Getting Started
Getting Started
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User Settings

Intended audience: users DEVELOPERS ADMINISTRATORS

AO Platform and AO Easy Answers: 5.0

Overview

The User Settings dialog in the User Menu is divided into tabs, including:

  • General

  • Profile

  • Privacy

  • Easy Answers

  • Notifications

  • API Keys

General

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Label

UI Widget

Default

Description

  • Current Solution Theme

Dropdown

Light

Users can select between different Themes for the user interface of a given Solution, including Light, Dark, High-Contrast (Dark), Purple, and, if available, some custom Themes. Some Solutions may not have Theme selection enabled, in which case this option will not be shown. A selected Theme is specific to the current Solution. See Easy Answers Themes or Samples Themes as examples.

  • Default Solution

Dropdown

Admin

Users can select which Solution should be the default to open after signing in.

  • Debugging

ON/OFF Toggle

OFF

If On, additional details will be captured in the App responses, including MSO and SQL Query information, start time and end time for requests, server type, performance metrics, and other important log info. This setting is only available for Administrator Role users.

  • Test Mode

ON/OFF Toggle

OFF

If On, testing is primarily used for capturing MSO and SQL queries, which can be used to prepare/compare against a gold dataset. This setting is only available for Administrators Role users.


Profile

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Label

UI Widget

Default

Description

  • First Name

Text Field

First name for the current user.

The first name for the current user.

  • Last Name

Text Field

Last name for the current user.

The last name for the current user.

  • Email

Text Field

Email for the current user.

The email address for the user. This is important if user is to receive any kind of email notifications, including a password reset.

  • Phone

Dropdown + Text Field

Phone for the current user.

The phone number for the user. This is important if the user is to receive any kind of SMS/text-based notifications. The phone number shall be entered, including country code, eg, +1 415 123 4567


Privacy

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Label

UI Widget

Default

Description

  • Current Password

Text Field

Encrypted version of the current user’s current password.

Shows the current password for the current user. Click the eye icon to see the encrypted password as normal text.

  • New Password

Text Field

[Empty field]

Allows the user to enter a new password that must adhere to the password rules stated below the field. Validation will be done when the user clicks away from the New Password field. Click the eye icon to see the encrypted password as normal text. Also, the current password must be entered in order to change to a new password.

The default rules are as follows:

  • At least 7 characters

  • At least one capital letter

  • At least one letter - a-z, A-Z

  • At least one number - 0-9

  • At least one special character - a character different from a-z, A-Z

  • No whitespaces

  • No reserved words from dictionary - [word, if found]

  • No alphabetical sequence - [sequence, if found]

  • No numerical sequence - [sequence, if found]

  • No QWERTY keyboard sequence - [sequence, if found]

  • No repetitive pattern - [pattern, if found]

  • No context-specific terms - [context term, if found]

  • Confirm New Password

Text Field

[Empty field]

Enter the new password again to ensure that the new password has been entered correctly. Click the eye icon to see the encrypted password as normal text.

If the user forgets their current password and cannot sign in, then contact the AO Platform Administrator to ask for a password reset.


Easy Answers

The Easy Answers tab will only be shown if the current Solution is enabled with Easy Answers functionality.

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Label

UI Widget

Default

Description

  • Page to Open on

Dropdown

Easy Answers

Select which page to open when the Easy Answers solution is opened. Dropdown with the following options:

  • Insights

  • Easy Answers

  • Dashboards

  • None

  • Default Dashboard

Text Field w/Dashboard selection

<user selected>

Select which Dashboard will be selected as the default to open when the Dashboard page is shown.

  • Recommendation

ON/OFF Toggle

OFF

If On, the Dashboard Apps on the Easy Answers screen will be ordered according to role-based recommendations (up-/down-voting of the Apps).

Easy Answers makes use of user recommendations to adjust the order in which Apps are displayed on the Easy Answers Results page. Based on user sentiments (thumbs up/down) for each App, Apps will be moved up or down the page of the Results dashboard. Recommendations are only active for users belonging to the same Role(s) and only if enabled here.

  • Enable Auto Correction

ON/OFF Toggle

ON

If enabled, when entering natural language questions (NLQs) in Easy Answers, an automatic spell-check correction will be performed. If disabled, Auto Correction will not be performed.
Note: If this toggle is not available in the UI, it is because Auto Correction has been disabled at the Ontology level.


Notifications

The Notifications tab allows the user to determine whether or not to show Desktop Notifications, - or selectively suppress some types of Desktop Notifications if Desktop Notifications are enabled.

image-20260423-045539.png

Label

UI Widget

Default

Description

  • Show Desktop Notification

ON/OFF Toggle

ON

If enabled, Desktop Notifications will be displayed. If disabled, they will be suppressed, and Notifications will exclusively appear in the Bell Icon panel from the Header.

  • Suppress Desktop Notifications from Other Users

ON/OFF Toggle

OFF

If enabled, Desktop Notifications, caused by other users of the same Role as current user, will be suppressed for current user.

  • Suppress Desktop Notification

Checkboxes

No Notification Types are suppressed by default

Allows the user to check the checkboxes from the list of Notification types below:

  • Ontology Discovery Updates - If enabled, any desktop notifications related to Ontology Discovery processes will be suppressed.

  • Download Data Updates - If enabled, any desktop notifications related to Download Data processes will be suppressed.

  • Quick Insight Updates - If enabled, any desktop notifications related to Quick Insights updates will be suppressed.

  • Quick Insight Feed Updates - If enabled, any desktop notifications related to Quick Insight Feed updates will be suppressed.

  • Quick Insight Preview Job Updates - If enabled, any desktop notifications related to Quick Insight Preview creations will be suppressed.

  • Solution Updates - If enabled, any desktop notifications related to Solution Save As processes will be suppressed.

  • Federated Data Materialized Views Updates - if enabled, any desktop notifications related to creating or updating Materialized Views for Federated Data configurations will be suppressed.

  • Federated Data Runtime Views Updates - if enabled, any desktop notifications related to creating Runtime Views for Federated Data configurations will be suppressed.

  • Feedback Enrichment Updates - If enabled, any desktop notifications related to Feedback Enrichment updates will be suppressed.

  • Validation Updates - If enabled, any desktop notifications related to the Validation processes for updates to Ontologies, MSOs, Insights, and UI/Solutions will be suppressed.

  • Data Summary Updates - If enabled, any desktop notifications related to the generation of Data Summaries for Easy Answers Apps and Quick Insights will be suppressed.

  • Agent Chat - If enabled, Notifications for Agent Chat Tasks will be suppressed.

  • Dashboard Updates - If enabled, Notifications for Dashboard Updates will be suppressed.


API Keys

The API Keys tab allows users to create and manage personal API Keys. API Keys are used to authenticate access to the AO Platform's Semantic Layer from third-party tools and products, such as MCP-compatible AI tools and coding environments.

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Creating New API Keys

  1. Select API Keys from the User Settings dialog.

  2. Click the + Create Key button. The Create API Key dialog opens.

  3. Complete the following fields:

image-20260423-050303.png

Label

UI Widget

Description

  • Name

Text Field

Enter a meaningful display name as a reference for the API Key.

  • Enabled

ON/OFF Toggle

Determines whether the API Key is active. Default is ON.

  • Expiration

Date Field

Enter the expiration date for the API Key. The maximum number of days allowed is configured by the administrator.

  • Description

Multi-line Text Field

Enter a description for the API Key and specify which product or tool it will be used with.

  1. Click Generate Key. The Copy API Key dialog opens, displaying the generated API Key.

Important: Copy the API Key before closing this dialog by clicking the Copy to Clipboard icon. This is the only time the API Key will be visible. Once the dialog is closed, the API Key cannot be retrieved. If the API Key is lost, a new API Key must be created.


Managing API Keys

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To manage existing API Keys, click the options menu for any API Key in the list. The following actions are available:

Action

Description

  • View

Opens the API Key details in read-only mode.

  • Edit

Opens the API Key for editing. Name, Enabled status, Expiration date, and Description can be updated.

  • Delete

Permanently deletes the API Key. A confirmation dialog requires the user to type DELETE before the key is removed.

  • Disable API Key / Enable API Key

Toggles the API Key between active and inactive states. A confirmation dialog is shown before the change is applied.


  • The maximum number of API Keys a user can create and the maximum expiration period are configured by the administrator.

  • API Keys created in the User Settings dialog are specific to the current user and cannot be used by other users.






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