Administrator — System Settings Hub
Page for system administrators who manage all ConnectiveOne platform settings. Here you configure bots, users, roles, instance, authentication, and other system parameters.
Quick Navigation
High-Level Goals and Scenarios
Bot Management
Goal — configure bots for handling client dialogues.
- View bots list — how to see all bots in the system and their statuses. → ./how-to/view-bots-list.md
- Create new bot — how to add a new bot to the system. → ./how-to/create-bot.md
- Configure bot — how to change parameters of a specific bot (channels, webhooks, languages). → ./how-to/configure-bot.md
- Activate/deactivate bot — how to enable or disable a bot without deleting it. → ./how-to/activate-deactivate-bot.md
User and Role Management
Goal — configure system users and their access rights.
- View users — how to see a list of all system users. → ./how-to/view-users.md
- Configure roles — how to create and edit roles with different access rights. → ./how-to/configure-roles.md
- Assign roles to users — how to grant users appropriate access rights.
Instance Settings
Goal — configure general system parameters.
- Configure instance — how to change general system parameters (name, domain, etc.). → ./how-to/configure-instance.md
Field Settings
Goal — configure custom fields for users and clients.
- Configure user fields — how to add additional fields to user profile. → ./how-to/configure-user-fields.md
- Configure client fields — how to add additional fields to client card. → ./how-to/configure-client-fields.md
System Settings
Goal — prepare the operator panel for work and configure all necessary parameters.
- Configure general settings — how to configure bots, users, operator panel, settings, and quick replies. → ./how-to/configure-system-settings.md
Authentication and Access
Goal — configure user authentication and access management.
- Configure authentication — how to configure SSO Google and Microsoft Active Directory for access management. → ./how-to/configure-authentication.md
Monitoring and Diagnostics
Goal — monitor system status and quickly diagnose issues.
- View system status — how to check the health of all platform components (messengers, modules). → ./how-to/view-system-status.md
Infrastructure
Goal — prepare infrastructure for deploying ConnectiveOne.
- Check server requirements — how to verify technical requirements for infrastructure to host ConnectiveOne. → ./reference/server-requirements.md
Where to Work in the Interface
Main work with settings happens in the Settings module:
- Route
/settings-page: main settings page - Side menu: navigation through settings sections (Bots, Users, Operator Panel, Settings)
- "Bots" section: bot and bot group management
- "Users" section: user and role management
- "Settings" section: operator panel settings (op-settings)
- General settings: Burger menu → General Settings — here you configure bots, users, operator panel, and other parameters
- Authentication settings: SSO and Active Directory settings are configured by technical support
Quick Links
Bots
Users and Roles
System Settings
Authentication
Monitoring and Diagnostics
Infrastructure
Operator Panel Settings
- Configure operators
- Configure timers
- Configure hot keys
- Configure styles and scripts
- Configure files
- Configure client card fields
- Configure chats
- Configure tickets
Settings Structure
The Settings module is organized into several main sections:
1. Bots
Management of bots, bot groups, and their settings.
2. Users
Management of system users and their roles.
3. OperatorPanel (Operator Panel)
Operator panel work settings:
- Topics (subjects)
- Skill groups
- Operator and dialogue statuses
- Tags and priorities
- Metrics and calendars
- Categories and quick replies
4. Settings (Operator Panel Settings)
Detailed operator panel settings (op-settings):
- Operator settings (name in chat, Viber parameters)
- Timers (response time, processing time)
- Hot keys
- Styles and scripts (CSS, JavaScript)
- File settings
- Client card fields
- Chat and ticket settings
5. System Settings
Technical settings and infrastructure:
- Authentication (SSO, Active Directory)
- General system settings
- Server and infrastructure requirements
Important Notes
- ⚠️ Some settings may affect the operation of the entire system — be careful when changing parameters
- 💾 Always save changes after editing settings
- 🔒 Check access rights before changing critical settings
- 📝 Some settings may require system restart or cache update
- 🔧 Authentication and infrastructure settings are configured by technical support