Navigate to User Settings to view and manage your Account Settings, Plan Details, Usage, Team, Roles, and External Authentication - all from one place.
Navigating to the User Settings
To access User Settings, click the user profile icon in the bottom-left corner and select User Settings.
Managing User Settings
Manage your account settings to view and manage the following:
EMAIL/LOGIN: This is the email address linked to this account. While logging in to Knowi, this email address will work as the username. Please note that this field is not editable.
NAME: Edit the name of the customer.
PASSWORD: This is the password associated with this account. Click the Change Password button to add a new password.
TIME ZONE: Select the time zone that will be used when this customer will run the Query. Supported Timezones.
DATE FORMAT: Change the default date format displayed to the user. There are three date formats available(MM/dd/yyyy, dd/MM/yyyy, yyyy/MM/dd). By default, the date formats are displayed in the US month-first format.
LOCALE: This translates the user-interface language and model to the selected locale for the customer. Currently, supported locales include- en (English), de (German), and fr (French).
API KEY: View the API key.
ALWAYS SHARE TO GROUP: This automatically shares all assets including any datasources, queries, widgets, and dashboard to the selected groups. Click edit to add, remove, or change the group
DEFAULT DASHBOARD: Click edit to select the default dashboard that will appear upon login.
MANAGEMENT API: Enable Management API to generate the client ID and client secret. This will allow the external services and apps to manage users and groups, datasources, queries, dashboards, and widgets programmatically.
TWO FACTOR AUTHENTICATION: Enable Two Factor Authentication (2FA). This adds an extra security layer and the customer will be prompted to enter the verification code received via text message while logging in to the Knowi account.
Note: Admins, users, and viewers have different access to settings. To learn more, refer to the User Roles documentation.
Managing Customer Settings
Admins will be able to view and manage the following customer settings:
SEARCH BAR MODE: Controls how the search bar behaves across the platform. Options include:
- Asset Search: Search for dashboards, widgets, and datasets by name or keyword.
- NLP: Use natural language queries to search and explore your data.
- Disable: Turn off the search bar entirely.
PASSWORD EXPIRY: Set the password expiry in days. Set 0 for the password to never expire.
DEFAULT TIME ZONE: Change the default time zone. If no default time zone is set, Knowi will default it to America/Los_Angeles.
DEFAULT DATE FORMAT: Change the default account date format displayed to the user. By default, the date formats are displayed in the US month-first format.
INSTANTSIGHTS: Provides automated text-based insights on widgets upon user clicks when turned on.
INSTANTSIGHTS ICON DEFAULT: The default setting for Widget InstantSights Icon on each dashboard. Can be editable and overridden in dashboard settings.
SSO TOKEN: Generate a SSO token.
TUNNEL INFORMATION: Enables the Tunnel key to be used with your datasources. Tunnel information can be used to connect to datasources that are inside your internal network. See the Datasource Tunneling for more details.
SESSION TIMEOUT: Set the Session timeout in minutes. Blank implies default which will set the session timeout to 30 mins.
CUSTOM SUPPORT EMAIL: Set the default email from to be your own organization's support email instead of support@knowi.com.
CUSTOM MAIL SERVER SMTP SETTINGS: Enable this to set up your custom mail SMTP server to send email reports, alerts, etc. from your mailbox.
NEW DASHBOARD NAVIGATION: When enabled, dashboards are grouped by their assigned categories, displayed in a collapsible nested layout at the top. Any uncategorized dashboards are listed separately below the category sections. Starred dashboards remain easily accessible. This is a global setting that can be enabled by admins and will apply to all users.
FORCE TWO FACTOR AUTHENTICATION: Force Two-Factor Authentication for all users.
Managing Current Plan
Navigate to the Plan Details tab to view the current plan and the features available within the same. Click on the Upgrade Plan button to send the Plan Upgrade request.
Account Usage Details
Navigate to the Usage tab to view the total number of widgets and rows running under the current account.
Managing Users & Groups
Custom Roles & Permissions
If the built-in roles don't meet the specific needs of your organization, you can add your own custom roles by navigating to the ROLES tab. Just like built-in roles, you can assign custom roles to users. See Customer Roles & Permissions for more information.
External Authentication Options
By default, the Knowi completes the user authentication through an email address and password, however, you can also configure external authentication via SAML (including Okta) and LDAP. For an extra security layer, two-factor authentication can also be used.
To know more about LDAP configuration, please refer to External Authentication from LDAP.
To know more about SAML configuration, please refer to External Authentication from SAML.
Themes
This section lets you manage and apply custom themes across your Knowi account. To learn more, refer to Themes.
AI Settings
The AI Settings tab is organized into three sub-tabs: Settings, AI Search / NLP, and AI Model Selection. Refer to AI Settings to learn more.