Access Management

The Access section is the administrative control center for your Lakehousecat instance. Administrators can monitor the instance license status, manage user accounts and roles, and organize users into groups for efficient sharing.

Admin only: The Access section is only visible to users with the Admin role.

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Navigating to Access

1. Open the workspace.
2. In the left sidebar, click Access.

The Access section contains four tabs:

Tab	Description
Instance	Read-only view of the instance license status and registration details
Users	Invite and manage user accounts and roles
Groups	Create and manage user groups for sharing
Audit Log	Chronological record of all changes made to objects in the instance

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Instance

The Instance tab displays current licensing and registration information for your Lakehousecat instance. All fields are read-only — no configuration can be changed here.

Subscription Status

Field	Description
Subscription Type	The active plan: FREE, STANDARD, PREMIUM, or ENTERPRISE
Status	Current subscription state: ACTIVE, TRIALING, PAST_DUE, CANCELED, or EXPIRED
User Seats	The number of licensed user seats for this instance
License Token Expires	The expiration time of the current license token, shown as remaining time and the exact date

Instance Registration

Field	Description
Organization Key	The unique key identifying your organization with the Lakehousecat operator
Instance ID	The unique identifier for this specific instance

The license token is automatically renewed by the Lakehousecat operator. Manual token management is not required.

Read-Only Mode

If the license has expired, the instance enters Read-Only Mode. In this state:

• A warning banner is displayed on the Instance tab.
• Only viewing operations are permitted across the entire platform.
• No data sources, models, jobs, or other objects can be created or modified.
• Full functionality is restored when the subscription is renewed.

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Users

The Users tab allows administrators to invite new users, manage existing accounts, and assign roles.

User Roles

Role	Description
admin	Full administrative access: manages users, groups, provider models, and all workspace resources
builder	Can create and manage data sources, custom models, jobs, and analytics
user	Standard user: can chat, create prompts, access analytics shared with them
pending	Invited but not yet activated

User Seats and licensing: The number of active users in the instance drives the licensing cost. Monitor the User Seats count on the Instance tab to stay within your subscription limits.

Inviting a New User

1. In the Users tab, click the + (Plus) button.
2. Enter the user's email address.
3. Select the initial role for the user.
4. Click Invite to send the invitation.

The user receives an invitation and appears in the list with the pending role until they activate their account.

Managing Users

The user list shows all registered users with their name, email, role, and last activity time.

Changing a User's Role

Click the role badge next to a user's name to cycle through the available roles:

user → admin → builder → pending → user

The role is updated immediately.

Editing a User

Click the pencil icon on a user entry to edit:

• Name
• Email
• Password (only if changing — leave blank to keep the current password)

Deleting a User

Click More (⋯) on a user entry and select Delete. A confirmation dialog is shown before the user is permanently removed.

The last remaining admin account cannot be deleted. At least one admin must always exist.

User List Features

Feature	Description
Search	Filter users by name or email
Tag Filter	Filter by assigned color tag
List / Cards View	Toggle between display modes

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Groups

The Groups tab allows administrators to organize users into named groups. Groups are the primary mechanism for sharing objects — such as chats, models, charts, dashboards, prompts, and job definitions — with multiple users at once.

Creating a Group

1. In the Groups tab, click the + (Plus) button.
2. Fill in the form.

Field	Required	Description
Name	Yes	A descriptive name for the group (e.g., Data Engineering, Finance Team)
Description	No	An optional explanation of the group's purpose. Supports voice input.
Members	No	Select users to add to the group at creation time. Members can be added or removed later.

3. Click Create to save the group.

Managing Group Members

In the group editor:

• Add members: Search for users by name or email and select them from the available users list.
• Remove members: Click the remove button next to a member in the current members list.

Using Groups for Sharing

When sharing any object (chart, dashboard, prompt, job definition, data source, model), you can select one or more groups in the sharing dialog. All current members of the selected group gain access immediately.

Group membership changes are reflected automatically — adding a user to a group grants them access to all objects currently shared with that group.

Group Actions

Hover over a group entry to access:

Action	Description
Edit (pencil icon)	Opens the group editor to update name, description, and membership
More (⋯)	Access additional options: assign color tag, delete
Delete	Permanently removes the group. Shared objects are not deleted, but group-based access is revoked.

Group List Features

Feature	Description
Search	Filter groups by name
Tag Filter	Filter by assigned color tag
List / Cards View	Toggle between display modes

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Audit Log

The Audit Log tab provides a chronological record of all changes made to objects in the Lakehousecat instance. It is visible to Administrators only.

What is logged

Every significant action is recorded, including:

• Object creation, modification, and deletion (data sources, models, charts, dashboards, job definitions, prompts)
• Approval actions on charts and dashboards
• Sharing and unsharing of objects
• User and group management changes

Reading the Audit Log

Each entry shows:

Column	Description
Timestamp	When the action occurred
User	Who performed the action
Action	The type of change (e.g., CREATE, UPDATE, DELETE, APPROVE, SHARE)
Entity Type	The type of object that was changed
Entity Name	The name of the affected object

Use the Audit Log to trace unexpected changes, verify approval workflows, and maintain compliance records.

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Best Practices

• Assign the minimum necessary role: Start users with the user role and promote to builder or admin only when needed.
• Use groups for team sharing: Instead of sharing objects with individual users one at a time, create a group per team and share with the group. This makes access management much easier as membership changes.
• Monitor User Seats: Keep the active user count within your licensed seat count. The Instance tab shows the current User Seats value.
• Review pending users: Periodically check for users stuck in the pending state — they may need a new invitation or have an incorrect email address.
• Name groups clearly: Use names that reflect team or functional boundaries (e.g., Analytics Team, Sales Managers, Developers) to make sharing dialogs self-explanatory.