Projects & Connections

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What is a Project?

A Project is an isolated environment that contains everything you need to build a data product:

• Connections - Links to your databases
• Workspaces - One data model and one agent each, versioned and published together
• Organizations - Your customers/tenants
• Users - End-users with specific permissions
• Applications - Dashboard builders

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Creating a Project

1. Navigate to the Projects section from the sidebar
2. Click Create Project
3. Enter a project name and description
4. Click Create

When your project is created, the system automatically sets up:

• Default user roles (Admin, Editor, Creator, Reader)
• A default project organization
• An admin user (you)

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Project Organizations

Project organizations represent your customers or tenants. Each organization:

• Has isolated access to their own data
• Gets their own Spaces for each application
• Can have custom properties for data filtering

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Creating a Project Organization

1. Go to your project’s Organizations tab
2. Click Add Organization
3. Enter the organization name
4. Add any custom properties (these can be used for data filtering)
5. Click Create

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Project Users

Project users are the end-users who will interact with your dashboards and agents.

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User Roles

Each project comes with default roles:

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Creating Project Users

You can create users manually in the UI or programmatically via the API:

1. Go to your project’s Users tab
2. Click Add User
3. Enter the user name
4. Select their organization and role
5. Add any custom properties (for data filtering)
6. Click Create

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Connections

Connections link your project to a database. Each project needs at least one connection — workspaces are created over them.

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Supported Databases

• PostgreSQL
• MySQL
• BigQuery
• Snowflake
• Redshift
• And many more via our data plane

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Adding a Connection

1. Go to Project settings → Connections
2. Select your database type from the Connect data cards
3. Enter connection credentials
4. Test the connection
5. Click Save

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Using the Demo Connection

For testing, you can use our demo database:

1. Click Try Demo Data
2. A sample connection with e-commerce data will be created
3. Use this to explore the platform before connecting real data

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Next Steps

Once you have a project with a connection:

1. Create a Workspace — one data model and one agent, versioned and published together
2. Set up Row-Level Security to control data access
3. Build an Application for dashboards