review the current metamodel before changing it and change one governance layer at a time.