AgenticBI offers robust options for user rights, access management, and external authentication across both internal and embedded usage modes. For help mapping these to your organization's permissions model, contact your account manager.
Navigate to User Settings to view and manage your Account Settings, Plan Details, Usage, and Team - all from one place.
To access User Settings, click the user profile icon in the bottom-left corner and select User Settings.
Manage your account settings to view and manage the following:
EMAIL/LOGIN: This is the email address linked to this account. While logging in to AgenticBI, this email address will work as the username. Please note that this field is not editable.
NAME: Edit the name of the customer.
PASSWORD: This is the password associated with this account. Click the Change Password button to add a new password.
TIME ZONE: Select the time zone that will be used when this customer will run the Query. Refer to the timezones supported by AgenticBI here..
DATE FORMAT: Change the default date format displayed to the user. There are three date formats available(MM/dd/yyyy, dd/MM/yyyy, yyyy/MM/dd). By default, the date formats are displayed in the US month-first format.
LOCALE: This translates the user-interface language and model to the selected locale for the customer. Currently, supported locales include- en (English), de (German), and fr (French).
TWO FACTOR AUTHENTICATION: Enable Two Factor Authentication (2FA). This adds an extra security layer and the customer will be prompted to enter the verification code received via text message while logging in to the AgenticBI account.
Navigate to the Plan Details tab to view the current plan and the features available within the same. Click on the Upgrade Plan button to upgrade to Pro.
Navigate to the Usage tab to view the current credit usage across all users on your account.
This section lets you manage and apply custom themes across your AgenticBI account. To learn more, refer to Themes.
The AI Settings tab is organized into three sub-tabs: Settings, AI Search / NLP, and AI Model Selection.
Controls AI agent access, API keys for external AI providers, and MCP token generation.
AI Agents
AI Model Keys
AgenticBI In-House AI - AgenticBI's built-in AI model, enabled by default.
OpenAI - Add or update your OpenAI API key to make OpenAI models available across AI features.
Anthropic (Claude) - Add your Anthropic API key to make Claude models available.
Google (Gemini) - Add your Google API key to make Gemini models available.
MCP Access Token
Controls NLP-powered search behavior and dataset indexing.
AI Search Settings
AI Q&A Across Datasets - Enable natural language Q&A over your datasets. When enabled, the Index by default option automatically indexes new datasets for AI search.
Bot Integration (Slack / Teams) - Enable AI Q&A via Slack or Microsoft Teams bot integrations.
Saved Questions / Favorites - Manage a list of saved questions surfaced as suggestions in the AI search interface.
Field Synonyms - Define synonyms for dataset field names to improve natural language query matching. See Field Synonyms for guidance on when to use synonyms vs. value aliases.
Show Visualization First - When enabled, AI search results display a chart before the data table.
Global Alias Datasets
Define reference datasets used to map common terms and aliases to the exact values stored in your data. This helps Agentic BI resolve natural language queries accurately across all your datasets. To learn more, refer to Value Aliasing.
Global AI Instructions
Enter account-wide instructions that are applied whenever users ask questions of their data through Agentic BI. Use this to set context that should always be considered, such as business rules or reporting conventions.
Example: Fiscal year starts April 1. Always report revenue in USD. Never aggregate net sales across regions.
For authoring guidance on what makes a good instruction (and what to leave out), see Global AI Instructions in the Agentic BI docs.
Dataset Indexing
Lists all datasets in the account with two toggles per dataset:
Indexed - Include the dataset in AI/Agentic BI so users can query it through AI chat. Only indexed datasets can be set as default. See Indexing for what indexing controls and when to leave a dataset out.
Agentic BI Default - Pre-select the dataset for all users when they open the Agentic BI chat. Defaults apply customer-wide, but users only see defaults they have access to. Disabling indexing on a dataset automatically clears its default flag. See Default Datasets for guidance.
For the full setup workflow - including field naming, descriptions, direct vs. non-direct datasets, and runtime token design - see Setting Up Datasets for Agentic BI.
The list sorts indexed datasets first, then alphabetically by name. Use the search box to filter by dataset name. Click the pencil icon next to a dataset to open its dataset management page. Use Enable All or Disable All to bulk-update indexing across all datasets.
After making changes, a Save Changes button will appear at the bottom of the section. Changes are not applied until you click Save Changes.
Controls which AI model is used for each AI-powered feature. By default, all features use AgenticBI AI. Click Change next to any feature to select a different model. Available options depend on which API keys have been configured under the Settings tab.
AgenticBI's Themes feature lets you customize the visual appearance of your dashboards, widgets, and the AgenticBI interface to match your brand. Themes can be applied at the account, dashboard, or widget level.
Note: Access to theme management requires the appropriate user permissions. Contact your account admin if the Themes tab is not visible in your User Settings.
AgenticBI includes two built-in themes available to all accounts:
Built-in themes cannot be edited or deleted, but can be cloned as a starting point for a custom theme.
The account default theme applies across all dashboards and widgets for all users in your account, unless overridden at the dashboard or widget level.
To set a default theme, navigate to User Settings > Themes and click a theme card to preview it. Click Apply Theme to confirm, or Revert to undo the change.
Your new theme will appear in the Themes tab and can be set as the account default or applied at the dashboard or widget level.
Each custom theme card has a menu with the following options:
The theme editor is organized into the following sections:
| Setting | Description |
|---|---|
| Brand Color | Primary brand color used throughout the interface |
| Primary Color | Main accent color for interactive elements |
| Primary Foreground | Text/icon color on primary-colored backgrounds |
| Primary Background | Main background color of the interface |
| Border Color | Color of borders and dividers |
| Setting | Description |
|---|---|
| Sidebar Background | Background color of the sidebar |
| Sidebar Icon Color | Color of navigation icons |
| Sidebar Text Color | Color of navigation labels |
| Setting | Description |
|---|---|
| Font Family | Font applied across the interface (e.g. Inter, Roboto, or any Google Font name) |
| Setting | Description |
|---|---|
| Titles Color | Color for headings and titles |
| Body Text Color | Primary body text color |
| Secondary Text Color | Muted/secondary text |
| Links Color | Color for hyperlinks |
| Primary Button Background | Background of primary action buttons |
| Primary Button Text | Text color on primary buttons |
| Secondary Button Background | Background of secondary buttons |
| Secondary Button Text | Text color on secondary buttons |
| Code Editor Background | Background of code/query editor panels |
| Code Editor Text | Text color in code/query editors |
| Setting | Description |
|---|---|
| Dashboard Header Background | Background color of the dashboard header bar |
| Dashboard Header Title Color | Color of the dashboard name in the header |
| Dashboard Header Title Font Size | Font size of the dashboard title |
| Dashboard Background | Background color of the dashboard canvas |
| Dashboard Scrollbar Color | Color of the dashboard scrollbar |
| Setting | Description |
|---|---|
| Filter Bar Color | Background color of the dashboard filter bar |
| Filter Pills Color | Color of applied filter tags/pills |
| Filter Text Color | Text color within filters |
| Setting | Description |
|---|---|
| Widget Background | Widget card background color |
| Widget Icon Color | Color of widget action icons |
| Widget Title Color | Color of widget title text |
| Widget Column Header Font Color | Font color of data grid column headers |
| Widget Column Header Font Size | Font size of data grid column headers |
| Widget Column Header Background | Background color of data grid column headers |
| Widget Border Color | Color of widget borders |
| Widget Scrollbar Color | Color of widget scrollbars |
| Widget Drop Shadow | Shadow effect on widget cards |
| Setting | Description |
|---|---|
| Chart Color Palette | A numbered sequence of hex color values (Color 1, Color 2, etc.) that defines the default order of colors applied to chart series. Each color can be set and deleted individually. |
| Field Colors | Map specific colors to specific data fields. Enter a Column Name and a hex color Value, then click + Add Field Color to add additional mappings. This ensures consistent color coding for specific fields across all charts. |
The Global Brand setting lets you set a logo that appears throughout the AgenticBI interface. Changes are applied on top of any theme the user has selected.
To set a logo, navigate to User Settings > Themes and scroll to the Global Brand section. Click Set / Upload Logo to input your logo URL, then Save to apply changes.
Global Custom Code lets you inject custom HTML into the header and footer of the AgenticBI interface across all dashboards. Changes are applied on top of any theme the user has selected.
To add custom code, paste your HTML into the Global Header and/or Global Footer fields and click Save Header and/or Save Footer respectively.
A theme can be applied to a specific dashboard, overriding the account default for all widgets on that dashboard that don't have their own theme set.
Individual widgets can have their own theme applied, overriding both the account default and the dashboard theme.
When multiple themes are in play, AgenticBI applies them in the following order (highest priority first):
A theme can be applied to a shared dashboard URL by appending the themeId parameter:
https://app.agenticbi.com/d/YOUR_SHARE_URL?themeId=agentic_dark
https://app.agenticbi.com/d/YOUR_SHARE_URL?themeId=YOUR_CUSTOM_THEME_ID
Upon logging into your account, you will be taken directly to your default dashboard. (Details on how to change your default dashboard can be found here).
Clicking on the Dashboard icon in the left sidebar will then reveal a dropdown list of all dashboards currently shared with you. Clicking on a Dashboard name will refresh the main page with the contents of the selected dashboard. You also have the ability to search for a specific dashboard by using the Search function within the Dashboard selector.
In the top right corner of the Dashboard, you will find an option to export the currently displayed dashboard as a PDF. If the dashboard contains one or more data grids, then these will appear as Appendices to the main Report.
All data contained within the Dashboard can be filtered by various key fields present in the underlying data. The Filter icon can be found in the top right corner of the Dashboard.
Clicking on the filter icon will present you with a sliding Filter Window. Click here on Add button and select the Filter option to edit the filter.
All fields that have been made available to you for selection by the dashboard creator will appear in the Field to filter box. You simply select a field to filter on, followed by the condition (equals, not equals, etc) and then the required value.
You can create as many filters as you wish by clicking on the +Add button. To remove a filter, click on the delete icon.
For more information, please refer to the Filters section of our documentation.
Each Dashboard will contain one or more Widgets. A Widget is simply another term for a visualization of the underlying data.
In the top right corner of each Widget, you will find a selection of icons that allow you to search, analyze, filter, and do more settings.
Clicking on this icon will present you with a statistical overview of all the columns within the Widget, along with a pairwise scatterplot to visualize any data interaction.
If the Widget type is a Data Grid, then the Search Icon will be available. Clicking on this icon will allow you to enter search criteria to find specific rows of interest.
Basic filtering can be used to set filtering on the data with help of filter icon. For more information, please refer Widget Filters section of our documentation.
Clicking on the Settings icon will open up access to 4 further Widget functions. These are: Analyze, Data, Refresh & Maximize.
Clicking on the Analyze option will take you to the Analyze Grid. From here you will be able to perform ad-hoc analysis of the data.
The user can elect to drag and drop metrics from the left-hand side, into the metrics, grouping, sort, and filter areas to slice and dice the data.
On Analyze Grid, you can perform specific function by using different buttons and icons as given below:
Add Function
Add Function button allows you to create new derived fields and manipulate data that is already on the grid. Add Function leverages the power of Cloud9QL. More details can be found here.
Add Step
Add Step button leverages the power of being able to perform sequential Cloud9QL operations upon the grid. For example, transforming data and then aggregating would be a 2 step process.
Statistic
This icon will display statistical information for the grid and a whole, along with the option to display a pairwise scatterplot of data interactions.
Download
You can download all of your data to a CSV by clicking on the download icon.
Refresh
This icon resets to the original dataset and removes the current analysis.
Help
This help icon gives information about how to create your own analysis using the data of this section.
This analyze section is divided into two heads: Data Transformation and Visualization
Data Transformation: This section represents the widget data in a grid form.
Visualization: This section allows you to see the widget data as a visual
Please refer to the Visualization section of our documentation for more information.
The Data option will allow you to view the data for the selected widget, view the corresponding data types, and also to download the data if required.
Refresh resets any widget filtering back to its default state.
This will maximize the widget to fill the whole page.
User settings can be found in the bottom left corner of the screen.
Users can be added to an existing team to share assets and collaborate seamlessly across users. To add users, go to the Teams page within User Settings:
On the team's page, you can specify the user properties such as email address and 2FA settings.
Username: User email address.
Enable Two Factor Authentication: If Two-factor authentication is required, you can set it during the invite by checking this checkbox (or you can enable it later).
The added users and the pending users are visible in these lists. On the Users list, you can view the list of users on your team along with their details, such as role, filters, group, last login date, etc.
The Quick Search is a global search that searches across all columns based on the entered search term. Users can also search at individual column levels like Search Username, Search Roles, etc, to filter users based on the search term entered in a column.
The Pending User List is a list of users who have not yet accepted your invite. The email address and invite date information are displayed in this list. You can also do a global search to filter invitees based on email address or date.
Whether you're creating a password for the first time or resetting your password, AgenticBI will evaluate the strength of your password to make sure that it is secure and not easily guessed.
Passwords must be at least 8 characters long, and we don't restrict the use of numbers or special characters. As you create a new password, the system will provide feedback on password strength.
If you're having trouble coming up with a password that meets our requirements, use a long, random, and unique string of characters. You can use a passphrase, but it shouldn't be a common phrase from a book, movie, TV show, etc. as those are commonly used.
To choose and store a secure password, use a secure password manager like LastPass or 1Password to generate and auto-fill unique passwords for each site you visit, including AgenticBI.
If you fail five password attempts, your account will be locked. To unlock your account, reset your password.
This option allows Admin users to login into the application on behalf of any foreign user account that they have access to on the administration page. There is a number of restrictions that come along with that feature.
1. user must be authenticated
2. user can use the feature only providing active customer account
3. user can NOT use the feature on behalf of a foreign account (in a chain)
The 'Login as this user' icon is supposed to be visible on the right hand action bar of the user list.
As soon as authentication is passed the informational banner is attached to the top of the page including basic information of the user account selected.
At any point in time you can release the user account and get back to the original one by clicking on the 'Release user' button, in such a way you will be redirected back to the user administration page.
For added security layer, admin can enable Two-factor Authentication, which will send a unique verification code via SMS or email whenever the user will login into AgenticBI.
Upon enabling SMS verification, a one-time code will be sent to the provided phone number whenever the user will attempt a login.
Upon enabling email verification, a one-time code will be sent to the provided email address whenever the user will attempt a login.
All data assets (dashboards, queries, datasources, agents) are private to the user by default, unless shared to other users or groups. Furthermore, each asset can be configured for granular read or edit access at a group or an individual user level.
Dashboards can be shared to an specific user, or a group. In addition, you can specify if the user has View access or Edit. View access restricts the user to a view mode where they can consume the dashboard, analyze the data, apply temporary filters (for their session), download the data behind the visualizations but cannot make any changes to the dashboard.
A datasource, for example, a database connection can be shared to another user or group, with edit or consumption rights. With Edit, the user (or the group) will have access to modify the datasource (not common). With consumption only rights, the user can create new queries from the datasource, but will not be able to see or edit, or clone the datasource details.
You can add a query against source.
Setting permissions :
Consume vs Edit: The first datasource in the following screenshot is consume only (note the actions that can be performed on the right) vs. full edit privileges on the other datasource.
Queries can be shared with Edit or View only rights to groups and/or users. Edit rights enable collaboration on the same query by multiple users and includes edit, clone and delete rights for that query. A query shared with view only rights can be executed and cloned to create a user's own version of the query.
Enabling:
Consume vs. Edit rights: The first query in the screenshot below is consume only, the second has edit rights.
A user can belong to one or more groups, and marked with either consumption or publish rights for the specific group. In consumption mode, the user has read access to assets shared, but cannot publish into the same group. This allows publishing of assets from one user into a group, but does not allow the consumer to publish it back into the parent group.
Example: Let's say an "engineering" group writes and publishes baseline queries to an analyst and wants to maintain the original queries and does not want that user to publish queries back to the engineering group. This can be done by setting the rights during the user invite. The analyst can publish it to their own groups, but cannot post back to the parent group.
Assigning user-group consume/edit rights:
There may be cases when any asset that the user creates needs be automatically shared to other groups, instead of sharing a specific asset explicitly (query etc.). In such cases, you can apply an 'Automatic Share to Group' setting that will automatically publish any assets created by the user to those groups that can be used by other users. This is available during user creation as well as within the edit menu.
User filters can be set that limits the data returned to the user across all their dashboards. There are two modes:
Query Parameters: Helps you define query parameters that can be passed in all the way into direct queries against your datasource. These parameters can be set at the user level and replaced during query execution.
Filter on Query Results: This post processes the data returned by any query to filter by the parameters set.
For an in-depth look at filters, see section on Filters & Query Parameters.