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

# Admin Quickstart

> Set up your Omnifact organization in 10 minutes: find Team Settings, switch on Document Creation, restrict models to the EU, set spending limits, and invite your team.

As an organization **Owner** or **Admin**, you control which AI (Artificial Intelligence - computer systems that can perform tasks typically requiring human intelligence) models, chat capabilities, privacy rules, and spending limits apply to your workspace. This guide walks through the five settings administrators look for first, including features like **Document Creation** that are off by default until you switch them on.

## How to Open Team Settings

1. Look at the bottom-left corner of the main navigation bar and click your **User Avatar**.
2. Select **Team Settings** from the menu (or navigate directly to `https://chat.omnifact.ai/organization`).

> [!NOTE]
>
> Only users with the **Owner** or **Admin** role see **Team Settings**. Need a dedicated administrator account that only manages settings without using chat? Contact [support@omnifact.ai](mailto:support@omnifact.ai) to configure a free admin-only user.

***

## 5-Step Setup Checklist for New Admins

**1. 1. Switch on Document Creation, Image Upload, and Web Search**

All chat capabilities (such as generating Excel, Word, and PowerPoint files, uploading images, and searching the web) are managed per user group in **[Team Settings > Groups](https://docs.omnifact.ai/en/platform/team-administration/groups.md)**.

1. Go to **Team Settings > Groups** and click the built-in **Everyone** group (which sets baseline access for all users).
2. Open the **Permissions** tab.
3. Under **Feature Access**, enable the capabilities you want your team to have:
   * **Execute Code (incl. Document Creation):** **Off by default.** Turn this on so users can generate formatted Excel (`.xlsx`), Word (`.docx`), and PowerPoint (`.pptx`) files and run data analysis in chat.
   * **Upload Files & Attachments:** Allow users to attach PDFs, Office files, and text files in chat.
   * **Upload Images:** Allow users to attach screenshots, charts, and photos. *(Note: image pixels bypass the Privacy Filter.)*
   * **Use Web Search and Browsing:** Allow the agent to search live web pages with citations.
   * **Generate Images:** Allow users to create images in chat.

**2. 2. Choose Your AI Models and Enforce Data Residency**

Decide which AI providers and model tiers your organization can use:

1. Go to **[Team Settings > Models](https://docs.omnifact.ai/en/platform/team-administration/models.md)** to toggle individual models on or off across providers (**Azure OpenAI**, **Anthropic (EU)**, **Google (EU)**, **Mistral AI**, **OpenAI**, **Anthropic**, **Google**).
2. **To restrict your team to EU-hosted models only:**
   * On **Team Settings > Models**, keep only EU-hosted providers enabled (**Mistral AI**, **Azure OpenAI**, **Anthropic (EU)**, and **Google (EU)**) and turn off US-hosted models.
   * In **Team Settings > Groups > Everyone > Permissions**, ensure **Enable US-Hosted Models Access** (under **Privacy & Compliance**) is turned off.
3. **To restrict expensive frontier models:** Under **Model Access** on the **Everyone** group, you can turn off **Use Premium Models** and grant it only to specific department groups.

See the [Model Guide](https://docs.omnifact.ai/en/guides/mastering-chat/models/model-guide.md) and [Data Residency, Retention & Compliance](https://docs.omnifact.ai/en/platform/core-features/privacy-security/data-residency-and-compliance.md) for full details.

**3. 3. Set a Per-User Spending Limit and Review AI Credits**

Your organization shares a pooled monthly AI budget (**€9/user/month** included in the standard €25 seat price, with no month-to-month rollover). To prevent a single heavy user from draining the shared pool:

1. Go to **[Team Settings > Billing & Usage](https://docs.omnifact.ai/en/platform/team-administration/billing.md)**.
2. On the **Per-user spending limit** card, click **Set** and enter a default monthly cap per user (for example, `€15.00` or `€20.00`).
3. Decide whether to toggle on **Allow base models after the spending limit is reached** so users who hit their cap can keep working on efficient base-tier models.
4. **Need more organization budget?** Click **Add More Credits** under **Monthly Usage Credit** to immediately top up your monthly credit allocation.

**4. 4. Verify the Privacy Filter**

Go to **[Team Settings > Data Privacy](https://docs.omnifact.ai/en/platform/team-administration/data-privacy.md)** and confirm the **[Omnifact Privacy Filter™](https://docs.omnifact.ai/en/platform/core-features/privacy-security/how-privacy-filter-works.md)** is **Enabled** (the default).

If specific trusted teams (such as developers or legal reviewers) occasionally need to turn off masking for an individual chat, grant **Allow Privacy Filter Bypass** only to their group in **[Team Settings > Groups > Permissions](https://docs.omnifact.ai/en/platform/team-administration/groups.md#privacy-and-compliance)** rather than disabling the filter organization-wide.

**5. 5. Invite Users, Enforce 2FA, or Connect SSO / SCIM**

1. Go to **[Team Settings > Users](https://docs.omnifact.ai/en/platform/team-administration/users.md)** to invite team members individually or via CSV import (with a dry-run cost preview).
2. Open the **[Security and Access](https://docs.omnifact.ai/en/platform/team-administration/security-and-access.md)** tab in **Users** to require Two-Factor Authentication (2FA) across your organization.
3. **On the Enterprise Plan?** Contact [support@omnifact.ai](mailto:support@omnifact.ai) to enable SAML Single Sign-On (SSO) and **SCIM group synchronization** (including Microsoft Entra ID / Azure AD, Okta, and Google Workspace) so your directory groups sync automatically into **Team Settings > Groups**.

***

## Quick Finder: Where Every Control Lives

If you or a team member cannot find a specific setting or action in Omnifact, use this reference table:

| What You Want to Do | Where to Find It |
| :- | :- |
| **Open Team Settings** | Click your **User Avatar** (bottom-left of the sidebar) > **Team Settings**. |
| **Enable Excel, Word & PowerPoint generation** | **Team Settings > Groups** > select group (e.g. **Everyone**) > **Permissions** tab > **Execute Code (incl. Document Creation)**. |
| **Enable image uploads in chat** | **Team Settings > Groups** > select group > **Permissions** tab > **Upload Images**. |
| **Switch AI models or Reasoning Effort** | Inside the chat input bar (bottom-right, next to the Send button), click the **Model Selector** pill. Hover over **Reasoning** at the bottom of the menu to change reasoning effort. |
| **Limit workspace to EU-only or Mistral-only models** | **Team Settings > Models** (toggle off US providers or non-Mistral providers) and **Team Settings > Groups > Permissions > Enable US-Hosted Models Access**. |
| **Top up organization AI credits** | **Team Settings > Billing & Usage** > **Monthly Usage Credit** > **Add More Credits**. |
| **Set or change a per-user spending limit** | Organization default: **Team Settings > Billing & Usage** > **Per-user spending limit**. Single user override: **Team Settings > Users** > click the user > **Spending limits** tab. |
| **Approve a user's spending-limit request** | **Team Settings > Requests** (see [Requests](https://docs.omnifact.ai/en/platform/team-administration/requests.md)). |
| **Check personal AI spend** | Click your **User Avatar** > **Settings** > **[Model Usage](https://docs.omnifact.ai/en/platform/core-features/account-settings/model-usage.md)**. *(Private to each user; admins cannot view per-person spend.)* |
| **Connect SharePoint, OneDrive, or MCP tools** | Workspace setup: **[Team Settings > Integrations](https://docs.omnifact.ai/en/platform/team-administration/integrations.md)**. Personal account sign-in: **User Avatar > Settings > [Connections](https://docs.omnifact.ai/en/platform/core-features/account-settings/connections.md)**. Folder sync in a Space: **Space Settings > Knowledge > [Connected Sources](https://docs.omnifact.ai/en/platform/core-features/spaces/connected-sources.md)**. |
| **Delete a chat conversation** | Hover over the conversation in the left chat sidebar and click the **trash icon**, then confirm. |
| **Delete a Space** | Open the Space > click the **cog icon** (**Space Settings**) > **Space Details** > scroll to the bottom and click **Delete Space** *(Space Admin required)*. |
| **Download DPA (AVV), ISO 27001, or sub-processor list** | Visit the **[Omnifact Trust Center](https://trust.omnifact.ai)** (see [Data Residency, Retention & Compliance](https://docs.omnifact.ai/en/platform/core-features/privacy-security/data-residency-and-compliance.md)). |


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