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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 shipped together
  • Organizations - Your customers/tenants
  • Users - End-users with specific permissions
  • Applications - Dashboard builders
A project page listing its workspaces, each with its version and production badge, above its applications

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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)
Create project dialog

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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. Open Project settings → Organizations
  2. Click Create Organization
  3. Enter the organization name
  4. If your project has environments, pick the one it belongs to. Its users are created in the same environment
  5. Add any custom properties (these can be used for data filtering)
  6. Click Create Organization
The Create Project Organization dialog: an organization name, its environment, and a company_id property

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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. Open Project settings → Users
  2. Click Add User
  3. Enter the display name
  4. Select their role, environment and project organization
  5. Add any custom properties (for data filtering). email is reserved: set it to the user’s email address, which is where rules that email the person they act for send to (see Reserved user properties)
  6. Click Create User
The Create User dialog: display name, role, environment, project organization and properties

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Connections

Connections link your project to its data. A workspace is built on a connection, or on no database at all when it answers through your APIs and MCP servers.

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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 → Connectors and click Create connection
  2. Choose how to connect: Easy connect (sign in to a tool such as HubSpot, Salesforce or Stripe, and Upsolve syncs and hosts the data), Self connect (your own database or warehouse), Upload a CSV, or Try with Sample Data
  3. For Self connect, pick your database type and enter its credentials
  4. Test the connection
  5. Click Save
Connect your product or your data: Connect your API, Easy connect (recommended), Self connect, Upload a CSV and Try with Sample Data

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Using the Demo Connection

For testing, you can use our demo database:
  1. Click Try with Sample Data
  2. A sample connection is created
  3. Use this to explore the platform before connecting real data
The Try with Sample Data option at the foot of the connection choices

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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 shipped together
  2. Set up Data Governance to control what each user can see
  3. Build canvases for dashboards