A Workspace is an org-level environment to set up dataflow pipelines for ingesting data from source to org-level tables on the Capillary database.

Connect+ has two types of users, administrators and system integrators.

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You need to have administrator access to perform operations on workspaces and grant access to other users.

Prequisites

• Administrator access to the org. For access, send an email to [email protected] with org ID and name of the org.

Workspace

In the Workspace tab, you can add an organization to a workspace, and edit and delete workspaces.

Creating a workspace

To create a workspace, perform the following:

1. On the Connect+ homepage, click on the Settings icon.

2. Enter the name of the workspace.

3. From the drop-down, select the appropriate region/cluster and organization.

4. Click Done

The created workspace is created on the workspace's home page.

Edit a workspace

You can modify an existing workspace to add or remove orgs from it.

To edit a workspace, perform the following:

1. On the Connect+ homepage, click on the Settings icon.

2. Select the kebab menu to view the options and click Edit.

3. From the drop-down, select the appropriate region/cluster and organization.

4. Click Done.

You have successfully updated a workspace.

Delete a workspace

To delete a workspace, perform the following:

1. On the Connect+ homepage, click on the Settings icon.

2. Select the kebab menu to see the options and click Delete.

3. Click Yes, delete to delete your workspace.

You have successfully deleted a workspace.

Users

In the Users tab, you can assign roles, either as an Administrator or a System Integrator, and grant access to workspaces.

Add a user

To add a user, perform the following:

1. On the Connect+ homepage, click on the Settings icon.

2. Click the Users tab.

3. Click on Add User.

4. Enter the name, and email ID of the user.

5. Assign the role from the Role dropdown.

6. Assign the workspace applicable to the user.

7. Click Done.

8. You can view the newly added user on the Users page.

You have successfully added a user..

Edit a user

To edit a user, perform the following:

1. On the Connect+ homepage, click on the Settings icon.

2. Click the Users tab.

3. Click the kebab menu.

4. Click Edit.

5. Edit user name, role or workspace as required.

6. Click Done.

The changes are saved.

Delete a user

To delete a user, perform the following:

1. On the Connect+ homepage, click on the Settings icon.

2. Click the Users tab.

3. Click the kebab menu.

4. Click Delete.

5. Click Yes, Delete.

The user is deleted.