> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upsolve.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Projects & Connections
> Set up your project environment and connect your data source.
## 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
* **Data Models** - Curated views of your data
* **Organizations** - Your customers/tenants
* **Users** - End-users with specific permissions
* **Agents** - AI chat interfaces
* **Applications** - Dashboard builders
## 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)
## 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
### 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**
## Project Users
Project users are the end-users who will interact with your dashboards and agents.
### User Roles
Each project comes with default roles:
| Role | Permissions |
| ----------- | ------------------------------------------- |
| **Admin** | Full access to create, edit, delete content |
| **Editor** | Can edit existing charts and dashboards |
| **Creator** | Can create new charts but not delete |
| **Reader** | View-only access |
### 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**
## Connections
Connections link your project to a database. Each project needs at least one connection to power data models.
### Supported Databases
* PostgreSQL
* MySQL
* BigQuery
* Snowflake
* Redshift
* And many more via our data plane
### Adding a Connection
1. Go to your project's **Connections** tab
2. Click **Add Connection**
3. Select your database type
4. Enter connection credentials
5. Test the connection
6. Click **Save**
### 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
## Next Steps
Once you have a project with a connection:
1. [Create a Data Model](/ai-agent-builder/data-models) to define which tables and columns are available
2. [Set up Row-Level Security](/ai-agent-builder/rls) to control data access
3. [Build an Agent](/ai-agent-builder/agents) or [Application](/ai-agent-builder/applications)