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Administrator Guide

This guide is intended for Enterprise Administrators who manage Treasure AI Voice deployments across their organization. It covers authentication, device management, user management, and security features.

Initial Setup

Before you can access the Admin Dashboard, your organization must be activated. Treasure AI will send you an invitation link — follow the steps in Organization Activation to complete the one-time setup.

Web Admin Dashboard

The Web Admin Dashboard provides centralized management of your organization's Treasure AI Voice deployment.

RegionURL
Japan (AP01)voice-console.ap01.treasure.ai

Dashboard Menu

  • Devices — View and manage all PLAUD devices and their assigned users.
  • Recordings — Browse, review, and delete recordings.
  • Audit Logs — View a complete audit trail of all activity.
  • Members — Manage users — invite, remove, and assign roles.
  • AI Lens (optional) — AI-powered analytics and insights.
  • Export (optional) — Stream recordings, transcripts, summaries, and device inventory to your Treasure Data CDP.
  • Legal — Access Treasure Data's Terms of Service, privacy statement, and other legal documents.

Authentication

Treasure AI Voice supports two authentication methods:

MethodDescription
Sign in with GoogleAuthenticate using your organization's Google Workspace account.
Email / PasswordSign in with credentials provided by your administrator.

Supported identity providers

Direct integrations with SAML 2.0, Microsoft Entra ID (Azure AD), Okta, and other enterprise identity providers are not currently supported. The only built-in social identity provider is Google.

For the time being, organizations that gate Google Workspace sign-in through their corporate IdP can use Sign in with Google to inherit that gate at authentication time. This only affects new sign-ins — it does not terminate active sessions or remove the Treasure AI Voice user record when you deprovision the user upstream. To fully revoke access, an Enterprise Admin must also remove the user from the Members page.

Devices

The Devices page (also called Device Fleet) provides a real-time overview of all PLAUD devices deployed across your organization.

Device Fleet page listing PLAUD devices by serial number with owner, battery, last sync, firmware, and lock status

Fleet Summary

At the top of the page, summary cards display:

  • Total Devices: Total number of devices registered to your organization.
  • Active: Devices that are currently active and operational.
  • Locked: Devices that have been remotely locked by an administrator.
  • Low Battery: Devices reporting low battery levels.

Device List

Devices are grouped by assigned user (name and email). Each device row displays:

ColumnDescription
SerialThe unique serial number of the device.
BatteryCurrent battery level percentage, or "Unreachable" if the device has not synced recently.
Last SyncHow long ago the device last synced with the mobile app.
FirmwareThe firmware version currently installed on the device.
StatusCurrent device status (Active, Locked).
ActionsLock or unlock the device remotely.

Locking a Device

If a device is lost or stolen, you can remotely lock it:

  1. Navigate to Devices.
  2. Locate the device by serial number or assigned user.
  3. Click the Lock button in the Actions column.
  4. The device status will change to Locked. The action is recorded in the audit log.
Software Lock, Not a Hardware Lock

Locking a device doesn't disable the hardware itself — it locks the device's account and connection in software. If a locked device is later recovered, an Enterprise Admin must unlock it (from the Devices page) before it can be used again.

Recordings

The Recordings page displays all transcriptions from organization members.

Recordings page listing organization recordings with user, device, duration, recorded date, and status

Use the search bar to find recordings by user email or name. Each recording row displays:

ColumnDescription
MeetingRecording title and a preview of the transcription content. Click the play button to listen.
UserName and email of the user who created the recording.
DeviceSerial number of the PLAUD device used for the recording.
DurationLength of the recording.
RecordedDate and time the recording was captured.
StatusProcessing status (e.g., Completed).
ActionsDelete the recording.

Click a row to open the recording's detail view, where you can view and copy the transcript, summary, action items, and Key Topics (tags). Enterprise Admins can also edit tags directly from this view — see Key Topics (Tags) in the User Guide.

Filtering by Tag

Click any tag chip in the Recordings list to filter it down to recordings carrying that tag. The filter operates across the entire organization's recording set, not just the current page.

Audit Logs

The Audit Logs page provides a complete audit trail of all activity on the platform. Logs are retained for 7 years.

Audit Logs page showing device serial, event type, actor, and timestamp for each recorded action

Each log entry displays:

ColumnDescription
Device SerialSerial number of the related device (if applicable).
Event TypeType of event — see the Event Types reference below.
DetailsAdditional context for the event (if available).
ActorEmail address of the user who performed the action.
TimestampWhen the event occurred.

Event Types

The audit log tracks the following events, grouped by category:

Identity & access

EventDescription
User LoginA user signed in successfully.
User LogoutA user signed out.
User InvitedAn Enterprise Admin invited a new user. Details include the invited email and assigned role.
User Accepted InviteAn invited user completed account setup.
User Accepted TermsA user accepted the in-app Terms of Service.
User DeactivatedA user account was deactivated.
User RemovedA user was removed from the organization. Details include the removed user's email and prior role.
Role ChangedA user's role was updated.

Device lifecycle

EventDescription
Device ProvisionedA device was added to the organization's inventory. Details include the provisioning source and firmware version.
Device AssignedA device was assigned to a specific user.
Device BoundA user paired the device with their mobile app. If the device was not previously provisioned, this event also triggers auto-provisioning.
Device UnboundA device was unbound from a user account.
Device DepairedA device was forcibly de-paired (for example, by Enterprise Admin action).
Device LockedA device was remotely locked by an Enterprise Admin.
Device UnlockedA previously locked device was unlocked.
Device HeartbeatA device reported its health status. The dashboard only surfaces heartbeat events that include a low battery alert.
Firmware UpdatedA device's firmware version changed.

Recording lifecycle

EventDescription
Recording CreatedA new recording was uploaded and persisted.
Recording TranscribedTranscription and AI summarization completed successfully.
Recording FailedProcessing failed. Details include the failure reason — for example, TRANSCRIBE_JOB_FAILED or PROCESSING_ERROR.
Recording DeletedA recording was deleted from cloud storage. Details include the recording file name.

Members

The Members page allows you to manage users and team assignments.

Members page showing name, email, role, assigned device, status, and last login for each user

Member List

ColumnDescription
NameDisplay name of the user.
EmailUser's email address.
RoleUser role — Regular User or Enterprise Admin.
StatusAccount status (Active).
Last LoginDate of the user's most recent login.
ActionsDelete the user (available for Regular Users).

Inviting Users

  1. Click the Invite User button in the top-right corner.
  2. Enter the user's email address.
  3. Assign a role (Regular User or Enterprise Admin).
  4. An invitation email is sent to the user automatically.
Invite Link Expiration

Invite links expire after 6 days. If the user hasn't accepted the invite within that window, generate a new invite for them from the Members page.

Roles

RolePermissions
Regular UserCan access only their own recordings and transcripts.
Enterprise AdminFull organizational access — manage devices, members, recordings, security settings, and audit logs via the Web Admin Dashboard.
Note

Enterprise Admin accounts cannot be deleted from the Members page.

AI Lens (optional)

AI Lens allows administrators to ask natural language questions about their organization's meeting data, devices, and activity.

AI Lens page with a natural-language question field, analysis scope summary, and generated insights

Type a question in the text field — for example, "What were the key decisions from last week?" — and click Ask AI. AI Lens analyzes your organization's recordings and returns an executive summary with insights.

The analysis scope is displayed below the search field (e.g., "Analyzed: 75 recordings, 11 users, 15 devices, 500 events (last 30 days)").

Click Configure in the top-right corner to adjust analysis settings.

Export (optional)

The Export page lets administrators stream their organization's recordings, transcripts, AI summaries, and device inventory into their own Treasure Data CDP database, where it can be joined with the rest of your customer data for analytics, segmentation, and activation.

For setup, the exported table schemas, and querying guidance, see Treasure Data CDP Integration.

The Legal page provides direct links to Treasure Data's legal documents that govern the use of Treasure AI Voice:

  • Terms of Service
  • Voice Supplemental Terms
  • AI Terms
  • AI Acceptable Use Policy
  • Privacy Statement

Each link opens the current version of the document on the Treasure Data website.