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 the Setup link in the app's top navigation. Selecting it brings you to the home screen, with a tile for every management surface you have access to.

Setup with its management surfaces as tiles in two groups — Workflows, in rows for records, automation, connections and reporting, then Organisation.Setup with its management surfaces as tiles in two groups — Workflows, in rows for records, automation, connections and reporting, then Organisation.

Select any tile to open it. Once you are inside a surface, the top navigation lists every surface in the same order, so you can move from one to the next — from Automations to Reports to People — without returning home each time.

The sections

Setup sorts the management surfaces into two groups, so the parts you build with sit apart from the settings for your organisation as a whole. Each surface below opens a screen dedicated to that job; the pages linked here explain the concepts behind them in depth.

Workflows holds everything your automations are built from, grouped by what each part is: the records people capture, what runs, what it connects to, and what it reports.

RowSurfaceWhat you manage
RecordsEntitiesThe entities people capture, each with its own layout and form.
RecordsFormsWhere you design the forms people fill in.
RecordsLifecyclesThe states an entry moves through from start to finish.
AutomationTriggersEvery schedule, event and webhook that starts an automation, in one list.
AutomationAutomationsThe automations that run your processes, including those people run on request.
AutomationContractsThe shape of the information automation steps pass to each other.
ConnectionsIntegrationsConnections to the outside systems you rely on, keys that let them reach Pyron, and the accounts your automations sign in with.
ConnectionsService AccountsThe identities automations and outside systems act as, without a person signing in.
ReportingReport templatesThe reusable definitions your reports are built from.
ReportingReportsThe reports produced from those templates.

Organisation holds the settings for your organisation as a whole, with the ones administrators reach for most often first.

SurfaceWhat you manage
PeopleThe people who can sign in to your organisation, and the roles each one holds.
PolicyThe roles your organisation defines and the permissions each role carries.
Audit trailA running history of what happened across your organisation, and who did it.
AISettings for the assistant and Pyron's other AI features, including what they may spend.
KiosksShared devices staff sign in to with a PIN.
SecurityOrganisation-wide sign-in and security settings.
BrandingYour 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 Setup is filtered to the surfaces 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. A group or row with none of your surfaces in it is left out altogether.

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

Related

Need a hand? support@techly.au

Pyron Documentation