HolonIQ

Logging in, resetting your password, managing your account, adding seats and billing

Getting Started

How to activate your account after receiving an invite to an account

Activate your Account

How to Reset Your Password

Making the most of your Team Workspace to power collaboration and workflow.

Managing your Workspaces

Add, remove and reassign users as the admin of a HolonIQ account

Adding Seats and Changing Users

Ensure you have the optimal technology setup for the HolonIQ platform.

Software Requirements & Supported Browsers

Subscribe to HolonIQ

Support on HolonIQ's Platform for Subscription Customers

Getting Help

Managing Your Account

Dashboards in HolonIQ make it easy to track, explore, and share the insights that matter most to your work.

Your Dashboards

This guide will walk you through the different ways you can start to build out your own dashboards

Building Custom Dashboards

How to aggregate important Developments into a Custom Briefing

Custom Briefings

Favorites and Bookmarks to quickly return to relevant pieces of content, or save them for the rest of your workspace to view

Favorites and Bookmarks

Modular, interactive elements that display specific data insights

Understanding Widgets - The Building Blocks of Reports and Dashboards

Explore, create, and customize Peer Cohorts in HolonIQ to benchmark institutions and track insights across key groups.

Pre-Build Peer Cohorts and Custom Peer Lists

Building custom dashboards and your personalized feed. Using stars and bookmarks. Managing alerts and notifications.

Personalizing HolonIQ

Use the following Keyboard Shortcuts to speed through your analysis

Keyboard Shortcuts

There are 3 different ways to search, take a look at examples below

How do I use Search?

Your personalized entry point into the platform

Navigating Your HolonIQ Home Page

Navigation

Users can download and share HolonIQ data and content in several different ways

How to I share information with my colleagues? How do I download data?

Data Export and Sharing

Platform

Website

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.