Canopy Overview

Canopy is the administrative portal for the Synthreo platform. It is where you manage customers, users, permissions, and AI model configuration across ThreoAI, Builder, and the admin portal itself.

Access the portal: https://canopy.synthreo.ai

Your login credentials are the same as your ThreoAI credentials, provided you have the Canopy app permission.

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What You Can Do

Area	What It Covers
Dashboard	A 30-day snapshot of your organization - KPI cards, recent users, and customer health
Customer Management	Create and manage child customer tenants, configure hierarchy permissions, access users for support
User Management	Add users, assign application permissions (ThreoAI, Builder, Canopy), resend welcome emails
Sharing	Decide who can use which Builder Agents and sensitive-data entries
Platform Admin	Set model access and the company system prompt, manage sensitive data, and curate the MCP and skill catalogs
Analytics	Usage and adoption KPIs across your organization
Settings	Organization branding and the sign-in and MFA methods for your users
Roles & Permissions	Control what each user can access through hierarchical role assignments

Note

Root-level billing and cost-of-goods (COGS) tooling exists for Synthreo administrators but is internal only. It is not part of Canopy as customers and MSPs use it, and it is not documented here.

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Portal Navigation

After logging in, you land on the Dashboard. Use the left sidebar to navigate between sections, in this order:

Sidebar item	What it covers
Dashboard	The 30-day organization snapshot
Analytics	Usage and adoption metrics over time
Customers	Create and manage child customer tenants
User Management	Manage users in your own organization
Sharing	Decide who can use which agents and sensitive data
Platform Admin	Model access, the company system prompt, sensitive data, and catalogs
Settings	Organization branding, data residency, sign-in methods, and API keys

Two further items exist but are Synthreo-internal and do not appear for customers or MSPs: AI Configuration (the cross-organization model control plane) and Billing (provider cost and margin). If you do not see them, nothing is missing from your account.

For the rest of the interface - the account menu, the command palette, keyboard shortcuts, the delegation banner, and the built-in assistant - see Getting Around Canopy.

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Reporting Bugs

To report a bug or send feedback while using the admin portal, use Profile (top-right) → Submit Feedback. Step-by-step instructions are in Report a bug or send feedback.

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Troubleshooting

Issue	Cause	Fix
Cannot log in to Canopy	Account does not have the Canopy app permission	Contact your Synthreo administrator to have the Canopy permission assigned to your account
Left sidebar sections not visible	Insufficient role assignment	Verify your role is Owner or Admin in Canopy
Changes made to a user not reflected immediately	Browser cache	Reload the page after saving changes

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FAQs

What is the difference between Canopy and ThreoAI? ThreoAI is the AI chat interface that end users interact with daily. Canopy is the administrative back-end where administrators configure who can access ThreoAI, what models are available, and how child customer tenants are structured.

Can multiple administrators manage the same tenant simultaneously? Yes. Any user with the Owner or Admin role in Canopy can log in and make changes. There is no exclusive lock on tenant settings.

What happens if I remove the Canopy permission from my own account? You will lose access to the Canopy portal immediately. Another administrator with Owner or Admin access must re-grant the permission. Contact Synthreo Support at help@synthreo.ai if no other administrator is available.

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Explore the Full Synthreo Platform

Canopy controls access to the other Synthreo tools:

• Welcome to ThreoAI - AI chat platform with Experts and pre-built AI Agents
• Welcome to Builder - no-code AI agent and workflow automation platform