Familiarisation with the User Interface

Settings

Overview

This section will help to familiarize you with the layout on the Settings page of the DataChannel Console. You can access the settings page by clicking on the Settings Tab which is the bottommost icon on the sidebar, right below the Segments Tab. The Settings Tab allows you to view your profile, add multiple users, manage credentials, API keys, set the timezone, view your usage, choose your notification settings and more such functions through this tab.

Managing Users

settings page users tab

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

  2. Located below the Top Banner, you will be able to view a number of Tabs. Click on the Users tab.

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

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

  5. 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.

  6. 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.

    settings page users tab2

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

Receiving Notifications

settings page notifications tab

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

  2. Located below the Top Banner, you will be able to view a number of Tabs. Click on the Notifications tab.

  3. The Slack Notification button, located on the top left corner of the Main UI Screen, allows you to connect your Slack Channel to your DataChannel Account. This helps you to directly receive notifications from Datachannel in your Slack Channel. Once you click on the button the page is divided into two side-by-side panes which allow you to access the Setup and Configure Tabs.

  4. Setup -

4.1 Click on the Setup Tab.

4.2 Click on the Edit Slack Notification button to add a Slack Channel to receive DataChannel Notifications.

settings page notifications tab1

  1. Configure -

5.1 Click on the Configure Tab.

5.2 Use the toggle buttons to select the occurrences for which you would like to receive notifications on your Slack Channel.

5.3 Once completed, Click on Save.

settings page notifications tab2

View API Key

settings page key management tab

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

  2. Located below the Top Banner, you will be able to view a number of Tabs. Click on the Key Management tab.

  3. The View icon, located on the Main UI Screen, allows you to view your API Key.

Selecting a Timezone

settings page account settings tab

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

  2. Located below the Top Banner, you will be able to view a number of Tabs. Click on the Account Settings tab.

  3. Clicking on the Arrow button, located on the top right corner of the Main UI Screen, allows you to expand the Select Timezone card in the Account settings tab.

settings page account settings tab1

3.1 Select the required timezone from the dropdown.

3.2 Click on Save.

3.3 Once completed, click on the arrow button to collapse the card.

Keep in mind that the timestamps for the scheduling of pipelines/ reverse syncs/ transformations will be visible according to the selected timezone. For example, if your location is Sydney, but you have selected Arizona as the Timezone, the timestamps for the scheduling of pipelines/ reverse syncs/ transformations will be visible according to the Arizona Timezone.

Managing Credentials

settings page credential management tab

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

  2. Located below the Top Banner, you will be able to view a number of Tabs. Click on the Credential Management tab.

  3. On the Main UI screen, 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.

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

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

View Data Usage Summary

settings page data usage tab

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

  2. Located below the Top Banner, you will be able to view a number of Tabs. Click on the Data Usage tab.

  3. You’ll notice that the page is divided into two tabs namely the Summary and Daily Trends Tabs. Click on Summary Tab.

  4. 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.

  5. The right card gives the usage summary of the Warehouse.

  6. 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.

  7. 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.

View Profile

settings page profile tab

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

  2. Located below the Top Banner, you will be able to view a number of Tabs. Click on the View Profile tab.

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

  4. 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.

Still have Questions?

We’ll be happy to help you with any questions you might have! Send us an email at info@datachannel.co.

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