Documentation

Admin setup

Company setup is a 7-step wizard, reachable from the Dashboard or the admin user menu: company information, importing employees, setting departments, configuring AI access, uploading company knowledge, enabling workflows, and inviting your team. It's resumable — pick up later from wherever you left off.

Departments are auto-detected from your employee import. Each one gets a head, an AI access preset (Standard, Professional, Technical or Confidential data), and a monthly ₫ budget — all adjustable later from Access & Budgets.

Once setup is complete, the Dashboard's setup strip disappears and the org admin can manage everything from the sidebar: Users, Departments, Workflows, Knowledge, and the Control section (Policies, Access & Budgets, Routing, Security, Audit).