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Organization settings

note

Organization Admin permissions are required to access and modify Organization settings.

The Settings > General tab contains settings that apply to your entire Omni organization. From here, you can control user, content, and Omni support access.

General

Settings in the General tab control the organization's name, default timezone, user invitations, and support settings.

SettingDescription
Default timezoneDefines the default timezone for the organization, which is used in emails sent by Omni. Note: This setting doesn't apply to database connections, which have their own timezone settings.
New user invitationsAllows new users to request an invitation to the Omni organization from the login page
Support > Session recordingAllows Omni support to have access to replays of sessions where bugs or errors were encountered
Support > Automatic support user creationAllows Omni support to automatically access your instance for assistance and problem solving
Support > Limit Omni support logins by regionContact Omni support for access to this setting. Allows you to limit logins from Omni support to a specific region. When set to something other than All regions, the support user's IP address must reside in the specified region to successfully log in to your instance.

Content permissions

Settings in the Content permissions tab control how users in your organization access and create content.

SettingDescription
Default content access

Defines the default user role that all users will have for content (documents and folders) they have access to. Users can be granted additional permissions at the document or folder level - this setting only defines a default base role.

Note: Users with Manager or Owner roles have the ability to set the organization access role higher or lower than the default role defined in this setting.

Default document abilities

Defines default abilities for all documents in the organization. These settings control the abilities users can select in documents:

  • Upload data, such as CSV and XLSX files
  • Schedules (Alerts and deliveries). Note: Disabling this setting will not remove any existing alerts or deliveries.
  • Downloading query results and dashboards
  • Drilling
  • Creating a new analysis from the document
  • Allow Viewers to see the workbook when accessing the documents
Content creation > Shared "root" is openAllows users to add documents and folders to the root of your organization's Hub (shared folder). Otherwise, users will be able to create content in folders they have specifically been granted access to.
AccessBoost

Enables permission boosting, which will ignore a user's database connection role.

If Non-administrators can enable AccessBoost on content is also enabled, users with SQL editing permissions can also enable AccessBoost on documents. Refer to the Sharing content guide for more information about AccessBoost, including its security implications.

Delivery personalizationEnforces personalization of deliveries with user attributes. If enabled, the Personalize delivery with the recipient's user attributes option in the Deliveries & Alerts settings will be removed, as this setting forces the user of the recipient's attributes.
Public accessAllows users to access content without logging in to your Omni organization. If enabled, a default access role can also be set for external users who access the content.

AI

Settings in the AI tab control whether AI features are enabled in your organization. Refer to the AI data privacy documentation for information on how Omni's AI features process data.

SettingDescription
Workbook calculationsEnables the AI calculation builder in workbooks
Workbook assistantEnables the Query Helper in workbooks
Blank workbook jumpstartEnables the natural language input box on blank workbooks, which can be used to jumpstart analysis. Requires enabling the Workbook assistant.
Visualization helperAllows Blobby to help users build Vega visualizations
IDE assistantAllows Blobby to autocomplete and make suggestions in the IDE
Allow data summarizationAllows Blobby to summarize trends, identify anomalies, and highlight key insights from query results. Enables the AI Summary visualization type.