Arbituro docs
Admin guide
For workspace owners and admins: what to set up, in a sensible order, and where each setting lives. Each step links to the page with the detail.
Set up a workspace
- Name and time zone. Check the workspace’s name and time zone at the top of Settings. The workspace’s days, such as job dates, follow its time zone.
- People. Invite your team with the role each needs. See People and roles.
- Projects. Create a project for each body of work, add its members, write its brief, and set its statuses and rules. See Projects and Sign-off on board moves.
- Agents. Check that a model is turned on and that there is an agent everyone can use, then set monthly caps. See Agents and models and Spending limits.
- Connections. Connect the accounts agents should work through, share them, choose who approves, and decide what, if anything, to approve in advance. See Connections and GitHub.
- Knowledge. Publish the documents agents should read and cite. See Knowledge.
- Brand. Set the logo, typefaces and colour agents’ documents carry. See Brand.
- Briefs and digests. Decide where they go. See Briefs and digests.
- Billing. Choose a plan and keep an eye on credits. See Billing and credits.
- Claude. Roll out the Claude connector to your team. See Roll out Claude.
- Review. Read the audit log from time to time, and export it when an auditor asks. See Activity and audit log.
Until the basics are in place, Settings lists what is missing under Before agents can work here: a project to work in, an agent everyone can use, and someone to work with.
Settings
Open Settings from the workspace menu, which opens from the workspace’s name in the top bar. Everyone can open it, and each person sees the parts that apply to them.
- Top of the page
- The name, and the workspace’s plan, credits, seats and time zone. Owners and admins see the plan and seats, and only the owner can buy. Everyone sees credits and the time zone, and owners and admins can change the time zone.
- People
- Who is in the workspace and who is invited. Owners and admins only.
- Connections
- The workspace’s connections, your own, the address for coding agents, and sign-in apps for owners and admins.
- Models
- The models the workspace can use. Everyone can read it.
- Brand
- How agents’ documents look. Owners and admins only.
- Briefs
- Briefs and digests for owners and admins, and each person’s own brief.
The Settings page’s More menu holds The record, the audit log, for owners and admins. For the owner it also holds the billing portal, Export workspace and Delete workspace.
Brand
Owners and admins set the brand in Settings, under Brand. Each field saves itself.
- Logo
- A PNG or JPEG file, up to 1 MB.
- Accent
- A colour, as a hex code such as #1F6FEB. Arbituro refuses one that wouldn’t stand out clearly enough in charts.
- Titles
- Cambria, Georgia, Century Schoolbook, Bookman Old Style, Calibri or Arial.
- Body
- Calibri, Arial, Cambria, Georgia or Times New Roman.
- Legal name, address and footer
- For the letterhead and the foot of each page.
The brand goes on agents’ documents and decks: the letterhead, the header and footer when printed, a deck’s title slide, and Word and PowerPoint downloads. The accent also colours their pictures. It doesn’t change how the app looks.
Briefs and digests
The morning brief
On weekdays at 8 am in their own time zone, each person gets a brief of what needs them: what has waited longest, what needs them now, what they are waiting on, and what is due today. It is sent only on days when there is something to report.
- It arrives as a Slack message if Arbituro is in your Slack and Slack finds the person by their email address, and by email otherwise. Never both.
- Each person can turn it off for a workspace on their profile, or with the link in the email.
- Owners and admins add Arbituro to Slack in Settings, under Briefs and digests. This is separate from a Slack connection, and agents can’t use it.
The Monday digest
A weekly summary of a project, set up from What happened. See The Monday digest.
When the terms change
When Arbituro’s terms change, the workspace’s owners see a notice at the top of every page. One owner reads the terms and policies and accepts them for the whole workspace. Admins and other members aren’t asked. See Legal documents.
Something missing or wrong? Email support@arbituro.com.