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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
  • Data Models - Curated views of your data
  • Organizations - Your customers/tenants
  • Users - End-users with specific permissions
  • Agents - AI chat interfaces
  • Applications - Dashboard builders
Project overview showing connections, data models, and 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. 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
Create organization dialog with properties

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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:
RolePermissions
AdminFull access to create, edit, delete content
EditorCan edit existing charts and dashboards
CreatorCan create new charts but not delete
ReaderView-only access

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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
Create user dialog with role selection

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Connections

Connections link your project to a database. Each project needs at least one connection to power data models.

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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 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
Add connection dialog with database options

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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
Demo connection option

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Next Steps

Once you have a project with a connection:
  1. Create a Data Model to define which tables and columns are available
  2. Set up Row-Level Security to control data access
  3. Build an Agent or Application