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12 changes: 10 additions & 2 deletions ai-for-work/administration/user-management.mdx
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Expand Up @@ -222,8 +222,6 @@ If no employee directory is configured, the Employee Directory option is disable

### Directory Configuration

#### Admin Setup

Go to **Admin Hub > Employees > Directory Configuration**, then click **Add Directory Source** to launch the Configuration Wizard.

**Step 1: Source Configuration**
Expand Down Expand Up @@ -291,6 +289,16 @@ The default frequency is **Never**. You must set a schedule to enable automatic

**Filter settings** — Select single-select fields (for example, Department, Designation, Location) to expose as search filters for end users. Only fields with discrete values can be used as filters.

**Organization chart root user**: Control which employee appears at the top of the organization chart:

* **Auto-selection**: On the first sync, the platform automatically selects the user with the highest number of direct and indirect reportees as the root user. The selection persists across all subsequent syncs.
* **Manual override**: Select a different root user at any time from the list of users without an assigned manager. The manual selection persists across subsequent syncs.
* **Reassignment on manager assignment**: If the root user is assigned a reporting manager, that manager automatically becomes the new root user. If the new root user also has a manager, the platform traverses up the reporting chain until it finds the topmost user without a manager.
* **Reassignment on deletion**: If the root user is deleted, the platform automatically reassigns the root to the user with the next highest number of direct and indirect reportees.
* **Notification**: After any automatic reassignment, the platform notifies administrators so they can review or override the new root user.

Manually selected root users follow the same reassignment rules: deletion or manager assignment triggers automatic reassignment.

**Step 5: Publish the Directory**

Publishing requires at least one record in the directory. Only directories that are ready to publish (not in draft state or empty) can be published.
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64 changes: 31 additions & 33 deletions ai-for-work/assistant-configurations.mdx
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Expand Up @@ -55,8 +55,8 @@ Automatically applies security policies from your [Guardrails](#guardrails) conf
![Guardrail Enforcement](/ai-for-work/assist-configuration/images/guardrails-enforcement.png)

- **Enabled**: Security policies enforce across all pipeline queries.
- **Disabled**: Enforcement is removed from the pipeline.
- Cannot be toggled here — controlled exclusively through the [Guardrails](#guardrails) interface.
- **Disabled**: The pipeline skips enforcement.
- You cannot toggle this setting here; the [Guardrails](#guardrails) interface controls it exclusively.

### Small Talk Handling

Expand All @@ -74,7 +74,7 @@ Analyzes incoming queries and directs them to the most appropriate AI agent.
![Intelligent Agent Routing](/ai-for-work/assist-configuration/images/intelligent-agent.png)

- Uses predefined routing algorithms optimized for accuracy and efficiency.
- Routing logic is locked to ensure consistent performance and scalability.
- The platform locks the routing logic to ensure consistent performance and scalability.

### Enterprise Knowledge Lookup

Expand All @@ -84,9 +84,9 @@ Integrates your organization's knowledge base into the AI query pipeline so resp

| State | Behavior |
|-------|----------|
| **Configured and Enabled** | Knowledge base is queried automatically for all pipeline requests |
| **Configured and Enabled** | The pipeline queries the knowledge base automatically for all requests |
| **Configured but Disabled** | Knowledge base is accessible only through the compose bar's agent selector |
| **Not Configured** | Component remains inactive until Enterprise Knowledge is set up |
| **Not Configured** | The component remains inactive until you set up Enterprise Knowledge |

<Note>Enterprise Knowledge remains accessible through the compose bar's agent selector even when disabled in the query pipeline.</Note>

Expand Down Expand Up @@ -153,7 +153,7 @@ Enterprise Search lets administrators enable a dedicated search experience for e

Turn on the **Enable** toggle to make the **Search** option available to end users in the application.

When Enterprise Search is enabled, select one enterprise knowledge source from the configured sources. The platform uses the selected source for all search results shown to end users. You can change the selected source at any time.
When you enable Enterprise Search, select one enterprise knowledge source from the configured sources. The platform uses the selected source for all search results that end users see. You can change the selected source at any time.

---

Expand All @@ -175,9 +175,8 @@ The Announcements feature lets administrators create, manage, and publish organi
| **Name** | Up to 80 characters |
| **Description** | Up to 800 characters; supports bold, italic, underline, hyperlinks, colors, bullets, and numbered lists |
| **Announcement Type** | Banner (currently the only option) |
| **Publish To** | Everyone in the account, or specific agents/users |

![Announcement editor](/ai-for-work/assist-configuration/images/announcement_2.png)
| **Publish To** | **Everyone in Account**, **Selected User Groups**, or **Agent Specific** |
3. If you select **Selected User Groups**, the platform displays all available user groups. Select one or more groups from the list; the interface displays the number of selected groups. The published announcement is visible to every user who belongs to the selected groups.

### Actions

Expand Down Expand Up @@ -208,7 +207,7 @@ Editing a published announcement prompts you to either **Discard changes** or **

## Email Templates

Email Templates let you customize the invitation emails sent when users are added to the account, a workspace, or specific applications.
Email Templates let you customize the invitation emails that the platform sends when you add users to the account, a workspace, or specific applications.

**Navigation**: Account Hub → Assistant Configurations → Email Templates

Expand All @@ -218,13 +217,13 @@ Email Templates let you customize the invitation emails sent when users are adde

| Template | Sent When |
|----------|-----------|
| **Admin Invitation** | A user is added as an Admin |
| **Custom Admin Invitation** | A user is assigned a custom admin role |
| **Workspace Invitation** | A user is invited to a specific workspace |
| **Admin Invitation** | You add a user as an Admin |
| **Custom Admin Invitation** | You assign a custom admin role to a user |
| **Workspace Invitation** | You invite a user to a specific workspace |

#### Application Templates

Each provisioned application has a **Member Invitation** template sent when a user is added as a member. Each application maintains its own separate template.
Each provisioned application has a **Member Invitation** template that the platform sends when you add a user as a member. Each application maintains its own separate template.

### Customize a Template

Expand All @@ -236,8 +235,8 @@ Each provisioned application has a **Member Invitation** template sent when a us

### Template Management

- Templates are organized by application; all provisioned applications appear in the list.
- Default subject and body text are provided and can be modified.
- The platform organizes templates by application; all provisioned applications appear in the list.
- The platform provides default subject and body text, which you can modify.
- Changes apply to all future invitations of that type.
- Admins and Custom Admins can review and adjust templates before the system sends invitations.

Expand Down Expand Up @@ -340,6 +339,8 @@ The page includes a pre-provisioned **Default MCP Server** that the platform mar

Every account includes a **Default MCP Server** that requires no setup and is ready on first access. The Default MCP Server exposes the account's prebuilt agents and enterprise knowledge sources as MCP tools.

The platform provides the server name, "Default MCP Server", and the description, "Access your organization's tools, agents, and knowledge sources directly from your AI assistant." You cannot edit either field or delete the Default MCP Server.

### Create a Server

Select **Create** to open the server creation wizard. The wizard guides you through four steps: **Details**, **Tools**, **Auth settings**, and **Access limits**.
Expand Down Expand Up @@ -373,14 +374,7 @@ To edit a tool description, hover over a custom tool and select **Edit descripti

To remove a custom tool, hover over the tool and select the remove option. To add a removed tool again, select **+ Tool** and select it from the **Add agents** panel.

**Auth settings**

Select the authentication method that clients use to connect to the server:

| Method | Description |
|--------|-------------|
| **OAuth** | Clients authenticate through an OAuth-based flow. |
| **Auth Tokens** | Clients authenticate with an authentication or API token. |
**OAuth** Clients authenticate through an OAuth-based flow.

**Access limits**

Expand All @@ -392,6 +386,10 @@ Set which users in the account can access the server:
| **Limited users** | Only the selected users or user groups can access the server. Use the directory picker to search for and select users and groups. |
| **None** | No users can access the server, which makes the server inaccessible. |

**Manage a server**

You can edit or delete any server after you create it. Open a server to modify its details, tools, authentication method, or access limits. The edit and delete actions are not available for the **Default MCP Server**.

---

## Rate Limits
Expand Down Expand Up @@ -420,7 +418,7 @@ Admins can add users to, remove users from, or clear the entire Power User list.

### Time Windows

Select the duration over which points are tracked:
Select the duration over which the platform tracks points:

- 1 hour
- 3 hours
Expand All @@ -429,7 +427,7 @@ Select the duration over which points are tracked:

View point consumption per query in the **Logs** tab of the dashboard.

<Note>All queries — including small talk and interrupted queries — consume points. Points are not counted if an error occurs while answering a query.</Note>
<Note>All queries — including small talk and interrupted queries — consume points. The platform does not count points if an error occurs while answering a query.</Note>

---

Expand All @@ -446,7 +444,7 @@ Control whether users can access scheduling functionality for agents.
| State | Effect |
|-------|--------|
| **On** | Users can create and manage schedulers for their agents |
| **Off** | Scheduling is disabled for all users |
| **Off** | The platform disables scheduling for all users |

### Scheduling Limit per User

Expand Down Expand Up @@ -476,7 +474,7 @@ For agent-level scheduler configuration, see [Schedule Trigger](/ai-for-work/cus

## Language Settings

The following languages are supported:
The platform supports the following languages:

| Language | Code |
|----------|------|
Expand Down Expand Up @@ -507,7 +505,7 @@ Use the **Enable Uploading Attachments in Compose Bar** toggle to control whethe
| **On** | End users see the attachment option in the compose bar and can upload files alongside their queries |
| **Off** | The platform hides the attachment option from the compose bar for all end users |

<Note>You can enable attachment uploads only if at least one LLM model is configured in the platform. If no LLM model is available, the toggle remains disabled and the platform displays a banner prompting you to configure an LLM model first.</Note>
<Note>You can enable attachment uploads only if the platform has at least one configured LLM model. If no LLM model is available, the toggle remains disabled and the platform displays a banner prompting you to configure an LLM model first.</Note>

### LLM Model Selection

Expand All @@ -530,7 +528,7 @@ When enabled, select one of the following RAG processing options:

| Option | Description |
|--------|-------------|
| **Platform Built-in RAG** | Uses the platform's built-in RAG capability to process and retrieve content from large attachments. Displays a **Select Embedding Model** dropdown; the Kore embedding model is selected by default. Only embedding-capable models appear in the list. |
| **Platform Built-in RAG** | Uses the platform's built-in RAG capability to process and retrieve content from large attachments. Displays a **Select Embedding Model** dropdown; the platform selects the Kore embedding model by default. Only embedding-capable models appear in the list. |
| **LLM-Provided RAG** | Uses the selected LLM's native RAG or file-handling capabilities. Available only if the chosen LLM model supports the required APIs. |

<Note>Switching between RAG options or changing the embedding model removes all currently uploaded files across the account. The platform prompts you to confirm before applying the change.</Note>
Expand All @@ -553,7 +551,7 @@ The page provides three account-wide toggles:
| **Capture Memory?** | The assistant remembers information the user shares across conversations |
| **Mine Data from Business Systems?** | The assistant fetches details from connected business applications |

When an administrator turns on **Capture Memory**, all existing end users see a one-time pop-up notification in the AI for Work app confirming that memory is active. Any new user who receives access while memory is enabled also sees this notification on first login.
When an administrator turns on **Capture Memory**, all existing end users see a one-time pop-up notification in the AI for Work app confirming that memory is active. Any new user who receives access while memory is active also sees this notification on first login.

<Note>Turning off Capture Memory stops new memory generation but does not delete existing memories. Users can manage their stored memories from the Personalisation and Memory widget on their profile page.</Note>

Expand All @@ -572,11 +570,11 @@ Use the **Enable Projects** toggle to control whether users can create and manag
| State | Effect |
|-------|--------|
| **On** | Users can create projects, upload files, and use project content as a source for queries |
| **Off** | The Projects feature is hidden from all users |
| **Off** | The platform hides the Projects feature from all users |

### Model Selection

When Projects is enabled, the platform displays a **Model Selection** dropdown.
When you enable Projects, the platform displays a **Model Selection** dropdown.

- The platform selects the default configured LLM model automatically.
- You can change the model used for processing project-based queries at any time.
Expand Down
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