Users
Invite members, assign roles, cancel invitations, and remove access.
Roles and permissions
Create roles and give each role only the permissions it needs.
Integrations
Connect source systems, validate configuration, and monitor sync health.
Data access
Control DataX entity access and sensitive-column visibility by role.
Single sign-on
Configure and maintain SAML or OIDC identity providers.
Security policies
Set password requirements and review workspace authentication requirements.
Snowflake connections
Create, rotate, and remove role-scoped service connections from personal settings.
Before you make a change
- Confirm that you are in the intended workspace.
- Identify the smallest role or access change that meets the need.
- Keep another authorized administrator available for authentication changes.
- Review the affected users, integrations, or roles after you save.