How do I give a teammate access to a connection?
Access is set per connection. When you add a connection, only owners and admins can use it. Every other member has no access until an admin gives it to them. You need to be an owner or admin.
- In the left rail, open Admin, then Connections.
- Open the connection's ⋮ menu and choose Manage access. You can also click the connection and open the Access tab.
- Set Default access. This is what every member gets unless you choose something else for them. A new connection starts at No access.
- In the member table, choose each member's access:
- Inherit default: they get the Default access. The option shows what that is, for example Inherit default (Run).
- No access: they cannot see the connection or run anything on it.
- Run: they can run saved queries on this connection and fill in values. They can also rename, move and delete those queries, but they cannot change the SQL.
- Editor: they can also write, edit and save SQL on this connection.
Changes apply right away. The Gets column shows what each member ends up with.
Owners and admins always have Editor on every connection. You cannot change that here.
Role is the ceiling
A member's role sets the most they can get on any connection. A Runner or Viewer never gets more than Run, so Editor is not available for them. If the default is Editor, they get Run, and the table says why. A Viewer can see the connection but cannot run queries on it. To give someone editor access, first change their role to Editor under Admin → Members.
Sharing a query does not give access to its connection
Sharing a saved query lets a person open it. To run it, they also need at least Run on the query's connection. Without it, they see that they do not have access to the connection this query uses.
Invite someone new
If the person is not a member yet, open Admin → Members, choose Invite member, enter their Email and pick a Role, then create the invite link and send it to them. After they join, give them access to the connections they need, as above.
Limit what they see inside a connection
To limit which columns a person can see, open their settings under Admin → Members with the gear icon and set their Column sensitivity level.
For roles and what each one can do, see the Overview guide. For sharing a saved query, see the Folders and sharing guide.