What each section is for
Roles in Admin Center
- Owner — full control, including billing checkout and portal.
- Administrator — day-to-day operations: users, groups, taxonomy, models. Cannot replace the owner.
- User — no Admin Center. Chat and Documents only, scoped by groups.
Suggested setup order
1
Classifications
Create levels such as Public, Internal, and Confidential with increasing ranks.
2
Categories
Mirror how the company files knowledge: teams, products, or policy areas.
3
Models
Enable the models your plan allows. Add provider API keys if you use bring-your-own-key.
4
Groups
On Team or higher, create groups that map to those categories and classification ceilings, then invite users into them.