> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloosphere.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin Panel

> Complete guide to admin features — users, organizations, settings, channels, monitoring, and evaluation

<Info>User Profile › Admin Panel</Info>

The admin panel is the central management interface for operating the Cloosphere platform.

* Control all platform settings: user management, organizational structure, LLM connections, security policies, notification channels, and more.

<Frame caption="Admin panel entry path and main screen">
  <img src="https://mintcdn.com/cloocus/Jjr6o_i720oXQtQO/images/admin/overview-main.png?fit=max&auto=format&n=Jjr6o_i720oXQtQO&q=85&s=37f2bc8a16fb008ed7cf3e09acac2d4d" alt="Admin panel entry path and main screen" width="4320" height="2700" data-path="images/admin/overview-main.png" />
</Frame>

<Columns cols={2}>
  <Card title="Users" icon="users" href="/en/admin/users">
    User list · role assignment, group permissions, organization management, inquiry handling
  </Card>

  <Card title="Settings" icon="gear" href="/en/admin/settings/general">
    LLM connections · documents · search · guardrails · channels · code gateway · license, and other Settings tabs
  </Card>

  <Card title="Monitoring" icon="chart-line" href="/en/monitoring/overview">
    Dashboard · usage · audit · guardrail · conversation · file logs
  </Card>

  <Card title="Evaluation" icon="star" href="/en/monitoring/evaluations">
    Arena · leaderboard · feedback · auto-evaluation · tracing
  </Card>
</Columns>

***

## Accessing the Admin Panel

<Note>
  Only users with the **Admin** role can access the admin panel. Regular users (User role) won't see the admin menu.
</Note>

Click your user name at the bottom of the sidebar to reveal the **Admin Panel** menu. Click it to navigate to the admin dashboard.

***

## Per-Role Access

Cloosphere has three user roles.

* Admin panel access is determined by role.

| Role        |     Admin Panel     |       Workspace      |         Chat         |
| ----------- | :-----------------: | :------------------: | :------------------: |
| **Admin**   |     Full access     |      Full access     |      Full access     |
| **User**    | No access (default) | Per group permission | Per group permission |
| **Pending** |      No access      |       No access      |       No access      |

<Tip>
  Through group permission settings, you can delegate parts of admin features (user management, monitoring, etc.) to regular users at read or write level. See the [Groups & Permissions](/en/admin/groups) page.
</Tip>

***

## Admin Panel Navigation

The admin panel switches between feature areas via top-tab navigation.

```mermaid theme={null}
flowchart LR
    A[Admin Panel] --> B["<b>Users</b><br/>Users · Groups · Organizations · Inquiries"]
    A --> C["<b>Settings</b><br/>General·Connections·Models · Knowledge·Documents·Search · AI · Safety<br/>UI·Channels · Data·Operational Security"]
    A --> F["<b>Monitoring</b><br/>Dashboard·Usage · Audit·KMS·Guardrail · Conversation·File Logs"]
    A --> G["<b>Evaluation</b><br/>Evaluation·Auto-Evaluation · Arena·Leaderboard · Feedback·Tracing"]
```

***

## Settings Tabs

Settings split into the **four areas** in the diagram above. Each tab shows the navigation path (`Admin › Settings › …`) and the settings it contains.

<Tabs>
  <Tab title="General">
    **Navigate** — Admin › Settings › General (Connections, Models, and other tabs)

    Platform basics — LLM connections, documents, search, guardrails, interface, etc.

    | Tab                                                             | Description                                             |
    | --------------------------------------------------------------- | ------------------------------------------------------- |
    | [**General**](/en/admin/settings/general)                       | Authentication, default role, log level, usage limits   |
    | [**Connections**](/en/admin/settings/connections)               | OpenAI, Ollama, and other LLM Provider connections      |
    | [**Models**](/en/admin/settings/models)                         | Model list management, default model, model filters     |
    | [**Documents**](/en/admin/settings/documents)                   | Embedding engine/model, chunk size, Vector DB           |
    | [**Document Templates**](/en/admin/settings/document-templates) | PPT·Word·Excel master templates for document generation |
    | [**Guardrails**](/en/admin/settings/guardrails)                 | Global guardrails, file upload security checks          |
    | [**Search Engine**](/en/admin/settings/search-engine)           | Azure Search, Elasticsearch, etc.                       |
    | [**Web Search**](/en/admin/settings/web-search)                 | SearXNG, Google PSE, Bing, and other web search engines |
    | [**Code Execution**](/en/admin/settings/code-execution)         | Code interpreter (Jupyter/Sandbox) settings             |
    | [**Interface**](/en/admin/settings/interface)                   | UI customization, default prompts, landing page         |
    | [**Branding**](/en/admin/settings/branding)                     | Customize logo, favicon, colors, sign-in screen         |
    | [**Audio**](/en/admin/settings/audio)                           | STT/TTS engine and model                                |
    | [**Images**](/en/admin/settings/images)                         | Image generation engines (DALL-E, Stable Diffusion)     |
    | [**Data Retention**](/en/admin/settings/data-retention)         | Auto-cleanup retention periods for logs/traces          |
    | [**Memory**](/en/admin/settings/memory)                         | Memory extraction model, confidence, retention policy   |
    | [**Monitoring**](/en/admin/settings/monitoring)                 | OpenTelemetry and observability stack deployment        |
    | [**Database**](/en/admin/settings/database)                     | Config/DB backup/migration, chat export                 |
    | [**Encryption**](/en/admin/settings/encryption)                 | KMS encryption of sensitive settings, integrity audit   |
    | [**License**](/en/admin/settings/license)                       | License key management, feature activation              |
  </Tab>

  <Tab title="Channels · Bot Connection">
    **Navigate** — Admin › Settings › Channels

    Configure scheduled-task notification channels and Microsoft Teams bot integration.

    | Item                                      | Description                                                                                                       | Location                                     |
    | ----------------------------------------- | ----------------------------------------------------------------------------------------------------------------- | -------------------------------------------- |
    | [**Channels**](/en/admin/notifications)   | Email (SMTP·SendGrid·Azure·MS Graph) and webhook (Slack·Teams·Discord·Telegram·Google Chat) notification channels | Admin › Settings › Channels                  |
    | [**Bot Connection**](/en/admin/teams-bot) | Microsoft Teams bot — two-way conversation across 1:1, team channels, and group chats                             | Admin › Settings › Channels (Bot Connection) |
  </Tab>

  <Tab title="Code Gateway">
    **Navigate** — Admin › Settings › Code Gateway

    [**Code Gateway**](/en/admin/code-gateway) — Configure the API proxy gateway that connects in-house LLMs to AI coding tools (Claude Code · Cursor · Codex CLI · GitHub Copilot, etc.).
  </Tab>

  <Tab title="Embed Widgets">
    **Navigate** — Admin › Settings › Embed Widgets

    [**Embed Widgets**](/en/admin/settings/embed-widgets) — Register and manage chat widgets embedded in external websites.
  </Tab>
</Tabs>

***

## Quick Start

<Steps>
  <Step title="Configure LLM connections">
    Register OpenAI API keys or Ollama server URLs in [Connections](/en/admin/settings/connections).
  </Step>

  <Step title="Manage users">
    Add users and assign roles in [User Management](/en/admin/users). Create groups for organized permission management.
  </Step>

  <Step title="Configure security">
    Set authentication methods, JWT expiration, and signup permission in [General](/en/admin/settings/general).
  </Step>

  <Step title="Set up channels">
    Register email or webhook channels in [Channels](/en/admin/notifications) to enable scheduled task notifications.
  </Step>
</Steps>

***

## Service Request (SR)

A feature for admins to directly submit **service requests (usage increases, feature inquiries, bug reports, etc.)** to the Cloosphere operations team.

### Activation Conditions

Activated when **both** the `SR_KEY` and `CLOOCUS_PUBLIC_URL` environment variables are set.

* Without them, the menu doesn't appear.

### How to Use

<Steps>
  <Step title="Pick Service Request from the user menu">
    Click your **user avatar** at the bottom of the sidebar, then pick **Service Request** from the dropdown.

    <Frame>
      <img src="https://mintcdn.com/cloocus/Jjr6o_i720oXQtQO/images/admin/overview-sr-menu.png?fit=max&auto=format&n=Jjr6o_i720oXQtQO&q=85&s=779133e333ac35490e4d15f76b1b875b" alt="Service Request item in the user avatar dropdown menu" style={{ maxWidth: '360px' }} width="1260" height="1350" data-path="images/admin/overview-sr-menu.png" />
    </Frame>
  </Step>

  <Step title="Fill in and submit the request">
    Enter the type, title, and content in the modal, then click **Submit**.

    <Frame>
      <img src="https://mintcdn.com/cloocus/Jjr6o_i720oXQtQO/images/admin/overview-sr-modal.png?fit=max&auto=format&n=Jjr6o_i720oXQtQO&q=85&s=86ca524b0f1b3b3eabbc17fd6ea1e656" alt="Service Request modal — type, title, and content fields" style={{ maxWidth: '520px' }} width="1890" height="1260" data-path="images/admin/overview-sr-modal.png" />
    </Frame>
  </Step>
</Steps>

| Field       | Description                                                                         |
| ----------- | ----------------------------------------------------------------------------------- |
| **Type**    | Request type — usage limit, feature inquiry, bug report, account/permission, others |
| **Title**   | Request title (brief summary)                                                       |
| **Content** | Request details                                                                     |

<Note>
  Requester name and email are auto-attached from sign-in info. SR is shown only to **Admin role** users.
</Note>