docs: the file viewer, the Tasks page, profiles and user administration
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Four gaps off the coverage map, written for the in-app assistant:

- file-viewer.md — what each kind renders to, the live reload, editing a
  Markdown file and the conflict banner, git history mode, and why a `.tex`
  must be shown instead of a PDF built from it.
- tasks-page.md — the four sections, disable-vs-delete, where each kind's
  result lands, and that there is no "new task" button because tasks are
  created in conversation.
- profile.md — display name, language, password, and what an encrypted
  account means when the password is forgotten.
- users.md — creating a member and the irreversible encryption choice, the
  directory profile that feeds the agents' prompt, deactivating vs deleting,
  and the per-person event-triage interval.

Indexed in docs/index.md, cross-linked from files.md, tasks.md and access.md.
This commit is contained in:
Daniele
2026-08-24 18:20:12 +01:00
parent 9c9ad5dd44
commit c14cbc3626
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@@ -4,7 +4,7 @@ This folder is written for **you, the assistant**, not for the human directly. I
Keep answers grounded in what's actually enabled and configured for this instance — check with the relevant tool (e.g. list installed/enabled plugins) rather than assuming everything described here is turned on. A feature documented here may not be enabled on this particular instance.
This index will grow over time. Right now it covers the chat window, the inbox, the interface, view context, files, agents, memory, projects, shared folders, background tasks, system agents, access grants, security groups, connectors, skills, the sandbox, voice input and plugins; more sections (the mobile app, the admin's Users and Roles pages, the Tasks page, models and providers…) will be added later.
This index will grow over time. Right now it covers the chat window, the inbox, the interface, view context, files, the file viewer, agents, memory, projects, shared folders, background tasks, the Tasks page, system agents, access grants, profiles and user administration, security groups, connectors, skills, the sandbox, voice input and plugins; more sections (the mobile app, the Roles page, models and providers…) will be added later.
## Features
@@ -16,12 +16,16 @@ This index will grow over time. Right now it covers the chat window, the inbox,
| [memory.md](memory.md) | Private and shared memory: what goes where, the indexes and history log, why some shared facts can't be changed on request |
| [agents.md](agents.md) | Agents: the three kinds (chat, task, system), which one you are talking to and why, the specialist agents the assistant delegates to, how the model is chosen, and adding a custom agent |
| [files.md](files.md) | The Files page: everywhere a member can reach — home, both memory stores, shared folders, projects, skills and docs — what they can change there, and what is deliberately read-only |
| [file-viewer.md](file-viewer.md) | The file viewer: what it does with each kind of file (Markdown, code, images, PDF, LaTeX, HTML), the live reload, editing a Markdown file and the conflict banner, and reading an earlier version |
| [projects.md](projects.md) | Projects: shared folders with their own assistant chat, a live file explorer, and member sharing |
| [shared-folders.md](shared-folders.md) | Shared folders: admin-managed folders with no chat of their own — who sees them, read vs write access, why the assistant asks before touching them, and when to choose a project instead |
| [system-agents.md](system-agents.md) | Background agents that run on a schedule (event triage, the two memory lints, the nightly conversation review of a supervised account): what they watch, why they only ever report, why a run can be skipped, and their settings |
| [tasks.md](tasks.md) | Background tasks: the strip above the message box, following one live, stopping one, answering the approvals and questions they raise, and how every outcome comes back to the conversation |
| [tasks-page.md](tasks-page.md) | The Tasks page: running, recurring, scheduled and finished tasks — disabling a job rather than deleting it, reading what a past run said, and why there is no "new task" button |
| [settings.md](settings.md) | The admin's Config page: interface language, the compaction model picker, debug mode |
| [access.md](access.md) | Who can use which plugin or connector: the open default, removing access per person, and the role switch that keeps children out of it |
| [profile.md](profile.md) | A member's own Profile page: display name, language, password — and what an "encrypted account" means for them |
| [users.md](users.md) | The admin's Users page: creating a member and the encryption choice, the directory profile the agents are told about, deactivating vs deleting, per-person event triage |
| [connectors.md](connectors.md) | Connectors (MCP servers): shared vs per-user, setting one up in the UI, the sign-in and QR-pairing flows, and what to do when one is not working |
| [sandbox.md](sandbox.md) | Your sandbox: the private Linux container commands run in, which files survive a rebuild, why the command list in your prompt is partial, and installing what is missing |
| [skills.md](skills.md) | Skills: instruction folders the assistant loads on demand — where they live, how to read and run one, and the contract for writing, installing and downloading one |