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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
        • Relationships
        • Primary Keys
        • Cache
      • Model Data
        • SQL Models
        • Flow Models
          • Create a Flow
          • Update a Flow
          • Flow steps
            • From Model
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            • Hide Column
            • Filter
            • Lookup
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            • Formulas
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      • Import raw data
        • From your warehouse
        • From third party data
    • ๐ŸงญExplorations
      • Configure an exploration
      • Exploration Templates
      • Tables
        • Configure a table
        • Add related data
      • Metrics
        • Create a Metric
        • Create a Calculated Metric
        • Create Drill Downs
        • Using custom formatting
      • Dimensions
        • Create a dimension
      • Check measure usage
      • Row Level Access
  • Data consumption
    • ๐Ÿ’กExploring data
      • How to explore data
      • Drill Down
      • Forecasting
    • ๐Ÿ’นWhat is a Report?
    • ๐Ÿ“ŠDashboards
      • Create a dashboard
      • Manage tiles
        • Add chart tiles
        • Add text tiles
        • Add navigation tiles
        • Arranging tiles
      • Add a description
      • Share a dashboard
      • Filter a dashboard
      • Push dashboard
      • Delete a dashboard
    • ๐Ÿ“ˆQuestions
      • Create a question
      • Add a description
      • Share a question
      • Push question data
      • Delete a question
    • ๐Ÿ”Refreshing a report
  • Data visualisation
    • ๐ŸŽจTheming
    • ๐Ÿ–Œ๏ธChart your data
      • Bar chart
      • Calendar chart
      • Funnel chart
      • Gauge chart
      • Geo map chart
      • Heatmap chart
      • Interactive map chart
      • Line chart
      • Metric chart
      • Pie chart
      • Retention chart
      • Table chart
      • Treemap chart
      • Waterfall chart
      • 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
      • Sendgrid
      • Webhook
  • 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
    • ๐Ÿง™Source monitoring
    • ๐ŸŽSource catalog
      • Community
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        • PostgreSQL / Postgres
          • ๐Ÿ’กTip: Extracting the relationships
        • MariaDB / MySQL
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          • Pennylane (Redshift) - General Ledger & Trial Balance
          • Pennylane API - Customer Invoices
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      • Sales / CRMs
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        • Hubspot
        • Recruit CRM
        • Salesforce
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  1. Team

What is a team?

PreviousWelcome to Whaly ๐ŸณNextSingle Sign On

Last updated 2 years ago

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A team is the group of all the users of your company. This is where you can see who from your organization has created a Whaly account.

Inside your team, you can share multiple to collaborate on Business Intelligence projects.

Member of a team can have 2 main roles:

  • Owner: It means that you have access on the team management page, where you can review all Team Members, and configure the team security settings such as enabling Single Sign On

  • Regular member: You are part of the team and can be invited into each Organization of the team is needed but you don't have any power on the team structure

Managing the Team

For all Team Owners, a Manage button is available on the selector screen โคต๏ธ

When clicked, the link is redirecting you to the Team Management page โคต๏ธ

From this page, you can manage:

  1. Your Single Sign On configuration

  2. The list of all members of your team and their roles (Owner vs Regular Member)

The that are being used by members of your Team

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ
Organizations
Organization
Organizations
Organization
Position of the Manage button to access Team Management page