Getting Started with Admin
As an authorized user, you can access the Admin section through the left sidebar navigation. Admin provides comprehensive configuration management to customize Portal for your organization's needs.
Admin Overview
The Admin interface is organized into three main areas for an intuitive configuration experience:
App Settings
Core Portal functionality including authentication, integrations, telemetry, and user management. Features curated forms designed specifically for Portal customers.
Plugin Settings
Single view for managing all installed and available plugins. Enable, disable, and configure plugins to customize your Portal experience.
Catalog Settings
Manage catalog configuration and monitor ingestion processes. Overview of all running catalog ingestions and entity management.
App Settings Structure
The App Settings section is divided into four organized tabs:
| Tab | Description |
|---|---|
| General | Organization settings, branding, and core Portal configuration |
| Auth | Authentication providers with curated forms for all supported methods |
| Integrations | Repository and service integrations with simplified configuration |
| Users | Portal administrator and user management |
Common First Steps
After completing the Setup Wizard, here are the most common configuration tasks:
Update Company Name
Personalize Portal with your organization's branding:
Before customizing your organization name, ensure you have configured:
- Authentication provider (e.g., GitHub)
- Integration (e.g., GitHub App)
- Catalog data provider for organizational data
For setup requirements and provider-specific instructions, see our Getting Started Guide.
- Navigate to Admin → App Settings → General tab
- Update the "Organization Name" field with your company name
- Click "Save Changes"
Your Portal will now display your company name throughout the interface, creating a branded experience for your users.
Add More Authorized Users
Grant admin access to additional team members:
- Navigate to Admin → App Settings → Users tab
- Add new authorized users using entity references (e.g.,
user:default/jane.doe) - Click "Save Changes"
Use the format user:default/username where username matches the user's identifier in your authentication system (GitHub username, email, etc.).
Configure Integrations
Set up connections to your development tools:
- Navigate to Admin → App Settings → Integrations tab
- Configure your repository providers (GitHub, GitLab, Azure DevOps)
- Add API tokens and webhook configurations
- Test connections to ensure proper integration
Enable Plugins
Activate additional Portal features:
- Navigate to Admin → Plugin Settings
- Browse available plugins in the catalog
- Enable plugins that match your team's workflow
- Configure plugin-specific settings as needed
Need Help?
- Setup Issues: Check the Troubleshooting Guide
- Authentication Problems: Review Auth Setup Guides
- Plugin Configuration: Visit individual plugin documentation
- Advanced Configuration: Explore the full Admin interface
Start with the General and Users tabs to establish your basic Portal configuration, then gradually enable integrations and plugins as your team's needs grow.