Account Management

Go to the Settings tab, which is the bottommost icon on the sidebar.

Go to the Account Settings menu and select the Profile option, to view your Profile.

You’ll see that the pane in the Profile page is divided into two. The left pane consists of details such as Profile picture, Name, email, Last Login details and Organisation Name.

The right pane lists all the social accounts connected to DataChannel. You can connect or disconnect any account with the help of the links on the right.

Here, you can also view the option to change your DataChannel Account Password.

Go to the Settings tab, which is the bottommost icon on the sidebar.

Go to the Account Settings menu and select the Users option, to view and manage users in your DataChannel Account.

The search box inside the Users Tab allows you to quickly find a specific User added by you.

The sort dropdown inside the Users tab allows you to quickly sort the Users added by you alphabetically.

The Add New button, located on the top right corner of the Main UI Screen, allows you to add a new user to your DataChannel Account.

Below the search and sort boxes the main UI screen inside the Users tab contains a carousel of individual cards for each of the users added by you. Clicking on the card opens up a screen as below to allow you to update the details of the user.

Clicking on the three dots located on the top right corner of each card allows you to delete that user.

Go to the Settings tab, which is the bottommost icon on the sidebar.

Go to the Account Settings menu and select the Notifications option, to view and manage notification settings in your DataChannel Account.

The Notifications page contains a carousel of individual cards for different notification options available to you. Clicking on the card allows you to edit the notification settings. The Slack Notification button allows you to connect your Slack Channel to your DataChannel Account so that you can directly receive notifications from Datachannel in your Slack Channel.

Similarly, you can choose to connect Email Notification and MS Teams Notificationoptions too.

To Setup, click on the required Card and follow the steps to complete the setup and configuration of the Slack channel/ Email/ MS teams channel.

Select the occurrences for which you would like to receive notifications. Once completed, Click on Save.

Go to the Settings tab, which is the bottommost icon on the sidebar.

Go to the Account Settings menu and select the Credential Management option, to manage all your datasource credentials in one place.

Select the name of the datasource from the dropdown. You will be able to view a list of all the previously added credentials for that particular Data Source.

Click on the + icon if you want to add new credentials for the selected Data Source.

To edit/delete a set of credentials, click on the icons on the right side of each credential card.

Go to the Settings tab, which is the bottommost icon on the sidebar.

Go to the Account Settings menu and select the Timezone option, to select the Timezone you want to use in your DataChannel Account.

Select the required timezone from the dropdown.

Click on Save.

Go to the Settings tab, which is the bottommost icon on the sidebar.

Go to the Data Usage menu and select the Summary option, to view the summary of rows used in your DataChannel Account.

The top of the Summary page is divided into two side-by-side cards which give you a snapshot of metrics related to Current month usage. The left card gives the usage summary in terms of Rows moved.

The right card gives the usage summary of the Warehouse.

The date picker on the top right side allows you to choose the period for which you would like to view the summary.

The main UI screen below the Summary cards, gives a table giving the details of reports configured, total number of runs, successful runs, erroneous runs, rows moved for each data source.

The icons in the ‘Actions’ column of the table are quick links to add a pipeline, view details, view configured pipelines, and view credentials for each data source.

Go to the Settings tab, which is the bottommost icon on the sidebar.

Go to the API Management menu and select the Keys Management option, to manage all your API keys in one place.

Use the Generate New API Key button to generate a new API key.

A box on the right side on the main UI screen displays a Account Slug.

You can use the Search box to filter the API keys by name.

A table displays the details of all the API Keys generated by you. Navigating between different pages of the Table is possible through the page numbers on the navigation bar, near the bottom right corner of the main UI screen.

The differnt icons and toggle can be used to view, copy, delete, or change the status of any API Key.