Settings

View and manage the settings to your Sola user, workspaces and apps

There are two types of settings categories in Sola: user settings and workspace settings.

To access your Sola settings, click Settings from the sidebar.

1. User settings

This is where you can manage your personal Sola user name, email, password, and AI assistant activation.

Sola AI assistant

Enable or disable the option to skip the Sola AI assistant when you are creating new queries.

Deleting your user

Deleting your user permanently removes access to Sola.

You can delete your user only if you are not an owner of any workspace. If you are an owner, transfer workspace ownership to another member first. If you are the only user, delete your workspace. This will also delete your user if this is the only workspace you are a member of.

Once your user is deleted, access is removed and this action cannot be undone.

2. Workspace settings

This is where you can manage your general workspace name, members, plans and billing, and more.

Members

Workspace owners and admins can invite new members to a workspace using a link or by email, and define their roles.

Leaving a workspace

A workspace requires at least one owner. When leaving a workspace, you must assign a new owner.

Deleting a workspace

Workspace owners can delete a workspace. Deleting a workspace permanently removes all workspace information and associated data.

To delete a workspace that is part of a paid plan, you must first downgrade the workspace to the Free plan. Once the paid plan ends, you can delete the workspace.

Once a workspace is deleted, all members will lose access, and this action cannot be undone.

Roles and permissions

There are two types of roles and permissions levels: workspace permissions and app permissions.

Workspace permissions

Role type	Permission description
Owner	Full access to manage all workspace settings, members, integrations, apps, and plans.
Admin	Manage workspace settings, members, integrations, and apps you are an admin of. Excludes plan, billing, and password reset.
Member	View workspace settings, members, integrations, and apps.

App permissions

Role type	Permission description
Admin	Full access to manage members, add/edit/delete apps, queries, canvases, and alerts.
Contributor	View app info, add/edit/delete queries, canvases, and alerts.
Viewer	Read-only access to view queries, canvases, and alerts.

Plans and billing

View and manage workspace subscription, usage, and payment details. Only workspace owners can manage the workspace plans and billing.

Plans and billing includes information on your:

• Subscription: Current plan and billing status, including options to upgrade or change the plan.

• Usage: Usage and limit totals for the current billing period. Including plan allowances such as AI credits, AI transaction limits, workflow executions, team members, connected data sources, and data source records.

• Payment details: Billing information.

PricingSola Security

3. Privacy and security settings

This is where you can manage your user settings, including password, authentication methods, session activity, and Single Sign-On (SSO).

To manage your privacy and security settings, go to Settings > Privacy and Security.

• My User - Multi-factor authentication, password, Login sessions

• Workspace (applicable for admin and owner users) - Account security, security check up

Single Sign-On (SSO)

Workspace owners can configure SSO to allow members to sign in to Sola using their organization’s identity provider (IdP).

Go to Settings > Privacy and Security > SSO, click “Setup SSO connection” to open the wizard and add a new connection.

Available connection options:

• SAML: Okta, Azure AD, Google, OneLogin, Ping Identity, JumpCloud, Rippling, Custom SAML

• OpenID: Okta, Custom OpenID

Once configured, SSO centralizes authentication and improves access security across your workspace.

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FAQs

Can I recover a deleted user?

No. Deleting your user is permanent and cannot be undone. If you’d like to use Sola again, you can create a new user at any time.

Can I recover a deleted workspace?

No. Deleting a workspace is permanent and cannot be undone.

Can I delete a workspace on a paid plan?

No. Workspaces on a paid plan cannot be deleted.

To delete a workspace that is part of a paid plan, first downgrade the workspace to the Free plan. Once the paid plan ends, you can delete the workspace. Contact support for help.

How do upgrades work?

Switching from one paid plan to another counts as an upgrade. Upgrades take effect immediately, and billing is prorated based on the time remaining in the current billing cycle.

How do downgrades work?

Downgrades take effect at the end of the current billing cycle. Until then, the current plan stays active.

After the downgrade takes effect, existing members and connected data sources stay in the workspace, even if they exceed the new plan limits. Sola applies the new plan limits going forward, which means data syncs fetch only the number of records included in the new plan, and AI credits and usage limits may be lower, and usage may run out faster.

How do I check my credits balance?

Go to Settings > Plans & Billing. Under Usage, you can view your current credit balance and limits for the billing period, including AI credits and other usage-based allowances.