Where configuration liveWhere configuration lives
Endpoints → Overview
The full inventory of every registered endpoint in the tenant, with search, filtering, and column management.
Endpoints → Connect
Mint a provisioning token, download an installer, and get the install command — the fastest path to connecting a new endpoint.
Endpoints → Configuration
Fleet-wide agent settings pushed to every endpoint: tray icon visibility and the OTLP collector port.
Admin → Access
Invite team members and assign one of the eight built-in roles.
Admin → Identity
Connect Microsoft Entra ID, Okta, or Google Workspace to sync users, groups, and devices.
Admin → Data Sources
Add the Anthropic Compliance API key and enable Microsoft 365 Copilot capture.
Account menu → My Account
Your own access scope, password, and locally-cached browser data.
Account menu → Send Feedback
Report a bug or request a feature directly from the console.
Console layout
The console’s main navigation (the far-left rail) has six sections: Dashboard, Explore, Library, Endpoints, AI Governance, and Admin. Setup and configuration is split across two of these:- Endpoints — everything about connecting and managing devices: the endpoint inventory (Overview), a guided quick-connect flow plus the full provisioning token and installer lists (Connect), and fleet-wide agent settings (Configuration).
- Admin — everything about tenant-level configuration: users and roles (Access), directory connections (Identity), and external AI activity connectors (Data Sources).
Endpoints → Overview
The full inventory of every registered endpoint in the tenant, with search, filtering, and column management.
Endpoints → Connect
Mint a provisioning token, download an installer, and get the install command — the fastest path to connecting a new endpoint.
Endpoints → Configuration
Fleet-wide agent settings pushed to every endpoint: tray icon visibility and the OTLP collector port.
Admin → Access
Invite team members and assign one of the eight built-in roles.
Admin → Identity
Connect Microsoft Entra ID, Okta, or Google Workspace to sync users, groups, and devices.
Admin → Data Sources
Add the Anthropic Compliance API key and enable Microsoft 365 Copilot capture.
Account menu → My Account
Your own access scope, password, and locally-cached browser data.
Account menu → Send Feedback
Report a bug or request a feature directly from the console.
Console layout
The console’s main navigation (the far-left rail) has six sections: Dashboard, Explore, Library, Endpoints, AI Governance, and Admin. Setup and configuration is split across two of these:- Endpoints — everything about connecting and managing devices: the endpoint inventory (Overview), a guided quick-connect flow plus the full provisioning token and installer lists (Connect), and fleet-wide agent settings (Configuration).
- Admin — everything about tenant-level configuration: users and roles (Access), directory connections (Identity), and external AI activity connectors (Data Sources).
Setup order
If you are configuring a new tenant, work through these inse in order:1
Invite your team
Add users and assign roles under Admin → AccessAdmin → Access. See User Management.
2
Connect your identity provider
Set up Admin → IdentityAdmin → Identity so users and AI activity are attributed to real people. See Directory Integrations.
3
Configure fleet settings
Set the OTLP collector port and tray-icon visibility under Endpoints → Configuration, before agents are deployed. See Endpoint ConfigurationEndpoints → Configuration, before agents are deployed. See Endpoint Configuration.
4
Connect AI data sourcedata sources
Add the Anthropic Compliance API key and enable Microsoft 365 Copilot capture under Admin → Data SourceAdmin → Data Sources. See AI Provider Support.
5
Connect your first endpointonnect your first endpoint
Use Endpoints → Connect to mint a provisioning token, grab an installer, and run the install command. See Provisioning Tokens and InstallerUse Endpoints → Connect to mint a provisioning token, grab an installer, and run the install command. See Provisioning Tokens and Installers.
6
Deploy to the rest of the fleeeploy to the rest of the fleet
Roll the agent out at scale via MDM, or point people at the manual installers. See Agent Overview and MDMRoll the agent out at scale via MDM, or point people at the manual installers. See Agent Overview and MDM Overview.