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Data VaultTablesManage table data

Manage table data

By the end of this page you will be able to browse and edit a table’s rows, import and export data, control which roles can read and change a table, and preview how governance filters what a role sees.

Prerequisites

  • Admin or Developer role to add, edit, import, or manage permissions. Viewers can browse.
  • At least one table with columns. See Create tables.

Browse a table’s rows

Select a table in the list to open its data grid. The header shows the table name and total row count.

Table data grid showing rows, search, and pagination

From the grid you can:

  • Search rows — the search box filters the rows currently shown.
  • Sort — click a column header to sort ascending or descending.
  • Resize columns — drag a column’s right edge.
  • Paginate — choose a page size (10, 25, 50, or 100) and move between pages in the footer.
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The subscription_id column is managed by the platform for isolation and is hidden from the grid. Audit columns show the person’s name for created_by / updated_by and a friendly date for created_at / updated_at.

Add, edit, and delete records

Add a record

Click Add Record. The record editor opens with a field per column. Foreign-key columns offer a lookup dropdown of values from the referenced table. Save to insert the row.

Add Record dialog with a field per column and a foreign-key lookup

Edit or delete a row

Open a row’s ⋮ menu and choose Edit or Delete. Deleting a single row asks for confirmation.

Delete several rows

Select rows with their checkboxes, then click Delete N selected and confirm.

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Which record actions you see depends on the table’s permissions for your role — Add Record, Edit, and Delete appear only where your role is allowed to insert, update, or delete. If a row’s menu shows “No actions available”, your role has read-only access to that table.

Import data

Open the import dialog

With a table selected, click Import. Choose CSV or JSON (the format is detected from the file you pick).

Add your file

Drop a file onto the upload area or click to browse, then click Import.

Import Data dialog with CSV and JSON format options and a file drop area

Review the result

When the import finishes, the dialog shows how many rows were Imported and how many Failed, with per-row error messages for any failures.

Export data

Click Export, choose CSV or JSON, and optionally pick which Columns to Export (all columns by default). Export downloads a file named after the table.

Export Data dialog with format choice and column selection

Governance

Because agents and apps read tables under Row-Level Security, you can preview exactly what a given role is allowed to see. A view-mode bar sits above the grid:

  • System View — the default for editors. Shows all rows and bypasses governance. A banner reads: “Viewing as: System — Governance rules (row filters & column masks) are NOT applied.”
  • Role View — pick a role from the dropdown to see the table exactly as that role would: row filters and column masks are applied.
System View / Role View toggle with a role selected, applying governance to the grid
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Role View only changes what you see if a row filter or column mask is configured for that role. With none set, every role sees all rows. Row filters and column masks are managed in Data Governance.

Control who can access a table

Open a table’s ⋮ menu and choose Permissions to open Table Permissions. Toggle Read, Create, Update, and Delete for each project role, then Save Changes. System roles can’t be modified.

Table Permissions matrix of roles by read/create/update/delete

These permissions govern what each role — including the roles your agents and app users act under — can do with the table’s data.

Sync the users table

The system users table is a read-only cache of your app’s end users. Open its ⋮ menu and choose Sync Users to refresh it. You can’t change its schema or rows directly.

Common issues

  • Add Record / Edit / Delete are missing — your role lacks that permission on the table. Adjust it in Table Permissions (needs an Admin).
  • Search doesn’t find a row you know exists — search filters the rows on the current page. Move through pages or sort to bring the row into view.
  • A NOT NULL column blocks an insert — provide a value for every required column, or give the column a default. See Create tables.
  • Role View looks the same as System View — no row filter or column mask is set for that role, so all rows are visible.

Next

Create tablesER diagram