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Personal settings

The Settings page is where you configure Strata for yourself — your profile, defaults, extensions, and privacy. Reach it from the sidebar's Settings entry.

The page is organized into five sub-sections in the side navigation: General, Capabilities, Usage, Extensions, and Privacy.

Note

When your administrator has locked a setting organization-wide, the control shows a small Locked badge and is disabled. You will see the current value but cannot change it.

General

The General section covers your profile and appearance.

Profile

  • Full Name — synced from your Microsoft account by default. Editable in-place if your admin has not locked it. A Microsoft badge next to the field shows whether the SSO sync is healthy (green check) or there is a problem (red x).
  • Avatar — click your avatar to open the avatar picker and choose between initials and a set of abstract symbols, with full color customization. Disabled if locked.
  • What should Strata call you? — a short preferred name or nickname Strata uses when addressing you.
  • What best describes your work style? — a single-select with four options: Analyst (data-focused, prefers charts and metrics), Developer (technical, prefers code and SQL), Executive (high-level summaries and insights), Operations (process-oriented, step-by-step). Strata uses your work style to bias how it phrases answers.
  • Timezone — your local timezone. The Detect button (map-pin icon) reads it from your browser. Used everywhere Strata shows timestamps, including chat history, dashboards, and activity reports.
  • Custom Instructions — a free-text box (500 character limit) where you describe your preferences, role, or formatting preferences. Applies to every conversation.

Appearance

Three theme choices: Light, Dark, and System (follows your OS preference).

About

Shows the Strata version label.

Capabilities

The Capabilities section covers your memory settings.

Memory

  • Allow Strata to access memory — master toggle. When off, Strata neither reads nor writes memory.
  • N memories stored — count plus a View all link that opens the memory modal. Strata saves memories automatically; in the modal you can delete entries but not edit them.
  • Bring your memory from another AI — a card with a Start import button that opens a wizard for pasting exported memory text from another assistant.

See /docs/chat/memory for the full memory model.

Note

Procedure shortcuts (the stored procedures Strata has indexed, with per-procedure toggles for semantic routing) now live in the SQL Server connection details, not here. Open them from Extensions → Microsoft SQL Server → More (⋮) → Details → Procedures.

Usage

The Usage section shows your AI usage on Strata against your organization's quota (rolling one-hour window).

  • A usage card displays your current consumption and limit.
  • A refresh button updates the card.
  • A Learn more about usage limits link opens the admin Usage documentation.

See /docs/admin/usage for how usage and limits are configured.

Extensions

The Extensions section lists the services you can connect. Most of them are Microsoft services; Atlassian is not. If your organization has restricted which extensions you can use, a note appears under the heading and the affected rows show Restricted in place of a connect button.

Per-extension rows

Each extension is a row carrying its logo, name, status, and action button:

  • Microsoft Outlook — when connected, shows your Outlook account email; when not, shows Emails & attachments.
  • Microsoft OneDrive — when connected, shows your OneDrive account email; when not, shows Cloud file storage.
  • Microsoft SQL Server — when connected, shows the database name; when not, shows the prompt to connect.
  • Atlassian — a single row, sub-labeled Jira and Confluence, one connection. There is no separate Jira or Confluence row: you connect once and get whichever of the two products your organization has enabled for you. When connected, the row shows your Atlassian site. If your organization runs Atlassian on one organization account, the row reads organization account next to the site and has no More menu and no Disconnect — the administrator's service account covers everyone, so there is nothing for you to connect or remove. See /docs/integrations/atlassian.

For each row:

  • If you have not connected, a Connect button starts the connection flow.
  • If you have connected, a Connected status pill appears.
  • If your organization has restricted the extension, a Restricted pill replaces the connect button.
  • A More (⋮) button opens additional actions — Disconnect and Details (for SQL Server, Details opens the connection metadata and the Procedures tab).

See /docs/integrations for connection guides.

Skills

Below the extensions, a Skills Library panel with an Open Directory button takes you to the full skills browser. Pinning a skill puts its name in front of Strata for every message in that conversation, so it does not have to go looking for it first; there is no limit on how many you pin. Strata still loads the skill's instructions at the moment it uses one — pinning shortens the finding, not the reading. See /docs/chat/skills.

Privacy

The Privacy section covers what Strata saves about your activity. An intro paragraph summarizes your controls and includes a Learn more link to the full Privacy Policy at strata.kronisys.com/legal/privacy.

Data Privacy

  • Save AI responses to history — when on, your prompts and Strata's replies are saved so conversations reappear in history after you reload or come back. When off, nothing is kept — once you leave, the messages are gone. Token usage is recorded either way.
  • Save responses containing extension data — separate toggle for any conversation that touched a connected extension (OneDrive, Outlook, SQL Server, Jira, Confluence). When off, extension-touching conversations are blanked from history even if Save AI responses above is on. Token usage is still recorded.

Feedback

  • Help us improve Strata — when on, your thumbs-up/down feedback on AI responses is recorded for quality review. No message content is shared — only the rating and message ID.

Export your data

A card with an Export button starts the data export flow. See /docs/settings/data-export.

Active sessions

A table of the devices you've signed in from, showing the device, where it signed in from, and when it was last seen. The session you're currently using is marked Current. Use the row's menu to Sign out of any device you don't recognize.

The list shows one row per device, not one per sign-in. Signing in again from a browser you've already used — after a password prompt, a token refresh, or simply revisiting weeks later — creates a new session record, and previously the same laptop appeared several times over. Repeat sign-ins from the same device are now folded into a single row with a +N earlier sign-ins note. Signing out of that row ends all of them.

Location is resolved from the sign-in IP address and can take a moment to appear. Until it does — or for a private or corporate-VPN address that can't be placed — the row reads Unknown location followed by the raw IP, so you can still tell two devices apart.

Note

Seeing more devices than you expect is worth a look, but several entries for the same browser is normal and usually just reflects how often your organization requires re-authentication.

Locked badges

Throughout the page, a setting controlled by your admin shows a small Locked badge next to its label. The control is disabled in that state — you can see the current value but cannot change it. Contact your admin if you need a locked setting opened up.

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