Admin

You run the account, its tenants, members and the rules above the solutions.

You run the account: its tenants, its people and the rules that apply above every solution. Your decisions set the ground every team stands on — who can see what, which standards are mandatory, and what agents may never do anywhere.

CorPole gives you account-wide standards and glossary terms that every solution inherits, an agent policy baseline that solutions can only make stricter, drift thresholds, and roles defined once for the whole account. Access has two layers — tenant access levels and solution roles — and maker-checker lets you require a second person where it matters.

This page gathers the articles for setting up tenants and solutions, inviting people, choosing roles, applying rules and policy everywhere, and reviewing who has access to what.

Start here

  1. Set up tenants and solutions.
  2. Invite members and give them roles.
  3. Decide who approves what, including a second approver where it matters.
  4. Set the tenant's policy baseline and shared knowledge.
  5. Manage agent rules at tenant and account level.

Getting started

Connect your agent

Records & authority

Knowledge

Agent policy & rules

Traceability & quality

Team & accounts

Security & data

Troubleshooting

Reference

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