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Admin & Security

Admin and security overview

Organization settings, security controls, data protection, audit log, and API keys, in one place.

1 min read

The Admin module is where the organization itself is configured.

What is here

  • Dashboard and audit log: what has happened across the organization.
  • Users and roles: membership, roles, module levels, access requests.
  • Permission walls: refused actions and why.
  • Organization settings: identity, branding, defaults.
  • Security: authentication controls including MFA, and SAML SSO on the Business plan.
  • Data protection: encryption of sensitive fields, retention, and export.
  • Billing and plans: subscription, credits, invoices.
  • API keys: keys for the public API. See API getting started.
  • Compliance (absorbed section): policies, requirements, training, and audits.

Security practices worth adopting

1
Require MFA for everyone with admin access, at minimum.
2
Keep owner and admin counts small and reviewed.
3
Review the audit log periodically rather than only after an incident.
4
Rotate API keys on a schedule and revoke ones nobody claims.
5
Export a backup before major structural changes.

Data protection

Sensitive personal fields are encrypted at rest. Data retention and purge policies are configurable, and organization export produces a full backup you control.

Important: Anyone who can create API keys can grant programmatic access to your organization's data. Treat key creation as an admin-level action and audit the key list as carefully as the user list.

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