How to manage workspaces, members and roles
Rename and describe a workspace, add colleagues by email as Viewer, Editor or Admin, and download a workspace backup. Narrated.
The steps
- 1A workspace holds one project: its data, its assistants and its reports. Access is given workspace by workspace.
- 2Workspace settings let you rename the workspace, describe it and add a logo.
- 3Under Users, add a colleague by email, and choose their role: Viewer, Editor or Admin.
- 4Viewers read reports and ask questions. Editors build and change them. Admins also manage the workspace: its members, definitions and settings.
- 5Backup downloads the whole workspace, with its datasources, assistants and reports, as one file you can restore later.
Try it on your own data
Connect a datasource and ask your first question. Your first report is free, with no card and no deadline.