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Three layers of access control determine what a workspace member can see:
  1. Workspace role: What a member can do across the workspace.
  2. Teamspace access: Which teamspaces, dashboards, and assigned data sources the member can access.
  3. Per-source exclusions: Whether a member is excluded from a data source that is otherwise available through a teamspace.
Use teamspace assignment and per-source exclusions when an agency, client, or external partner should only see their own accounts.

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Manage data source member access

A data source’s Members tab shows members from the teamspaces where that data source is assigned. If the data source is assigned to multiple teamspaces, the member list combines members from those teamspaces. If any assigned teamspace uses All Members, all workspace members appear in the list. When teamspace membership changes, the member list for data sources assigned to that teamspace updates with it. Specific members can still be excluded from a data source from the displayed member list. Data sources assigned to no teamspace are accessible only to Admin members. Teamspaces set to All Data Sources automatically include newly connected data sources. Teamspace assignment controls which data sources can be used in a teamspace’s widgets. Per-source exclusions remove access for specific members within the eligible member list.

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.