Platform Overview

Setting Up Security and Permissions

Our company includes advanced security settings for admins to control access, data visibility, and authentication. 🔐

🔑 Authentication Settings

Enable 2FA under Admin > Security
Require strong passwords and password rotation every 90 days
Enable IP restrictions to allow access only from approved locations

🧾 Permissions

Use custom roles to restrict access to sensitive features like exports, billing, or user management. Each permission setting includes a description of what the role can and cannot do.

🔐 Single Sign-On (SSO)

Support Cloud integrates with popular identity providers like Okta, Azure AD, and Google Workspace. Enable SSO under Admin > Authentication and follow the connection instructions.

🧯 Troubleshooting

SSO isn’t working? Ensure the callback URL and token match the IDP settings.
Locked out of account? Use the emergency admin contact recovery method.

Navigating the Platform

This article explains how platform overview guide 1 works and what to expect.

Overview

Platform Overview Guide 1 is a core part of how users interact with the platform.

How It Works

The platform provides flexible configuration options designed to work across different teams and industries.

Access is controlled through user roles and permissions
Changes take effect immediately unless otherwise noted
Settings can be updated at any time by authorized users

Common Questions

Who can use this feature?

Access depends on your assigned role and organizational settings.

Can this be changed later?

Yes. Most settings can be updated or reversed at any time.

Next Steps

Review related articles in this section to learn more.

Understanding the Main Workspace

This article explains how platform overview guide 2 works and what to expect.