Administration
Choose the guide for the administrative task you need to complete. For a new organization, start with identity and permissions. Then review data handling and application connections.
Set up access
Invite people and maintain organization membership.Organizations and membersUnderstand the permissions available to each customer role.Roles and permissionsConnect an OpenID Connect identity provider and verify sign-in.Single sign-onCreate, rotate, review, and revoke application credentials.API keys
Protect records
Find sensitive portal actions and export the records shown.Access logChoose how long records remain available.Data retentionHandle erasure requests and understand retained integrity evidence.Data deletion
Connect operations
Send signed review and session events to your own tools.WebhooksReview usage, configure budget alerts, and maintain calculation inputs.Billing settingsFind answers about membership, credentials, sign-in, and records.Administration questions
Test access and integration changes with a non-production application before applying them broadly.
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