Workspaces

Overview

Workspaces are groups of Mode users that can securely share database connections and analysis with each other. You may be a member of any number of Workspaces. By default, any member of a Workspace can query any of the Workspace's private database connections.

Anyone with a Mode user account can create a Workspace for free.

Managing membership

Roles and permissions

You can see all the current and former members of your Workspace, as well as their current role, from the Members page in Workspace Settings:

  1. Navigate to the Mode home page and click on your name in the upper left corner of the window.
  2. Click

    Workspace Settings

  3. In the People section click

    Members

All Workspace members will be listed on the right, grouped into tabs according to their role:

  • Admins

    - Can remove members from the Workspace and grant Admin access to Full Members. They can create new database connections and query and manage settings for all database connections. Only admins can change many Workspace settings, including those related to member authentication. We recommend larger Workspaces have several admins.
  • Full Members

    - Can create, view, and edit reports. Full members may create new database connections. They have query access to all of the Workspace's database connections that are not limited and any limited database connections which they have been granted access to by an admin or that connection's creator. By default, new members join as full members. By default, members join as full members.
  • Pending Members

    - They have been invited to join the Workspace and are pending their acceptance.
  • Former Members

    - Have been removed from the Workspace by an admin. These users no longer have access and cannot rejoin unless an admin re-invites them.

Change the role of a member

You must be an admin to change a member's role in your Workspace:

  1. Locate their name in the Members section in Workspace Settings, in either the Admins or Full Members tabs depending on their current role.
  2. Click on the button at the end of their row.
  3. In the drop down menu, select one of the following options:
  4. Make Admin:

    Grant admin rights to a Full Member.
  5. Remove Admin:

    Removes admin rights from a member, making them a Full Member.

Add a member

Invite a new member

By default, any member of your Workspace can invite new users to join. Invitees are required to verify their email address before being allowed to join the Workspace. Invitations expire after seven days.

  1. Navigate to the Mode home page and click on your name in the upper left corner of the window.
  2. Select

    Invite to Mode

    from the dropdown menu.
  3. Enter the email address of the person you want to invite and add an invite message.
  4. Click

    Invite

    .
  5. You can see the status of your past invites—as well as resend pending invites—by clicking

    See the invites you've already sent

    .
Resend an invitation

You can see the invites you've already sent and resend invitations to users from Workspace Settings:

  1. Navigate to the Mode home page and click on your name in the upper left corner of the window.
  2. Click

    Workspace Settings

  3. In the People section, click

    Sent Invites

    .
  4. Click on the names of invitees who have signed up to see their profiles. To re-invite someone who hasn’t signed up for Mode yet, click the

    Resend

    button next to their name.
Reinvite a former member

To reinvite a former member of your Workspace:

  1. Locate their name in the Members section in Workspace Settings, in “Former members & requests”.
  2. Click on the button at the end of their row.
  3. Select

    Reinvite to org

  4. The user will receive an email invitation that they must accept before being granted access to the Workspace again.

Remove a member

You must be an admin to remove a member from your Workspace:

  1. Locate their name in the Members section in Workspace Settings, in either the Admins or Full Members tabs depending on their current role.
  2. Click on the button at the end of their row.
  3. Select

    Disable Membership:

    to revokes that member's access to the Workspace.

IMPORTANT:

Removing a member from your Workspace does not remove any reports or other assets they created.

Groups

Groups allow Workspace admins to easily modify and control access to database connections and Collection membership for logical clusters of members with similar needs (e.g., departments, project teams, etc.).

To create a new group or manage members of an existing group:

  1. Navigate to the Mode home page for the Workspace where you would like to create the group.
  2. Click on your name in the upper left corner.
  3. Click

    Workspace Settings

    from the dropdown menu.
  4. In the People section, click

    Groups

    .

All of the groups in your Workspace will be listed on the right. Admins can perform the following actions:

Create a new group
  1. Click

    Create Group

    .
  2. Enter a name for your group and click

    Create

    .
  3. Find the Workspace members in the list that you want to add to the group and click

    Add

    next to each one.
  4. When you are finished adding members, click

    Done

    .
Add or remove members
  1. Hover over the group in the list and click

    Members

    .
  2. To add new members to the group, click on

    Add Members

    . Find all members you want to add in the list and click

    Add

    . When you are finished, click

    Done

    .
  3. To remove a member, hover over the name of the member you want to remove and click

    Remove Member

    .
Delete a group
  1. Hover over the group in the list and click on it.
  2. Next to the group's name, click on the

    gear

    .
  3. Click

    Delete

    .

Notifications

Workspace admins can elect to receive emails from Mode when new users sign up, Workspace membership changes, and more:

  1. Navigate to the Mode home page, click on your name in the upper left corner of the screen and click

    Workspace Settings

    from the dropdown menu.
  2. Click

    My Email Notifications

    .
  3. Toggle the notifications that you want to receive on or off.
  4. Click

    Save settings

    .

Restricting invitations

Admins in Mode's paid plans can control and restrict the onboarding of new members:

  1. Navigate to the Mode home page, click on your name in the upper left corner of the screen and click

    Workspace Settings

    from the dropdown menu.
  2. In the People section, click on

    Member Authorization

    .
  3. Click on the

    Member Permissions

    tab.
  4. On this tab, you will see a number of options to help you control how new members can join your Workspace:
Who can invite new members?
  • All Members

    : (Default) Any existing member can invite new users to the Workspace.
  • Only Admins

    : Only admins can invite new users to the Workspace.
What should happen when someone with a

This setting will only be visible if your Workspace has claimed a domain.

  • Approve Automatically

    : (Default) Any new user with a verified email address in the indicated claimed domain will automatically become a member of the Workspace when they sign up for Mode.
  • Require Approval

    : An admin must approve each new member after they are invited to join the Workspace.

Claimed domains

When a Workspace gets created by a user with a verified email address in a domain that is new to Mode, that Workspace will "claim" the domain of the email address. Any subsequent users who sign up for Mode with a verified email address in the claimed domain will be automatically added to the Workspace that claimed the domain. Once a Workspace claims a domain, no subsequent Workspace can claim the same domain.

This is designed to create a streamlined onboarding process for new Mode users who work at the same company as the first user who signed up for Mode and created a Workspace with their work email address

How claimed domains work

For this example we'll use a fictitious company called Octan Industries. All employees at Octan Industries have an email address ending in @octan.com.

Ann works for Octan industries and has the email address ann@octan.com. She signs up for a Mode account and is the first user with an @octan.com email address to do so. She verifies her email address and creates a new Mode Workspace. The Octan Workspace will automatically claim the @octan.com domain.

Later, when bill@octan.com signs up for Mode and verifies his email address, he will be automatically added to the Octan Workspace and can collaborate with Ann in Mode.

Contact our support team to claim a domain.

IMPORTANT:

Some domains are not available to be claimed. For example, they may belong to a large institution and require additional authorization, or they may be shared email domains used by many Workspaces. In such cases, we encourage customers to use email invites or a third-party identity provider to set up user accounts in Mode.


User Account

Update your profile

Your user profile allows you to customize your Mode experience across all of the Mode Workspaces where you are a member. To update your profile, start by navigating to the Mode home page and signing in if you aren't already:

  1. Click on your name in the upper left corner of the window and click

    My Account

    .
  2. Click on

    Profile

    under Account Settings.

Here you'll find a number of tabs containing settings for your profile that will be common across for your experience throughout Mode:

  • Details

    - Adjust your name, query editor theme, and time zone
  • Email

    - Update your email address (Note: Remember to verify your email address after updating it)
  • Password

    - Update your Mode password
  • Avatar

    - Change the avatar associated with your user account. If you have a Gravatar account, you can link it on this page to use your Gravatar as your Mode avatar.

Verify your email address

You can access much of Mode’s public functionality without verifying your email address. However, if you’d like to join Workspaces and access private data, you will need to verify your email address.

When you create an account or update your email address, Mode automatically sends you an email asking you to confirm your email address. To verify your email, simply click the link in that email.

Delete your account

Deleting your account will delete any reports you created against the Mode Public Warehouse and delete any data you uploaded to the Mode Public Warehouse. Reports created inside of any other Workspace will not be deleted---other members inside that Workspace will still have access to those reports.

  1. From the Mode homepage, click on your account dropdown menu in the upper left.
  2. Click

    Account

    .
  3. Click on

    Profile

    under Account Settings.
  4. Click

    Delete account...

    in the lower right corner.
  5. Type your username in the text box and click

    Permanently Delete Account

    .

Leave a Workspace

If you are the only admin of a Workspace, you cannot leave the Workspace until you make another member an admin.

  1. Navigate to your Mode homepage
  2. Click on your name in the upper left corner.
  3. Click

    Workspace Settings

    from the dropdown menu.
  4. Click the

    Details

    tab under the Workspace header on the left side.
  5. Click the leave button

    Leave

    under Actions.
  6. Confirm you want to leave this Workspace by clicking the

    Leave

    button again.
What happens when you leave a Mode Workspace

Leaving a Workspace does not delete your Mode account, even if you leave all Workspaces in which you are a member. When you leave a Workspace:

  • Any assets (e.g., reports, code, etc.) created by you inside the Mode Workspace are retained and will remain accessible by the remaining users in the Workspace. These assets will continue to show your name as the owner.
  • Any report in your personal Collection will remain in your personal Collection and remain accessible by any member of the Workspace in possession of the report URL.
  • An admin of the Workspace can invite you back to the Workspace at any time.

API tokens

API tokens allow you connect to Mode's API programmatically. An API token is used instead of your email address and account password whenever you programmatically authenticate to Mode with basic authentication.

WARNING

: Remember to store your API token and password securely. Do not expose the password on public sites, in client-side code, or in public code repositories.

You can create or destroy API tokens for your Mode user account from your account's settings:

  1. Navigate to your Mode homepage.
  2. Click on your name in the upper left corner and click

    My Account

    .
  3. Click on

    API Tokens

    on the left side.

To generate a new API token and password, enter a token name and click

Create token

. You will then see the following:

New API token

The credentials are comprised of two parts:

1) Token:

The public component of the credential. Often referred to as the username or access key during authentication.

2) Password:

The private component of the credential. Often refereed to as the password or access secret during authentication.

API tokens are tied to your Mode user account, not to a specific Mode Workspace. An API token and password generated for your Mode account will provide access to all resources your user account has access to across all Mode Workspaces to which you belong.

Click

Delete

next to any current token that you would like to invalidate.

Privacy and security

Report visibility

Everyone on the internet can access your Mode Workspace's public profile page (e.g., https://app.mode.com/modeanalytics) as well as the reports in your Workspace's community Collection. In addition, all Mode users can access any data uploaded by members of your Workspace to Mode's Public Warehouse.

Any other report in your Workspace, including it's code and query results, is

only

visible to other members of your Mode Workspace unless someone has explicitly enabled external sharing for that report.

GDPR

Mode is committed to meeting the requirements of the General Data Protection Regulation ('GDPR'). The GDPR is a landmark EU data privacy law, effective May 2018, which affects both European and non-European businesses. Learn more about Mode's GDPR readiness, security infrastructure, and subprocessors.

Mode offers a Data Processing Agreement (DPA) and EU Model Contract Clauses as a means of meeting the adequacy and security requirements of the European Parliament and Council of the European Union's Data Protection Directive and the GDPR. Mode's DPA is available to all Workspaces using Mode and is automatically incorporated in the Terms of Service. The DPA can be found here.

Colors and styling

Report themes

Your Workspace includes a number of built-in themes which you may be able to compliment with custom themes.

Add a custom theme

  1. Navigate to the Mode home page, click on your name in the upper left corner of the screen and click

    Workspace Settings

    from the dropdown menu.
  2. Under Features, select

    Colors & Themes

    .
  3. Click on the

    Report Themes

    tab.
  4. Click on the

    New Theme

    button.
  5. Enter a name for your theme. In the CSS box, paste or write the CSS for this theme. To import a hosted CSS file, you can use an @import statement (e.g., @import url("https://example.com/stylesheet.css")).
  6. When you are finished, click

    Save

    .

Any valid CSS can be included in a custom theme. While you cannot included any JavaScript in a custom theme, you can embed JavaScript in reports directly using the HTML Editor.

Manage custom themes

Any member can use or create a custom theme, however a custom theme can only be edited or deleted by it's creator or and Workspace admin. You cannot delete any of the built-in color themes. To manage:

  1. Navigate to the Mode home page, click on your name in the upper left corner of the screen and click

    Workspace Settings

    from the dropdown menu.
  2. Under Features, select

    Colors & Themes

    .
  3. Click on the

    Report Themes

    tab.
  4. To modify a custom theme, locate it in the list and click on it. Make any changes and click

    Save

    .
  5. Click on the button next to a theme for additional options:

    • Set as default

      : Admins only. Set this theme as the default for all new reports. Does not impact any existing reports.
    • Delete

      : Deletes the theme.
Color palettes

Your Workspace includes a number of pre-defined color palettes which you may be able to compliment with additional custom color palettes.

Add a custom color palette

  1. Navigate to the Mode home page, click on your name in the upper left corner of the screen and click

    Workspace Settings

    from the dropdown menu.
  2. Under Features, select

    Colors & Themes

    .
  3. Click the

    New Color Palette

    button.
  4. Enter a unique name and select either Categorical or Divergent palette type:

    • Categorical

      : Used with most built-in charts (e.g., line, pie, bar, etc.). Input between 2 and 20 different color hex codes. After writing or pasting in a value (e.g. #37B067), press

      enter

      to confirm. Use the X button to remove the value.
    • Divergent

      : Used with Big Number visualizations. Input a color hex codes for each end of the color gradient.
  5. Click

    Save

    .

Manage custom color palettes

Any member can use or create a custom color palette, however a custom color palette can only be edited or deleted by it's creator or and Workspace admin. You cannot delete any of the built-in color palettes. To manage:

  1. Navigate to the Mode home page, click on your name in the upper left corner of the screen and click

    Workspace Settings

    from the dropdown menu.
  2. Under Features, select

    Colors & Themes

    .
  3. To modify a custom color palette, locate it in the list and click on it. Make any changes and click

    Save

    .
  4. Click on the button next to a color palette for additional options:

    • Set as default

      : Admins only. Set this palette as the default for all new reports. Does not impact any existing reports.
    • Delete

      : Deletes the palette.

Billing

To manage billing communications and view billing history:

  1. Navigate to the Mode home page, click on your name in the upper left corner of the screen and click

    Workspace Settings

    from the dropdown menu.
  2. In the Workspace section, click

    Billing

    .
  3. Here you'll find of number of sections where you can view and modify your Workspace's billing details:
SectionWhat you can do
OverviewDetails about your paid Mode plan, including it's renewal date.
HistoryAll invoices related to your paid plan.
ContactsView or modify recipients of all invoices and billing communications.
Payment methodModify the credit card information on that Mode has on file.

Eligible customers may elect to be billed by means other than credit card (such as by wire). Please reach out to your account manager or contact our success team for more information.

Seat overages

For any users beyond the number of included users in your Mode agreement, you will be charged a pro-rated amount for each user based on the number of days in the billing period (typically monthly) that the user was a member of your Workspace. For example, let's assume the incremental cost of adding an additional member to your Workspace is $25/month:

Suppose you add a coworker to your Workspace 10 days into your monthly billing period and there are 20 remaining days in that month. Since the coworker was a member of your Workspace for 2/3 of the billing period, you will be billed 2/3 of $25 ($16.67) for their seat for the period. If you remove another team member the same day you would be billed for 1/3 of $25 ($8.33) for that member's seat during the period.

Delete a Workspace

WARNING:

Deleting a Workspace will remove all associated data, including public warehouse tables, historical runs and reports. This action

cannot

be undone.

Only an admin can delete a Workspace. To delete a Workspace:

  1. Navigate to the Mode home page and click on your name in the upper left corner of the window.
  2. Click

    Workspace Settings

    .
  3. Select the

    Details

    tab.
  4. Click

    Delete

    in the lower right corner.
  5. Type the username of the Workspace in the text box and click

    Permanently Delete

    .

IMPORTANT

: When a Workspace is deleted, all reports contained within that Workspace are automatically deleted and historical report run results are retained on Mode's servers for 30 days. After 30 days, all of the Workspace's report run results are automatically deleted from Mode's servers. After an additional 30 days, these report run results are automatically deleted from Mode's backups and cannot be recovered by Mode.

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