Data access

Prepare exact member and team reporting-table grants and understand enforcement availability.

Where to find it

Open Account > Data access when the draft is enabled for your account.

Address: /account/data-access.

Use this page

Active tenant Admins prepare exact member/team reporting-table grants with review and save. Admins have current/future all-table reporting access.

The page appears only on accounts where Topline has turned on the draft; elsewhere it is not listed and its address returns to account settings.

Account Data access separates table queries from chat/builder actions. Active Admins in this account have all current and future reporting tables by default. Other members need direct grants or grants from an active team they directly belong to. Removing a direct grant does not remove independent team access.

Choose a person or team, select exact tables, then Review changes and Save data access. The review names sensitive resources and removals. Future tables are excluded from member/team selections. A changed data contract requires a fresh review; unsupported tables cannot be granted yet. A conflict preserves your choices; refresh and review them against the latest saved access.

The first draft can prepare grants, but production activation is unavailable until saved/shared output and remaining delivery paths are certified. Saving grants while enforcement is off does not restrict current queries. Review the approved table/member matrix, reports, histories, files and jobs before a later authorized activation. These controls do not change report formulas, publish an app, grant credentials, offer column/row permissions, or erase delivered data.

Related guides

• Table access inventory
• Team Members

Access, states, and recovery

Shown only where Topline has turned on the draft. Production activation is blocked pending saved-output/delivery certification. Off-mode saves do not restrict existing queries; conflicts preserve choices for fresh review.

Controls and availability depend on the active account and your permissions. If a page is unavailable, verify account access before changing configuration.