Administrator FAQ
Users and invitations
How many users can I add? The group's effective user limit applies. A person in several companies of the same group occupies one seat; in SaaS, valid pending company invitations also count. Check Entitlement Sets and your installation's usage display.
Does removing someone delete their account? Permanent company removal deletes that membership; the person's other memberships and account remain separate. Membership suspension is reversible and retains roles/ownership. Only the Super Admin suspends an account across the platform. Self-action and last-administrator protections apply. See User Management.
Can I upload CSV to add users? The Users screen does not provide CSV import. Use invitations. Invitation email depends on SMTP configuration; if the screen shows a missing-mail-server notice, review configuration with your administrator.
Company and roles
Can I access Administration without being a Super Admin? Platform administration belongs to the Super Admin. Company administrators perform permitted company operations under Settings. The company selection in the top bar determines whose records you manage.
Can I add a role? The screen does not define new roles. Platform, group and company roles work together with organization-unit assignments; the Role Guide explains the available roles.
Can I customize permissions? A company administrator does not change global RBAC policy. The Super Admin manages API and menu overrides for a specific company/role under Administration → RBAC Management. Global rows are read-only; an override does not grant a module entitlement or unrestricted record access.
Are membership role and unit assignment the same? No. A company's membership role and organization-unit membership/leadership are managed separately. Assigning a unit leader can affect their role. Role ceilings and last-administrator protections still apply.
Data and security
How do I export data? Use the action offered by the relevant screen. For example, an OKR cycle's Health & Progress view downloads visible rows as CSV. There is no shared Excel/PDF export menu for all screens.
Where are audit records? For a KPI, open History; for a SaaS entitlement set, inspect the relevant group set's change history. Record types have separate scopes; History and Audit Records explains the paths.
What is the retention period? A single period does not cover every data type. Platform Settings provides the applicable periods for AI conversations, tool/usage records, read notifications and integration logs. Confirm operational backups and contractual obligations with your installation owner.
Which information establishes compliance and data residency? Confirm the deployment's data-processing agreement, hosting location, subprocessors/AI providers and deletion/access-request procedures with your organization's responsible team. A role or menu setting alone is not a legal-compliance assurance.
Who should receive an issue report? Start with your organization's COS administrator and provide the company/record ID, time, steps and error message. Do not share passwords, tokens or keys. The administrator uses your organization's established support channel.