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Settings and Admin

CAIPE separates configuration from platform operations:

  • Settings opens as a dialog over the current page. It contains personal preferences and the small set of platform-wide preferences available to admins.
  • Admin is a routed workspace for managing people, resources, integrations, operations, and security policy.

Open Settings from Profile picture → Settings. The Appearance shortcut in the application header opens the same dialog directly at Appearance. Closing the dialog returns you to the page where you opened it.

Settings map​

Personal​

  • Appearance — theme, typography, and accent gradient.
  • Chat & agents — per-surface default agents and conversation behavior.
  • Notifications — personal release-note notifications.
  • Account & access — your identity, platform role, and teams.
  • Developer — debug preferences and session diagnostics.

Platform settings​

Admins also see:

  • Defaults — fallback agent for people without a personal choice.
  • Announcements — platform-wide release announcements.

AI Review and access-before-sign-in policy remain in Admin → Security & Policy because they are governance and access-management workflows.

Admin map​

Admin opens at Teams & Users → Users. Its category buttons disclose their destinations without navigating, allowing an administrator to choose the exact page before leaving the current one.

  • Resources — agent configuration, Skill Hubs, service accounts, and credential administration.
  • Teams & Users — users, teams, and identity sync.
  • Integrations — Slack and Webex administration.
  • Insights — statistics and feedback.
  • Metrics & Health — operational metrics, health, and authorization insights.
  • Security & Policy — access policy, AI Review, authorization tools, audits, identity health, and migrations.

Saving changes​

Single-setting controls save when you interact with them:

  • The control updates immediately.
  • An inline status reports Saving, Saved, or an actionable error.
  • Failed server-authoritative changes roll back and can be retried.
  • Web, Slack, and Webex default-agent choices save independently.

Multi-field policy and access forms retain an explicit review/apply action.

Platform default agent​

The platform default applies only when a person has not chosen a personal default. Choosing one makes that agent available to every signed-in user, so CAIPE explains the consequence and asks for confirmation before persisting it.

Resolution order:

  1. A person's default for the current surface.
  2. The persisted platform default.
  3. The DEFAULT_AGENT_ID deployment fallback.
  4. No default agent; the user chooses an accessible agent.

If the configured agent is missing or no longer visible, Settings shows a warning. Choose another agent or remove the platform default.

Access control​

  • Any signed-in user can manage personal preferences and inspect their own account and access information.
  • Only admins can see or change Platform settings.
  • Admin View as remains read-only for operational and policy controls.
  • Sensitive session and token values remain concealed until explicitly opened.