Members are categorized into Editor (can create, edit, and delete resources) and Viewer (can only view resources)

Users granted access solely to view Reports

A collection of users organized together to control resource access

A record tracking user activities and changes within the system for security and compliance purposes

You can restrict access to the admin panel to specific IP addresses only. Note - Public links are not subject to access restrictions

You can choose Authenticator app (Google Authenticator, Microsoft Authenticator) or SMS

Enforce multi-factor authentication for all workspace members

Check system status at status.codatum.com

You can disable the creation and update of public links for external sharing by Workspace

Support Documents available at docs.codatum.com

AI-powered chat support available from the administration panel

Users can receive asynchronous support directly from the administration panel

A personal expert assigned to ensure your organization achieves its desired outcomes with the platform

A core feature of Codatum, allowing intuitive and swift analysis through keyboard interface manipulation of SQL Blocks and Chart Blocks

A designated space for storing Notebooks accessible by certain users or groups

Notebooks shared across the workspace

Notebooks visible and editable only by the individual owner

Notebooks directly shared with specific users or groups

Notebooks have a version-saving feature. There are two types - one that is manually named and saved, and another that is automatically saved every hour if there are changes. Note - You can also restore a Notebook from a version and return it to an editable state

A folder tree for organizing and managing Notebooks.

A page where you can write vertically in a WYSIWYG format.

A page that allows for the beautiful arrangement of Chart Blocks and other elements on a grid.

Customization of chart colors, font sizes, and font families in Notebooks

A feature where you can register authentication information for connections to various data warehouses

The maximum number of tables that can be included in the catalog, differing from those actually queryable via SQL

Frequency at which table metadata is retrieved and updated in the background. Note - You can also request a manual sync, which will be executed immediately

Allows registration of Tables and Queries and enables annotation of Fields with tags or text. Highlight and manage critical data for easier discovery and utilization

Enables field-level cross-search across Notebooks, Queries, and datasets

A connection intended for individual use

A connection that can be shared with specific users or groups. Note - In Notebooks or Queries, access to execute or view the queries is restricted unless users have the necessary Connection permissions. However, for Reports, these restrictions can be controlled independently on a per-Report basis

Create, save, manage, and preview complex SQL and reuse it in other resources such as Notebooks

With the Workflow feature, you can send query results to external services such as Slack or Email. Using template strings that incorporate query outputs, you can build dynamic and flexible notifications tailored to your needs. Active workflows are those that are enabled and can be triggered by schedules.

Share Notebook contents with individuals who do not have viewing or editing permissions to gather feedback. Embed data specific to the time of sharing to receive comments on that particular snapshot. Note - Viewing Reports is free for Guest users, enabling you to expand your audience of view-only users at no extra cost

With the Public Link, anyone who knows the link can access it with view-only permissions. You can embed the data available at the time of sharing

In Notebooks and Reports, you can create blocks that manipulate data using Parameters. Note - In Notebooks, Parameters are synchronized in real-time among multiple users. In Reports (and the Version feature of Notebooks), Parameters are treated individually for each person.

Docs and Grids support real-time co-editing by multiple users

In Notebooks and Reports, comments can be made on any block

AI Agent that supports your workflow through conversation. You can create and edit SQL queries, charts, and Notebooks, using natural language instructions

Inline SQL code suggestions in SQL block

Suggesting names for SQL queries and charts

With signed embeds, you can easily integrate Codatum Notebooks into your application, using your existing authentication system.

An option to purchase additional tokens for AI Agent usage. Choose from three tiers based on your usage scale.

An option to add the BYOK (Bring Your Own Key) feature.