Canopy is Synthreo's administrative portal, at canopy.synthreo.ai. It is where customer tenants, users, application permissions, AI model access and organization settings are managed for ThreoAI, Builder, Pylon and Canopy itself.

Which roles can administer a tenant in Canopy?

Owner, Admin, and Admin (no impersonation). All three administer the tenant. Admin (no impersonation) cannot sign in as an individual user of a descendant customer, and Owner additionally carries account closure.

Canopy Overview

Synthreo Canopy overview: manage customer tenants, users, application permissions, AI models and settings across ThreoAI, Builder, Pylon and Canopy itself.

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

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 their features and authentication, reach their users for support
User Management	Add users, assign application permissions (ThreoAI, Builder, Canopy, Pylon), disable sign-in, 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 content, and curate the connector and skill catalogs
Analytics	Usage and adoption KPIs across your organization
Settings	Organization branding, data residency, sign-in and MFA methods, SSO, and API keys
Roles & Permissions	The role a user holds inside each application. See Roles & Permissions

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 content, and catalogs
Settings	Organization branding, data residency, sign-in methods, SSO, 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, gated on a Synthreo superuser claim) and Billing (provider cost and margin, Synthreo root only). 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.

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.

Troubleshooting

Issue	Cause	Fix
Cannot log in to Canopy	The account does not have the Canopy app permission	Ask an administrator to add a Canopy permission to the account
Left sidebar sections not visible	The item is gated, or your role is insufficient	AI Configuration and Billing are Synthreo-internal; otherwise verify the account’s Canopy role
Cannot use Sign In As	The account holds Admin (no impersonation), which can delegate but not impersonate	Assign Admin or Owner if that person genuinely needs to act as individual users
Changes made to a user not reflected immediately	The user is still signed in with a cached session	Ask them to sign out and back in

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 which application, what models are available, and how child customer tenants are structured.

Can multiple administrators manage the same tenant simultaneously? Yes. Any user holding a Canopy role - Owner, Admin, or Admin (no impersonation) - can sign 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 a Canopy role must re-grant the permission. If no other administrator is available, your MSP help desk escalates to Synthreo through the partner support channel.

Explore the Full Synthreo Platform

Canopy controls access to the other Synthreo applications:

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