# 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](console.md) |
| Connect Microsoft 365 and Teams | [Setup checklist](../admin-checklist.md) |
| Invite people and give roles | [Admin console: invite a person](console.md#task-invite-a-person-and-give-a-role) |
| Connect your own sign-in provider and domain | [Admin console](console.md#admin-pages) (page **Sign-in**) |
| Decide who may talk to the agents | [Permissions and roles](../platform/permissions.md) |
| Review the AI notice people see | [AI transparency](../legal/ai-transparency.md) |
| Set how long data is kept | [Admin console](console.md#admin-pages) (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](../platform/billing.md) |
| 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](../troubleshooting.md). 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.