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Space Administration

This guide covers administrative tasks for managing spaces, users, and permissions.

Admin Roles​

Space Admin​

Space Administrators have full control within their specific space. They manage membership, configure permissions, set up source system connections, and have the ability to create and manage all content within that workspace.

Superadmin​

Superadmins operate at the platform level. They can create new spaces, manage all existing spaces, and configure platform-wide settings that affect the entire Qarion installation.

Managing Space Members​

Viewing Members​

To see who has access to your space, navigate to Settings and select the Members tab. This view lists all active users along with their roles.

Inviting Users​

You can invite new members by clicking Invite Member, entering their email, and selecting an initial role (Viewer, Editor, or Admin). Users receive an email invitation and can join immediately if they have a platform account.

Changing User Roles​

To promote or demote a user, find them in the Members list, click the role dropdown, and select the new role. Changes take effect immediately.

Removing Users​

To remove a user from the space, find them in the list and click Remove. Be aware that removed users lose access immediately, though any content they created remains in the space.

Permission Configuration​

Default Permissions​

Roles come with default capabilities. Viewers can see products, Editors can create and modify them, and Admins can do everything including deleting content and managing members.

Custom Permission Rules​

For more granular control, you can create custom Permission Rules. Navigate to Settings → Permissions and click Add Rule. You define the Role the rule applies to, the Action being restricted or allowed, and the Condition under which the rule applies.

Permission Rule Examples​

You might create a rule to allow Editors to approve access for products they steward, or a rule to restrict product deletion strictly to Admins, overriding default behavior.

Source System Management​

Adding Source Systems​

To connect a new platform, navigate to Source Systems and click Add Source System. Select the platform type (e.g., Snowflake, BigQuery), enter the connection details and credentials, and verify the connection before saving.

Credential Security​

Follow best practices for credentials: use Service Accounts rather than personal user credentials, grant only the minimum required permissions, rotate credentials regularly, and enable audit logging on the source side.

Sync Scheduling​

You can configure automatic metadata synchronization. Open the source system settings to set the Sync Frequency and enable or disable automatic background syncs.

Quality Check Templates​

Creating Templates​

Templates help standardize quality checks. Navigate to Settings → Quality Templates and create a new template by defining the check type (e.g., freshness, volume), setting default thresholds, and providing a description.

Applying Templates​

When users create new data products, they can select applicable templates to automatically apply these standard checks, customizing the thresholds if necessary.

Space Configuration​

General Settings​

Basic space configuration includes the Name, the Slug (URL identifier), and a Description of the space's purpose and scope.

Tag Taxonomy​

To organize your catalog, navigate to Settings → Tags. Here you can create tag categories, define allowed values for each category, and specify which tags are mandatory for new products.

Notification Settings​

Configure space-wide alerts for events such as quality failures, access requests, and meeting reminders to ensure the right teams are notified.

Monitoring Space Health​

Activity Dashboard​

The dashboard allows you to monitor space activity, including recent product registrations, the status of quality checks, issue trends, and general user activity.

Quality Overview​

Track the overall health of your data by reviewing products with failures, analyzing check execution history, and monitoring the volume of specific alerts.

Access Audit​

Review access patterns to ensure security. Monitor incoming access requests, approval and denial rates, and list all currently active access grants.

Best Practices​

Onboarding New Team Members​

When onboarding, send an invitation with the appropriate role, point the user to relevant documentation, and assign a mentor to guide their initial contributions.

Regular Maintenance​

Perform regular maintenance tasks:

  • Weekly: Review pending access requests and check quality alert status.
  • Monthly: Review the membership list and audit permission configurations.
  • Quarterly: Clean up unused products and update quality check thresholds.

Documentation Standards​

Establish clear conventions for your team, such as naming patterns for products, required metadata fields, mandatory tagging, and minimum quality check requirements.