Account Management
When you first login, you'll want to start by setting up your account in the Accounts menu located at the bottom of the left sidebar menu.
Under My Profile, you can adjust your personal details, manage blocked connections, your API Credentials, and your notification and alert settings.
Blocked connections are users that sent you requests to connect that you declined. They will appear on your blocked connections list in My Profile. You can remove them from you blocked connections list here. Blocked users will need to resend you a request to connect through a share, which you will need to approve in your Tasks.
You can toggle on or off your email notifications for Inbound Connection Requests, Shared Assets from existing connections, and Approval request.
You can view, manage, and delete your alerts.
To add new alerts, navigate to the Assets Dashboard, select the asset, and click the alert button from the button group at the top right of the folder navigation table.
Manage all your connections by selecting a connection from the table. The Edit Connections pane will open on the left and you can remove your connections to that user.
The below menus are only visible to admin users under business account subscriptions.
Admins can manage their company profile here. You can adjust your company display name, company logo, and primary contact.
From the Manage Users menu, Admins can invite new users to join their org by clicking the Invite New Users button located at the top right of the users table.
Admins can manage users by clicking the gear icon on the right side of the users table. From there you can:
- Manage User Roles
- Member - This is the default user role.
- Approver - Can approve outbound connection request. Approvers can be assigned an approve of all users, or specific users, from the Approver Role dropdown
- Admin - Admins have full access to an account. They can manage other users and their connections, add new users to their organization, adjust company profile settings, and modify subscriptions
- Reset Multi-Factor Authentication (MFA) Access
- Enable or Disable API Access
- Adjust Users Account Status
- Active - The user is an Active account that counts towards your active user count.
- Deactivated
- Deactivated users must have all active assets they've created transferred to another user.
- Deactivated users can be reactivated, but will no longer have access to any of their assets or connections.
- Deactivated users will decrease your accounts active user count by 1.
- Disabled
- Disabled users cannot log into Hunni.
- Disabled user's assets, connections, and shares remain intact.
- Disabled users can be reactivated and retain their existing assets, connections, and shares.
- Disabled users continue to count towards your active user count
- Deleted
- Deleted user's assets where they are the sole owner, their connections, and shares are permanently deleted.
- Deleted users cannot be reactivated. They must be re-invited to the organization and reregister to regain platform access.
- Delete users will decrease your accounts active user count by 1.
Admins can turn on or off external connection approvals from the Account Settings menu. To turn on external connection approvals, you must have more than one user assigned as an approver. You can assign approvers in the Manage Users menu.
In User Connections, Admins can view and manage user connections across their organization.
From the Billing menu, you can:
- Access your customer portal, where you can modify modify payment methods, update biilling Information, and view past invoices.
- View your current plan
- View your current plan usage
For Business Accounts, only Admins can modify plans and see you plan costs. Members and approvers can on see your plan and plan usage quantities.
Upgrades: You can upgrade your subscription tier or add-on quantities. You can also change your billing cycle from monthly to yearly.
Downgrades/Cancellations: To downgrade add-on quantities, subscription tier, go from yearly to monthly billing, or cancel your subscription, please submit a request from the modify plan page located in the billing menu, or contact us.
Due to the implications of losing certain functionality and downstream impacts of a downgrade, we will coordinate the downgrade with you. If you submit a cancellation or downgrade request, you will not be charged for your next billing cycle until we get back to you and confirm your request.
- Free Accounts: Free accounts are great for users wanting to try out Hunni, or are recieving data thats been shared to them.
- Free accounts never expire
- Free accounts can access the Excel add-in
- Free accounts can access an unlimited amount of data/files shared from other users
- Free accounts have a limited amount of data and files they can contribute to the platform and they can't purchase more without upgrading to a paid license (Individual or Business tiers)
- Free accounts have a limited number of users they can share to
- Free account users under a private email domain can't share to other users on their same private email domain (free email domains are not restricted i.e. gmail, yahoo, etc.)
- Free accounts have limited reporting (no activity or sharing reporting
- Free accounts don't have API access
- Individual Accounts: Individual accounts are great for solo users that want API access and the ability to add more data/files, but don't need to share to other users at their organization. Individual accounts have everything included in free accounts plus:
- Individual accounts can purchase more data values, files, and active users
- Individual accounts have API access
- Individual Accounts can't share Internally to other users on the same private email domain. If you need to share internally, upgrade to Business.
- Business Accounts: Business accounts are for organizations that plan to have multiple users on Hunni that can easily share amongst themselves and externally. Business accounts have everything included in Individual accounts plus:
- Business accounts can have multiple Internal Users under the same email domain that admins can manage
- Internal Users within a business accounts are automatically connected to each other
- Business accounts have access to permissions, activity, and sharing activity reporting
- Business accounts can enable approval workflow for external user connections
| Free | Individual | Business |
|---|---|---|---|
Excel Plug-In Access | Yes | Yes | Yes |
API Access | No | Yes | Yes |
Unlimited Access to Data Shared to them | Yes | Yes | Yes |
Can Purchase More Data/Files/Active Users | No | Yes | Yes |
Can Share Internally to Users on a Private Email Domain | No | No | Yes |
Connection Approval Workflow | No | No | Yes |
User Permissions Reporting | Yes | Yes | Yes |
User Activity Activity Reporting | No | Yes | Yes |
User Sharing Activity Reporting | No | No | Yes |
Internal User Management | No | No | Yes |
Category | Cost (Annual Billing) | Cost (Monthy Billing) |
|---|---|---|
Data Values (per 1 million per month) | $4 | $5 |
Files (per 500 per month) | $4 | $5 |
Active Users (per 10 per month) | $40 | $50 |
- Data Values
- When you create a table, the number of Data Values = (# rows) x (# of columns)
- File columns and null/empty values are included in Data Value totals
- Data Values accessed through Views don't count towards your Data Value usage
- When you delete a table, row, or column, your Data Value usage will be reduced
- Hunni generated column values (Hunni IDs, Created On, Last Updated On) don't count towards your Data Value count
- Files
- Files are files uploaded to rows in tables
- Your file usage count goes up by 1 for any file uploaded to a row in a table
- Replacing an existing file in a row with a new file will not increase your file count
- Files accessed through Views don't count towards your file usage
- When you delete a file from a row, or delete a table containing files, your file usage count will be reduced
- Files uploaded through the API that are not associated with a table after 24 hours are deleted
- Active Users
- Active users are the number of unique users that currently have access to your assets
- Internal users within in organization always count towards your active user count unless they've been deactivated or deleted
- External users count towards your active user count if they have access to any asset created on your account
- If an external user has access to more than one of your assets, that user counts as 1 active user
- If you remove an external user's access to your assets, your active user count will be reduced by 1
- External users sharing assets to your account do not increase your active user account, unless you are also actively sharing to them
- The below diagram is an example of how active users are calculated. The 3 yellow circles and squares represent internal users and assets, the black circles represent external users and assets, and the lines represent who has access.
- All three internal users count as active users, even the one that doesnt have access to any internal assets
- The three external users that have access to your assets count as +1 active users each, regardless of the number of assets they have access to.
- The external user on the bottom is sharing an asset to one of your users, but doesn't have access to any of your assets, so they are not an active user.
