Skip to content

Scopes

A feature’s scope decides who can see it — and everything inside it inherits that audience. Concepts: Scopes and sharing.

Scope Meaning (product wording) Who can reach it
Private “Visible only to the creator.” Only the feature’s creator (admins retain governance powers)
Workspace “Shared within a single workspace.” Members of that one workspace
Organization “Available across all workspaces.” Workspaces the feature is attached to — see below

Scope changes are staged: the current scope stays in effect until an approver accepts. The requester can withdraw any time before that.

Change Approver
Private → Workspace A workspace admin of the target workspace, or a Data Admin
Private / Workspace → Organization A Data Admin
Organization → Workspace (demotion) A Data Admin
Any → Private (demotion) A Data Admin
  • Requesting a promotion is open to the feature’s owner; requesting a demotion is admin-only.
  • If the requester is themselves an eligible approver (and the org allows self-approval), the request executes directly.
  • Approvals are blocked while a pending move request targets the feature, or while the change would break a dependency.

Resources don’t carry their own scope — they inherit the feature’s:

Resource How scope shows up
Table, Workflow, Note, Automation, Data app, Saved Agent Visible to whoever can reach the owning feature; chips show “Shared” vs “Personal” where relevant
Secret, MCP server Chip Personal (private feature) or Shared (workspace/org feature); sharing happens by promoting or moving the feature, never per secret
File Not scope-managed — chat uploads attach to conversations; generated files list under the feature’s File outputs
Exploration Not scoped at all — private by default and shared per person or workspace with View / Full access modes

Moving is its own approval lane, routed by the source and destination scopes:

Move What happens
Private → your own private feature Executes immediately (no request)
Anything ↔ Organization-scoped feature Requires a Data Admin’s approval
Anything → Workspace-scoped feature Requires a workspace admin of the destination
Workspace → Private Requires a workspace admin of the source

Your explicitly chosen items (“seeds”) can never be excluded from the move; auto-derived dependencies (“linked”) can be unchecked by you or the approver. Each user can have up to 100 open move requests.

Action Minimum role
Create a private feature User
Request a promotion User (the feature’s owner)
Approve into a workspace Workspace admin or Data Admin
Approve into the organization / approve demotions Data Admin
Attach org features to workspaces (the matrix) Data Admin

Full role detail: the roles capability matrix.