Workspace Settings

Connections

• Manage your data connections efficiently to ensure smooth data integration.
• Create New Connections: Easily add new data sources by selecting from supported platforms (e.g., databases, APIs, cloud storage). Provide connection credentials securely and test the connection before saving.
• Update Existing Connections: Modify connection details such as credentials, host information, or access permissions without interrupting data workflows.
• Connection Status: Monitor the health and status of each connection. Receive alerts for failed or expired connections.
• Best Practices: Regularly review and update connection credentials to maintain security. Use role-based access to limit who can modify connections.

Users

Control who can access your workspace and what they can do.

• Add Users: Invite new team members by email and assign appropriate roles such as Admin, or Analyst.
• Remove Users: Revoke access when a user leaves the team or no longer requires workspace access.
• Change Roles: Adjust permissions based on changing responsibilities within your organization.
• Update User Information: Modify user details such as name, contact information, and notification preferences.
• Role Definitions: Clarify the permissions associated with each role to help admins make informed assignments.
• Security Tips: Enforce strong passwords and consider enabling multi-factor authentication.
• Audit User Activity: Track user login history and recent actions for compliance.

Billing

Manage your subscription and payment details with ease.

• Update Payment Information: Edit credit card or billing contact details securely.
• View Invoices: Access a detailed history of past invoices including date, amount, and status.
• Subscription Plans: Overview of current plan features and how to upgrade or downgrade.
• Payment Methods: Add multiple payment methods or change your default method.
• FAQs: Common billing questions and answers, including refund policies.

Audit Logs (Pro and Business Plan)

Audit Logs provide detailed activity records for your workspace, enhancing security and accountability. They track user actions, changes, and other events, helping you maintain a secure and transparent environment. Users with admin role can access and download audit logs in CSV format from the workspace settings.