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How to view and manage access to private and shared connections

Availability

Shared and private connections are available to teams that use Supermetrics with Excel. This feature will roll out to Google Sheets and Data Studio in the near future. We appreciate your patience.


This guide will give you an overview of how to view and manage access to private and shared connections via Supermetrics for Excel or the Supermetrics Team Site


View, share, and replace connections in Excel

Manage all connections

You can open the Team Site from the Supermetrics sidebar to manage your connections. This gives you an overview of all your connections and their sharing settings.

  1. Open the Supermetrics add-in.
  2. Navigate to the Data source list in the sidebar. 
  3. In the top right, click Manage
View connections
  1. Open the Supermetrics sidebar.
  2. Navigate to the Data source list.
  3. You’ll find your connections under Connected data sources.
  4. Click the caret iconnext to the data source’s name to open it. If you have more than 1 connection for the data source, you’ll see a list.
    My connections → Connections that you’ve created. You can keep them private, or share them with your team.
    Shared with you → Connections that belong to other team members and have been shared with you.
Share connections

To create a new shared connection:

  1. Open the Supermetrics add-in.
  2. Navigate to the Data source list in the sidebar.  
  3. If the data source already has a connection, expand the list under Connected data sources.
  4. Click Add connection.


To share an existing connection:

  1. Open the Supermetrics add-in.
  2. Navigate to the Data source list in the sidebar.
  3. Under Connected data sources, you’ll see a list of your connections. 
  4. Click the Share icon. This will give team members access to this connection.
Replace a connection

If you've lost access to a connection used in one of your queries — for example, if the user who added it has left your organization — you can replace it. 


You can also use the steps below to solve an error that reads The connection used in this query is no longer shared.


Note that only users with the Admin or Owner role can replace connections.

  1. Open the Supermetrics add-in.
  2. Navigate to the same data source as the one used in the unshared connection. Click Add connection
  3. In the top right, click Manage to open the Team Site.
  4. Click the 3-dot menu next to the unshared connection.
  5. Click Replace connection.
  6. Select the new connection you created in Step 1, and confirm your choice.


Any queries that used the unshared connection will now use the new connection instead.


View and share connections in the Team Site

  1. Log in to the Team Site with the account you use with Supermetrics.
  2. In the left-side menu, click Data sources.
  3. Under the Sharing column, you’ll see all of your connections and their sharing status.
  4. Click Actions to open the connections management menu. From here, you can disconnect logins or completely delete connections.

Under Actions, click on the 3-dot menu to:

  • Disconnect or reconnect connections
    • Disconnected connections will stay on the list for 30 days.
  • Delete your shared or private logins


Admins will see additional options:

  • View all your team's connections
  • Make any connection private
    • You won't be able to reshare a connection you make private.
  • Replace one connection with another

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