Share Project with Collaborators

Phiona enables secure access to project datasets for easier collaboration within an organization or between multiple organizations. This access can be granted and revoked at any time, and any actions that a project collaborator makes is saved within the project log.

Access Types

Admin

Users with admin access have virtually unlimited access to the Phiona project- they can add new data sources and destinations, manage project, team and database settings, edit and delete datasets, and create new API endpoints and keys.

Editor

Editors can add new data sources and destinations, edit and delete datasets, and create new API endpoints and keys. They cannot manage or create teams.

Viewer

Viewers can view project datasets and any API endpoints or database credentials made available by admins or editors.

Teams

Teams are ways to group sets of users together for easier access to particular projects. Teams can then have multiple users assigned within them with different access levels.

Creating a Team

To create a team, click on the account button on the bottom-left corner of the screen, and then select "My Teams".

A window will pop up showing all of your existing teams, but click on "Create a New Team" to create a new one.

Type in a name for your team, and then you will be returned to the screen. Select the team name, and you'll be able to add new users to this team via email.

Type in the email address of the person you'd like to invite to the team, and then set an access level for them: Admin, Editor, or Viewer.

You can create multiple teams with the same user. This user can also have differing level of access depending on the team that they're on.

At any time, you can update the access level for a user within a team or remove a team member entirely from the "My Teams" screen.

Adding Teams to Projects

Once you've created your team, you can add them to specific projects. Navigate to the project you'd like to add them to, and then select the "Access" tab. Then click the "Add" button to connect the team to the project, with the access levels you've previously defined.