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Two layers of access control determine what a workspace member can see and do:
  1. Workspace role — what a member can do across the workspace (view only, edit, admin).
  2. Per-source access — which connected data sources show up on the member’s dashboards.
Use per-source access when an agency, client, or external partner should only see their own accounts.

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Workspace roles

Roles are assigned during invitation and editable later by workspace admins. See Workspaces, teams & roles for the role glossary in full. Workspace owner bypasses all per-source restrictions — same effective access as Admin.
Custom workspaces may have additional roles defined by their account team. Contact Adriel for details on custom role configurations.

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Set per-source access

1

Open the source's settings

Navigate to Data sources, find the source in the list, and click the settings icon on the row.
2

Open the Members tab

The settings drawer has tabs along the top. Click Members.
3

Pick an access mode

Three modes are available:
  • Everyone — every current and future workspace member sees this source on their dashboards. Default for newly connected sources.
  • Select all — every current member and team is selected explicitly. Differs from Everyone because future members are not automatically added.
  • Specific — pick individual members or teams from the list.
4

Add members or teams

Use the search bar to find members by email or teams by name. Click to add. Selecting a team locks the individual checkboxes for its members and labels them as inherited from the team.
5

Save

Click Save. The change applies immediately — members who lost access stop seeing the source on next dashboard load; new members see it as soon as they refresh.

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Modes at a glance

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Teams vs. individual members

Adding a team gives access to every current and future member of that team. Individual members already in the team show as inherited — their checkbox is locked and labeled accordingly. Removing a member from the team also removes their access to the source, unless they were also added individually. Use teams for stable groups (a marketing team, an agency pod) and individual selection for one-off exceptions.

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Who can edit per-source access?

If a member without edit rights opens the Members tab, the controls are visible but disabled. Per-source access controls which sources a member can see in widgets. Two related controls limit different things:

Teamspace access & members

Control which members and teams can access a teamspace, independent of the sources behind them.

Managing members & access

Add members, change workspace roles, organize into teams.

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Troubleshooting

Check that: (1) the member’s invitation status is Connected — pending invites don’t have access yet; (2) the source is set to Specific with the member individually added or in an added team; (3) the member’s workspace role isn’t restricting access at the folder level. If all three look correct, ask the member to refresh the dashboard.
The most common cause is that the source is set to Everyone rather than Specific. Change to Specific and add only the intended members or teams. Admin and workspace owner always see every source regardless of this setting.
The current user doesn’t have permission to edit per-source access. Workspace Admins and the workspace Owner can. Ask a workspace admin to make the change.
Switch the source from Everyone to Select all. The current list is captured explicitly. New members invited later won’t automatically gain access — add them individually if needed.