Manage datasources

Workspace admins can manage datasources from workspace settings.

Add a datasource

1. Open workspace settings
2. Go to datasources
3. Click Add Datasource
4. Choose the datasource type
5. Add the connection details
6. Test and save the connection

If you do not have the credentials for the database, you can use the Invite a colleague option at the bottom of the connection screen to email someone who does. They will receive a link to securely enter the credentials for you.

Edit a datasource

Use the datasource menu to update credentials, connection details, or other settings.

If you rotate credentials in your warehouse, update Querio with the new credentials before removing the old ones.

Manage access

By default, everyone in your workspace can use a connected datasource.

To restrict access, select Manage access from the datasource menu and add specific people. Once the first person is added, the datasource becomes restricted, and only the people explicitly added will be able to use it.

Remove a datasource

Only remove a datasource when you are sure the team no longer needs it. Removing access can affect explores, context, and embedded experiences that depend on that datasource.