Admin
Run your org, with full visibility.
Owners and admins get a dedicated dashboard for the organization: storage, seats and intake usage at a glance, analytics across your documents, a processing queue to re-run extraction, configurable Trash retention, and an audit log of who did what.
Usage & insights
See storage, seats and intake usage against your plan, plus analytics by direction, category and tag with a monthly trend.
Processing queue
Watch extraction and automation progress, retry failed documents, and re-index your library when you need to.
Audit log & retention
Track who changed what across your organization, and set how long Trash is kept before it is permanently deleted.
Admin
The details that matter.
- Usage dashboard: storage, seats and email-intake vs your plan
- Org analytics: documents by direction, category, tag and over time
- Processing queue with reprocess and dismiss
- Configurable per-org Trash retention and empty-trash
- Organization audit log (Business plan)
- Owner and Admin only, with full role-based permissions
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