Open a Mind's Settings tab to change its details and how it is reached: its name, description and tags, its status and responsible person, the identity its queries run as, its permission groups, and its colour and icon.
The tab shows Loading settings while the Mind's values load. It has two sections. General holds the Mind's name, description and tags. Permissions and Appearance holds the Mind's status, responsible person, Query Identity, Permission Groups, the Excel / CSV Uploads and Lake Builder settings, and its colour and icon.
The Owner Role field is shown for reference only: a Mind's owner role is set when it is created and cannot be changed here. To give a copy a different role, see Edit and duplicate a Mind. The Mind's other tabs hold its AI configuration, data sources and training cards.
In General:
Query Identity decides whose access the Mind's queries use:
On a Warehouse Builder or Lake Builder Mind the field is locked. Point at the lock on a desktop, or tap it on a touch screen, to read the reason: Lake Builder Minds always run as the messaging user. or Warehouse Builder Minds always run as the messaging user. See Warehouse Builder and Lake Builder.
Permission Groups lists the roles that can reach the Mind. The list changes with the query identity:
Click Add permission group to add roles. The picker searches with Search permission groups... and offers only the roles you can hand out, because a group grants access to the owning role's data. Roles already on the Mind stay listed. Each chip has a remove control, and with nothing selected the field reads No groups selected. See Who can do what with Minds for what the groups unlock.
On a Warehouse Builder or Lake Builder Mind the field does not appear.
Under Excel / CSV Uploads:
Enforce PII column clarification is disabled while uploads are off or while the company's global PII detection is off, and it then notes Turn on Global PII detection first.
Attaching files to a chat is described in Attach files and Excel data to a chat; the global switch is in PII detection.
A Lake Builder Mind shows a Lake Builder group:
Both are on by default. See Warehouse Builder and Lake Builder for how they are used.
Only the fields you changed are sent when you save. If a save fails, DataMind OS reports Failed to update mind; try again. If you switch tabs with unsaved edits, DataMind OS asks Discard unsaved changes? first: Discard changes drops the edits and Stay on this tab keeps them. See Find and open a Mind.
For the full list, see Who can do what with Minds.
Open Minds in the left navigation, select the Mind and choose the Settings tab in its details panel. The panel and its tabs are described in Find and open a Mind.
Up to 10. Tags show as chips on the Mind's row in the Minds list and feed the list's tag filter.
Yes: choose Nobody in the picker. The Mind then shows no responsible person, and Show responsible person to users disappears until you pick a user or role again.
Only active users are listed, searched by name or email; a user who is deactivated is left out. Roles are listed separately and are searched by name.
It is locked on Warehouse Builder and Lake Builder Minds, which always run as the person who messages them. Point at the lock on a desktop, or tap it on a touch screen, to read the reason: Lake Builder Minds always run as the messaging user. or Warehouse Builder Minds always run as the messaging user. See Warehouse Builder and Lake Builder.
The list is ranked only when Query Identity is Execute as User, because the order decides which role is tried first. On Owner Role, the groups are plain chips: the owner role's access is inherited, and neither the owner role nor the admin is listed.
The picker offers only roles you can hand out: a group grants access to the owning role's data, so it cannot be handed out by someone who does not hold it. Roles already on the Mind stay listed.
It needs Allow Excel / CSV uploads switched on and the company's global PII detection switched on. While global detection is off, the field notes Turn on Global PII detection first. See PII detection.
In the Settings tab, under Permissions and Appearance: Mind Color sets the colour and Mind Icon the icon. The icon grid starts with 72 icons; Show more icons reveals the rest.
Most of them. The Edit Mind window shows the same details on its General and Appearance tabs, grouped with AI Config and Sources; the name itself is changed here in Settings. See Edit and duplicate a Mind.
Under Status, pick None, Testing, Pre-release or Production, then click Save. A Mind with None shows no badge.