SETNEXT Ultron - Settings & User Portel

The Profile Settings page allows a user to manage personal information and preferences within the SetNext platform.

📄 What You Can Do Here

This page provides fields and actions to update:

• 👤 Name
• 🧑‍💼 Job Title
• 🏢 Company Name
• 📧 Email Address
• 📞 Phone Number
• 🌐 Website

Each of these fields can be edited manually by the user and saved using the Save Changes button.

🔐 Change Password

There is a Change Password button available for updating login credentials securely.

Clicking this will open a modal or form to:

• Enter current password
• Enter new password
• Confirm new password

🖼️ Avatar Upload

You can also upload or change your profile picture by clicking the Change Avatar button.

This helps personalize your profile and improve collaboration across teams.

📌 Tabs in Settings

At the top of the page, there are 4 tabs:

• Profile – Current tab for personal details
• Billing – Manage subscriptions and invoices
• Integrations – Connect Tools services (each and every tools)
• Team – Manage team members and roles

📝 Example Details

Name: (your name)  
Email: (your email) 
Company: (your Company name) 
Phone Number: (your phone number)

👥 Organization Team Management – SetNext Ultron

SetNext provides a structured way to manage your organization’s users, groups, and automation using departments, user groups, roles, users, and AI agents.

🧭 Team Management Structure

The overall structure flows like this:

1. Create a Department
2. Inside the department, create User Groups
3. Assign Roles to each User Group
4. Add Users to the User Groups
5. Assign AI Agents to the User Groups

🏢 1. Departments

Departments represent broad functional areas of your organization like:

• Engineering
• Human Resources
• IT Support
• Finance
• Sales & Marketing

Creating departments helps you keep your organization clean, organized, and easy to manage.

👥 2. User Groups

Inside each department, you can create User Groups.
User Groups represent smaller, more focused teams such as:

• Recruitment Team (inside HR)
• Backend Team (inside Engineering)
• Sales Team (inside Sales & Marketing)

They help divide work and manage user permissions more effectively.

🛡️ 3. Assigning Roles to User Groups

Each user group can be assigned a role to define what users in the group are allowed to do.

Here are the available roles:

• Super Admin

Gives complete access to all parts of the platform including billing, users, workflows, and settings.

• Agent Admin

Can create, edit, and manage AI agents. This includes assigning agents to groups.

• Credential Admin

Manages credentials, secrets, API keys, and integrations needed for agents to work.

• Agent Viewer

Has read-only access. Can view agent workflows and logs but cannot make changes.

• User Admin

Can invite, update, or remove users from the organization and assign them to groups.

🎯 Roles ensure users only have access to what they need.

👤 4. Adding Users to Groups

Once a user group is created and a role is assigned, you can add users to that group.

• Users will inherit the permissions defined by the group’s role.
• You can search users by name, email, department, or group.
• Admins can easily edit user details or move them to other groups if needed.

🤖 5. Assigning AI Agents

After setting up users and roles, you can assign AI agents to a user group.

Agents are used to:

• Automate repetitive tasks
• Run workflows
• Send reports or alerts
• Fetch data using APIs

Each agent will operate within the boundaries of the group it’s assigned to.

✅ Why This Structure Works

Using this flow — from departments to groups, to roles, users, and agents — helps:

• Keep your workspace clean and organized
• Improve security by limiting access through roles
• Enable better automation and collaboration
• Scale with your team as it grows

💡 This structure makes it easy for admins to manage everything from one dashboard.