Admin guide¶
What this is: the map of everything a company admin does with Bill & Ben. Who it is for: owners and admins of a company space. You will learn: what to do first, what to do regularly, and where each task is explained.
Do once¶
| Task | Where |
|---|---|
| Sign in and look around | Admin console |
| Connect Microsoft 365 and Teams | Setup checklist |
| Invite people and give roles | Admin console: invite a person |
| Connect your own sign-in provider and domain | Admin console (page Sign-in) |
| Decide who may talk to the agents | Permissions and roles |
| Review the AI notice people see | AI transparency |
| Set how long data is kept | Admin console (page Privacy) |
Do regularly¶
| Task | Where |
|---|---|
| See what needs you (requests, seats, usage) | Overview in the console |
| Watch usage against your plan | Usage, Plans and billing |
| Read or export the audit log | Audit |
| Pause an agent, or change what it does with unknown speakers | Agents |
| Turn chats and channels on or off | Channels |
| Handle upgrade requests from members | Overview, section Needs you |
When a person says it does not work¶
Start with Troubleshooting. Most cases are a missing permission, an account that is not linked yet, or a plan limit.
What you can and cannot see¶
Owners and admins see everything their company's plan includes. Customer admins cannot see other companies, and Bill & Ben staff tools are not part of your console. When staff act as one of your users to help you, your audit log records it and a banner shows while it lasts.