Administration overview
These guides are for the people who administer exoCortex: platform administrators, service owners and those who configure processes and integrations.
Administration features are in exoCortex Core and are reserved for administrative roles. You reach them from the Settings launcher, described in Sign-in, Home and notifications. When you close the launcher you return to the Home.
What you configure
Section titled “What you configure”| Area | What it contains |
|---|---|
| Users, teams and roles | User registry, teams and tiers, role catalogue, permissions and capabilities, access matrix, tenant groups |
| Role and permission model | How the RBAC model decides what each role sees and does |
| Passwords and MFA | Password change and multi-factor authentication |
| Flows, automations and workflows | Flow Engine, automation rules, scheduled processes, ticket states and lifecycle |
| Routing and notifications | Rules that send tickets to the right queue and the notification matrix |
| Catalogues and Builder | Ticket types, service catalogue, low-code Builder for entities and reports |
| System configuration | Global configuration, platform version, major incidents |
To connect exoCortex to other systems (API keys, webhooks, user provisioning) see the integration guides.
Principles
Section titled “Principles”- Roles before people. You assign permissions to roles and roles to users: a permission that is not granted is denied.
- Users choose their own passwords. The administrator creates the account and manages MFA and permissions, but never sets or sees the password.
- If a customisation is missing, the defaults apply. Permission changes are differences from the default settings.