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Account Management

This guide covers how to manage your Datalinx AI account, update your profile, configure security settings, and customize your preferences.

Your Profile​

Viewing Your Profile​

Access your profile from the top-right user menu:

  1. Click your avatar or name in the navigation bar
  2. Select Profile from the dropdown
  3. View your account details and activity

Updating Profile Information​

You can update the following profile details:

FieldDescription
Display NameYour name shown throughout the platform
EmailPrimary email for notifications and login
AvatarProfile picture (supports JPG, PNG)
Time ZoneUsed for scheduling and timestamps
Profile Settings:
┌─────────────────────────────────────┐
│  Display Name: Jane Smith           │
│  Email: jane@company.com            │
│  Time Zone: America/New_York        │
│  Role: Workspace Editor             │
└─────────────────────────────────────┘

Security Settings​

Changing Your Password​

  1. Navigate to Profile → Security
  2. Click Change Password
  3. Enter your current password
  4. Enter and confirm your new password
  5. Click Update Password

Password requirements:

  • Minimum 12 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • At least one special character

Multi-Factor Authentication (MFA)​

MFA adds an extra layer of security to your account.

Enabling MFA​

  1. Go to Profile → Security → Multi-Factor Authentication
  2. Click Enable MFA
  3. Scan the QR code with your authenticator app (Google Authenticator, Authy, etc.)
  4. Enter the 6-digit code to verify
  5. Save your backup codes in a secure location

Using MFA​

After enabling MFA, you'll be prompted for a code after entering your password:

┌─────────────────────────────────────┐
│  Two-Factor Authentication          │
│                                     │
│  Enter the 6-digit code from        │
│  your authenticator app:            │
│                                     │
│  ┌───┬───┬───┬───┬───┬───┐         │
│  │   │   │   │   │   │   │         │
│  └───┴───┴───┴───┴───┴───┘         │
│                                     │
│  [Verify]  [Use Backup Code]        │
└─────────────────────────────────────┘

Active Sessions​

View and manage your active login sessions:

  1. Go to Profile → Security → Active Sessions
  2. View all devices where you're logged in
  3. Click Revoke to end a session

Each session shows:

  • Device type and browser
  • IP address and location
  • Last activity time
  • Login time

API Keys​

Generate API keys for programmatic access to Datalinx AI.

Creating an API Key​

  1. Navigate to Profile → API Keys
  2. Click Create New Key
  3. Enter a descriptive name (e.g., "ETL Pipeline Key")
  4. Select the workspace scope
  5. Choose permissions (read-only, read-write, or full access)
  6. Click Generate
caution

Your API key is only shown once. Copy and store it securely immediately after creation.

API Key Best Practices​

PracticeDescription
Use descriptive namesKnow what each key is for
Limit scopeOnly grant necessary permissions
Rotate regularlyReplace keys every 90 days
Never shareEach user/service should have its own key
Delete unused keysRemove keys that are no longer needed

Using Your API Key​

Include your API key in the Authorization header:

curl -H "Authorization: Bearer dlx_sk_live_abc123..." \
     https://api.datalinx.ai/v1/workspaces

Or use the SDK:

from datalinx import Client

client = Client(api_key="dlx_sk_live_abc123...")
workspaces = client.workspaces.list()

Notification Preferences​

Configure how and when you receive notifications.

Notification Channels​

ChannelUse Cases
EmailImportant alerts, daily digests
In-AppReal-time updates, task completions
SlackTeam notifications (requires integration)

Notification Types​

Configure notifications for each event type:

  • Pipeline Status: Run completions, failures, warnings
  • Data Quality: Schema changes, quality alerts
  • Security: Login alerts, permission changes
  • System: Maintenance windows, feature updates

Setting Preferences​

  1. Go to Profile → Notifications
  2. Toggle notifications for each category
  3. Choose frequency (immediate, daily digest, weekly)
  4. Click Save Preferences

Workspace Access​

Viewing Your Workspaces​

See all workspaces you have access to:

  1. Click the workspace selector in the navigation bar
  2. View the list of available workspaces
  3. See your role in each workspace

Switching Workspaces​

Click on any workspace name to switch to it. Your current workspace is shown in the navigation bar.

Requesting Access​

If you need access to a workspace you don't have:

  1. Contact your organization administrator
  2. Provide the workspace name and desired permission level
  3. Administrator grants access through the admin panel

Account Activity​

Activity Log​

View your recent account activity:

  1. Go to Profile → Activity
  2. See a timeline of your actions
  3. Filter by date range or action type

Activity log includes:

  • Login/logout events
  • Configuration changes
  • API key usage
  • Permission changes

Exporting Activity Data​

For compliance or auditing:

  1. Go to Profile → Activity → Export
  2. Select date range
  3. Choose format (CSV, JSON)
  4. Click Download

Deleting Your Account​

danger

Account deletion is permanent and cannot be undone.

To delete your account:

  1. Go to Profile → Settings → Delete Account
  2. Enter your password to confirm
  3. Type "DELETE" to confirm
  4. Click Delete My Account

Before deletion:

  • All your personal data will be removed
  • Your workspace access will be revoked
  • API keys will be invalidated
  • This does not affect organization data
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