Admin Guide
As a Pingd admin, you have control over your organization's agent configuration, user management, data policies, and settings. This guide provides an overview of your admin capabilities.
Admin Dashboard
Access your admin panel at Settings → Admin or navigate directly to the admin section of your Pingd dashboard.
Dashboard Overview
Your admin home shows at-a-glance metrics:- Active Users — Team members actively using Pingd
- Queries Today — Total agent queries across your org
- Agent Health — Response times and error rates
- Recent Activity — Latest queries and actions across the team
Key Admin Areas
👥 User Management
Control who has access and what they can do:- Invite and remove team members
- Assign roles (Owner, Admin, Member)
- Set access tiers (Basic, Power, Admin)
- Enable/disable individual user accounts
🤖 Agent Configuration
Shape how the AI agent behaves for your organization:- Set organization-wide agent personality and instructions
- Create agent templates for different teams
- Configure available skills per access tier
- Set default greeting messages and behavior
🔐 Data Access Policies
Control what data each user can see:- Create and manage access policies
- Set ownership-based filters
- Configure team and territory access
- Test policies before deploying
📊 Analytics
Monitor usage and adoption:- Query volume over time
- Active user trends
- Most common query types
- Response quality metrics
- Feature adoption rates
🔗 External Connection Management
Control your organization's data sources:- Connection Wizard — Step-by-step setup for Snowflake, S3, Salesforce, Redshift, and PostgreSQL
- Supported Connectors — Configure and test connections to external data sources
- Primary Connection — Set which data source your agent uses by default
- Table Discovery — Automatically discover and map tables from connected sources
- Connection Health — Monitor connection status and troubleshoot issues
🎯 Advisor Management
Create and manage automated insight generation:- Create Advisors — 6-step wizard to configure data sources, filters, and insight generation
- Run Schedules — Set up cron-based scheduling for regular insight delivery
- Advisor Templates — Save common advisor configurations for reuse across teams
- Insight Delivery — Configure Slack DM delivery and recipient targeting
- Performance Monitoring — Track advisor success rates and delivery metrics
🔐 API Key Management
Generate and manage authentication for Pingd integrations:- Generate Keys — Create organization-scoped API keys for Copilot access
- Key Rotation — Safely revoke and regenerate keys without service interruption
- Usage Monitoring — Track API key usage and last-used dates
- Expiration Management — Set automatic expiration dates for enhanced security
- Scope Control — Limit key access to specific organizational data
⚙️ Organization Settings
Manage org-level configuration:- Email domain and auto-join settings
- Subscription and billing
- Slack workspace connection
- Data retention policies
Admin Best Practices
- Set up policies before onboarding — Have data access policies configured before inviting your team
- Start with org-level defaults — Configure agent personality and instructions at the org level first
- Monitor adoption — Check analytics weekly to see who's using Pingd and who needs help
- Review access quarterly — Audit user access and remove inactive accounts
- Keep instructions updated — As your sales process evolves, update agent instructions to match
Admin-Only Features
These features are available only to Owner and Admin roles:
- Agent template management
- Data access policy configuration
- User role assignment
- Organization settings
- Analytics dashboard
- Audit log access
Pro Tip: Designate at least two admins in your organization. If one person is out, the other can manage settings and respond to team needs.
Getting Help
If you need admin support:
- Check the Troubleshooting Guide
- Review the FAQ
- Contact support at support@pingd.io