Accessing Admin Settings in August

Accessing Admin Settings in August

Overview

This guide explains how administrators can access, review, and manage admin level settings in August. These settings include workspace configuration, user and permission management, integrations, data governance, and other functions needed to maintain a secure and efficient workspace.

Who Can Access Admin Settings

Only users with Admin roles or equivalent permissions can view and change admin settings in August.

Admin access typically includes:

• User management
• Role and permission assignment
• Integration setup for document sources and add ins
• Template, Playbook, and workflow configuration
• Data governance and retention settings
• Workspace wide defaults

If you believe you should have admin access but do not see admin options, contact your firm’s August administrator or IT lead.

How to Open Admin Settings

1. In the August web app, select your profile icon or your organization name in the navigation bar.
2. From the dropdown or sidebar, choose Admin Settings, Workspace Settings, or Settings and Configuration depending on your firm’s naming.
3. You will land on the admin dashboard, which includes multiple sections such as Users, Permissions, Integrations, Templates, Security, and Data Policy.
4. Some sections may be restricted based on your admin tier. Users with higher level permissions such as Super Admin or IT Admin may see additional configuration areas.

Key Admin Settings Sections

User and Permission Management

• View all users in the workspace
• Add new users through invites or SSO provisioning
• Adjust roles and permissions
• Remove users or update their access
• Review user activity or login history when logging is enabled

Integrations and Document Sources

• Connect or manage external repositories such as SharePoint, OneDrive, or your firm’s DMS
• Configure storage integrations at the workspace level or team level
• Manage add ins for Word, Outlook, and other tools that integrate with August

Templates and Playbooks

• Upload, update, or remove standard templates
• Review and deploy Playbooks and workflows
• Manage version control and review changes before rolling out updates

(All Persona related functions have been removed as requested.)

Data Governance, Security, and Retention

• Set retention rules for documents, drafts, logs, and workflow outputs
• Configure data deletion or archiving triggers such as matter closure or inactivity
• Enable or adjust audit logging for document access and workflow activity
• Define and limit export permissions

Workspace Wide Defaults and Settings

• Configure default folder or matter structures
• Set notification preferences and workspace branding
• Adjust onboarding defaults and role templates
• Manage regional hosting or compliance related configurations

Security and Best Practices for Admins

• Limit admin rights to trusted personnel
• Use role based permissions to ensure users have only the access they need
• Keep audit logs enabled to track changes such as user additions, permission updates, integration changes, and retention adjustments
• Review user access regularly, especially during staffing changes
• Test major configuration changes in a safe environment before applying them across the workspace

Troubleshooting Common Issues

I do not see Admin Settings You may not have admin rights. Contact your firm’s administrator.

Permission or integration changes are not saving Confirm you selected Save or Apply Changes. Some updates may require re authentication or a short delay.

External repository will not connect Check credentials, repository access rights, and firewall settings.

Users are not receiving invites Verify email accuracy, confirm SSO provisioning, and check whether spam or mail filters blocked the message.

Retention rules are not running Ensure the rule is active and applies to the correct scope. Confirm that background clean up tasks have permission to run.

When to Reach Out for Support

If you encounter issues related to permissions, integrations, or workspace settings:

1. Collect helpful information such as user role, steps taken, expected behavior, and actual behavior.
2. Contact your firm’s August administrator or IT lead.
3. If your firm uses external August support, provide logs, screenshots, or a detailed summary to assist troubleshooting.

Summary

Admin settings in August allow you to manage users, integrations, data policies, templates, and workflows. When handled correctly, these tools help you maintain a secure, compliant, and efficient environment for your legal team.