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  • ๐Ÿ‘Welcome to Whaly ๐Ÿณ
  • Team
    • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆWhat is a team?
    • ๐Ÿ›ก๏ธSingle Sign On
    • ๐ŸฅทImpersonate
  • Organisation
    • ๐ŸซWhat is an organisation?
    • ๐Ÿ“คUpload your Organisation logo
    • ๐Ÿ”‘Manage Access to your organisation
    • โ“Understanding Licences
    • ๐Ÿ‘ฎUnderstanding User Roles
  • User Management
    • ๐Ÿท๏ธUser Attributes
    • ๐Ÿ‘ญUser Groups
    • ๐Ÿค–Service Accounts
  • Workspace
    • โœ๏ธWorkspace
    • ๐Ÿ“‚Report Folders
    • โœจSharing & Collaboration
      • Share a report to the Web
    • ๐Ÿ“—Catalog
    • โš™๏ธSettings
  • Warehouse
    • ๐ŸฆConnect your Warehouse
    • โš”๏ธAmazon Athena
      • Connect your Athena
    • ๐ŸฎAmazon Redshift
      • Connect your Redshift
    • ๐ŸงฑDatabricks
      • Connect your Databricks
    • ๐Ÿ”ทGoogle BigQuery
      • Connect your BigQuery
      • Grant access to BigQuery datasets
      • Enable multi project support
    • ๐Ÿ˜Postgres
      • Connect your Postgres
      • Whitelisting Whaly IPs
    • โ„๏ธSnowflake
      • Connect your Snowflake
      • Giving access to Snowflake data
  • Models
    • ๐Ÿ’žModels sync
      • Where should my models be managed?
      • dbt Cloud
        • Configuration
        • Exposing models into Whaly
    • ๐Ÿ“ฅPersistence Engine
      • Configuration
        • Snowflake
      • Check Materialisation runs status
  • Workbench
    • ๐Ÿš€Navigating the workbench
    • ๐Ÿ› ๏ธModeling
      • Understanding Datasets
        • General Information
        • Drills
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          • Create a Flow
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      • Import raw data
        • From your warehouse
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    • ๐ŸงญExplorations
      • Configure an exploration
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        • Configure a table
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        • Create a Metric
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        • Using custom formatting
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        • Create a dimension
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  • Data consumption
    • ๐Ÿ’กExploring data
      • How to explore data
      • Drill Down
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    • ๐Ÿ’นWhat is a Report?
    • ๐Ÿ“ŠDashboards
      • Create a dashboard
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    • ๐Ÿ“ˆQuestions
      • Create a question
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    • ๐Ÿ”Refreshing a report
  • Data visualisation
    • ๐ŸŽจTheming
    • ๐Ÿ–Œ๏ธChart your data
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      • Custom time format in time series
  • Content management
    • โญExplorations Section
    • โœ‚๏ธBulk Content Management
  • Embedding
    • ๐Ÿ“ŒEmbed in Business apps
      • Notion
      • Clickup
      • Hubspot
      • Google Chrome
        • ๐ŸŒฑInstall
        • โš™๏ธConfigure the Chrome extension
    • ๐Ÿ‘ฉโ€๐Ÿ’ปEmbedding API
    • ๐ŸชŸPartner Portal
  • Workflows
    • ๐Ÿš€Push
      • Configure a Push
      • Manage Push
    • ๐Ÿ’ผManage Installed Actions
    • โšกActions catalog
      • Airtable
      • Google Sheets
      • Slack
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  • Platform concepts
    • โœณ๏ธQuery Mode
    • ๐Ÿ’ซCaching
  • Guides
    • โ›‘๏ธSupport
  • User
    • ๐ŸคฉUpload your profile picture
  • Connectors
    • ๐Ÿ”ŒConnect your Sources
    • โš™๏ธWarehouse setup
      • BigQuery
        • Configure a Cloud Storage cleaning rule
      • Snowflake
    • โ˜๏ธWhitelisting Whaly connectors IPs
    • ๐Ÿ”SSH Tunneling
    • ๐Ÿ„Schema drift
    • ๐Ÿ”Replication method
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    • ๐ŸŽSource catalog
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          • ๐Ÿ’กTip: Extracting the relationships
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          • Pennylane (Redshift) - General Ledger & Trial Balance
          • Pennylane API - Customer Invoices
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On this page
  • Granting access to your org
  • Changing access to your org

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  1. Organisation

Manage Access to your organisation

PreviousUpload your Organisation logoNextUnderstanding Licences

Last updated 2 years ago

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You can manage who has access to your org by going to the settings page and then to the access management page

On the access management page you can view all the users that have access to your org including Whaly Staff user that have access to your org for support purposes.

You can differentiate Whaly support team from your users by the Whaly support team tag as you can see above.

Note that you won't be billed for the Whaly support team user access as we assign them a viewer licence which are forever free.

Granting access to your org

You can grant access to anybody in your org by simply inviting them. In order to do so you can click on the invite button and fill the form to invite your user.

When inviting a user you are asked to select a user role for your invited user. In order to understand what each role can do on the platform and how they are correlated to licensing you can check those articles.

Once this is done you'll see the invite appear in the access view.

If your user has not received the invitation email you can check in their spam folder or send them directly the link to the invitation by clicking on the three dots and then Copy invite link. You can also revoke the invitation if needed.

Once a user has accepted your invitation they will appear in the list as a regular user.

Changing access to your org

You can remove Whaly support team from your org so your keep things more private

You can remove at any time any users from your org by simply clicking on the three little dot next to a user that has accepted the invitation. From there you can either delete the user from your org or change it's user role.

๐Ÿ”‘
โ“Understanding Licences
๐Ÿ‘ฎUnderstanding User Roles
Settings
Access management page
Editing an invite