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Last updated: October 20, 2026

Browse documentation · Set account defaults and presets
Administration

Set account defaults and presets

Instance defaults are inherited when an account has no value; a preset supplies reusable grants and optional behavior to attached accounts. You need Elowen administrator access to manage either.

Set instance defaults

  1. Open Users → Default settings for users.
  2. Set inherited behavior for human accounts, such as models, memory, language, tool rules or YOLO.
  3. To clear personal overrides and apply the defaults, choose Apply to everyone and confirm.
  4. Set Preset for new accounts, or choose None.

Create and assign a preset

Changing a default alone preserves account choices. Chatbot accounts keep their own settings, and personal plugin credentials are not shared as defaults.

To create a preset, open Users → Account presets, choose New preset, give it a name, then configure Permissions, Behavior and Projects. Assign it during account creation or in the account's Preset control. A preset can grant models, tools, plugins, voice, Project permissions and monthly spend. Behavior inherits in this order: personal value, preset value, instance default. Edits to a preset affect attached accounts immediately. Overwrite everyone in this preset clears the selected personal field only for those accounts. A manual permission edit prompts to detach the account; its current grants and Project memberships remain, but future preset changes no longer apply. Preset Projects set minimum memberships; extra assignments remain.

Verify inheritance

Check the attached-account count and inspect a representative account. Confirm the intended preset and its grants or behavior apply. Deleting a preset asks for confirmation; attached accounts retain grants, personal settings and Projects, while unset behavior returns to instance defaults. See Add a user and grant the right access and Users & Access.

Common mistakes

Do not confuse changing a default with applying it to everyone: only the latter clears overrides after confirmation. Preset Projects do not remove extra memberships. Detach an account if future preset edits should no longer affect it.