> ## Documentation Index
> Fetch the complete documentation index at: https://support.detrics.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Overview

> Manage your team, connections, and account settings

<Info>**Last updated:** March 21, 2026</Info>

Your workspace is where your entire team collaborates on data. It holds your team members, data source connections, scheduled queries, and account settings, all in one place.

***

## How the workspace is organized

A Detrics workspace contains:

* **Team Members**: the people who can log in and use Detrics
* **Connections**: authenticated links to your ad platforms, analytics tools, and e-commerce stores
* **Account settings**: your plan, billing, and workspace preferences

Every team member shares the same workspace. Once someone connects Meta Ads as a shared connection, everyone on the team can build reports from it.

***

## Team Members

The Team Members page shows everyone in your workspace, their email, and their role (Owner or Member).

<Frame caption="The Team Members page lists all workspace members with their roles and actions.">
  <img src="https://mintcdn.com/detrics-4688583d/OWWVo-QQI-tOiwlY/images/tutorials/workspace/team-members-overview.png?fit=max&auto=format&n=OWWVo-QQI-tOiwlY&q=85&s=274d863e59f2b5867123e4d78e9ca79c" alt="Team Members page showing a list of workspace members with roles and action buttons" width="1100" height="650" data-path="images/tutorials/workspace/team-members-overview.png" />
</Frame>

From this page you can:

* **Search** for a member by name or email
* **Invite new members** using the green "Invite Team Member" button
* **View roles & permissions** to understand what each role can do
* **Change a member's role** or remove them via the actions menu

<Info>
  Every workspace must have at least one Owner. Members can connect data sources and run queries, but only Owners can manage billing, invite users, and control team connections.
</Info>

***

## Data Sources

The Data Sources page is your central hub for all platform connections. Each platform row shows the number of active connections your team has established.

<Frame caption="The Data Sources page lists every connected platform with its connection count.">
  <img src="https://mintcdn.com/detrics-4688583d/OWWVo-QQI-tOiwlY/images/tutorials/workspace/data-sources-overview.png?fit=max&auto=format&n=OWWVo-QQI-tOiwlY&q=85&s=8eaf0de1e1e74fa37dbd25593c54ec8b" alt="Data Sources page showing all connected platforms like Meta Ads, Google Ads, TikTok Ads with connection counts" width="1100" height="650" data-path="images/tutorials/workspace/data-sources-overview.png" />
</Frame>

Click any platform row to expand it and see individual connections with details like the login email, account count, scheduled queries, who added the connection, and last activity.

<Frame caption="Expanding a platform reveals individual connections and their details.">
  <img src="https://mintcdn.com/detrics-4688583d/OWWVo-QQI-tOiwlY/images/tutorials/workspace/connections-expanded.png?fit=max&auto=format&n=OWWVo-QQI-tOiwlY&q=85&s=a53c9a0e77a856e2a90c1ce77a243615" alt="Expanded X Ads platform showing individual connections with accounts, scheduled queries, and added-by information" width="780" height="500" data-path="images/tutorials/workspace/connections-expanded.png" />
</Frame>

***

## Common tasks

<Steps>
  <Step title="Invite a team member">
    In the left sidebar, under **Workspace**, click **Team Members**. Then click the green **Invite Team Member** button in the top right. Enter their email address and they will receive an invitation to join.
  </Step>

  <Step title="View your connections">
    In the left sidebar, click **Data Sources** (under the **Platform** section). You will see all connected platforms. Click a platform to expand it and view individual connections, the accounts they can access, and any scheduled queries using them.
  </Step>

  <Step title="Set connection sharing">
    New connections are **public by default**, all workspace members can use them. To restrict access, expand a platform, click the three-dot menu on a connection, and select **Manage sharing**. You can make it restricted (specific members only) or keep it public (everyone on the team can use it).
  </Step>
</Steps>

***

## Key concepts

| Concept                   | What it means                                                           |
| ------------------------- | ----------------------------------------------------------------------- |
| **Owner**                 | Full access to billing, team management, and all connections            |
| **Member**                | Can connect data sources, run queries, and manage their own connections |
| **Public connection**     | Any team member can use this connection in their queries (default)      |
| **Restricted connection** | Limited to specific team members chosen by the connection owner         |

***

## Next steps

<CardGroup cols={2}>
  <Card title="Roles & Permissions" icon="user-shield" href="/workspace/roles-permissions">
    Understand what Owners and Members can do
  </Card>

  <Card title="View & Manage Connections" icon="link" href="/workspace/view-manage-connections">
    Reconnect, replace, archive, and share connections
  </Card>

  <Card title="Connection Sharing & Permissions" icon="lock" href="/workspace/shared-private-connections">
    Control who can access each connection
  </Card>

  <Card title="Fields Catalog" icon="book" href="/fields-catalog/index">
    Browse all available metrics and dimensions
  </Card>
</CardGroup>

<Tip>
  **Need help?** Use the chat widget in the bottom-right corner or email [support@detrics.io](mailto:support@detrics.io).
</Tip>
