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Intro to your workspace

Workspaces house your canvases, data, users, and projects.

What's in a workspace?

The workspace is the highest-level organizational unit in Count. Workspaces contain data, members, projects, and canvases. Typcially, each organization has one workspace.
Workspace owners create and manage the workspace and it's billing settings. Owners and admins can invite other members, and guests and assign their permission to projects.

Workspace Settings

From your Workspace Settings, owners and admins can manage:
  • whitelisted email addresses: which users will automatically be added to a workspace (without a specific invite)
    If the ACME workspace has whitelisted the acme.com domain, then anyone with [email protected] will be automatically added to the ACME workspace as a member when creating their account.
  • public links: enable/disable the ability to share canvases with people outside the workspace
  • workspace guests: enable/disable the ability to have workspace guests
  • query caching: enable/disable query caching

Members & Roles

Every member of the workspace has a role. These roles indicate what actions they can and cannot do, and which documents they can and cannot access.
Workspace Role
Can access billing
Can create database connections
Can create projects
Can create canvases
Can upload CSV files
Owners
Admins
Members
Guests
Within each project, you can specify which users have edit or view access to its contents. You can also add editors and viewers directly to a canvas.

Projects

Projects are collections of data tables, members, and canvases. They typically refer to departments (e.g. Sales team), or types of work (e.g. Our data models).

Data

The data within the project determines which data is available to query within the canvases in that project. Data can either be a subset of the tables in a database connection, or CSV files. You can manage the data in a project from the Project homepage.

Members

Within each project, you can control who has edit or view access to the canvases within those documents. Project admins can control the data and member permissions of a project.

Canvases

In the main project view you can see the canvases contained within that project. From this view you can:
  • open each canvas
  • duplicate the canvas
  • move the canvas to a different project
  • pin the canvas - which will feature the canvas at the top of the project for easy access

Connections

At the heart of Count is your data, and you can manage your connected databases within the Connections section of your workspace. This is where you can:
  • manage and refresh the credentials that connect to each database
  • manage which projects have access to the data in that database
  • refresh the schema to show new tables and columns in the canvas data menu
  • delete the connection