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Account & Settings
Admin & Reference
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Account & Settings

Where to find your account details, how to sign out, what your access scope controls — plus an honest look at what account management does and doesn’t do yet. About 4 minutes.

Open Settings from the foot of the sidebar, or click your avatar in the top bar and choose Settings.

Both entry points are admin and internal only. An analyst never sees either one — see Security & Tenancy.

What’s on the screen

Settings is an administration screen, not a personal profile page. That distinction matters, and this page previously got it wrong: it described an Account tab, an Organization tab, an editable display name and a change-password form. None of those exist. What ships is eleven tabs, grouped by the question they answer.

Who has access

  • Users — list everyone in the tenant, invite someone by email with a role, change a role, or remove access. “Invite” means an admin creates the account and an invite goes out; there is no public sign-up request to approve.

What KeyOne watches

  • Hubs — which hubs are switched on
  • Definitions and Decision definitions — the queries and the cards generated from them
  • Engines — the jobs that produce them

Where the data comes from

  • Sources & binding — the warehouse connection and the canonical-field coverage report: which fields are bound to real columns and which are not

Whether it is working

  • Health, Freshness, Run history, Audit log — the four places a broken or stale pipeline actually shows up. If cards stop refreshing, this is where you find out, and Health names the failing check rather than reporting a generic error.

What reaches you

  • Notifications — per-event delivery: immediately, in the daily digest, or off.

Your own account

Your email, name and role are shown in the avatar menu and used throughout the app. None of them is editable in-app, and there is no in-app password change — the API exposes your profile read-only. Changes go through your administrator or the KeyOne team.

Signing out

Open your avatar menu in the top bar and choose Sign out. (There is no sign-out control on the Settings screen itself — that menu is the one place it lives.) You’ll be returned to the sign-in screen.

Tip: Always sign out when you’re done on a shared or public device. Your account scope follows you, so an open session means someone else could see whatever you can see.

Your access scope

Even though Settings is minimal, your account scope is doing real work behind the scenes everywhere you go. KeyOne only ever shows you what your account is permitted to see — KeyChat answers, hub data, and work items are all bounded by your scope. Field rep access to KeyLink is similarly gated by role.

Why two people might see different things

Picture two colleagues opening the same KeyOne:

  • Thandi manages the Western Cape region. When she asks KeyChat about store performance, she sees Western Cape stores — and her hub and work items are filled with the same.
  • Sipho is a field rep assigned to a set of routes. He has access to KeyLink for his stores, and KeyChat answers stay within the accounts he covers.

Neither of them is “missing” anything — each is simply seeing the slice of data their account is scoped to. Same app, same screens, different view, because the underlying scope is different.

If you expected to see something and don’t, that’s almost always a scope or role matter — not a bug, and not a setting you can toggle here. Ask your administrator (or the KeyOne team) to review your access. See How do I… below.

What is not yet available

In the spirit of being straight with you:

  • Email change — you can see your email but cannot change it in-app yet. Contact the KeyOne team.

When you don’t see a control for something, that’s accurate: it genuinely isn’t there yet.

How do I…

  • …reset a forgotten password? Use “Forgot password?” on the sign-in screen. A reset link arrives by email — the link expires in 24 hours.
  • …change my password (already signed in)? Not available in-app. Sign out and use “Forgot password?”, or contact the KeyOne team.
  • …change my display name? Not available in-app. There is no Account tab and no profile-editing route; ask your administrator or the KeyOne team.
  • …change my email? Not available in-app yet. Contact the KeyOne team.
  • …get access to data I can’t see? That’s a scope or role change. Ask your administrator or the KeyOne team.
  • …invite, remove, or reassign a teammate? Settings → Users tab (admin role required).
  • …sign out? Avatar menu → Sign out.

Reaching the KeyOne team

For anything you can’t do in the app, contact your administrator or reach us directly:

Staying secure

A few honest, practical habits — no features implied that don’t exist:

  • Use a strong, unique password for KeyOne, and don’t reuse it elsewhere. A password manager makes this easy.
  • Sign out on shared or public devices every time (see Signing out above).
  • Use SSO if your organisation offers it. If your team signs in with Google or Microsoft, that route inherits your organisation’s own security settings.

Lost or shared device? Contact your administrator or the KeyOne team right away so your access can be reviewed.

Where to next

Back to the docs home.