The Settings card is the command center of your Mogno environment. From here, Administrators can control everything from workspace data to user permissions.
Access Requirement:
The Settings card is visible only to Administrators. Standard users do not have access to this area.
1. The Settings Modules
Upon accessing the card, you will navigate through key modules located on the sidebar:
Settings (Customer Register)
This section serves as a central reference for the core data of your workspace, allowing you to view and update information such as your Company Name, Company Size, and Industry.
Access Management
This is where you manage your team roster. You can invite users, define their roles, create Teams, and configure granular product permissions (detailed below).
Billing & Usage (Restricted Access)
These two modules are visible only to Billing & Subscription Admins:
- Billing: Manages plan details, invoices, and payment methods.
- Usage: A real-time dashboard showing your consumption of AI Credits, Integration Credits, Storage, and Seat limits.
For a detailed breakdown of invoices, limits, and credits, check the specific Billing & Credits Guide.
2. Managing Users & Permissions
To add a new member, go to the Access Management module.
Step A: Inviting & Defining Roles
When clicking the (+) button to invite someone, you must define their access level immediately:
- License Type (Seat):
- App Builder: Select this for members who will create, edit, or maintain applications. This consumes a Builder Seat.
- App User: Select this for members who will only execute the finished applications. This consumes a User Seat.
- Administrative Level:
- Administrator: Grants full access to Settings, Billing, and user management.
- Non-Admin: Limits access strictly to the tools and apps granted to them.
Step B: Configuring Product Access (User Profile)
Important: Simply inviting a user is not enough. By default, non-admin users do not have access to any product. You must explicitly grant permissions via the User Profile.
Even for a standard “App User”, you must enable the AI Solutions Builder product, as this is the environment where apps are run.
How to configure granular access:
- After sending the invite, locate the user in the list and click their name to open the User Profile.
- Locate the AI Solutions Builder card and click TO ADD.
- Select the specific modules this user needs:
- Apps: Required for everyone. Allows access to the applications list.
- Marketplace: Grants permission to browse and download solutions from the store.
- Save Changes.
3. Scaling with Teams
As your organization grows, managing permissions individually becomes inefficient.
Use the Teams tab inside Access Management to group users by function (e.g., “Finance Team”, “Field Ops”). This allows you to assign unified platform roles to the entire group, ensuring consistency when new members join.
4. Delegating Billing Administration
By default, the creator of the workspace is the Billing Admin. If you need to delegate financial management (e.g., to your CFO) without sharing your login:
- Go to Access Management.
- Find the user in the list and open their profile.
- In the top right corner of their profile header, click the Billing & Subscription button (located just below the “Add permissions” button).
- This user will now have access to the Billing and Usage tabs.
Deep Dive: Financials
Now that your team is configured and organized, the next logical step is to understand how your Plan Limits, Seats, and Credit Wallets work. Check out the Billing & Credits Guide for a full breakdown.