Settings

Last updated: October 26, 2026

To open the settings, click on the user icon on the top-right, then select Settings. You sign in through your organization’s identity provider (IdP), so there is no password to change in xltrail.

You need to have the user role admin to be able to access Settings.

Projects

Manage Projects

Under Settings > Manage projects, you can manage both drag-and-drop projects and Git integrations:

Upload: Show a warning if the file name of a new version differs significantly: By default, xltrail gives you a warning when you upload a new version and the file name suggests it’s a completely different file, not just a new version. For example, if your file is called accounting.xlsb in xltrail and you upload a new version called 20200101_accounting_editsTom.xlsb, xltrail will accept it. However, if your file is called inventory.xlsb and you upload this while you are on the accounting.xlsb file in xltrail, you will see a warning. To switch this warning off, uncheck the checkbox. This is a per-user setting.
You can delete projects by clicking the red delete button.
You can reprocess a project by clicking the button with the double-arrows. Note that reprocess is only available on self-hosted instances of xltrail. As a rule of thumb, only reprocess a repository when you are asked to do so by our support. This is sometimes necessary to resolve a parsing issue or retrospectively read out new content that has been included in a recent release of xltrail.
For Git integrations, you can also edit the Git credentials by clicking the edit button. Deleting a Git integration only removes it from xltrail and leaves the Git remote untouched.

Secrets

Provide your passwords here to be able to work with password-protected files. For a detailed walkthrough, see Password-protected Files

Organization

Users

Under Settings > Users, you see all users with their role and whether they are linked to the identity provider:

Users are not added here. There is no invitation step: assign the user to the xltrail application in your identity provider; their account is created the first time they sign in, as long as a seat is free. An existing account with the same verified email address is linked instead, so history and permissions carry over.
The role (admin or user) comes from the identity provider and is applied at every sign-in. It is shown here but cannot be changed; to grant or revoke admin rights, change the user’s assignment in the IdP and have them sign in again. On self-hosted installations, the admin claim is configured via OIDC_ADMIN_CLAIM / OIDC_ADMIN_VALUE, see Authentication (OIDC).
To remove a user, click Remove user and confirm. This frees their seat immediately, ends their session, stops their API keys and removes them from all project permissions; their commits and comments stay in the history. Removing a user only in the IdP stops them from signing in but does not free their seat. You cannot remove yourself.

Permissions

By default, every project is visible by everyone in your organization. You can, however, restrict access to specific users and/or groups.

To create a group click on Add Group, and provide a name e.g. Accounting Team, then hit Save. Now that the group appears in your list, hit the edit button: this allows you to add users to it by clicking on Add User.
To restrict access to projects, click on the edit button of a project. Then click on Add User to add specific users that should have access to the project. If you have created a group, there is also an Add Group button that you can click to give access to specific groups. To make a project public again, delete all users and groups again by hitting the delete button.

API Key

Under Settings > API Key, you can generate and manage API keys. See REST API Authentication for details.