Updated over a week ago

The appearance and options on your admin page may vary depending on your user roles and permissions assigned by the system administrator.

1. Profile

The first page you will encounter in the admin section is the Profile Page. This page provides essential information about your organization, including:

  • Organization Name: The name of your organization.

  • Email Domain: The email domain associated with your organization.

  • Organization Logo: Displays your organization's logo.

2. Users

The User page contains a list of all users within your organization. Here, you can find the following details for each user:

  • User: The name of the user.

  • Workspace Admin: Indicates whether the user is an admin for any workspaces.

  • Workspace Member: Lists the workspaces to which the user is a member.

  • Role: The role assigned to the user, which can be changed using the dropdown menu in the Role column.

  • Email: The email address of the user.

3. Workspaces

The Workspaces page allows users to manage their organization's workspaces. Here's how you can perform various actions on this page:

Create Workspace

Click “New Workspace” to create and configure a workspace in your organization.

Managing Workspaces

To manage workspaces, use the upside-down caret located on the right-hand side of the dataset table. The available options include:

  • Details - access the specific workspace and edit its details.

  • Delete - permanently delete the workspace.

Workspace Configuration

In the "Details" section of a workspace, you can:

Rename Workspace

Click on the rename button to change the name of the workspace.

Manage Members

Navigate to the "Members" section to view all users within that specific workspace, along with their assigned roles and email addresses.

Use the caret icon to remove users from a workspace.

Configure Notifications

Under the "Notifications" section, configure notification settings for the workspace, such as when to send notifications and where to send them (e.g., email address or Slack channel).

💡 Note: When workspace notifications are enabled, they will take precedence over the global notification settings that apply to the entire organization. In other words, the notification preferences specific to a particular workspace will override the notification settings that are set globally for the entire organization.

4. Usage Log

The Usage Log provides a comprehensive overview of the activities and usage statistics related to your organization's bots and analyses. The Usage Log is used for monitoring the performance and utilization of your Savant resources.

Important KPIs

Active Bots

Number of currently active bots within your organization.

Analyses Ran

Number of analyses and bots that were executed.

Rows Analyzed

Volume of data in rows that has been analyzed in your organization.

Filtering and Exporting Data

Filtering Data

The calendar filter allows you to specify a custom time range for which you want to view activities. Use the dynamic filters available at the click of a button.

Exporting Data

To extract usage data for further analysis or reporting, you can download a CSV file containing a comprehensive record of the activities, bot status, analysis details, and row counts. Click “Download CSV” to download the report to your local computer.

5. Notifications

On the Notification Page, you can configure global notifications for your organization.

  • Set Global Notifications: Adjust notification settings that apply to all workspaces.

  • Specify Notification Destinations: Define where notifications will be sent, such as an email address or a Slack channel.

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