Product tour

Control Panel: essential workspace administration

Learn where workspace admins manage members, agents, sources and governance controls.

2 min 29 sFor: Workspace owner or admin16 steps

Read the steps OR watch the video. Both teach the same outcome, and neither is needed for the other.Jump to the video

Quick steps

  1. Click SettingsWorkspace administration starts in Settings. As an owner or an admin, you see Settings under Manage in the sidebar. Select Settings.
    1. Start on DM Home (/).
    2. Click "Settings". The next view is "Workspace settings" (/settings/workspace).

    What it means: Workspace administration starts in Settings. As an owner or an admin, you see Settings under Manage in the sidebar. Select Settings.

  2. Click Advanced workspace administration (the Control Panel)At the bottom of this page, Administration leads to the Control Panel. Select Advanced workspace administration.
    1. Click "Advanced workspace administration (the Control Panel)". The next view is "Workspace" (/control-panel).

    What it means: At the bottom of this page, Administration leads to the Control Panel. Select Advanced workspace administration.

  3. Review what needs an adminThis is the Control Panel hub for your workspace. Attention required lists what needs an admin, such as an invitation waiting to be accepted. Workspace health shows the status of your sources, approval policy, plan and audit log.
    1. Review "What needs an admin": "Attention required".
    2. Review "Workspace status": "Workspace health".

    What it means: This is the Control Panel hub for your workspace. Attention required lists what needs an admin, such as an invitation waiting to be accepted. Workspace health shows the status of your sources, approval policy, plan and audit log.

  4. Review governance and auditIn the navigation, Data and audit holds export, retention and audit tools, and Usage shows your workspace plan. Some governance areas are marked as not yet available, and this video covers only what is live today.
    1. Review "Governance and audit": "Data & audit".
    2. Review "Plan and usage": "Usage".

    What it means: In the navigation, Data and audit holds export, retention and audit tools, and Usage shows your workspace plan. Some governance areas are marked as not yet available, and this video covers only what is live today.

  5. Click PeopleNow, who works in this workspace. Select People.
    1. Click "People". The next view is "Workspace" (/control-panel/people).

    What it means: Now, who works in this workspace. Select People.

  6. Click Workspace members and rolesPeople covers the members of the workspace, with their roles, and external participants who don't have accounts. Select Members.
    1. Click "Workspace members and roles". The next view is "Workspace" (/control-panel/members).

    What it means: People covers the members of the workspace, with their roles, and external participants who don't have accounts. Select Members.

  7. Review waiting to be acceptedMembers lists everyone in the workspace with their role. Pending invitations wait here until they are accepted.
    1. Review "Waiting to be accepted": "Pending invitations".

    What it means: Members lists everyone in the workspace with their role. Pending invitations wait here until they are accepted.

  8. Click OverviewNext, the workspaces you belong to. Go back to the Overview, then select Manage workspaces.
    1. Click "Overview". The next view is "Workspace" (/control-panel).

    What it means: Next, the workspaces you belong to. Go back to the Overview, then select Manage workspaces.

  9. Click Manage workspacesSelect Manage workspaces.
    1. Click "Manage workspaces". The next view is "Workspace" (/control-panel/workspaces).

    What it means: Select Manage workspaces.

  10. Review where you belongWorkspaces lists the workspaces you belong to, and lets you create a new one.
    1. Review "Where you belong": "YOUR WORKSPACES".

    What it means: Workspaces lists the workspaces you belong to, and lets you create a new one.

  11. Click SettingsFor agents and sources, go back to Settings. Select Settings.
    1. Click "Settings". The next view is "Workspace settings" (/settings/workspace).

    What it means: For agents and sources, go back to Settings. Select Settings.

  12. Click AgentsSelect Agents.
    1. Click "Agents". The next view is "Agents" (/control-panel/agents).

    What it means: Select Agents.

  13. Review how agent access worksAgents are the AI tools connected to this workspace, with their access and status. None have been created yet, so the list is empty. Create agent starts a new one.
    1. Review "How agent access works": "Agent governance".

    What it means: Agents are the AI tools connected to this workspace, with their access and status. None have been created yet, so the list is empty. Create agent starts a new one.

  14. Click SettingsBack in Settings, select Sources.
    1. Click "Settings". The next view is "Workspace settings" (/settings/workspace).

    What it means: Back in Settings, select Sources.

  15. Click SourcesSelect Sources.
    1. Click "Sources". The next view is "Sources" (/sources).

    What it means: Select Sources.

  16. Review your choiceSources is where the inputs DM can use are managed. DM reads only the items you choose, unless a broader scope is explicitly enabled. Which sources you can connect depends on what your deployment supports. Next, let's create your first workspace agent.
    1. Review "Your choice": "Selected evidence by default".

    What it means: Sources is where the inputs DM can use are managed. DM reads only the items you choose, unless a broader scope is explicitly enabled. Which sources you can connect depends on what your deployment supports. Next, let's create your first workspace agent.

The workspace, the team, the pending invitation and the empty agent list are invented for this tour. Only the admin persona is shown: what owners, admins and other roles see in a real workspace was not verified.

No administrative action is taken: nothing is created, invited, renamed or changed. Data and audit, Usage, Projects and the areas the product marks as not yet available are named but not opened, and no runtime action gateway is shown or claimed.

Descriptive transcript

Read the full transcript, including what happens on screen

Demo environment · synthetic workspace and data · backend responses are simulated. Where owners and admins find people, agents, sources and governance
This guide tours the real DM workspace administration with a synthetic workspace, a synthetic admin account and simulated backend responses. Which areas you see depends on your role and on what your workspace and deployment have enabled.

Disclosure (kept in this transcript and the video description, not drawn on the frames): Demo environment · synthetic workspace and data · backend responses are simulated.

00:00–00:11 · start

On screen: Start on DM Home (/). Click "Settings". The next view is "Workspace settings" (/settings/workspace). A highlight marks "Settings".

Narrator: Workspace administration starts in Settings.

Narrator: As an owner or an admin, you see Settings under Manage in the sidebar.

Narrator: Select Settings.

00:11–00:20 · admin-link

On screen: Click "Advanced workspace administration (the Control Panel)". The next view is "Workspace" (/control-panel). A highlight labelled "Control Panel" marks "Advanced workspace administration".

Narrator: At the bottom of this page, Administration leads to the Control Panel.

Narrator: Select Advanced workspace administration.

00:20–00:39 · hub

On screen: A highlight labelled "What needs an admin" marks "Attention required". A highlight labelled "Workspace status" marks "Workspace health".

Narrator: This is the Control Panel hub for your workspace.

Narrator: Attention required lists what needs an admin, such as an invitation waiting to be accepted.

Narrator: Workspace health shows the status of your sources, approval policy, plan and audit log.

00:39–00:55 · governance

On screen: A highlight labelled "Governance and audit" marks "Data & audit". A highlight labelled "Plan and usage" marks "Usage".

Narrator: In the navigation, Data and audit holds export, retention and audit tools, and Usage shows your workspace plan.

Narrator: Some governance areas are marked as not yet available, and this video covers only what is live today.

00:55–01:01 · open-people

On screen: Click "People". The next view is "Workspace" (/control-panel/people). A highlight marks "People".

Narrator: Now, who works in this workspace.

Narrator: Select People.

01:01–01:10 · people

On screen: Click "Workspace members and roles". The next view is "Workspace" (/control-panel/members). A highlight labelled "Members and roles" marks "Workspace members and roles".

Narrator: People covers the members of the workspace, with their roles, and external participants who don't have accounts.

Narrator: Select Members.

01:10–01:19 · members

On screen: A highlight labelled "Waiting to be accepted" marks "Pending invitations".

Narrator: Members lists everyone in the workspace with their role.

Narrator: Pending invitations wait here until they are accepted.

01:19–01:28 · open-workspaces

On screen: Click "Overview". The next view is "Workspace" (/control-panel). A highlight marks "Overview".

Narrator: Next, the workspaces you belong to.

Narrator: Go back to the Overview, then select Manage workspaces.

01:28–01:31 · workspaces-click

On screen: Click "Manage workspaces". The next view is "Workspace" (/control-panel/workspaces). A highlight labelled "Workspaces" marks "Manage workspaces".

Narrator: Select Manage workspaces.

01:31–01:38 · workspaces

On screen: A highlight labelled "Where you belong" marks "YOUR WORKSPACES".

Narrator: Workspaces lists the workspaces you belong to, and lets you create a new one.

01:38–01:45 · to-settings

On screen: Click "Settings". The next view is "Workspace settings" (/settings/workspace). A highlight marks "Settings".

Narrator: For agents and sources, go back to Settings.

Narrator: Select Settings.

01:45–01:48 · open-agents

On screen: Click "Agents". The next view is "Agents" (/control-panel/agents). A highlight marks "Agents".

Narrator: Select Agents.

01:48–02:01 · agents

On screen: A highlight labelled "How agent access works" marks "Agent governance".

Narrator: Agents are the AI tools connected to this workspace, with their access and status.

Narrator: None have been created yet, so the list is empty. Create agent starts a new one.

02:01–02:06 · back-to-settings

On screen: Click "Settings". The next view is "Workspace settings" (/settings/workspace). A highlight marks "Settings".

Narrator: Back in Settings, select Sources.

02:06–02:09 · open-sources

On screen: Click "Sources". The next view is "Sources" (/sources). A highlight marks "Sources".

Narrator: Select Sources.

02:09–02:29 · sources

On screen: A highlight labelled "Your choice" marks "Selected evidence by default".

Narrator: Sources is where the inputs DM can use are managed.

Narrator: DM reads only the items you choose, unless a broader scope is explicitly enabled.

Narrator: Which sources you can connect depends on what your deployment supports.

Narrator: Next, let's create your first workspace agent.

Last verified against the product on .

Product tour 1 min 48 s11 steps

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For: Workspace member or project lead

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