# Administration

This section is for everyone who sets up and looks after Workist for their company.

| Page | Contents | For whom |
| --- | --- | --- |
| [Users, roles & teams](/en/docs/administration/users-and-roles.md) | Roles and their permissions, inviting and managing employees, teams and channel visibility, turning Worki on or off for the company | **Manager**, **Admin** |
| [Sign-in & security](/en/docs/administration/login-and-security.md) | Password, two-factor authentication, company-wide MFA requirement, single sign-on with Microsoft Entra ID or SAML, API keys | all users; company settings: **Admin**, API keys: **IT**, **Admin** |
| [Notifications](/en/docs/administration/notifications.md) | Email summaries and browser notifications about documents that need assistance | all users; company schedule: **Admin** |
| [Analytics](/en/docs/administration/analytics.md) | Automation rate, time saved, top assistance reasons, Excel export | **Manager**, **Admin** |

## Where to find the settings

Users with management rights click **Settings** at the bottom of the left navigation and pick an entry, e.g. **Company**, **Teams** or **Employees**. Everyone else reaches their personal settings via their name at the bottom left → **Your profile**.

Inside the settings, the bar on the left switches between pages. It only shows the entries your roles grant a permission for:

| Section | Entry | Visible to |
| --- | --- | --- |
| Personal (your name) | **Profile** | all users |
| Personal (your name) | **Notifications** | all users |
| Personal (your name) | **Password and authentication** | all users |
| Company (company name) | **Company Profile** | Admin |
| Company (company name) | **Company Notifications** | Admin |
| Company (company name) | **Agents** | Admin |
| Company (company name) | **Teams** | Manager, Admin |
| Company (company name) | **Employees** | Manager, Admin |
| Company (company name) | **Single Sign On** | Admin |
| Company (company name) | **Multi-Factor Authentication** | Admin |
| Company (company name) | **SAML** | Admin |
| Company (company name) | **Master data** | Manager, IT, Admin |
| Developer Tools | **API Integrations** | IT, Admin |
| Developer Tools | **SFTP Public Keys** | IT, Admin |
| Workflow Tools | **Smart Inbox** | Manager, Admin |
| Workflow Tools | **Outlook Add-Ins** | IT, Admin |
| Workflow Tools | **Webhooks** | IT, Admin |
| Business Systems (ERP) | ERP integrations | IT, Admin |

What each role may do is described under [Users, roles & teams](/en/docs/administration/users-and-roles.md#roles). Setting up the Outlook add-in is described in [Outlook add-in](/en/docs/data-exchange/outlook-add-in.md).