This topic covers the following features:

When you click Settings, Observe displays a window with additional options:

Default Workspace

Figure 1 - Settings


Click on the images to display additional details. Use the Previous button in your browser to return to the page.

Click Workspace Settings to display additional information:

  • Workspace Name

  • Workspace Settings

  • Switch workspace – move from the current Workspace to another Workspace.

  • Workspace theme – select a color theme for the interface.

Choose Workspace Settings to display additional options:

  • NAME AND ICON – Click the Pencil icon Pencil icon next to Default to change the name of the workspace. Choose the icon to display additional icons you can use in place of the default icon. To display a specific icon, enter the first few letters of the icon name. For example, enter the first four letters, tele, to display telescope icons in the search field.

Select icon

Figure 2 - Changing the icon

Instance Settings

Workspace Settings provides options for managing users and access to your Observe Instance.

New Workspace Settings Options

Figure 1 - New Workspace Settings Options

Run query methods

The Run query methods can be set to Defaults to “Manual” or Defaults to “Auto-run”. You can also set it to Don’t allow “Auto-run”.

Support Login

Previously, when an Observe Support Engineer detected a problem in a customer instance, they would escalate the issue to the account management team, and the account team would manage the resolution with Observe’s Support & Engineering teams. This can introduce delays and potentially slow the resolution of a customer issue. With the addition of the Support Login setting in Workspace settings, administrators for all customers can proactively approve credentialed and audited access for a Support Engineer. Once this account has been initiated, there is an audit trail of every action tied to your Observe account and the stored data. The account also expires unconditionally and must be renewed after 8 hours.

New User Group

Select the default New User Group to add new users when you create them. Add users to one of the following groups by default:

  • reader

  • writer

  • admin

Enable AI OpenAI

Enable AI for features that use AI as part of the implementation. Select from the following options:

  • true

  • false

Enable AI Observe

Enable AI services powered by Observe. Select from the following options:

  • true

  • false


Use the Members panel to view a list of members on Observe. You can also add and manage members.

  • Members – add a member to your workspace. Configure the member with one of the following roles:

    • Reader – Create, modify, and visualize Worksheets for their use. A Reader can also query shared Worksheets, Dashboards, and Datasets and view Monitors.

    • Writer – Perform all Reader tasks. Create and modify all Worksheets, Dashboards, Datasets, Monitors, Datastreams, and Ingest Tokens. Manage Acceleration Jobs using the Acceleration Manager feature.

    • Admin – Perform all Writer tasks. Manage the Observe instance Members as well as modify Member roles and expiration periods.

Create temporary users by configuring an expiration date for them.


Select an expiration time from one day, one week, one month, six months, or up to a year. Select Never expires to create a permanent member. For security reasons, you should select the shortest time period for the user. You can extend it if the user needs more time on your instance.

To disable an active member, hover over the Trashcan icon Trashcan icon and then click Yes to confirm.

To delete an active member, disable the member first by clicking the Trashcan icon Trashcan icon and click Yes to confirm. Then click the Trashcan icon Trashcan icon again to delete the user and click Yes to confirm.

To disable or edit a member, hover over the Pencil icon Pencil icon next to the member to edit the member details or disable the member from Edit Member. Disabling a member does not destroy any of the member’s work.

If the list of members contains the status Invited, clicking the Trashcan icon Trashcan icon uninvites the member.

Edit Members

Figure 3 - List of members with accounts on Observe

After you click the Trashcan icon Trashcan icon, click Yes to confirm that you want to delete, disable, or uninvite the member.

Confirm uninviting a member

Figure 4 - Confirm uninviting a user

Resetting a Member’s Password

Workspace admins may reset a member’s password from the Members tab in Settings. Click the Pencil Pencil icon icon to edit the Member details, and then click Reset User Password at the bottom. Observe sends the Member an email that prompts them to choose a new password.

Reset a member password

Figure 5 - Resetting a Member’s Password

Acceleration Management

Use Acceleration Management to set and tune the freshness goal for your datasets. The Acceleration Management page displays the following information about your datasets:

  • Name - displays the name of the dataset with an icon to indicate the type of dataset, Event Stream or Resource.

  • Volume - displays updates per second.

  • Last Update - displays the last time the dataset updated.

  • Freshness Goal - displays how often Observe must update the dataset.

  • Effective Freshness - displays the current freshness of the dataset.

  • Acceleration Status - displays the current status of the dataset such as Accelerated or Backfill in progress.

  • Acceleration Range - displays the length of time to apply acceleration to the dataset.

  • Max Acceleration Range - displays the maximum length of time to accelerate the dataset. The default value is 32 days.

  • Transform Credit Usage(Last 24 hours) - displays the number of credits consumed to achieve the freshness goal.

  • Last Modified By - displays the name of the member who last modified the dataset.

  • Last Modified - displays the date of the last modification.

Acceleration Management interface

Figure 6 - Acceleration Management

For detailed information about using Acceleration Management, see Using Acceleration Management for Datasets

Usage Dashboard

View a summary of Observe credit usage, including overall credit usage and credit usage by day. You can also share the worksheet. You must install the Observe Usage reporting app to view the dashboard.

You can view the following types of cards in the Summary section of the dashboard:

  • Total Credits Consumed

  • Daily Credit Usage by Kind

  • Credit Usage by Kind

  • Daily Active Users

  • Daily Storage Usage(compressed)

  • Daily Bytes Ingested(uncompressed)

There are more cards in additional sections of the Usage Dashboard.

To edit the dashboard, click the Pencil iconPencil icon, to open the Dashboard Definition panel.

Usage dashboard

Figure 9 - Usage Dashboard

For details about the Usage Dashboard, see Understanding the Usage Dashboard.



This page can only be viewed by your Observe instance administrators.

Displays the status of your invoices with Observe. Each invoice can have one of the following sections:

  • Subscription Term - The length of time for the subscription to be active.

  • Charges - The monthly consumption charges on the Observe instance.

  • Credit Consumption - The current number of consumed credits on the Observe instance.

  • Prepaid Balance - The amount of capacity in US Dollars (USD) remaining at the end of the month on an active subscription.

The Status column contains one of the following states:

  • Posted - The invoice has posted to your account by Observe.

  • Paid - You have paid the invoice in full.

  • Partially Paid - Part of the invoice has been paid.

  • Reversed - Observe reversed the charges due to an error or other reason.

Download a copy of the invoice by clicking on the Download Download icon icon and download the invoice in PDF format.


Figure 10 - Invoices

Account Settings

  • User information – displays the name and email address of the signed-in user.

  • Account settings – configure your Account settings:

    • Name – the login name of the user.

    • Default time zone – switch to another time zone.

    • Create a new password.

    • Role – the role assigned to the user.

    • User ID – ID assigned to the user.

Account settings

Figure 11 - Account settings details