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

# Administration

> A map of everything an organization admin can configure in Casa Conect, and where to find it.

This section is for **organization admins**: the people who set Casa Conect up for their office. If you are a member, [Your account and sign-in](/admin/account-and-sign-in) is the page for you.

## Settings at a glance

Open **Settings** from the bottom of the sidebar. It takes over the full page. The arrow at the top returns you to where you were.

| Section                   | What is there                                                                           | Who can change it                        |
| :------------------------ | :-------------------------------------------------------------------------------------- | :--------------------------------------- |
| **Account**               | Your name, photo, email address and language. Delete your account.                      | You                                      |
| **Security**              | Two-factor authentication and active sessions                                           | You                                      |
| **Integrations**          | Connect Google Drive, OneDrive or SharePoint. Admins also see every synced folder.      | You. Admins for organization-wide links. |
| **Organization**          | Name, logo, delete the organization                                                     | Admins                                   |
| **Members**               | People, roles, invitations                                                              | Admins                                   |
| **Access & billing**      | Plan, payment, AI credits, budgets, per-member limits, model policies                   | Admins. Members can view.                |
| **Agent personalization** | Your guidance, and the organization's guidance                                          | You. Admins for the organization's.      |
| **Skills**                | Casa Conect, organization and personal skills                                           | You. Admins for the organization's.      |
| **Agent inbox**           | The agent's address, reply policy, sender rules, your own domain, suppressed recipients | Admins                                   |

The **Agent personalization**, **Skills** and **Agent inbox** sections appear once your organization has Casa Conect OS.

## A first-week checklist

<Steps>
  <Step title="Name the organization and add a logo">
    **Settings → Organization.** The logo appears on branded [share links](/shared-spaces/share-links). The name forms the prefix of every [matter code](/matters/overview).
  </Step>

  <Step title="Invite your team and choose the admins">
    **Settings → Members.** See [Members and invitations](/admin/members-and-invitations). Keep at least two admins, so that one person's absence never locks the organization out of its own settings.
  </Step>

  <Step title="Ask everyone to turn on two-factor authentication">
    Each person does this for themselves under **Settings → Security**. See [Your account and sign-in](/admin/account-and-sign-in).
  </Step>

  <Step title="Set up billing and credits">
    **Settings → Access & billing.** Add credits, consider **auto-refill**, and set a **monthly budget**. See [AI credits](/admin/ai-credits).
  </Step>

  <Step title="Decide which models the team may use">
    See [Model policies](/models/model-policies).
  </Step>

  <Step title="Write the organization's guidance">
    A few lines on who you are, your house style and your hard rules. See [Guidance](/agent/guidance).
  </Step>

  <Step title="Configure the agent's inbox">
    Share the address, and choose the [reply policy](/inbox/approvals#choose-a-reply-policy) and [who can open threads](/inbox/sender-rules). Start with the defaults: drafts require approval, members only.
  </Step>

  <Step title="Deploy the Word add-in">
    Your Microsoft 365 administrator can [deploy it to everyone](/word-add-in/install).
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Roles and permissions" icon="users" href="/admin/roles-and-permissions">
    What admins and members can do.
  </Card>

  <Card title="Security overview" icon="shield-check" href="/security/overview">
    For your IT and compliance review.
  </Card>
</CardGroup>