Where identity and records live
Organization roles
Manage members and groups under Platform > Organization > Members & groups. Groups can follow your identity provider’s groups through OIDC group sync.
Agent scope
An agent reaches only the skills it was given. Admins approve skills for the organization, and a person adds them to an agent. Further limits:- Approval on a skill action: individual actions can require approval. A requester can withdraw a pending approval. Declining answers that one attempt, and the conversation continues.
- Gated commands: hold matching shell commands on Claude Code, Codex or OpenCode.
- Knowledge bases: attached per agent.
- Budgets: cap what one agent may spend.
- Who can send tasks: under the agent’s Channel settings, the Omni switch and Any agent, Selected agents or No agents. Each task shows which rule allowed it. See Invocation channels.
Skill visibility
Each skill’s visibility decides which agents may hold it:
The skill’s creator and admins (Root access or Admin) change visibility and allowlists. Others cannot widen a scope, and attaching a skill outside its allowlist is refused.
The runtime builds each agent’s workspace from the skills its scope allows, so a scope change applies on the next run. The filter has three modes:
The default is
report in the current release, so teams can review violations first. enforce follows. On self-hosted installs the switch is XPANDER_SKILL_VISIBILITY_MODE (off, report, enforce). The air-gapped chart renders it from global.skills.visibilityMode, so set it in your values file.
Scope changes, publishes and archives are audited as UPDATE_SKILL_ACCESS, PUBLISH_SKILL and ARCHIVE_SKILL (see The record). Repository skills take their scope from xpander.yaml (Publish Skills). What the person adding a skill sees is on Skills.
Single sign-on
Sign-in with your identity provider uses OIDC. On cloud and hybrid, an admin sets it under Platform > Organization > Access > Single sign-on. On air-gapped it runs inside the perimeter: see SSO with your identity provider. Provisioning, deprovisioning and MFA stay in your identity provider, and group claims can map to xpander groups.API keys
Air-gapped installs mint all credentials in-cluster at install time. Keep keys in your secrets manager and rotate them. Deleting an organization key revokes it within a minute at most.
The record
Per task: messages, each skill call with parameters and result, and each model call with cost, under the person who asked. In xpander Chat (Session Manager) and over the API (GET /v1/tasks/{id}/thread, GET /v1/tasks/{id}/llm_usage).
Organization audit log: Platform > AI governance > Audit log, filterable by event type and exportable as CSV or JSON.
Next steps
Set the controls
The settings behind each rule.
See an approval
The approver’s side.
Review security
Architecture per deployment.

