Administrator Guide

This guide covers administrative capabilities in the Istari Digital Platform. For general user features (systems, files, jobs, sharing), see the User Guide.

Prerequisites

• You need organization administrator access (customer admin) for every section in this guide. Your organization owner grants this role — see Granting admin access for IT administrators.
• Open the admin area from the Admin shield icon in the sidebar footer (or go to /admin). The avatar menu does not include a separate admin entry. The Admin icon appears only for organization administrators.
• If you do not see the Admin icon, contact your organization owner.

Admin Panel Overview

1. Click the Admin shield icon in the sidebar footer (or navigate to /admin).
2. The admin area opens with a left sidebar listing admin sections and a main panel for the selected page. Visiting /admin alone redirects to Users.

Every admin section requires organization administrator access. The Visibility column notes when a section also depends on a feature being enabled for your deployment — if the requirement is not met, the item does not appear in the admin sidebar.

Section	Description	Route	Visibility
Users	Manage organization users, invitations, permissions, and control tag assignments	/admin/users	Organization administrators
Control Tags	Create, edit, and archive control tags	/admin/control-tags	Organization administrators
Infosec Levels	Enable and configure information security classification	/admin/infosec	Organization administrators; infosec enabled for deployment
App Integrations	Configure third-party app connections (Google Drive, Windchill, etc.)	/admin/integrations	Organization administrators
Encryption Keys	Manage the RSA public key for encrypting function credentials	/admin/encryption	Organization administrators
Secure Connections	Configure inbound and outbound data channels with partner registries	/admin/secure-connections	Organization administrators
Usage Metrics	Download organization usage data as CSV for a chosen date range	/admin/usage	Organization administrators
Compatibility	Monitor server and agent API compatibility	/admin/compatibility	Organization administrators

Use the sidebar to switch between admin sections. The Admin breadcrumb links to /admin, which opens Users by default.

Agents (configure tokens and manage agents) live under Agents in the main app sidebar at /agents, not under the admin hub. That entry is also visible to organization administrators only. Legacy URLs /admin/agent and /admin/agent-management redirect there.

Guide Sections

• User Management — invite, edit, deactivate users; manage tool access and classifications
• Infosec Levels — enable and configure security classification levels
• Control Tags — create and manage control tags (assign tags to users in User Management)
• Agents — generate tokens, view and manage agents
• App Integrations — configure third-party connections
• Encryption Key — manage the public encryption key
• Usage Metrics — download usage reports
• Platform Compatibility — server and agent version compatibility
• Secure Connections — configure sending and receiving connections with partner registries
• Debugging Secure Connections — diagnose sync failures and authentication issues

Quick Reference: Admin Routes

Route	Page
/admin	Admin entry (redirects to /admin/users)
/admin/users	User management
/admin/control-tags	Control tag management
/admin/infosec	Infosec level configuration
/admin/integrations	Third-party app integrations
/admin/encryption	Encryption key management
/admin/usage	Usage metrics
/admin/compatibility	Platform compatibility
/admin/secure-connections	Secure connection management
/admin/secure-connections/:kind/:id/sync-status	Connection sync status detail
/agents	Agent token configuration and agent management (main sidebar)