Share a data source

Manage access to data sources, ensuring the right data is always available to the right people, promoting timely insights, and informed decision-making.


Availability

profile  Users, editors and admins

box  All accounts

lock  All subscription plans


 

Sharing data sources like web properties, stores, or ad accounts ensures that all stakeholders have access to consistent and up-to-date information. This approach not only enhances operational efficiency but also provides timely insights, which are crucial for making well-informed decisions.

In Databox, you have the ability to control who can access each data source. By managing access effectively, you guarantee that the right individuals or teams have the data they need, when they need it. This targeted access helps streamline workflows, reduces the risk of errors, and ensures that decision-makers have accurate and relevant information at their fingertips. Ultimately, this leads to improved business outcomes by facilitating better-informed strategies and actions.

Share a data source

When you add a new data source, it is automatically shared with all users except those with a viewer role. To restrict access or share the data source with specific users:

  1. Go to Account Management > Data Manager > Data Sources.
  2. Find the data source in the list.
  3. Click the down arrow and select User permissions.

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Note: Users without access to a data source cannot view or use it within the application. However, they may still see content, such as Databoards, created from that data.

Frequently Asked Questions

Can I share a data source with another account?

Data sources are exclusive to the account they were added in, they cannot be shared with other accounts. This applies also to partner and client accounts.

How can I move a data source to another account?

This can only be done by Databox personnel upon request by an account admin. 

Still need help?

Contact us here or start a chat in Databox.