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Every dataset in Summand is private. Only you and the people you grant access can see it. There are two ways to give access:
  1. Direct grants to specific people, by email.
  2. Workspace filing — file the dataset’s connector under a workspace, and that workspace’s members get access through their workspace role.
All access checks run through OpenFGA. For background, see Sharing concepts.

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Grant access to a teammate

1

Open the Share dialog

From the dataset page, click Share.
2

Add an email

Type the teammate’s email.
  • Existing user — the grant takes effect immediately.
  • New email — Summand holds the grant for 30 days. It becomes active the first time they sign in with that address. Summand doesn’t send them an email, so tell them yourself.
3

Pick a role

  • Viewer — can read the dataset and its analysis, and ask Summand about it.
  • Editor — everything Viewer can do, plus change the dataset’s configuration and re-run analysis.
  • Admin — everything Editor can do, plus share and delete.
See the full role matrix in Sharing concepts.

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Give a team access

To give a whole team access, file the connector under a workspace from the connector page. Workspace members can view and query every dataset under that connector, and workspace admins get Admin access.

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Revoking access

From the Share dialog, click the delete icon next to a person under Currently shared with. The grant is revoked immediately — in-flight requests fail closed on the next authorization check.

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What gets shared

A grant gives access to the dataset: its data, its analysis results and its computed-context versions. Grants do not include:
  • The underlying source credentials (database password, S3 keys)
  • The connector configuration (you can’t change which database the dataset reads from)
  • Other datasets under the same connector
  • Your conversations with Summand, which stay private to you
If you want to share an entire connector, including future datasets, see Sharing concepts.

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Audit trail

Every share action — grant added, role changed, grant revoked — is written to an append-only audit record with timestamp and actor. There’s no audit view in the product. Email support@intelligible.ai for an export.