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Getting Started: An Admins Guide

Welcome to elvex! This tutorial will guide you through the basics for setting up elvex for your team.

Updated over a week ago

Before You Start

Prerequisites:

  • You have administrative access to your organization's identity provider (if setting up SSO)

  • You have the authority to create accounts with AI providers like OpenAI, Anthropic, or Google.

Step 1: Choose and Set Up Your AI Provider

elvex works with multiple AI providers, but you'll need to set up at least one to get started. Most organizations begin with OpenAI.

Supported AI Providers

elvex currently supports:

  • OpenAI

  • Azure OpenAI

  • Anthropic

  • Google Gemini

  • Cohere

  • Mistral

  • AWS Bedrock

Setting Up An API

  1. Create an account or log into your existing account with the AI provider.

  2. Choose a plan:

  3. Create an API key:

  4. Set up billing:

✅ Success check: You should now have an API key saved securely.

Step 2: Log Into elvex & Add Your AI Provider

  1. Choose an administrator - this person will receive invitation credentials via email from the elvex team.

  2. Find the AI Providers section and click "Add Provider"

  3. Enter your API key:

    • Paste the OpenAI API key you created in Step 1

    • Give this connection a descriptive name

  4. Test the connection:

    • elvex will verify your API key works

    • You should see a success message

✅ Success check: You're logged into elvex and can see the main dashboard.

Step 3: Set up Single Sign-On (Optional but Recommended)

Note: We recommend the default role you assign new users via SSO is Creator

  1. Create a new SAML application in your identity provider

  2. Configure elvex as the Service Provider with these details:

    • Entity ID/Audience: https://auth.elvex.ai

    • ACS URL: https://auth.elvex.ai/saml/callback

    • Name ID format: Email address

  3. Set up attribute mappings:

    • Email → user's email address

    • FirstName → user's first name

    • LastName → user's last name

  4. Download the metadata XML file from your identity provider

Configuring SSO in elvex

  1. Go to Settings > SAML in elvex

  2. Upload your metadata XML file:

    • Click "Upload IdP metadata"

    • Select the XML file you downloaded

  3. Configure allowed email domains:

    • Enter your organization's email domains (e.g., yourcompany.com)

    • Users with these email addresses will be redirected to SSO

  4. Activate the connection:

    • Click "Activate SAML connection"

    • You'll see a confirmation that SSO is active

  5. Test SSO:

    • Open a private/incognito browser window

    • Go to https://auth.elvex.ai

    • Enter an email address from your domain

    • You should be redirected to your identity provider

✅ Success check: Users can log in through your identity provider and are automatically redirected to elvex.

Step 4: Assign Administrators and Manage User Roles

Now you'll set up your team's access and permissions.

Understanding elvex Roles

elvex has three company-wide roles:

  • Admin: Full access to all settings, can manage users and AI providers

  • Creator: Can create and manage assistants and datasources

  • Consumer: Can use assistants but cannot create or modify them

Setting Up Administrators

  1. Identify your administrators:

    • Choose 2-3 people who will manage elvex for your organization

    • These should be technical or IT-savvy team members

  2. Assign Admin roles:

    • Go to Settings > Users

    • Find each person in the user list

    • Change their role from "Creator" to "Admin"

Inviting Users (non-SSO only)

  1. Go to Settings > Users

  2. Click "Invite Users"

  3. Enter email addresses:

    • Add one email per line

    • Choose the appropriate default role (usually "Creator" for most users)

  4. Send invitations:

    • Users will receive email invitations to join

    • If SSO is configured, they'll use that to log in

✅ Success check: Your administrators have Admin access, and team members are receiving invitation emails.

Step 6: Create Your First Production Assistant

Now you'll create a useful assistant for your team.

  1. Click "Create Assistant" from the main dashboard

  2. Choose a practical use case for your first assistant, such as:

    • Customer support helper

    • Document summarizer

    • Meeting notes assistant

    • Code reviewer

  3. Configure your assistant:

    • Name: Give it a clear, descriptive name

    • Description: Explain what this assistant does

    • Instructions: Use the AI Assistant feature to help write good instructions

    • AI Provider: Select the OpenAI connection you set up

  4. Test your assistant:

    • Send it a realistic message your team might use

    • Refine the instructions based on the response

  5. Share with your team:

    • Set the visibility to "Public" so everyone can use it

    • Or share it with specific team members

✅ Success check: Your team can access and successfully use your first assistant.

What You've Accomplished

Congratulations! You've successfully set up elvex for your organization. You now have:

  • ✅ An AI provider connected and working

  • ✅ Access to elvex configured (with optional SSO)

  • ✅ Administrators assigned to manage the platform

  • ✅ Team members invited and able to log in

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