# Causely documentation: manage

> Full content of the "manage" section of the Causely documentation.

This file contains all documentation content in a single document following the llmstxt.org standard.

## API Tokens

Causely provides two types of API tokens depending on the scope of access needed: **Personal Tokens** scoped to an individual user, and **Tenant-wide Tokens** shared across the workspace.

### Personal Tokens

Personal tokens are tied to your individual account and carry your user's permissions.

**To create a personal token:**

1. Open the [Admin Portal](/manage/administration) (profile icon → **Admin Portal**)
2. Select **Personal Tokens** from the left sidebar
3. Click **Create Token**
4. Give the token a descriptive name and set its expiration
5. Copy and securely store the token value—it will not be shown again

### Tenant-wide Tokens

Tenant-wide tokens are not tied to an individual user and can be used for workspace-level integrations and automation. Only **Administrators** can create and manage tenant-wide tokens.

**To create a tenant-wide token:**

1. Open the [Admin Portal](/manage/administration) (profile icon → **Admin Portal**)
2. Select **API Tokens** from the left sidebar
3. Click **Create Token**
4. Give the token a descriptive name and set its expiration
5. Copy and securely store the token value—it will not be shown again

### Using Your Token

Once you have a token, see [API Authentication](/api/authentication) for how to authenticate requests to the Causely API.

### Token Security

- Treat tokens like passwords—store them in a secrets manager and never commit them to source control
- Set expiration dates when creating tokens
- Delete tokens that are no longer in use
- For mediator token rotation and revocation, see [Token Management and Developer Role](/changelog/v1.0.126#token-management-and-developer-role)

---

## Audit Logs

The Audit Logs page provides a chronological record of administrative actions taken in your Causely workspace, such as user invitations, role changes, SSO configuration updates, and token management events.

### Accessing Audit Logs

1. Open the [Admin Portal](/manage/administration) (profile icon → **Admin Portal**)
2. Select **Audit Logs** from the left sidebar

The log lists events in reverse chronological order. Each entry shows the action performed, the user who performed it, and a timestamp.

---

## Administration

The Causely Admin Portal provides self-service tools for managing your workspace—users, authentication, audit history, and API access.

### Accessing the Admin Portal

To open the Admin Portal:

1. Click your **profile icon** in the top-right corner of the Causely UI
2. Select **Admin Portal** from the dropdown menu

This opens the portal at `auth.causely.app`, where all administrative tasks are performed.

### What You Can Do

- [User Management](/manage/administration/user-management)—Invite users and assign roles
- [Single Sign-On (SSO)](/manage/administration/sso)—Configure SSO for your workspace
- [Audit Logs](/manage/administration/audit-logs)—Review a log of administrative activity
- [API Tokens](/manage/administration/api-tokens)—Create personal and tenant-wide API tokens

---

## Single Sign-On (SSO)

Causely supports self-service SSO configuration so your team can authenticate using your existing identity provider (IDP).

### Accessing SSO Settings

1. Open the [Admin Portal](/manage/administration) (profile icon → **Admin Portal**)
2. Select **SSO** from the left sidebar

### Setting Up an SSO Connection

1. On the SSO page, click **Setup SSO connection**
2. Select your **identity provider (IDP)** (for example, Okta, Azure AD, Google Workspace)
3. Follow the on-screen instructions to configure the integration

---

## User Management

The Users page lets you invite team members to your Causely workspace and control their level of access via roles.

### Accessing Users

1. Open the [Admin Portal](/manage/administration) (profile icon → **Admin Portal**)
2. Select **Users** from the left sidebar

### Inviting a User

1. On the Users page, click **Invite User**
2. Enter the user's email address
3. Select a role (see [Roles](#roles) below)
4. Click **Invite**

The invited user will receive an email with a link to join your workspace.

### Roles

Causely has three roles that control what a user can do in the workspace:

| Role | Description |
|------|-------------|
| **Administrator** | Full administrative access. Can manage tokens across all mediators in the tenant, invite and manage users, and configure workspace settings. |
| **Developer** | Can add new mediators and manage tokens for those mediators. Cannot manage tokens belonging to other mediators or perform broader administrative actions. |
| **Read Only** | View-only access to services, Issues, diagnoses, and dashboards. Cannot make configuration changes such as service tiers or thresholds, add mediators, manage tokens, or invite users. |

You can change a user's role at any time from the Users page by selecting the user and updating their role.

---

## Manage Causely

Install, connect, integrate, and configure your Causely deployment.

:::tip Connecting AI agents to Causely?
See [Agent Integration](/agent-integration/) for how to give your agents causal context. 
:::

### Administration

Manage users, access control, audit logs, and API tokens via the Admin Portal (profile icon → **Admin Portal**):

- [Administration Overview](/manage/administration) - Access and overview of administrative tools
- [User Management](/manage/administration/user-management) - Invite users and assign roles
- [Single Sign-On (SSO)](/manage/administration/sso) - Configure SSO for your workspace
- [Audit Logs](/manage/administration/audit-logs) - Review administrative activity
- [API Tokens](/manage/administration/api-tokens) - Create personal and tenant-wide API tokens

### Installation

Deploy Causely in your environment:

- [Installation Overview](/installation) - Learn about installation options
- [Helm](/installation/helm) - Install on Kubernetes using Helm
- [CLI](/installation/cli) - Install using the command-line interface
- [Docker](/installation/docker) - Deploy on standalone Docker hosts
- [Nomad](/installation/nomad) - Install on HashiCorp Nomad clusters
- [FluxCD](/installation/flux) - Deploy using FluxCD for GitOps
- [Argo CD](/installation/argocd) - Deploy using Argo CD for GitOps
- [Customize Installation](/installation/customize) - Advanced configuration options
- [Network Allowlisting](/installation/network-allowlisting) - Configure network access

### Connect Telemetry

Connect your observability data sources to Causely:

- [Connect Telemetry Overview](/telemetry-sources) - Overview of telemetry integrations
- See all available [telemetry source integrations](/telemetry-sources) including OpenTelemetry, Prometheus, Datadog, AWS, Azure, GCP, Kubernetes, and more

### Integrations

Push Causely insights into your existing workflows:

- [Integrations Overview](/workflows) - Overview of workflow integrations
- See all available [workflow integrations](/workflows) including Slack, Jira, Grafana, Microsoft Teams, Opsgenie, and more

### Configuration

Configure Causely to match your environment and requirements:

- [Configuration Overview](/configuration) - Learn about configuration options
- [Scopes](/configuration/scopes) - Define custom scopes for your environment
- [Service Tiers](/configuration/service-tiers) - Configure service tier classifications
- [SLO Configuration](/configuration/slo-configuration) - Customize service level objectives
- [Thresholds](/configuration/thresholds) - Configure performance thresholds
- [Signal Delay](/configuration/symptom-delay) - Configure Signal detection delays
- [Credentials Autodiscovery](/configuration/credentials-autodiscovery) - Automatically discover credentials

### Accomplish Your Goals

Common operational goals you can achieve with Causely, with step-by-step guidance:

- [Goals Overview](/goals/) - Start here to find guidance matched to your objective
- [Accelerate Resolution](/goals/accelerate-resolution) - Get precise Diagnosis insights to resolve incidents faster
- [Proactively Prevent Incidents](/goals/prevent-incidents) - Identify emerging risks before they impact your services
- [Understand System Behavior](/goals/understand-system-behavior) - Gain deep insights into why your systems behave as they do
- [Scale Reliability](/goals/scale-reliability) - Maintain reliability across complex, fast-changing systems
- [Optimize Performance](/goals/optimize-performance) - Continuously improve system performance with actionable insights

### Causely In Action

Explore the Causely UI and see how topology, Diagnoses, and insights surface in practice:

- [Causely In Action Overview](/in-action) - Overview of the Causely interface and daily workflows
- [Welcome Page](/in-action/welcome-page) - Start your day with a concise overview of urgent issues and insights
- [Topology](/in-action/topology) - Browse and inspect entities discovered by the Causely engine
- [Root Causes](/in-action/root-causes) - See inferred Diagnoses and investigate with the causality graph
- [Automate Remediation](/in-action/automate-remediation) - Automate remediation for resource contention issues
- [Reliability Delta](/in-action/reliability-delta) - Compare environment snapshots to track reliability changes
- [Feature Demos](/in-action/feature-demos) - Short demonstrations of key capabilities and workflows