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Manage Data Source Members

In addition to creating and managing data sources, data owners can add and manage data source members manually. While this is supported, it is not recommended and instead it is much more scalable to manage user access through subscription policies

For other guides related to data source members and management, see the Related guides section.

Add members to a data source

  1. Navigate to the data source and click the Members tab.
  2. Click Add Members and enter the group name or username.

  3. Select their Role:

    • Subscriber: The role can have read or write access to the table. This role is only available if there are read access policies on the data source.
    • Owner: The role can manage data source members and policies and have read or write access to the table.
    • Expert: The role can manage the data dictionary descriptions and have read or write access to the table. This role is only available if there are read access policies on the data source.

    You can also opt to specify an expiration date for when the user’s access should expire.

  4. Select Read or Write from the Access Grant dropdown. This option is only available if write policies have been enabled.

  5. Click Add.

Bulk add users to multiple data sources

  1. Navigate to the data sources list page.
  2. Select the data sources you want to add users to by clicking the checkbox next to the data source.
  3. Select Add Users.

  4. In the modal, type the user name or group name and select the user or group you want to add from the dropdown menu.

  5. Opt to set an Expiration for the users' subscriptions. Additionally, you can change the role from Subscriber to Expert or Owner for the users or groups using the dropdown menu in the Role column.

  6. Click Add. All users and groups will be added to the data sources you selected.

Set user access expiration date for a data source

As a data owner, you can limit the amount of time a user or group has access to your data source by setting an access expiration date.

  1. Navigate to the Members tab.

  2. Adjust the number of days under the Expires column for the user/group whose access you want to limit (the limit is counting from today, so users/groups with 0 days left means their access will be revoked by the end of today and users with 1 day left means their access will be revoked by the end of tomorrow).

  3. Save your changes.

To remove the limit (or set the limit to Never), delete the number from the field and save your changes.

Modify user or group roles within a data source

  1. Navigate to the Members tab.

  2. Click the drop-down arrow under the Role column next to the user/group whose role you’d like to change.

  3. Select another role (subscribed, expert, owner or ingest user, if applicable).

Notifications about the change will be sent to the affected users and groups (as well as alternative Owners).

View user or group subscription history

  1. Navigate to the Members tab.
  2. Click the Name of the user or group whose history you want to review.

Remove users or groups from a data source

As a data owner, you can deny access to any users or groups at any time.

  1. Navigate to the Members tab.
  2. To remove a user or group from a data source, click Deny in the Actions column next to the user or group you want to remove.
  3. Complete the Deny Access form, including a reason for revoking the access.

This action will immediately update users' or groups' subscription status, and they will no longer have any access to the data source. Notifications will be sent to the affected users (as well as alternative data owners) informing them of the change in subscription status.

Reference guide

For information about data source members and subscriptions, see the data source user roles section.

How-to guides

In addition to adding and managing data source members as outlined above, data owners can manage data source