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Connectors · · 1 min read

The Data access panel

The Data access panel in the sidebar lists the connectors and documents you can use, and where to change who can reach a connector’s data.

What it’s for

The Data access panel in the sidebar shows the data you can use in Snowfire: your connectors and your documents.

Before you start

Everyone sees their own panel. To change who has access to a connector, you need the Admin role, or Data Admin on that connector.

Steps

See your data

  1. In the sidebar, find Data access.
  2. Open Connectors to see each connector you can access, or choose Connect more data to add a source.
  3. Open Documents to view a document or use it in a prompt.
Data access panel in the sidebar with Connectors and Documents counts, open to a list of connectors and Connect more data
The Data access panel, open to Connectors.

Hide it or bring it back

  1. Choose the hide icon on the panel, then Hide for now or Don’t show again.
  2. To bring it back, open Profile, choose Preferences and turn on Show data access in sidebar.

Change who has access

  1. Open the connector from Data Management and choose the User Access tab.
  2. Select several people and set their access at once. The list updates to match.
  3. Show the access list as cards or as a table. Your choice is remembered.
User Access tab on a connector, listing people with their email, a permission menu and a Field Access button
A connector’s User Access tab.

A data access link opens in a new tab with a normal click, middle-click or right-click Open in new tab. The setting in the tab you already had open does not change.

Check and fix

ProblemFix
The panel reads No systems connected yet.Ask an Admin to connect a source or give you access. See Access: what data Chat can use for you.
The panel reads No documents you can access.Upload a document, or ask the owner to share one.
A connector says You don’t have access to this connector.Ask an admin to grant access.

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