When editing a collection, there are four main components you can modify:

1. Metadata & Origin – Update details like the collection’s name, description, data source, and source table.
2. Columns – Manage the columns included in the collection.
3. Authorized Users – Adjust user access (only for Limited Access collections).
4. Visibility Status – Change the collection’s visibility to Public or Limited Access.

Let’s go over each of these in more detail.

Metadata & Origin

To edit the metadata and origin of a collection, you have two options:

From the Collection List:

1. Click the three vertical dots icon next to the collection you want to edit.
2. Select Edit from the dropdown, which opens a dialog.
3. Confirm, and you’ll be taken to the collection view with the fields for name, description, data source, and source table available as editable inputs.

From the Collection View:

• Open the collection by clicking on it from the collection list.
• Once in the collection view, click the Edit button.
• The fields for name, description, data source, and source table will become editable inputs, allowing you to update them as needed.

Either method brings you to the editable view where you can adjust the collection's core information and origin.

To edit Collection Visibility status, Columns or Authorized users you'll have to go to the Collection view. You can do that by clicking on a collection in the collection list.

Manage visibility status of a Collection

Once you're in the Collection view, to change your collection's visibility status - Click the Visibility Status Button. This button displays the collection’s current status (e.g., Public or Limited Access). Clicking it opens a prompt asking you to confirm the change.

Important Note: Switching a collection from Limited Access to Public will remove all authorized users. If you later switch back to Limited Access, the Authorized Users table will be empty, and you’ll need to re-add users manually.

Confirm the change only if you’re certain, as this action cannot be undone.

Add or remove columns

To manage columns in a collection:

1. Add Columns to the Collection: In the source table column list, locate the column you want to add and click the + icon next to it. The column will move to the right side, where selected collection columns are displayed.
2. Remove Columns from the Collection: To remove a column from the collection, click the - icon next to it in the collection columns editor on the right.

After making changes, click Save to apply and store your modifications.

Edit Authorized Users (Limited Access Collections Only)

To manage authorized users for a limited access collection:

1. Open the Collection View: Select the collection you wish to edit from your collection list.

2. Go to the Authorized Users Tab: Locate this tab in the collection view.

• Add Users: Enter user emails in the input field and click Add User. The users will instantly appear in the table below.
• Status: The table shows each user's email and access status: Joined - The user has created an account and has access. Not Joined - The user has been added to the collection but hasn't created an account yet.
• Remove Users: Click the three-dot icon next to a user to open a menu with the Remove option.

All changes are applied instantly—no need for a save or cancel button.