Settings

Purpose

Under Settings you see your own account data and, as an administrator, define the settings of your company: logo, language for documents and emails, and Deep-Check rhythm. Administrators also find the API key for connecting other systems here, and the utilization of the order volume.

Who can see this?

• All users see the User tab. You open it through the profile menu at the top right of the header and the Settings entry.
• Administrators also see the tabs Customer, Workflows, Import, Export and Academy.
• The Deep-Check rhythm section only appears if MatchLytics-Management is enabled for your account.

Layout

1. Tabs of the settings: User, Customer, Workflows, Import, Export, Academy.
2. Name of your company as the heading of the tab.
3. API-Key – field System-User with a symbol for copying.
4. Order volume – the Orders bar.
5. Upload logo – logo, allowed formats, Delete and Save.
6. Language – selection of the language for documents and emails.
7. Deep-Check rhythm – selection from “every 2 weeks” to “every 8 weeks”.

Functions

User

1. User tab.
2. Settings card.
3. User name – your name in the system.
4. E-Mail – the email address you use to sign in.

Both fields are read-only. Your administrator makes changes, as described under Users.

API-Key

When your company is set up, it automatically receives a System-User. This is a technical user that you do not use to sign in to an application. It serves for server-to-server coupling: through the REST interface you integrate the analysis capabilities of the system into other systems. For this you need the API-Key of this system user. The system itself also uses this user for background work.

To copy the key:

1. Open Settings › Customer.
2. In the API-Key section, click the symbol at the end of the System-User field.
3. Shortly afterwards the confirmation Copied! appears. The key is now in your clipboard.

Only administrators see the API-Key section.

Order volume

The Order volume section shows the utilization of your order quota in one bar, Orders. Move the mouse pointer over the bar to see the consumption so far in relation to the quota, for example “12/100”. The quota is renewed after a set period. Settings does not show the period. The bar shows the current state; you cannot change anything here.

Upload logo

The logo of your company appears at the top left of the menu, in the profile menu next to the company name and in the PPT exports. A square image works best.

1. Open Settings › Customer.
2. In the Upload logo section, click the image area or drag an image file onto it. Allowed formats: *.png, *.jpeg, *.jpg, *.gif.
3. Click Save. The message “Logo has been uploaded” confirms the upload.

When saving, the application scales the image down to at most 512 × 512 pixels and stores it as PNG. With Delete you remove the logo again; the message “Logo has been removed” confirms this. Without a logo, the Controlboard shows a placeholder symbol.

Language

In the Language section you choose the language in which the system creates documents and emails for your company. Seven languages are available: German, English, Spanish, Finnish, French, Italian and Korean. The change is saved immediately; the message “Language changed successfully.” confirms it.

This language is not the language of the interface. The page Localization and Language describes the difference and the effect.

Deep-Check rhythm

The weekly check becomes the detailed Deep-Check with flow questions at a fixed rhythm. In the Deep-Check rhythm section you define how often this happens.

1. Open Settings › Customer.
2. In the Deep-Check rhythm field, choose a value from “every 2 weeks” to “every 8 weeks”. Without a setting, “every 4 weeks” applies.
3. The change is saved immediately; the message “Deep-Check rhythm changed successfully.” confirms it.

Flow values and the flow analysis in the Team Barometer come only from the Deep-Check; in between, the Team Barometer shows the latest one. Read more about the process under SituationFit and Weekly Check.

Other tabs

The remaining tabs are separate pages of this documentation:

• Workflows: Workflows
• Import and Export: Import and export
• Academy: Academy and mandatory courses

Notes

Use sense.AI.tion products

If you would like to use products, tools and/or services from sense.AI.tion GmbH, you will find the necessary information on prices, demo access and downloads at sense.AI.tion