Settings

Open Settings by clicking your avatar at the bottom of the sidebar, then Settings. The Settings page lists Profile, Notifications, Application, Developer, AI Instructions (when Istari AI Chat is on) and Linked Accounts on the left. Administrators also see an Admin group there; see the Administrator Guide.

The profile and password sections below describe installations with tenant management. If Settings lists a Password entry, your installation does not use tenant management, and you edit your name and password in Istari; see On installations without tenant management.

Your Profile

Click your avatar > Settings > Profile. The page shows your Email, Name, and Tenant, read-only. If infosec levels are enabled, it also shows your Classification Level as a read-only badge with your assigned level name and color (set by your admin).

Your sign-in provider manages your email and name. To change them, use your account page at your sign-in provider if your installation offers one, or ask your IT administrator.

Your password

Your sign-in provider holds your password. To change or recover it, follow Reset password, which starts from the sign-in screen.

Application Settings

1. Click your avatar > Settings > Application.
2. In the main preferences card, configure:
   • Font size — select from Smaller, Small, Default, Large, or Larger.
   • Theme Preference — System, Light, or Dark (toggle group with sun/moon icons).
3. Under Experimental Features, toggle optional capabilities (each persists per browser):

Toggle	What it enables
System redesign	Open the redesigned systems dashboard from the sidebar instead of the legacy systems page (when enabled for the deployment)
Resource redesign	Open the redesigned resource library overview from the sidebar instead of the legacy resources page (when enabled for the deployment)
Notebooks	Interactive Python (Jupyter) notebooks inside a system — see Notebooks
Istari AI Chat	An AI assistant you open from the page header — see Istari AI Chat
Connected sources	Lets you browse an app integration and connect its items. Select a folder to connect everything under it at once.

A toggle appears only when the capability is available for your deployment. When your deployment pins a setting, the row shows a Managed by your deployment badge and the switch is disabled.

When Istari AI Chat is on, Application settings also shows Popped-out window style under Experimental Features, only in Chromium. Floating (stays on top) keeps the popped-out chat above other windows. Standard window behaves like any other window.

AI Instructions

When Istari AI Chat is on, Settings lists AI Instructions, your personal instructions for Istari AI. Its AI custom instructions card holds tone, focus, and format guidance added to every chat, up to 2,000 characters. The guidance does not override the assistant's safety rules. An administrator can turn the feature off.

• Save stores the text.
• Discard changes drops unsaved edits.
• Clear removes saved instructions.

Linked Accounts

Click your avatar > Settings > Linked Accounts (or open Settings with ?tab=connections).

Two cards:

• Linked accounts — link an external account so jobs can run authenticated to it on your behalf. You can link more than one account per provider. Link account opens a picker grouped under Sign in with a browser and Enter a username and password. Each linked account has Reconnect and Disconnect.
• Personal third party API tokens — store a third-party API token so a job can send it as auth. These tokens are not tied to a provider. Add API token creates one. Delete removes it. This is separate from the personal access tokens under Developer, which authenticate to the Istari Digital Platform itself.

Developer Settings — Keys

Availability

Generate Key appears under Developer when access keys are available for your organization. In that case Generate New Token is not shown. Contact your administrator if you expected one of these controls and do not see it.

Keys allow programmatic access to the Istari API.

Generate a Key

1. Click your avatar > Settings > Developer.
2. Click Generate Key.
3. In the New Access Key dialog, enter a Name (optional). The helper text reads: "A name helps you recognize this key later. If you leave it blank, Istari assigns one automatically."
4. Choose an Expiration — 30, 90, or 180 days, 1 year (maximum) (selected by default), or a custom date.
5. Click Generate.
6. Copy or download the key immediately — it will only be shown once. Click Copy to copy. Click Download credentials to download it. The dialog also shows the key's expiration date.

View Existing Keys

• The Access Keys card shows a Client ID row. Click it to copy the ID.
• The table columns are Name, Key ID, Algorithm, and Created.

Revoke Keys

On the key row, click the icon whose tooltip is Revoke key. The confirmation title is Revoke key. Click Revoke.

Developer Settings — Personal Access Tokens

Personal Access Tokens (PATs) allow programmatic access to the Istari API.

Deprecated

PATs are deprecated as of the July 2026 release and have been superseded by Keys. As of the August 2026 release, when Generate Key is available, no new PATs can be created — existing PATs are unaffected and continue to work until revoked. Support for PATs will be removed from the platform in a future release.

Python scripts: Move a Python script from a PAT to a key. The CLI and agents: PAT → Key Exchange.

Generate a Token

When Generate Key is shown, Generate New Token is not. Create a Key instead.

1. Click your avatar > Settings > Developer.
2. Click Generate New Token.
3. In the New Personal Access Token dialog, enter a Token Name.
4. Click Generate.
5. Copy the token immediately — it will only be shown once. Click Copy Token to copy.

View Existing Tokens

• The Personal Access Tokens table shows all your tokens with their name and creation date.
• A token created for an agent shows an Agent badge next to its name.

Revoke Tokens

• Remove one token: Click the icon whose tooltip is Remove token. The confirmation title is Remove Personal Access Token. Click Remove.
• Revoke every token: When the table has at least one token, Revoke All Tokens appears above it. The confirmation title is Revoke All API Keys. Click Revoke All.

Developer Settings — Endpoints

The Endpoints card lists the service addresses used to configure an Istari client.

• API URL
• Registry URL, shown only when no API URL is set, or when the registry host differs from the API URL. The row says it is optional, and required only by Istari Digital Python SDK, Agent, and CLI versions released before July 2026 (Python SDK v10 and lower).

Developer Settings — Version Information

The Version Information card lists Registry Service version and Frontend version. Copy all copies both lines. The button stays unavailable until both versions are known.

On installations without tenant management

If the Settings page lists a Password entry, your installation does not use tenant management. There, you edit your name and change your password in Istari.

Edit Your Profile

1. Click your avatar > Settings > Profile.
2. Your email is shown as read-only (managed by your sign-in provider).
3. If infosec levels are enabled, your Classification Level is shown as a read-only badge with your assigned level name and color (set by your admin).
4. Edit your First name and Last name.
5. Click Save Changes.
6. A confirmation banner appears: "Your new name is saved."

Change Your Password

1. Click your avatar > Settings > Password.
2. Enter your Current Password.
3. Enter your New Password and Confirm Password.
4. The form shows live validation for password requirements:
   • At least 15 characters
   • Uppercase letter
   • Lowercase letter
   • And other policy-defined rules
5. Click Save Password when all requirements are met.