Customizing Your Preferences

In macOS, you can customize your preferences by going to PopSQL > Preferences.

In Windows, you can do the same by going to File > Preferences.

You can also click on your avatar at the bottom left of the screen, and click on Preferences, or use the keyboard shortcut ⌘,.

Once there you'll find settings for the app, the editor, notifications, and more.

General preferences

General preferences include whether you use light/dark mode, results positioning and link sharing (opening links in desktop app when possible).

Advanced general settings include concurrent queries (which should be disabled for better support with temporary tables) and the idle timeout limit.

Editor

Under editor settings you can control how you'd like to configure the query editor. You'll see a split screen window with preferences on the left, and an example query on the right which demonstrates the settings.

Settings include minimap, which shows your location and is useful if the query is very long. You can turn on autocomplete, and how to accept autocomplete results. Highlighting and word wrapping are also options, along with vim mode and arrows to indicate indents.

Theme is a feature that allows you to choose colorful settings from a more extensive list of editor themes. You can choose the setting for light/dark mode in General Settings, but this options pertains to the query editor itself. If you choose a lighter editor theme and have dark mode selected in general, both settings will persist. You can see the full list of theme options in the dropdown in editor settings, and the preview will update as you click through the different themes.

For example, Cobalt theme is selected, so now the editor on light mode looks like:

Conversely, dark mode and a light editor looks like this:

Mix and match as you choose!

Additionally, you can edit the text size, tab size, and highlighter line from the editor settings.

Functional settings

From the preferences page you can access dbt settings and manage your personal dbt Core integration settings.

The connection manager can also be accessed through the preferences page. It is also found through the schema tab and query connection pickers.

Organization Settings

On the bottom left side half of the preferences menu there are organization settings.

The settings link will open a web page that admins can use to manage organizational controls. These include whether you allow cloud connections and results sharing (being able to share links with team members). This is also where you can manage Git and Slack integrations. Admins also have the option to turn off the setting for auto joining, where users with the same email domain can join the organization automatically.

Enterprise customers have a few more options here: admins can opt to require all schedules created by their team to be approved by an admin. There is also space to designate an admin to be the new file owner if a user is removed from your organization via SSO and their files need to be transferred. Finally, API tokens are managed on this page if it applies.

Brand & Colors

You can customize a default color palette for all charts in the organization.

Users

Users within an organization can visit the users page and see a list of users, their emails, sign up date, latest activity date and role. If there are many users, you can filter my name, email or, roll.

From this page admins can remove users, and designate a new owner for the old user's files.

Teams (Enterprise)

Enterprise users can add organization members to teams, to separate for example marketing from engineering users. Teams can be managed in this tab, and then be used to provide granular permissions on dashboards.

Schedules

Access the schedules page from the preferences and see how your schedules have been running.

Editors will be able to see their own schedules and admins will be able to see all schedules in the organization. You'll see the date and time of the run, the name of the query/dashboard, the name of the schedule, the person who created the schedule and the status of the run. If the run was a failure you can click the row to expand and see the error message.

dbt Core Integration

Above we saw personal dbt settings but the Integration is managed here in the organizational settings. See the dbt doc for a setup guide.

Billing

The final link in the list will take you to the billing page for you account on the PopSQL website, and you can manage your plan through there.


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