> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage and govern your Cassidy workspace

> Learn how SSO, roles, groups, global instructions, content permissions, and usage controls support responsible team-wide use.

Set up clear access and workspace practices so your team can build and use Cassidy confidently.

[Manage and govern your Cassidy workspace](https://www.loom.com/embed/4a6251b56d6c4b9dabc8d975b02a96cf)

## What you'll learn

* How SSO controls workspace entry through your identity provider
* How default and custom roles define what teammates can do
* How groups and Knowledge Base permissions define what teammates can see
* How Connector availability and approval policies limit access to external
  systems
* How global instructions, analytics, alerts, limits, and audit logs support responsible use

## Put it into practice

**1. Plan access**

Decide who needs to use shared resources, who needs to build them, and who
should manage organization settings. Use default or custom roles to match
those responsibilities.

**2. Organize visibility**

Create groups for teams or functions, then share the right Agents,
Workflows, Knowledge Base collections, and meetings with each group.

**3. Set shared guardrails**

Configure global instructions for behavior that should apply to every Agent
and Workflow. Review organization [Connector](https://docs.cassidyai.com/agents/connectors/overview.md)
availability, role privileges, and minimum approval requirements before
enabling external actions.

**4. Monitor usage**

Review credit usage, meeting hours, and Knowledge Base storage. Add
organization alerts or per-user limits where your team needs them.

**5. Review audit logs**

When you need to know who viewed or changed a resource, open [organization
audit logs](https://docs.cassidyai.com/settings/audit-logs.md). Filter by person, event, or ID, and
export matching events for investigations.

## Related learning

> **[Set up SSO](https://docs.cassidyai.com/settings/sso.md)**
>
> Connect Cassidy to your identity provider.

> **[Assign roles and groups](https://docs.cassidyai.com/settings/roles-and-groups.md)**
>
> Configure privileges and shared resource visibility.

> **[Configure global instructions](https://docs.cassidyai.com/settings/global-instructions.md)**
>
> Apply organization-wide rules to Agents and Workflows.

> **[Govern Connectors](https://docs.cassidyai.com/settings/manage-connectors.md)**
>
> Control external app availability, access, and action approvals.

> **[Monitor workspace usage](https://docs.cassidyai.com/settings/monitor-usage.md)**
>
> Understand how your organization uses Cassidy.

> **[Set credit alerts and limits](https://docs.cassidyai.com/settings/credit-alerts-and-limits.md)**
>
> Track organization usage and set per-user caps.

> **[View organization audit logs](https://docs.cassidyai.com/settings/audit-logs.md)**
>
> Search who viewed or changed resources in your organization.

> **[Choose the right Cassidy tool](https://docs.cassidyai.com/university/choose-agents-workflows-and-skills.md)**
>
> Compare Agents, Workflows, and Skills.


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