Platform
Accounts, roles, acting for an org, Cedar, notifications, billing, and governance — what's true everywhere in Cypress.
TL;DRAI summary
This chapter explains the core features of Cypress, like managing your account, using the AI copilot Cedar, and handling billing. Understanding these basics now will make using the rest of the platform easier.
The Platform manual covers what's true everywhere in Cypress, no matter which lifecycle stage a vehicle is in: your account and role, acting on behalf of an organization, Cedar the AI copilot, notifications, billing, and governance. Read this once — the Planning and Remarketing manuals build on it rather than repeating it.
How-to guides
Step by step: act on behalf of an organization, manage members, upload documents, switch Planning on, and ask Cedar well.
Practices
What to do and why — starting with how to work with Cedar well.
Reference
Every Platform chapter — getting started, Cedar, money, and governance — in reading order.
This section explains how to set up and manage your Cypress organization. You'll learn how to invite team members, manage their access, and connect apps that extend Cypress's capabilities. It also covers important administrative tasks like uploading documents and configuring product access.
- Act on behalf of an organization
- Ask Cedar questions or give it commands
- Connect an app or an agent to your organization
- Invite or remove team members and change their roles
- Enable or disable planning products for a customer
- Upload required documents for your organization