> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Admin Guide

> Complete administration guide for Collate — manage users, configure SSO, set up ingestion, and control access policies.

<div className="sdk-container">
  # Admin Guide

  Everything you need to set up, configure, and manage your Collate deployment. From onboarding your first data source to configuring fine-grained access policies.

  <Columns cols={2}>
    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/setup-ingestion.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=e7c1b6e390064c57d5e55cc5c9ed6927" title="Setup & Ingestion" href="/ai-2-0/admin-guide/how-to-ingest-metadata" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/setup-ingestion.png">
      Connect data sources, run metadata ingestion, and configure your deployment.
    </Card>

    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/sso-auth.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=491e364d9e40fef4f7dcdebc8cf244e1" title="SSO & Authentication" href="/ai-2-0/how-to-guides/sso" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/sso-auth.png">
      Enable single sign-on with Okta, Auth0, Azure, Google, SAML, LDAP, and more.
    </Card>

    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/team-user.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=a725d3393b2d201fe809147550a12ace" title="Teams & Users" href="/ai-2-0/admin-guide/teams-and-users" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/team-user.png">
      Manage teams, invite users, configure membership, and set up SCIM provisioning.
    </Card>

    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/roles-polocies.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=a9ae119153bc4a0ca64f85930bd3cd27" title="Roles & Policies" href="/ai-2-0/admin-guide/roles-policies" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/roles-polocies.png">
      Define roles, attach access policies, and debug permissions across your platform.
    </Card>

    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/autopilot.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=5f5e7f12d6fa38590280e6c862ffade2" title="Applications" href="/ai-2-0/admin-guide/applications" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/autopilot.png">
      Run Autopilot, Reverse Metadata, Query Runner, and other platform applications.
    </Card>

    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/configuration-monitoring.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=f87bb583d9b1dca07d86231400ec1cf4" title="Configuration & Monitoring" href="/ai-2-0/admin-guide/search-configuration-settings" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/configuration-monitoring.png">
      Tune search, manage personas, monitor data insights, and review audit logs.
    </Card>

    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/guide-for-data-user.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=70920c26a47b62d51c1daca40713899b" title="Persona & Landing Page" href="/ai-2-0/admin-guide/persona-landing-page-customization" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/guide-for-data-user.png">
      Customize navigation, home page widgets, and feature access for each user role.
    </Card>

    <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/billing-usage.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=646cf6a8cc7ab59ea73196596db91b91" title="Billing and Usage" href="/ai-2-0/admin-guide/billing-and-ai-credits" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/billing-usage.png">
      Monitor AI credit consumption, plan limits, and troubleshoot blocked runs.
    </Card>
  </Columns>
</div>
