People.ai

Admin Panel Page Directory

Backstory Administrator Access and Responsibilities

Manage users and configure your organization settings.

Administration

Customize how your Backstory environments are identified upon login.

General Settings

Control whether non-admin users can create Sheets in the Backstory App.

App Controls

View your organization's list of internal email domains.

Domains

Configure SAML-based SSO for your organization.

Single Sign On

Manage general settings, domains, and single sign-on (SSO).

Organization Settings

Users and Teams

Create and manage profiles that control activity data intake and matching.

Configuration Profiles

Automatically assign settings to new users created via Automatic Mode.

User Settings Rules

Create user groupings outside of the standard role hierarchy.

Custom Teams

Add or update large numbers of users at once.

Manage Users via CSV Upload

Manually assign team managers even when Automatic Mode is enabled.

Manual Team Manager Assignment

Add, edit, and remove users manually or automatically

User Management

Choose which CRM records are enabled for SalesAI.

Record Selection

Configure how Backstory analyzes your data

Data Analysis

CRM Scan

Business Impact

CRM Impact

Reporting

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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