# Admin Panel - [Account settings](https://support.docstudio.com/admin-panel/account-settings.md) - [How to Edit Personal Account Settings](https://support.docstudio.com/admin-panel/account-settings/how-to-edit-personal-account-settings.md): This document explains how to edit the account name in the admin panel and what validation rules apply. - [​How to Upload an Account Icon or Platform Logo](https://support.docstudio.com/admin-panel/account-settings/how-to-upload-an-account-icon-or-platform-logo.md): This document explains how to upload an account icon or platform logo in the admin panel, including image requirements and how to restore defaults. - [​How to Add and Manage External Links](https://support.docstudio.com/admin-panel/account-settings/how-to-add-and-manage-external-links.md): This document explains how to add external links in account settings and where users can find them in the platform UI. - [​How to Add and Manage Domains](https://support.docstudio.com/admin-panel/account-settings/how-to-add-and-manage-domains.md): This document explains how to add, verify, activate, and delete domains in account settings, including DNS-based ownership verification. - [How to set up SSO SAML 2.0 with Azure](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-saml-2.0-with-azure.md): This document explains, how to configure SAML 2.0 SSO between Azure AD and DocStudio using IdP metadata (URL or XML), certificates, and attribute mappings. - [How to set up SSO OAuth 2.0 with Azure](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-oauth-2.0-with-azure.md): This document explains how to configure OAuth 2.0 SSO between Azure AD and DocStudio, including app registration, redirect URI, client ID/secret, and tenant ID. - [​How to Set Up SSO with Google](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-with-google.md): This document describes how to configure SAML 2.0 SSO between Google Workspace (IdP) and DocStudio, including metadata and attribute mapping. - [​How to Set Up SSO Provider](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-provider.md): This document describes how to create an SSO provider in the admin panel (metadata URL or XML) and link it to a verified domain for corporate user sign-in. - [​How to Set Up SSO Provider](https://support.docstudio.com/admin-panel/account-settings/how-to-set-up-sso-provider-1.md): This document describes how to create an SSO provider in the admin panel (metadata URL or XML) and link it to a verified domain for corporate user sign-in. - [​How to Configure Password Policy](https://support.docstudio.com/admin-panel/account-settings/how-to-configure-password-policy.md): This document explains how to configure password and session policies for users in verified domains, and where to apply these settings in the admin panel. - [How to Configure Password Policy](https://support.docstudio.com/admin-panel/account-settings/how-to-configure-password-policy-1.md): This document explains how to configure password and session policies for users in verified domains, and where to apply these settings in the admin panel. - [​How to Configure Session Policy](https://support.docstudio.com/admin-panel/account-settings/how-to-configure-session-policy.md): This document explains session policy options, including idle timeout, concurrent session limits, login attempt limits, lockout duration, and IP allow/deny lists. - [How to Delete an Account](https://support.docstudio.com/admin-panel/account-settings/how-to-delete-an-account.md): This document explains how to delete an account from the admin panel, including the confirmation steps required to proceed. - [Users & User Roles​](https://support.docstudio.com/admin-panel/users-and-user-roles.md) - [​How to Invite Users to an Account/Mailbox by email](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-invite-users-to-an-account-mailbox-by-email.md): This document explains how to invite users to an account or mailbox by email from the admin panel and then assign their permissions. - [User behaviors](https://support.docstudio.com/admin-panel/users-and-user-roles/user-behaviors.md): This document explains what happens when you invite unregistered or an already registered user to your account. - [How to Manage User Invitations and Filter Users](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-manage-user-invitations-and-filter-users.md): This guide explains how to manage user invitations and use filters in the Users list to quickly find and organize users and invitation statuses. - [How to Add Users to a Verified Domain](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-add-users-to-a-verified-domain.md): This document explains how users are automatically associated with an account after a domain is verified and activated, and how access rights are handled for existing and new users. - [Access Restrictions: Unverified Domains and Deleted Accounts](https://support.docstudio.com/admin-panel/users-and-user-roles/access-restrictions-unverified-domains-and-deleted-accounts.md): This document explains how user access and admin capabilities change when a domain is unverified and what happens to corporate users if an account is deleted. - [How to Add a Corporate Account Admin](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-add-a-corporate-account-admin.md): This document explains how to add a corporate account admin by assigning the Account Owner role to corporate user. - [Create Corporate Users (Single and Bulk)](https://support.docstudio.com/admin-panel/users-and-user-roles/create-corporate-users-single-and-bulk.md): This document explains how an account admin can create single or multiple corporate users in a verified domain and then assign account and mailbox permissions. - [How to Set Up Automatic Mailbox Creation for Corporate Users](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-set-up-automatic-mailbox-creation-for-corporate-users.md): This document explains how to enable automatic mailbox creation for corporate users by assigning a mailbox role. - [​How to Grant Account Permissions](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-grant-account-permissions.md): This document explains how to grant account permissions by creating an account-level role and selecting the required permissions. - [​How to Grant Mailbox Permissions](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-grant-mailbox-permissions.md): This document explains how to grant mailbox permissions by selecting a mailbox, choosing the required permissions, and sending an invitation. - [Role Management](https://support.docstudio.com/admin-panel/users-and-user-roles/role-management.md): This guide explains how to manage roles in the system, including how to create, edit, and configure roles and their permissions. - [​How to Generate a User Report](https://support.docstudio.com/admin-panel/users-and-user-roles/how-to-generate-a-user-report.md): This document explains how to generate a users report from the admin panel and download it from the email notification. - [​User Report Structure](https://support.docstudio.com/admin-panel/users-and-user-roles/user-report-structure.md): This document explains what sheets are included in the users report file and what data each sheet contains. - [Managing Mailboxes (Admin)](https://support.docstudio.com/admin-panel/managing-mailboxes-admin.md) - [​How to Create a Mailbox](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/how-to-create-a-mailbox.md): This document explains how to create and manage mailboxes in the admin panel, including editing, reporting, and viewing assigned users. - [Mailbox Settings Overview](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/mailbox-settings-overview.md): This document explains how to manage mailbox identity settings, including UUID, name, aliases, visibility, and envelope forwarding. - [How to Manage Mailbox Groups](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/how-to-manage-mailbox-groups.md): This document explains how to create, edit, and delete mailbox groups in the Mailboxes section of the admin panel. - [Danger Zone: Advanced Mailbox Actions](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/danger-zone-advanced-mailbox-actions.md): This document explains how to remove all users from a mailbox or permanently delete a mailbox from the Danger zone section. - [​What Happens When a Mailbox Is Deleted?](https://support.docstudio.com/admin-panel/managing-mailboxes-admin/what-happens-when-a-mailbox-is-deleted.md): This document explains what happens after a mailbox is deleted, including access loss, UI behavior, and error responses. - [Audit Logs](https://support.docstudio.com/admin-panel/audit-logs.md) - [Account ​Audit Log](https://support.docstudio.com/admin-panel/audit-logs/account-audit-log.md): Review account activity in the Audit Log, filter events by action, and understand what data each log entry includes. - [Billing](https://support.docstudio.com/admin-panel/billing.md) - [Plans Tab Overview](https://support.docstudio.com/admin-panel/billing/plans-tab-overview.md): This document contains an overview of the Plans tab, including how to apply a new plan and what happens based on the account billing and payment details. - [Invoices Tab Overview](https://support.docstudio.com/admin-panel/billing/invoices-tab-overview.md): This document contains an overview of the Invoices tab, including invoice statuses, download options, and payment options. - [How to Manage Balance Details & Payment Methods](https://support.docstudio.com/admin-panel/billing/how-to-manage-balance-details-and-payment-methods.md): This document contains an overview of the Balance details and Payment methods pages, including Stripe payment method setup and related limitations. - [Integrations & API Access](https://support.docstudio.com/admin-panel/integrations-and-api-access.md) - [Integrations page](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page.md) - [Integrations Page Overview](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page/integrations-page-overview.md): This document explains how to enable integrations, configure a mailbox and protocol, and manage connection details and conversion rules. - [SFTP Integration Setup](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page/sftp-integration-setup.md): This document describes the SFTP folder structure and connection properties used on the Integrations page. - [AS2 Integration Setup](https://support.docstudio.com/admin-panel/integrations-and-api-access/integrations-page/as2-integration-setup.md): This document describes the AS2 connection properties used on the Integrations page and notes on how data exchange is handled. - [Conversion Rules​](https://support.docstudio.com/admin-panel/conversion-rules.md) - [How to Create a Conversion Rule (Outgoing Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-outgoing-documents.md): Create an outgoing conversion rule, test it on a source file, and enable it for matching outgoing documents. - [Conversion Rule Example (Outgoing Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-outgoing-documents/conversion-rule-example-outgoing-documents.md) - [How to Create a Conversion Rule (Incoming Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-incoming-documents.md): Create an incoming conversion rule, configure the converted file naming pattern, test the result, and enable the rule for incoming documents. - [​Conversion Rule Example (Incoming Documents)](https://support.docstudio.com/admin-panel/conversion-rules/how-to-create-a-conversion-rule-incoming-documents/conversion-rule-example-incoming-documents.md) - [How to Manage Existing Conversion Rules](https://support.docstudio.com/admin-panel/conversion-rules/how-to-manage-existing-conversion-rules.md): Update, clone, or delete an existing conversion rule. Execute the rule before saving changes. - [WDExtensions Overview](https://support.docstudio.com/admin-panel/conversion-rules/wdextensions-overview.md): Use WDExtensions helper methods in XSLT conversion rules to work with dictionaries, mailboxes, envelopes, and chaining. - [How to Convert XLS and X12 to XML](https://support.docstudio.com/admin-panel/conversion-rules/how-to-convert-xls-and-x12-to-xml.md): This document explains how to convert .xls, .xlsx, and X12 files (.xml or .txt) into envelopes using the built-in converter - [Webhooks (Callbacks)](https://support.docstudio.com/admin-panel/webhooks-callbacks.md) - [Envelope Callbacks Overview​](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview.md): Configure envelope callbacks to receive notifications when envelopes appear in a mailbox and match your filters. - [List Callbacks (API)​](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/list-callbacks-api.md): List callbacks configured for a mailbox and review their delivery settings. - [Create a Callback (API)](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/create-a-callback-api.md): Create a callback for a mailbox, including filters, retries, timeout, and success code settings. - [Delete a Callback (API)](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/delete-a-callback-api.md): Delete an existing callback by its UUID. - [Callback Example (Basic Implementation)](https://support.docstudio.com/admin-panel/webhooks-callbacks/envelope-callbacks-overview/callback-example-basic-implementation.md): Follow a simple end-to-end example to create a callback and inspect the payload your endpoint receives. - [​Callbacks (Admin UI)](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui.md) - [Manage Callbacks](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui/manage-callbacks.md): View and manage mailbox callbacks in the admin panel, including how to select a mailbox and interpret callback list columns. - [​How to View Callbacks](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui/how-to-view-callbacks.md): This document describes, how to Use the callback settings to test if an envelope matches callback filters, and send a callback manually. - [​How to Delete a Callback](https://support.docstudio.com/admin-panel/webhooks-callbacks/callbacks-admin-ui/how-to-delete-a-callback.md): This document describes, Delete a callback from the callbacks list. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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