Edit, share, and archive sources

Where: sidebar → Sources → the source's action menu. Editing requires the appropriate resource role; sharing and deletion require owner authority.

The source action menu exposes operations for the selected connection.

Edit a connection#

1. Select the source and choose Edit.
2. In Edit Source, review the name and connection fields.
3. Change only the fields needed for the new endpoint or credential.
4. Click Update Source.
5. Reopen the same source object and confirm a known row is still readable.
6. Inspect a dependent transform before enabling its next scheduled run.

Edit Source updates the saved connection rather than creating a second source.

If configuration cannot be loaded, use Retry after checking the backend and your session. Do not save a guessed blank configuration over a source simply because the edit form could not load it.

Share the source#

Choose Share, select the recipient or team, and grant the role appropriate to the task. A Viewer can inspect data but cannot perform execution or edit actions available to other roles. Ask the recipient to select the same organization, project, source, and object.

Sharing is a Platform permission grant. It is not a transfer of the source password to the recipient. External credentials still determine what Platform can do through the connection.

Check dependencies#

Use View Lineage to identify resources that read from the source. Before a hostname, database, or schema change, check whether field names and object paths used by transforms will still exist. Test the consumers with controlled inputs after the update.

Archive a source#

Choose Delete and review the confirmation. The UI describes a 30-day Trash recovery period. Archiving makes the Platform resource unavailable to its consumers; it is not a request to drop the external database.

Open Account → Trash to inspect eligible deleted resources. Do not confuse restoring a connection resource with repairing a changed or deleted external database. See Trash.