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Frequently Asked Questions (FAQ)

Welcome to the FAQ page. Below you will find answers to the most commonly asked questions about the Platform's features, access, integrations, analytics, and troubleshooting.

Access and Configuration​

1. How do I access the Platform?​

You can access the Platform using your organization's configured URL. You must have valid login credentials provisioned by your administrator.

For more information, see Sign-in Helper and Getting Started.

2. How to Configure the IDP?​

Digital.ai Platform supports the following :

  • Username/password login
  • Single Sign-On (SSO) via SAML 2.0 or OIDC
  • Multi-Factor Authentication (MFA) based on your organization’s configuration

For detailed steps, Configuring IDP.

3. I forgot my password. What should I do?​

Click Forgot Password? on the login page and follow the instructions. If you are using SSO, contact your IT administrator for account recovery.

For more details, see Reset Password.

4. How do I self-register for an account?​

Users with approved email domains can self-register themselves and create their own Digital.ai Identity without being provisioned by an administrator. This is especially useful for providing users with access to the Digital.ai community, support, and documentation portals before an administrator has had a chance to set up the account.

If your organization allows self-registration, you can create your own account using your corporate email. For more information, see User Self-Registration.

5. What is a Vanity Subdomain?​

A vanity subdomain is a unique, customer-specific part of the URL for accessing the Platform Console. For more information, see Vanity Subdomains.

Users and Roles​

6. What roles are available on the Platform?​

The Platform includes several roles, including:

  • account-admin
  • account-user
  • account-analytics-author
  • account-application-admin
  • account-service

Each role comes with specific permissions for managing users, applications, analytics, and integrations.

Learn more about roles

7. How do I assign roles to users?​

Administrators can assign roles through the Identity & Access Management settings. You can assign roles manually, through SSO group mapping, or using mappers.

For more information, see User Groups and Map Group Data.

If you have multiple accounts (e.g., local and SSO), you can merge them for a unified experience. See User Merge Flow.

Integrations​

9. What systems can the Platform integrate with?​

Digital.ai Platform supports integration with:

  • Identity providers (e.g., Azure AD, Okta)
  • CI/CD tools (e.g., Jenkins, GitLab)
  • ITSM tools (e.g., ServiceNow, Jira)
  • Source control (e.g., GitHub, Bitbucket)

For more, see Source Integrations.

10. How do I add a new integration with Platform products?​

Navigate to Integrations in the Platform settings and select the integration type. Each integration comes with a guided setup process. Refer to Integration Guide, Integrate Release, or Integrate Deploy for step-by-step instructions.

Analytics and Reporting​

11. How do I access analytics dashboards?​

Users with the account-analytics-author role can access dashboards under Analytics in the main navigation. Dashboards can be customized and shared with other users.

See Accessing Dashboards.

12. How do I create or customize dashboards?​

You can create, customize, and manage dashboards using the Analytics module. For more, see Creating Dashboards, Customizing Dashboards, and Manage Dashboards.

13. How do I filter or view dashboard details?​

You can filter dashboards by author, category, or state, and view detailed metadata. See Filtering Dashboards and Viewing Dashboard Details.

14. Can I export reports?​

Yes. Reports and dashboards can be exported in formats such as PDF, CSV, or Excel for offline analysis.

Datasets​

15. How do I create and manage datasets?​

You can create, edit, duplicate, extend, and publish datasets. For more information, see Datasets Creation, Managing Datasets, and Actioning in Created Datasets.

16. How do I preview or explore datasets?​

Preview datasets using the Preview dataset option, and explore details such as columns, types, and expressions. See Previewing Datasets and Exploring Datasets.

API and Technical Questions​

17. Where can I find the API documentation?​

API documentation is available under API > API Docs in the Platform, or directly at API Reference and API Overview.

18. How do I use access tokens for API authentication?​

Access tokens are used for API authentication and integration. For more, see Access Tokens.

Security and Compliance​

19. How do I manage IP allow lists?​

Administrators can add external IP addresses to the allow list for secure access. See IP Address Allow List.

See Copyright for details on ownership, licensing, and usage rights.

Other Resources​

For further assistance, visit the Customer Support Portal.

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