Admin Training

TRAINING SESSION

Agenda

  • 01

    Roles in Intric

    Admin, Creator, and User roles explained

  • 02

    AI Models and Security Classification

    How to toggle models and understand model properties

  • 03

    User Management

    Setting up SSO, AD groups, or manual invitations

  • 04

    Space Structure and Access

    Organizing work in Spaces corresponding to departments or projects

  • 05

    Personal Assistant Configuration

    Configuring the default assistant for all users

  • 06

    Hands-on Practice

    Building a sample assistant and managing platform settings

PLATFORM ROLES

Platform Roles & Permissions

Admin

  • User management
  • Security settings
  • Configure classifications
  • Manage AI model access
🛠️

Creator (Ambassadors)

  • Build AI assistants
  • Manage knowledge bases
  • Share with departments
👤

User

  • Use AI assistants
  • Provide feedback
Admin
👤
👤
Department A
Creator
👤
👤
User
👤
👤
👤
👤
👤
👤
Department B
Creator
👤
👤
User
👤
👤
👤
👤
👤
👤
Department C
Creator
👤
👤
User
👤
👤
👤
👤
👤
👤
MODEL MANAGEMENT

AI Models and Security Classification

🎛️

Toggle Models On/Off

Control which AI models are available to users. Useful for managing costs or disabling models that don't meet security requirements.

📊

Model Properties Overview

  • ⚡ Speed & performance
  • 🧠 Intelligence level
  • 💰 Cost per request
  • 📝 Context window size
  • 🏢 Provider information
🔒

Security Classifications

Assign security levels to Spaces and assistants. Users only see content matching their security clearance level.

💡

Best Practice

Start with a few recommended models (e.g., Haiku for speed, Sonnet for quality) and expand based on user feedback.

ACCESS CONTROL

User Management

🔐

Single Sign-On (SSO)

Connect your organization's SSO for seamless authentication. Users automatically get access based on their corporate identity.

👥

Active Directory Groups

Sync AD groups to automatically manage user access and permissions. Changes in AD reflect instantly in Intric.

📧

Manual Invitations

Invite individual users via email. Useful for external collaborators or phased rollouts to specific departments.

⏱️

Implementation Timing

SSO/AD can be set up immediately or later. Some organizations prefer to start with manual invites during pilot phase.

ORGANIZATION

Space Structure and Access

Example: Municipal Organization

👥 HR Department
📋 HR Space
🔒 Internal only
💰 Finance
📊 Finance Space
🔒 Confidential
🎓 Education
📚 Education Space
🔓 Open + Internal
💻 IT
🔧 IT Space
🔒 Internal + Confidential

Assistants live in Spaces and inherit their security classification

CONFIGURATION

Personal Assistant Configuration

🌍

Language Model Selection

Choose the default language model for all users. Consider regional requirements (e.g., Swedish models for Swedish users).

🔓

Security Class Recommendation

Set personal assistants to "Open" security class to maximize accessibility and user experience.

🔍

Enable Key Tools

Activate web search and other tools to provide a comprehensive, helpful user experience right from the start.

⚖️

Balance Cost & Quality

  • 💵 Draft models for cost efficiency
  • ⚡ Haiku for speed
  • 🎯 Sonnet for higher quality
PRACTICAL TRAINING

Hands-on Practice

🛠️ Build a sample assistant with specific instructions and model selection

👥 Add test users using manual invitation (or review SSO/AD setup)

📁 Create a new Space for your department or project

🎛️ Toggle AI models on/off and review their properties

🔒 Assign security classifications to Spaces and assistants

🌐 Configure the default personal assistant for your organization

ACTION ITEMS

Next Steps After Today

Your responsibility

🚀
Assign AI Ambassadors/Creators
Identify department representatives who will build assistants and drive adoption
🛠️
Establish an AI-lab (or something similar)
Create a dedicated space/forum for experimentation, learning, and collaboration
💬
Start thinking about internal communication and support organization
Plan how to communicate updates and provide ongoing support to users

's responsibility

📧
Email supporting documents
Link to course module and training resources
🔐
(Optional) Connect with implementation engineer to install SSO
Technical support available for SSO integration if needed

Meetings to schedule

🎯
Creator Training
Training for AI Ambassadors/Creators who will build assistants in their departments