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Admin Panel

The Experio admin panel is available at /admin for users with administrator privileges. It provides a centralized interface for configuring data sources, managing the knowledge graph, monitoring system health, and controlling user access.

Admin Navigation

The admin sidebar is organized into six sections:

Model & Define

Design the knowledge model: taxonomies, ontology, artifact types, data mapping, enrichment rules, and matching strategies. Review ontology compatibility after schema changes.

Connect

Connect cloud storage and other systems, and set up the data sources to ingest.

Process

Run and schedule flows, follow flow executions and jobs, resolve matching conflicts, and evaluate the graph.

AI & Agents

Configure AI models, MCP servers, AI instructions, assistants, personas, the copilot, agent flows, and document templates.
See Document Templates for PPTX template management and Personas for audience profiles and login gating.

Observe

Inspect system logs, service scaling, startup health, and usage statistics.

Administer

Manage users, SSO, disclosure, access control, client configuration, system settings, graph migration, and organization integrations.

Permissions

Admin access is controlled through a role-based permission system: Each permission group has two levels:
  • Read — View configurations and data (required to see the section)
  • Write — Create, edit, and delete (required to make changes)

Onboarding Checklist

When you first access the admin panel, start with the Implementation Playbook. It says when a deployment needs a workshop, which business rules to capture, and which admin page each rule belongs on. The Onboarding Checklist is the click path once those decisions are made. The admin home also shows setup health for ontology compatibility: green when every dependent config is valid, amber when some are stale, and red when invalid configs are blocking ingestion. Open Ontology Compatibility from the strip or from Model & Define > Compatibility.

Asking about a page

Every admin page has the Copilot panel (see Admin Copilot). On a page the copilot has no dedicated tools for, its opening brief names the page and offers two starters — What does this page do? and Where do I…? — answered from this admin guide with links to the relevant documentation pages, and with an offer to take you to the right page.
  • The guide is indexed into the database and re-indexed automatically at server start when a page changed on disk (only changed pages are re-processed). The Startup Health page shows the index as READY or DEGRADED under Admin Help doc index, with an Ensure action; python manage.py index_admin_docs from the server directory does the same (add --full to rebuild every page).
  • When the index is out of date the copilot says so before answering from the guide and offers the re-index.

Next Steps

Implementation Playbook

Decide which workshops to run and which admin page each business rule belongs on.

Onboarding Checklist

Follow the step-by-step setup process for a new deployment.

Connectors

Connect your first cloud storage provider.

Integrations

Set up Google Workspace integration for per-user access to Gmail, Drive, Calendar, and Docs.