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Workspaces

A workspace is an organisational unit within your DataRecs account. Connections, jobs, and results belong to a workspace, and access can be granted per workspace.

Your account (tenant) is the hard security boundary: all of your data, credentials, and history are isolated from every other customer at the account level. A workspace is a grouping inside your account — it organises resources and scopes who can see and act on them, via role assignments that can be workspace-specific.

In short: the account is the isolation boundary between customers; workspaces are how you structure and delegate access within your own account.

Roles can be assigned at the account level (applying across all workspaces) or scoped to a specific workspace. Use workspace-scoped roles to give a team or person access to only the workspaces they should manage.

  • Per-environment: Separate workspaces for development, staging, and production.
  • Per-team: Give each team its own workspace with independent connections and jobs.
  • Per-client: If you run reconciliations on behalf of clients, keep each client’s resources in its own workspace and grant access with workspace-scoped roles.

See the Quickstart for examples across Console, CLI, Terraform, and the REST API.