Administration

Everything you need to set up, secure, and operate your Holistics workspace.

This section covers the work administrators do in Holistics. Most teams pick up these tasks in roughly the order below, but each area stands on its own once you know which problem you're solving.

What admins do in Holistics

Admin work spans six areas, from configuring the workspace to managing users, security, day-to-day operations, and billing.

Configure your workspace

Workspace-level settings: row limits, maintenance mode, and your hosting region.

Configure settings →

Manage users and permissions

Start here

Invite users, assign roles, and control which data each user sees through row-level and column-level permissions.

Permission System →

Set up authentication

Password rules, 2FA, SSO via SAML, and automated user provisioning via SCIM.

Authentication Methods →

Maintain security and compliance

Restrict access by IP, review audit logs, and share your security posture with reviewers.

Data Security →

Operate the system

Tune performance, manage the job queue, and monitor usage and health.

Performance optimization →

Manage billing

Subscriptions, invoices, and plan changes.

Billing →

The Admin Settings panel

Most workspace-level configuration lives under Settings in the in-product menu (top-right gear icon, or Menu → Settings).

The panel groups settings into:

General Settings: organization timezone, week start day, color palettes, data delivery sender/failure recipients, and miscellaneous UI toggles.
Cache: default cache duration for reports and dashboards.
Persistence: pre-aggregate persistence TTL.
Job Queuing: unused job timeout and report jobs per user limit.
Maintenance Mode: see Maintenance mode.
Security: login mechanism, support impersonation, enforce 2FA.
Single Sign-On: see SAML/SSO.
IP Whitelisting: see IP whitelisting.

Common starting points

The settings admins reach for most often.

Setting up SSO?

Begin with the overview of SAML-based single sign-on and provisioning.

SAML/SSO Overview →

Investigating slow reports?

Start with performance optimization, then dig into the troubleshooting guide.

Performance optimization →

Compliance or security review?

Pull together audit logs, GDPR, and SOC 2.