What you can do here
| Control / Button | What it does |
|---|---|
| Category tabs: All / Data Stores / Vector Stores / Knowledge Bases | Filter the list by source type. |
| Ownership tabs: All / Owned / Shared | Narrow the list to sources you own or sources others have shared with you. |
| Show Pending Deletion toggle | Reveals sources that have been moved to the trash. |
| Admin view toggle (implicit access) | For org admins only: switches the list to show members’ personal sources. Requires acknowledgement and is audited. |
| Owner filter (admin view only) | Narrows the list to sources belonging to specific owners. |
| Search sources box | Filters the visible cards by name as you type. |
| + Add Source button | Opens the connector picker. (Hidden while admin view is on.) |
| Status summary pills | At-a-glance counts of how many sources are connected, disconnected, and pending deletion. |
| Click a source card | Opens the source’s detail view in its own tab. |
| Enable / disable switch | Pauses or resumes a source. A paused source is hidden from chats and dashboards. |
| Sync now (refresh icon) | Manually refreshes the source’s data. |
| Test connection (flask icon) | Checks that the connection is reachable and reports the response time. |
| Configure (gear icon) | Reopens the connection settings to edit credentials. |
| Share (share icon) | Opens the share dialog. |
| Schedule deletion (trash icon) | Soft-deletes the source. |
| Restore button (on a pending-deletion card) | Cancels the scheduled deletion and reactivates the source. |
Adding a source
Selecting + Add Source opens a picker grouped into:- Databases — PostgreSQL, MySQL, BigQuery, MongoDB
- File Imports — CSV, Excel
- Vector Stores — Pinecone, Weaviate, ChromaDB, Qdrant
Reading a source card
- Connection status — a coloured dot and label: connected (green), disconnected, error, or pending. A Disabled pill appears when paused.
- Last sync — “Synced X ago”, or “Not synced” if it has never run.
- Record count — how many records the source currently exposes.
- Ownership badge — Owned, Shared, or External.
- Pending Deletion — a trashed card turns amber and shows a live countdown.
Knowledge Bases
The Knowledge Bases tab surfaces a file browser (folders on the left, files on the right) where you can create new folders and upload files for use in retrieval-augmented generation.Who can use it
- Owners and Editors of a source can sync, test, configure, enable/disable, share, and move it to trash or restore it.
- Viewers can open and read a source but cannot edit, reconfigure, or delete it.
- Adding new sources is available to members who have permission to create resources within their department.
- Org admins additionally see the Admin view toggle and Owner filter.