Workspace settings

Click Settings in the sidebar to manage your workspace. The settings menu is grouped by what you're managing:

Settings menu grouped into Data, Workspace, Billing, AI, Developer and Personal
GroupPages
DataConnectors, Data Warehouse, ELT Destinations, Transform, GitHub, Import / Export SQL
WorkspaceMembers, Notifications, Audit Logs, Account
BillingPlan Details & Billing, Usage
AIData sharing, MCP Server
DeveloperAPI Keys
PersonalUser Profile

Some pages only show for admins, or when they apply: Data Warehouse for warehouses with settings, and GitHub when you keep your models in GitHub. ELT Destinations (Beta) is where you add extra destinations for your syncs: see Load into several destinations.

Connectors

Settings → Connectors lists every connection in the workspace: the accounts and databases your data sources, reverse ETL syncs and destinations use. Here you can update a connection's credentials, for example after a password change, and see which connections need attention. A connection can be used by several syncs, so updating it here fixes all of them.

Members and roles

Settings → Members lists everyone in the workspace. Click Invite member to invite someone by email and choose their role. The Invitations tab shows invitations that haven't been accepted yet.

To change a member's role, click the role next to their name and choose the new role. For an Editor, tick the areas they can change (1). Click Apply (2).

Role picker with Editor selected and its Data Sources, Reverse ETL and Transform areas (1), and the Apply button (2)
RoleWhat they can do
AdminEverything, including billing, members and workspace settings.
EditorMake changes in the areas ticked for them: Data Sources, Reverse ETL and Transform. The other areas are read-only. With no area ticked, an Editor can change all three.
ViewerSee everything, change nothing: syncs, models, settings and statuses are read-only.

Notifications

Settings → Notifications decides who hears when something fails, for example a sync or a model's materialization:

  1. Add email address (1): send alerts to an address, such as a shared team inbox. Add as many as you need.
  2. Connect to Slack (2): get the alerts in a Slack channel.
  3. Connect to Microsoft Teams (3): get the alerts in a Teams channel.
Notifications settings with Add email address (1), Connect to Slack (2) and Connect to Microsoft Teams (3)

Plan, billing and usage

  • Plan Details & Billing shows your plan, payment details and invoices, and is where you change plan. Members who aren't admins see Plan Details without the billing parts. See Plans & billing.
  • Usage shows your active rows by connector and table. See Monitor and optimize usage.

AI

  • Data sharing sets whether Ed and AI tools connected through the MCP server can read values from your data, or only metadata such as table and column names. Send metadata only is on by default, and only admins can change it. See Data shared with AI.
  • MCP Server connects AI tools such as Claude or Cursor to your workspace. See MCP server.

API keys

Admins create keys for the Weld Connect API under Settings → API Keys, with Create an API key. Each key has a name and an expiry date.

Audit logs

Audit logs record what members do in the workspace: who changed what, and when. Admins can download them as a CSV file from Settings → Audit Logs. Audit logs are part of the Business plan.

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