# 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.

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## Quick Navigation
- [High-Level Goals and Scenarios](#high-level-goals-and-scenarios)
- [Where to Work in the Interface](#where-to-work-in-the-interface)
- [Quick Links](#quick-links)

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## 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](/en/settings/how-to/view-bots-list.md)
- **Create new bot** — how to add a new bot to the system. → [./how-to/create-bot.md](/en/settings/how-to/create-bot.md)
- **Configure bot** — how to change parameters of a specific bot (channels, webhooks, languages). → [./how-to/configure-bot.md](/en/settings/how-to/configure-bot.md)
- **Activate/deactivate bot** — how to enable or disable a bot without deleting it. → [./how-to/activate-deactivate-bot.md](/en/settings/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](/en/settings/how-to/view-users.md)
- **Configure roles** — how to create and edit roles with different access rights. → [./how-to/configure-roles.md](/en/settings/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](/en/settings/how-to/configure-instance.md)
- **Enable native files in Facebook Messenger** — so PDFs and documents from Operator Line arrive as Messenger attachments. → [../operatorline/how-to/enable-facebook-native-file-attachments.md](/en/operatorline/how-to/enable-facebook-native-file-attachments.md)
- **Manage scenario secrets** — saved API keys and tokens for Send Request and custom actions (after the instance administrator enables the feature). → [./how-to/manage-action-credentials.md](/en/settings/how-to/manage-action-credentials.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](/en/settings/how-to/configure-user-fields.md)
- **Configure client fields** — how to add additional fields to client card. → [./how-to/configure-client-fields.md](/en/settings/how-to/configure-client-fields.md)
- **Client fields JSON reference (`custom_fields_json`)** — full list of field properties for integrators. → [./reference/client-fields-json.md](/en/settings/reference/client-fields-json.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](/en/settings/how-to/configure-system-settings.md)
- **Configure email templates** — how to set HTML header and footer for emails per sender address. → [./how-to/configure-email-templates.md](/en/settings/how-to/configure-email-templates.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](/en/settings/how-to/configure-authentication.md)
- **Get MCP instance token** — how to open `/mcp/token`, copy the token and Cursor configuration to connect an AI assistant to your instance. → [./how-to/get-mcp-instance-token.md](/en/settings/how-to/get-mcp-instance-token.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](/en/settings/how-to/view-system-status.md)
- **View settings change log** — who changed critical settings (topics, roles, client fields, etc.) and when; enable the feature in instance settings first. → [./how-to/view-settings-audit-log.md](/en/settings/how-to/view-settings-audit-log.md)

### Automatic Check
**Goal** — run selected Action Jail functions on a schedule.
- **Create your first Automatic Check schedule** — tutorial for the first setup. → [./tutorials/first-automatic-check-schedule.md](/en/settings/tutorials/first-automatic-check-schedule.md)
- **Configure schedule parameters** — optional values for Action Jail (form or JSON). → [./how-to/configure-automatic-check-params.md](/en/settings/how-to/configure-automatic-check-params.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](/en/settings/reference/server-requirements.md)

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## Where to Work in the Interface

Main work with settings happens in the **Settings** module in Constructor:

- **`/settings-page`** — main settings area after you open it from the menu or home screen.
- **Sidebar**: sections are grouped in an **accordion** — expand a group header to see its items. Typical groups include **Bots**, **Users**, **Operator Panel** (topics, skill groups, statuses, tags, metrics, calendars, and more), a nested **Settings** block for detailed operator-panel options (operators, timers, hot keys, files, chats, tickets, and more), plus **Instance settings** and other system entries depending on permissions. Labels may appear in Ukrainian or English depending on your UI language.
- **Bots** — bot and bot group management.
- **Users** — users, roles, and related screens (for example, extra user fields).
- **Operator Panel** — configurable lists (topics, skill groups, statuses, tags, and similar).
- **Settings** (under Operator Panel) — detailed operator-panel screens (files, styles, timers, hot keys, client card fields, and more); changes are usually saved with the **Save** action on that screen’s header.
- **General system settings** (bots, users, operator panel, quick replies, and related categories) are opened from the matching **sidebar** groups — see also [configure general settings](/en/settings/how-to/configure-system-settings.md).
- **Authentication** (SSO, Active Directory): setup and changes are usually coordinated with **technical support** and your administrator.

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## Quick Links

### Bots
- [View bots list](/en/settings/how-to/view-bots-list.md)
- [Create new bot](/en/settings/how-to/create-bot.md)
- [Configure bot](/en/settings/how-to/configure-bot.md)
- [Activate/deactivate bot](/en/settings/how-to/activate-deactivate-bot.md)

### Users and Roles
- [View users](/en/settings/how-to/view-users.md)
- [Configure roles](/en/settings/how-to/configure-roles.md) (includes Operator Line table column presets — subsection near the end of that guide)

### System Settings
- [Configure instance](/en/settings/how-to/configure-instance.md)
- [Enable native files in Facebook Messenger](/en/operatorline/how-to/enable-facebook-native-file-attachments.md)
- [Manage scenario secrets](/en/settings/how-to/manage-action-credentials.md)
- [Configure user fields](/en/settings/how-to/configure-user-fields.md)
- [Configure client fields](/en/settings/how-to/configure-client-fields.md)
- [Client fields JSON reference](/en/settings/reference/client-fields-json.md)
- [Configure general settings](/en/settings/how-to/configure-system-settings.md)

### Authentication
- [Configure authentication](/en/settings/how-to/configure-authentication.md)
- [Get MCP instance token](/en/settings/how-to/get-mcp-instance-token.md)

### Monitoring and Diagnostics
- [View system status](/en/settings/how-to/view-system-status.md)
- [View settings change log](/en/settings/how-to/view-settings-audit-log.md)

### Automatic Check
- [Create your first Automatic Check schedule](/en/settings/tutorials/first-automatic-check-schedule.md)
- [Configure Automatic Check schedule parameters](/en/settings/how-to/configure-automatic-check-params.md)

### Infrastructure
- [Server requirements](/en/settings/reference/server-requirements.md)

### Operator Panel Settings
- [Configure topics](/en/settings/how-to/configure-subjects.md)
- [Configure skill groups](/en/settings/how-to/configure-skill-groups.md)
- [Configure operator statuses](/en/settings/how-to/configure-statuses.md)
- [Configure dialogue statuses](/en/settings/how-to/configure-chat-statuses.md)
- [Configure tags](/en/settings/how-to/configure-tags.md)
- [Configure priorities](/en/settings/how-to/configure-priorities.md)
- [Configure metrics](/en/settings/how-to/configure-metrics.md)
- [Configure calendars](/en/settings/how-to/configure-calendars.md)
- [Configure operators](/en/settings/how-to/configure-operators.md)
- [Configure timers](/en/settings/how-to/configure-timers.md)
- [Configure hot keys](/en/settings/how-to/configure-hot-keys.md)
- [Configure styles and scripts](/en/settings/how-to/configure-styles-scripts.md)
- [Configure files](/en/settings/how-to/configure-files.md)
- [Configure client card fields](/en/settings/how-to/configure-client-card-fields.md)
- [Configure chats](/en/settings/how-to/configure-chats.md)
- [Configure tickets](/en/settings/how-to/configure-tickets.md)
- [Configure email templates](/en/settings/how-to/configure-email-templates.md)
- [Notification settings (instance, mandatory channels and types, bot)](/en/notifications/how-to/configure-notifications-instance.md)

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## 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. Operator Panel
Operator panel work settings:
- Topics
- Skill groups
- Operator and dialogue statuses
- Tags and priorities
- Metrics and calendars
- Categories and quick replies

### 4. Detailed operator panel settings
Screens for operator panel parameters (opened from the sidebar):
- Operator settings (name in chat, Viber parameters)
- Notification settings (mandatory channels and types, bot and scenario for messengers) — see [guide](/en/notifications/how-to/configure-notifications-instance.md)
- 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

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## 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