Setup

The admin home: every management surface in one place.

Pyron gathers every administrative surface — the people, permissions, forms, reports, automations, and organisation settings that keep your site running — onto one screen. From here you reach each management area without hunting through menus, and every surface opens in the same familiar layout.

Opening the control centre

You reach it from Setup link in the app's top navigation. Selecting it brings you to the home screen, with a sidebar down the left listing every management surface you have access to.

Setup with its left-hand sidebar of management surfaces grouped into areas — access and security, data and forms, reporting, automation, and organisation — beside the top navigation bar.Setup with its left-hand sidebar of management surfaces grouped into areas — access and security, data and forms, reporting, automation, and organisation — beside the top navigation bar.

The sidebar stays with you as you work, so you can move from one area to the next — from Users to Policy to Reports — without returning home each time. Select any surface to open it.

The sections

The sidebar organises the management surfaces into a handful of areas, so related tasks sit together. Each surface below opens a screen dedicated to that job; the pages linked here explain the concepts behind them in depth.

AreaSurfaceWhat you manage
Access and securityUsersThe people who can sign in to your organisation, and the roles each one holds.
Access and securityPolicyThe roles your organisation defines and the permissions each role carries.
Access and securitySecurityOrganisation-wide sign-in and security settings.
Access and securityService AccountsKeys that let other systems reach Pyron without a person signing in.
Access and securityPortalsSign-in points for people outside your organisation who fill in forms.
Access and securityAudit trailA running history of what happened across your organisation, and who did it.
Data and formsFormsWhere you design the forms people fill in.
ReportingReport templatesThe reusable definitions your reports are built from.
ReportingReportsThe reports produced from those templates.
AutomationAutomationsAutomations that run when something happens in Pyron.
AutomationLifecyclesThe states an entry moves through from start to finish.
AutomationIntegrationsConnections between Pyron and the outside systems you rely on.
OrganisationAISettings for the assistant and Pyron's other AI features.
OrganisationBrandingYour organisation's name, colours, and logo.

Who can see it

What you see here depends on the permissions your roles carry. Each surface is tied to a permission, so the sidebar is filtered to the areas you are allowed to manage — an administrator with full access sees every section, while someone with a narrower role sees only the surfaces their role opens.

Because access flows from your roles, the roles and permissions an administrator grants you decide the whole picture. Hold no administrative permissions, and Setup link does not appear in your navigation at all.

Related

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Pyron Documentation