Sharing data connections

By default, data connections (& the data sources created from the connections) are private to you, unless you share them with others. There are two ways to share them with others.

1/ If a data source is used in a model, then anyone with edit or above access to that model can access that data source implicitly.

2/ The second way is to share the data connection directly with others, from the data page.

To share/edit an existing connection, head to the Data Page, scroll down to the relevant Data Connection and hit the share icon at the top-right.

The three access types are Full, Edit and Use:

• Full: can edit/reconnect/delete the connection and use it to create data sources. Can share the connection with other users and has access to all data sources created with the connection
• Edit: can edit/reconnect the connection and use it to create data sources, can't see other users' data sources created with the connection
• Use: can use the connection to create data sources, can't see other users' data sources created with the connection

Full is useful for sharing connections like Payroll and Accounting systems (where you usually want them to see all data sources associated with the connection), whereas the more restrictive Edit or Use might be more useful for data warehouses where you want to allow others to create queries / data sources, but not see all of your queries / data sources.

FAQs

Who can I share my connections with?

You can share connections with members of your Teams, Organisation, or directly with any Causal user

Which data connections does Causal support for this feature?

You can share your connections to Google Sheets, Xero, Quickbooks Online, Snowflake and BigQuery