Admin & security - Atlan Documentation

Use Settings to manage sign-in, account access, billing, and how your organization collects session content. Organization settings require the relevant permissions; workspace administration uses each workspace’s own roles.

organization (members, roles, rates) → workspaces (members, release policy) → devices (desktop app)

Areas compared

Area	You control	Start at
Organization members	Who belongs to the organization, with which organization role	Organization members
Authentication and domains	Company SSO, verified email domains, and who may join	Configure company SSO, Manage company domains
Credentials and personal access	API keys, signed-in devices, and agents acting on your behalf	Manage API keys, Review sessions and agent access
Audit and privacy	Recorded account activity and whether session content is stored	Review audit log, Manage trace privacy
Workspaces	Who can reach each workspace, their workspace roles, and how its changes ship	Manage workspace members
Groups	Team membership and shared workspace grants	Manage groups
Apps	Which optional apps are installed and where they are available	Install and manage apps
Billing	Purchased seats, shared credits, plans, and invoices	Billing
Desktop app	How Atlan is installed, updated, and removed on managed devices	Deploy desktop app with MDM
Models and rates	The rates that price agent runs	Set model rates

Get started

Follow Set up your organization for the first-time checklist. To compare access, see Organization roles and Roles and access. For access problems, use Workspace access errors. For installation and sign-in, use Desktop app errors.

Grant the organization Admin role to people who manage organization-wide access or settings, and keep a second administrator. Review the offboarding policy, active sessions, and credentials when removing a member; an already-issued access token can remain valid until it expires.

See also

Traces: Usage, cost, and traces across agents.
Agent management: Skills, clients, and frameworks.