Open the OpenAI settings workspace
Use the real settings path rather than looking for a standalone OpenAI menu.
Exact navigationAdmin Area → Setup → Settings → AI → OpenAI
Before you begin
- Use an account with Settings: View and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Use the real settings path rather than looking for a standalone OpenAI menu. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Admin Area → Setup → Settings → AI → OpenAI.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields, choices and supported possibilities
ActionOpen the OpenAI settings workspace
Exact navigationAdmin Area → Setup → Settings → AI → OpenAI
Module version1.0.0
VerificationConfirm the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.
Code-backed validations and workflow rules
- The OpenAI settings view is registered at position 15 under the parent AI settings section.
- The module action links also provide OpenAI settings and parent AI settings shortcuts.
Expected result and verification
- The supported open the openai settings workspace flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Restrict the API key and AI settings to authorised administrators.
- Do not submit confidential, special-category or unnecessary personal data to the external AI provider.
- Review generated text before using it in customer, staff, legal, financial or compliance communication.
- Monitor provider billing and retention independently because this module has no built-in cost dashboard.