Settings

You can access your Settings page by clicking the Gear Icon in the upper-right corner of the dashboard and selecting Settings.

The Settings page is divided into four tabs:

• Profile
• Account
• Sources
• Billing

The following sections describe these tabs.

Profile

The Profile tab opens by default when you access Settings. This tab contains settings for the user that is currently logged in.

In the User Profile section, you can edit the first name and last name for the current user. You cannot edit the Role.

You can change the email that you use to log in by entering the new email and clicking Save Changes. If you want to reset your password, click Reset Password. This action sends a password reset email to the email address that appears in Email.

Account

The Account tab provides access to account-wide settings and troubleshooting features.

The sections of this page are described below.

General

The General section lists the following global account information:

• Organization Name
• Account Id
• Country

Copy the Account Id to use in the API.

Toggle Display Connection Data Model to show the data model on the Add and Edit Connection page for authenticated connections.

Primary Contact Information

This section contains the following fields that define the account’s primary contact for invoices, announcements, and other communication:

• First name
• Last name
• Email
• Phone Number
• Country

Delete Account

If you want to delete your Connect AI Embed account and all of its data, click Contact Sales for assistance.

Account deletion is permanent. If you delete your account, you need to create a new account if you want to use Connect AI Embed in the future.

Sources

The Sources tab allows the administrator of the Connect AI Embed parent account to manage connection string properties for the sub-accounts, ensuring consistent configurations across sub-accounts.

This tab consists of the following:

• The Source Access Control section allows administrators to choose which data sources your accounts can use when creating new connections. Administrators can limit sub-account users to specific sources.

  The Source Access Control section is only relevant if your sub-accounts are using the Add Connection page that displays all the sources.

• The Connection Overrides section allows administrators to add custom overrides to simplify account setup. For example, you can override an account’s OAuth sign-in credentials so that end users must use their own organization’s credentials rather than CData credentials. Click Add Override and then select the setting and the override value.

  Connection Overrides contains the following information about each override:

  • Source—the data source name.
  • Setting—the connection setting to override.
  • Override—the new value of the setting to use.
  • Job Actions—the icons in the last column represent the actions you can perform on a job.
    • Edit (🖉)—edit the override value. Note that you can only edit the value of the override, and you cannot edit the setting to be overridden.
    • Delete (🗙)—delete the connection override for future connections. Note that existing connections remain unchanged.
  Not all data sources have available setting overrides.

To add a connection override:

1. Click +Add Override.

2. Search for the data source you want to configure the override for.

3. Select the override setting and the override value.

4. Select whether the override should be applied to new connections only (the Add Connection page), or to all new and existing connections (the Add Connection and Edit Connection pages).

5. Click Confirm. The new connection override appears in the Connection Overrides section.

Billing

The Billing tab provides information and controls for your account plan and usage.

This tab consists of the following:

• The Billing section displays your plan information and next billing date.
• The Your Plan Includes section displays what is included in your current plan.
• The lower pane displays your remaining usage in the plan.