Where 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).
Setup order
If you are configuring a new tenant, work through these in order:1
Invite your team
Add users and assign roles under Admin → Access. See User Management.
2
Connect your identity provider
Set up Admin → 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 Configuration.
4
Connect AI data sources
Add the Anthropic Compliance API key and enable Microsoft 365 Copilot capture under Admin → Data Sources. See AI Provider Support.
5
Connect your first endpoint
Use 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 fleet
Roll the agent out at scale via MDM, or point people at the manual installers. See Agent Overview and MDM Overview.