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Workspace tour

Where everything lives in the app, what each page is for, and who in your workspace can do what.

The header

The bar along the top is the same on every page.

Workspace switcher. Pipelines, connections, models, charts and dashboards all belong to a workspace. Switch between yours here, or create another.
Ask rsync.aiopens the assistant on the page you're on, when Ask rsync.ai is switched on. The shortcut is ⌘/ (Ctrl+/ on Windows and Linux); in the SQL editor, ⌘/ comments a line instead. See Ask rsync.ai.
Theme toggle, notifications (the bell) and your account menu.

The sidebar

Pages are grouped by what you're doing. Home and Runs sit at the top; the rest are in four groups.

Group	Page	What it's for
—	Home	Opens on Ask rsync.ai when it's on (otherwise on Create a pipeline), with what needs attention and how your pipelines have been running.
—	Runs	Every run of every pipeline, model and workflow in one list.
Build	Pipelines	Move data from a source to a destination, including CDC. See Data pipelines.
Build	Models	A saved query that keeps a table up to date. See Models.
Build	Workflows	Checks and messages on a schedule. See Workflows.
Analyze	Dashboards	Charts and text on one page, with filters. See Dashboards.
Analyze	Charts	Saved charts drawn from a model or a saved query. See Charts.
Analyze	Explorer	Run SQL against a connection. See Explorer.
Data	Lineage	Which pipelines write which tables, and which models read them.
Data	PII Management	Personal data that scans found, and how it's protected.
Data	Connections	The sources and destinations you've connected.
Data	Connectors	The catalog of connectors, including ones built by AI. See AI connectors.
Manage	Workspace	Members, roles, and workspace settings.
Manage	Usage	What this workspace has used against your plan.
Manage	Settings	Your own account, alerts and appearance.

Runs

One list for everything that ran. A pipeline run, a model rebuild and a workflow run each appear here with their status, so a problem in a chain is visible in one place. Times are shown in your browser's time zone.

The cards at the top cover the last 7 days.
Workflow runs are listed so you can see them, but aren't counted in the pipeline and model totals.

Lineage

Lineage draws how data flows through the workspace: which pipelines write which tables, which models read them and which models read other models. Use it before you change or remove something, to see what depends on it.

Graph or list. Switch between the two, and filter by warehouse.
Needs attention. Lists things that look wrong, such as a model that is refreshed by hand even though it reads something that is refreshed on a schedule.
Layers show as badges. Silver and gold models are marked on the graph. See Bronze, silver and gold.
Dashboard tiles link here. The Lineage link in a tile's About this chart opens its model on this graph.

PII Management

This page is for detecting, protecting and managing personally identifiable information. A scan flags columns that look personal, and pipelines can mask them on the way through.

Tab	What it shows
Overview	How many columns scans found and how many are masked, with charts of scanned columns by type and of how masked columns are protected.
Approvals	Requests to move personal data unmasked. They wait here for an admin, who can approve or deny each one.
Policies	The masking policies for the workspace.
Hash functions	The functions a mask can hash with.

The same detection drives masking in the Explorer, where personal columns are masked in a preview.

Usage

Usage shows this workspace's consumption against your plan limits: your plan, how many pipelines you have, and how much data you've moved this month. It also shows rows read, rows written and records processed, a chart of rows written per day, and the pipelines that wrote the most.

Workspace settings

Workspacein the Manage group opens the settings for the workspace you're in. Your role shows beside the title. If your access is read-only, the page says so.

Tab	What you do there
General	Rename the workspace or leave it.
Members & invitations	Invite teammates and change or remove members. The owner deletes the workspace here.
Roles & permissions	A read-only table of what each role can do.
Data	Workspace-level data switches, and how long saved-query version history is kept. One switch allows Ask rsync.ai sample rows, and it is off by default.
Model layers	Add, name and order the bronze, silver and gold layers. See Models.
Delivery channels	The Slack and email destinations that workflows send to.

Roles

Every member has one of four roles in a workspace. A higher role can do everything a lower one can. The server checks the role on every action, so a hidden button is never the only thing standing in the way.

Role	Can
Viewer	Read connections, pipelines and runs. Open dashboards and pick their filters.
Member	Create and run connections and pipelines, and save queries.
Admin	Everything a member can, plus invite and manage members, rename the workspace, run SQL that writes, schedule and run models, generate connectors, and make charts, dashboards and workflows.
Owner	Everything an admin can, plus destructive SQL such as DROP and TRUNCATE, deleting the workspace and transferring ownership.

Your personal Settings page (Manage → Settings) holds your account, alerts and appearance. When the agent gateway is switched on it also has an AI apps tab, where you make tokens for MCP clients under Connect your AI app. See Agent gateway (MCP).

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