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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 five sections:

Data Sources

Connect cloud storage, configure data ingestion, set up content types, and manage automated flows.

Knowledge Graph

Configure the ontology, taxonomies, matching strategies, and client branding. Review ontology compatibility after schema changes.

Monitoring

Track jobs, view execution history, inspect system logs, and check startup health.

Users

Manage SSO configuration and user access.

Settings

Configure AI models, MCP servers, AI instructions, document templates, personas, and system settings.
See Document Templates for PPTX template management and Personas for audience profiles and login gating.

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 Admin > Graph > 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.