Personal vs. Shared Content

How personal and team content coexist in Better Analyst — understand the difference between your private workspace and shared team resources.

When you're part of a team, Better Analyst gives you two workspaces: Personal and Team. Use the workspace switcher at the top of the sidebar to toggle between them.

How It Works

  • Personal workspace — Your private content. Only you can see chats, files, tasks, and connectors here. If your team has a paid plan and you're an Owner, Admin, or Member on Free or Starter, your personal workspace inherits the team's plan limits (chat, file limits, AI credits, and more), so you're never downgraded to Free when working privately. If you pay for your own Pro, Max, or Business plan, your personal workspace keeps it. Viewers keep their own plan.
  • Team workspace — Shared content for the team. Anyone on the team can open what's created here, except private chats and items in private projects they weren't added to. Viewers see only the team's dashboards.

The sidebar looks the same in both workspaces — only the content shown changes based on which workspace you're viewing.

Creating Content

Content is created in whichever workspace you're currently viewing:

  • New Chat — Starts in the active workspace (personal or team)
  • Upload Files — Files land in the workspace you're viewing
  • Tasks — Scoped to either your personal workspace or the team

Content stays in the workspace where you created it. There's no automatic sharing between personal and team.

What Shows Up Where

Content TypePersonal WorkspaceTeam Workspace
ChatsYour private chatsTeam chats, except private chats and chats in private projects you weren't added to
FilesYour private uploadsFiles shared with the team
TasksYour private tasksTeam tasks anyone can run
Data ConnectorsYour personal connectionsShared connectors for the team
ReportsYour private reportsReports shared with the team
DashboardsYour dashboardsTeam dashboards, which Viewers can open too
Data Flows and alertsYour Data Flows and alertsTeam Data Flows and alerts
ProjectsYour projectsTeam projects, some of which may be private

Private Chats

Some team data sources show each person only their own rows, using per-member rules. A team chat that uses one of these sources becomes a private chat for the person who ran it:

  • Only that person can see or open it. Owners and admins can't either.
  • The chat header shows a Private badge: "Only you can see this chat because it uses data filtered for you."
  • It can't be made public, and charts and reports from it can't be shared.
  • Results can't be saved to team files. Download them instead.
  • Data Flows can't be created from it.

If you add a per-member source to a team chat someone else started, you'll be asked to start a new chat to use it. Each teammate who wants to use the source asks in their own chat.

Data Connectors

Data connectors in the team workspace have special access rules:

  • All members can query shared connectors in chats
  • Owners and Admins can add, configure, and remove shared connectors
  • Members can view connector settings but cannot modify them

Connector credentials are protected: only the person who originally created a connector can update its credentials. This applies regardless of role — even Owners and Admins cannot edit credentials on connectors they didn't create. They can delete the connector and re-add it with new credentials if needed.

This ensures everyone can analyze shared data while only authorized members control what's connected.

Knowledge Base

Team knowledge bases follow similar rules:

  • All members can use knowledge base context in their chats
  • Owners and Admins can add, edit, and remove knowledge base entries
  • Members can view knowledge base content but cannot modify it

Plan Limits

When you're an Owner, Admin, or Member of a paid team and your own plan is Free or Starter, your personal workspace automatically inherits the team's plan limits. Viewers keep their own plan in their personal workspace, and so does anyone who pays for their own Pro, Max, or Business plan. For members who inherit, this means:

  • You get the same file upload limits and other capabilities in both workspaces, and on the Team plan your AI credits draw from the team's shared allowance
  • No need to switch to the team workspace just to get higher limits
  • You get your team's plan level — if your team is on Team, your personal workspace gets Team-level limits too

If you pay for your own Pro, Max, or Business plan, your personal workspace keeps that plan and its own AI credits. The team's plan and shared credits apply only in the team workspace. If you're not on any paid team, your personal workspace uses your individual plan.

Switching Workspaces

Use the workspace switcher at the top of the sidebar to move between workspaces. The sidebar updates to show content from the selected workspace.

You always keep your personal workspace, even when you're part of a team. Your private content is never affected by team membership.

Next Steps