In the Settings modal you can find your workspaces’ datasources and members.

Datasources

Setting a Favorite Datasource

You can set a favorite datasource by clicking on the favorite datasource button. This is particularly helpful if you have multiple datasources and you want tabs to automatically default to that datasource.

Testing a Datasource Connection

You can test the state of our connection to a datasource by clicking the test connection button.

Give it a couple of seconds and you’ll get a result. If you do not get a passing result please reach out to your CSM or email us at hello@querio.ai.

Members

Adding New Members

In order to add new members to a Querio workspace, simply click on the Add new member button.

Now simply add their email, choose their role which can be:

1. Admin → Can manage metadata and see everyone’s History.

2. Member → Cannot manage metadata and can only see their own History.

Then hit invite. We’ll send a signup link over email to the team members’ address.

Changing a Members’ Role

You can always change a team members’ role after they’ve joined or remove them from the workspace. Simply click on the role selector and choose the desired option.