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Manage sources

Sources are managed from the Sources view in your Kapa project. This page covers who can manage them, how edits behave, and what to know before deleting a source. Organizing sources for targeted answers is the job of source groups.

Who can create sources​

Source creation permissions depend on your role and project-specific access:

  • Owners: Can create and manage sources for all projects
  • Members with "Edit project sources" permission: Can create and manage sources for specific projects they have access to
  • Members without source permissions: Can view sources but cannot create or modify them
  • Users: Cannot access the Kapa platform directly and cannot manage sources

For detailed information about roles and permissions, see Roles and permissions.

How to edit sources​

You can edit a source's configuration directly from the Kapa platform. Open the source from the sources list, update the relevant fields, and save.

Saving an edit triggers a full re-fetch of the source under the new configuration. The source stays available throughout: items are replaced one by one as the new content is fetched, rather than the source going offline. Editing in production is safe, though answers may cite a mix of old and new items until the re-fetch finishes.

Deleting sources​

Deleted sources cannot be recovered. When replacing a source, verify the new source is working before deleting the original, and consider keeping both temporarily during testing.

Getting help​

If you encounter issues with source management, check the specific connector documentation for troubleshooting steps, review your permissions if you cannot perform certain actions, or contact support@kapa.ai for complex configuration issues.