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Settings Overview

Settings is the central hub for managing your Qualytics platform configuration. From here you can control data source connections, set up integrations, manage user access and team permissions, generate API tokens, review platform activity, and monitor system health.

Connections

  • Connections

    Manage global data source connections, edit credentials, and associate datastores.

    Connections

Integrations

Security

  • Security Getting Started

    Manage users, teams, and Service Users.

    Security Getting Started

  • Personal Accounts

    Human user accounts with role-based access.

    Personal Accounts

  • How Personal Accounts Work

    Account model, identity provider integration, and lifecycle states.

    How Personal Accounts Work

  • Personal Account Permissions

    What each user role can do at the workspace level.

    Personal Account Permissions

  • Personal Account Best Practices

    Patterns for onboarding, deactivation, and ongoing user maintenance.

    Personal Account Best Practices

  • User Roles

    The three workspace-level roles (Admin, Manager, Member) and their hierarchy.

    User Roles

  • Admin

    Full-platform access. Includes all Manager and Member capabilities.

    Admin

  • Manager

    Mid-tier role with most workspace-level capabilities, subject to team permissions.

    Manager

  • Member

    Base role limited to its team's datastores, with primarily read-only access to platform features.

    Member

  • Edit a User

    Update an existing user's name, email, role, or team assignments.

    Edit a User

  • Deactivate a User

    Disable an account to revoke access while keeping its audit trail.

    Deactivate a User

  • Reactivate a User

    Re-enable a previously deactivated user account.

    Reactivate a User

  • Sort Users

    Reorder the user list by name, role, creation date, or last login.

    Sort Users

  • Filter Users

    Narrow the user list by role, team, status, or other facets.

    Filter Users

  • Users List Columns

    Interactive columns available in the Users list view.

    Users List Columns

  • Personal Account API

    Manage personal accounts programmatically.

    Personal Account API

  • Personal Account FAQ

    Common questions about user accounts and roles.

    Personal Account FAQ

  • Teams

    Group users and apply datastore-level permissions through team membership.

    Teams

  • How Teams Work

    Team membership, datastore scoping, and inheritance behavior.

    How Teams Work

  • Team Best Practices

    Patterns for naming, sizing, and reorganizing teams over time.

    Team Best Practices

  • Team Membership Strategy

    How to organize users into teams to match your governance model.

    Team Membership Strategy

  • Team Permissions

    The five datastore-level permissions (Editor, Author, Drafter, Viewer, Reporter).

    Team Permissions

  • Editor

    Highest team permission. Full read and write within the datastore.

    Editor

  • Author

    Create and update most datastore content, with some restrictions.

    Author

  • Drafter

    Author content as drafts that require promotion before becoming live.

    Drafter

  • Viewer

    Read-only access to datastore content.

    Viewer

  • Reporter

    Minimal access, limited to specific reporting and dashboard views.

    Reporter

  • Add a Team

    Create a new team and assign users to it.

    Add a Team

  • Edit a Team

    Update a team's name, description, or membership.

    Edit a Team

  • Delete a Team

    Remove a team and detach its datastore permissions.

    Delete a Team

  • Sort Teams

    Reorder the team list by name, size, or creation date.

    Sort Teams

  • Teams List Columns

    Interactive columns available in the Teams list view.

    Teams List Columns

  • Teams API

    Manage teams programmatically.

    Teams API

  • Teams FAQ

    Common questions about teams and membership.

    Teams FAQ

  • Service Users

    Non-human accounts for automation, pipelines, and integrations.

    Service Users

  • How Service Users Work

    Service-user lifecycle, ownership, and identity separation from human users.

    How Service Users Work

  • Service User Permissions

    What service users can do and how they inherit roles and team membership.

    Service User Permissions

  • Service User Best Practices

    Patterns for Service User naming, scope, and rotation.

    Service User Best Practices

  • Create a Service User

    Provision a new service user for automation or integration purposes.

    Create a Service User

  • Edit a Service User

    Update a service user's metadata or team assignments.

    Edit a Service User

  • Deactivate a Service User

    Disable a service user without deleting it.

    Deactivate a Service User

  • Reactivate a Service User

    Re-enable a previously deactivated service user.

    Reactivate a Service User

  • Generate Token for Service User

    Create a Service Token bound to a specific service user.

    Generate Token for Service User

  • Service User API

    Manage service users programmatically.

    Service User API

  • Service User FAQ

    Common questions about service users.

    Service User FAQ

Access Tokens

Audit

  • Platform Audit Getting Started

    Overview of the Admin-only Platform Audit feature.

    Platform Audit Getting Started

  • Audit Introduction

    What the audit log records and how it fits into the platform.

    Audit Introduction

  • How the Audit Page Works

    Day-grouped pagination, timezone handling, and the user-vs-automated split.

    How the Audit Page Works

  • Audit Permissions

    Admin-only access in the UI and at the API layer.

    Audit Permissions

  • Audit Best Practices

    Patterns for rollout reviews, governance reporting, and adoption tracking.

    Audit Best Practices

  • Summary Section

    Read the four metric cards and the Actions per day chart.

    Summary Section

  • Filter Activity

    Narrow the log by date, timeframe, users, actions, or hide automated activity.

    Filter Activity

  • Export Activity

    Download the current page of activity as a CSV file.

    Export Activity

  • Audit API

    The /activity and /activity/insights endpoints and response schemas.

    Audit API

  • Audit FAQ

    Retention, timezone, internal users, and other common questions.

    Audit FAQ

Status

  • Platform Status Getting Started

    Monitor platform health and manage the analytical engine.

    Platform Status Getting Started

  • Platform Status

    Real-time health and configuration of every platform component.

    Platform Status

  • Private Routes

    Connectivity verification for datastores reached through private networks.

    Private Routes

  • Platform Status Permissions

    Who can view status and who can restart the analytical engine.

    Platform Status Permissions

  • Refresh Status Summary

    Pull the latest health and configuration data from all services.

    Refresh Status Summary

  • Restart Dataplane

    Trigger a graceful restart of the analytical engine (Admin).

    Restart Dataplane

  • Copy Status Summary

    Copy the full status data as JSON for sharing or troubleshooting.

    Copy Status Summary

  • Status API

    Check health and restart the analytical engine programmatically.

    Status API

  • Status FAQ

    Health indicators, restart effects, and troubleshooting.

    Status FAQ