Configuration

Account Settings

Your account settings control your personal profile, authentication preferences, and security options. To access them, click your avatar in the top-right corner of the app and select Account Settings.

• Profile: Update your display name, email address, profile picture, and job title. These details appear in shared reports and team workspaces.
• Password: Change your password from the Security tab. OpenAnalyst enforces a minimum of eight characters. If you signed up via Google or GitHub SSO, password management is handled by your identity provider.
• Two-Factor Authentication (2FA): Enable TOTP-based 2FA using any authenticator app (Google Authenticator, Authy, 1Password). Once enabled, a code is required at every sign-in.
• Active Sessions: Review all devices currently signed in to your account. You can revoke any session individually or sign out of all devices at once.

Workspace Configuration

Workspaces are shared environments where teams collaborate on dashboards, reports, and data connections. Each workspace has its own settings, members, and billing (on paid plans). Navigate to Settings > Workspace to manage these options.

• Workspace Name and Slug: The workspace slug forms the URL for all shared resources. Choose a short, memorable identifier — it cannot be changed after creation without redirecting existing links.
• Member Management: Invite team members by email. Assign roles: Viewer (read-only), Analyst (create and edit), or Admin (full control including billing and member management).
• Data Governance: Configure which data connections are visible to which roles. Sensitive sources can be restricted to Admins and Analysts only, keeping raw credentials away from Viewer-level users.
• Audit Logging: Available on Pro and above plans. All actions — query execution, data exports, permission changes — are logged with timestamps and user attribution.

Default AI Model Selection

OpenAnalyst lets you choose which AI model is used by default for analysis queries, report generation, and AI agents. You can set a workspace-level default and override it per-agent or per-analysis session.

To change the default model, go to Settings > AI Models and select your preferred provider and model from the dropdown. The available options are:

API Keys

API keys allow programmatic access to OpenAnalyst via the REST API and are required for SDK integrations and server-side automation. Manage your keys under Settings > API Keys.

1. Click Generate New Key. Give the key a descriptive name such as "Production ETL Pipeline" so you can identify its usage later.
2. Copy the key immediately after creation — for security reasons, the full key value is only shown once and cannot be retrieved afterward.
3. Set an expiration date if your security policy requires key rotation. Keys can be set to expire in 30, 90, or 365 days, or set to never expire.
4. Use the key in your API calls by setting the Authorization header:

   Authorization: Bearer oa_sk_your_api_key_here

5. To revoke a key, click the trash icon next to it. Revocation is immediate and permanent — any integrations using that key will stop working immediately.

Notification Settings

OpenAnalyst can notify you when scheduled reports are delivered, when AI agents detect anomalies, or when a teammate shares a dashboard with you. Configure these under Settings > Notifications.

• Email Notifications: Choose which event types trigger email delivery. Each category — reports, alerts, sharing, system — can be enabled or disabled independently.
• In-App Notifications: The notification bell in the top-right corner of the app surfaces real-time alerts. You can configure which categories appear here.
• Slack / Discord Alerts: Once you have configured a Slack or Discord integration, you can route specific alert types to designated channels. This is particularly useful for anomaly detection alerts that need immediate attention.
• Digest Frequency: Instead of individual notifications for every event, opt into a daily or weekly digest that summarizes all activity in one email.

Preferences

Under Settings > Preferences, you can customize OpenAnalyst's behavior to match your workflow:

• Theme: Choose between Dark (default), Light, or System (follows your OS preference).
• Default Date Range: Set the default time range that pre-populates when you open new analysis sessions (Last 7 days, Last 30 days, Last quarter, etc.).
• Number Formatting: Configure how large numbers are displayed — commas as thousands separators, SI notation (1.2M), or full numeric display.
• Timezone: All timestamps in OpenAnalyst are stored in UTC and displayed in your configured timezone. Set this to your local timezone or your business's primary operating timezone.
• Language: The interface currently supports English. Additional languages are on the product roadmap.