Admin Panel & Roles
Admin Panel & Roles
AIvis separates deployment-wide administration from scoped resource curation so that people receive the access they need without expanding sensitive configuration access unnecessarily.
Page purpose
Define roles before opening models, knowledge, and Agents to more users. Otherwise, later connectors, Actions, or Agents may not have a clear owner, and audits become harder because it is unclear who should be allowed to modify configuration.
Access the Admin Panel
After signing in with the appropriate role, Admins begin from Admin and can open model configuration at /admin/configuration/language-models. Curators begin from Curator at /admin/agents; their menu also provides MCP Actions, OpenAPI Actions, connectors, and document sets. Menu visibility does not remove the ownership and group boundaries described below.
Admin and Curator
First administrator
Before configuring the deployment, the person responsible for its initial setup should confirm administrator access. That administrator should then establish the intended roles and access boundaries before delegating configuration or curation work.
Responsibility boundaries
Assign the smallest role that supports a person’s task. A role name does not guarantee every menu is visible: deployment mode, server configuration, and administrator settings can still limit available controls.
Admins own deployment-wide settings and can manage all resources. Curators manage Agents, connectors, and document sets for groups for which they are a curator; Global Curators manage those group-scoped resources for groups of which they are members. Both Curator roles can create MCP and OpenAPI Actions, but can modify, delete, or maintain protected credentials only for Actions they created. Global Curator status does not expand Action ownership.
A Curator can attach a currently available Action to any Agent they can edit. Neither Curator role can change deployment-level models, Index Settings, organization-wide integrations or security, Usage, or other organization settings.
Next steps
Confirm the deployment mode, configure deployment-level settings as an Admin, and give Curators only the group scope needed for their Agents, connectors, and document sets. Curator-created Actions remain owner-scoped.