Navigate to the User Settings in Knowi to view, manage, or update their preferences for Account Settings, Plan Details, Usage, Team, Roles, and External Authentication from one central place.
Navigating to the User Settings
Click on the user profile icon from the bottom-left corner of the interface, select User Settings, and you will be navigated to the User Settings menu.
Managing Account Settings
Manage your account settings to view and manage the following:
1. 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.
2. NAME: Edit the name of the customer.
3. PASSWORD: This is the password associated with this account. Click the Change Password button to add a new password.
4. TIME ZONE: Select the time zone that will be used when this customer will run the Query.
5. 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.
6. 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).
7. API KEY: View the API key.
8. ALWAYS SHARE TO GROUP: This automatically shares all assets including any datasources, queries, widgets, and dashboard to the selected groups. Click on the edit to add, remove, or change the group
9. DEFAULT DASHBOARD: Click on the edit to select the default dashboard that will appear upon login.
10. 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.
11. 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: While the admin will have the access to view and manage all the aforesaid settings, the user will have access to view and manage only 1, 2, 3, 4, 5, 6, and 10 above. The viewer will have access to only view the set configurations for 1, 2, 3, 4, 5, and 10 above.
To learn more about different user roles in Knowi i.e. - Viewer, User, and Admin, please refer to the documentation on User Roles.
On scrolling down further, the admin will be able to view and manage the following customer settings.
1. GLOBAL HEADER: Define HTML snippet to globally apply a custom Header across all dashboards. Headers can also be set at a specific dashboard via the Dashboards settings.
2. GLOBAL FOOTER: Define HTML snippet to globally apply a custom footer across all dashboards. Footers can also be set at a specific dashboard via the Dashboards settings.
3. PASSWORD EXPIRY: Set the password expiry in days. Set 0 for the password to never expire.
4. DEFAULT TIME ZONE: Change the default time zone. If no default time zone is set, Knowi will default it to America/Los_Angeles.
5. 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.
6. 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.
7. SESSION TIMEOUT: Set the Session timeout in minutes. Blank implies default which will set the session timeout to 30 mins.
8. CUSTOM LOGO: Set a link to your own logo image instead of the Knowi logo. The recommended size of the custom logo is 35px width and 36px height, transparent.
9. CHART COLOR PALETTE:
This will overwrite the default color palette for charts. Add upto 10 colors to the palette. These will be the default colors for chart legends unless you override them at the chart level.
10. CUSTOM SMTP SERVER SETTINGS:
Enable this to set up your custom mail SMTP server to send email reports, alerts, etc. from your mailbox.
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 the documentation- External Authentication from LDAP.
To know more about SAML configuration, please refer to the documentation- External Authentication from SAML.