Signing up on Datae #
Go to Datae Application by clicking or copying this url https://app.datae.ai or clicking on the “Try Datae” button at the top of the Website.
Create your Account. #
Create an account using your Microsoft or Google to have access to our Application. Its preferrable to make use of your organization account connected to your reports to ensure you have full access to your workspaces and make full use of our apps.
Once that is completed, you will automatically be logged in to your account.
Setting Up Your Organization #
Managing your Organization. #
Once a user signs up, an organization is created based on the domain of your logged in email. e.g. [email protected]. In this example, the email domain “example” will be used as the organization’s name.
Click here to learn more on how to manage your Organization and add groups.
Exploring the Dashboard #
Quick access to key tools #
Users has quick access from the dashboard to:
- Request Dashboard Template
- Request Report
- View Organization
- View Reports etc.
Connectors and Reports #
Managing your Connectors. #
The “Create Connector” section allows users to set up data integrations. The connectors are divided into two categories:
- Fivetran Connectors
- Custom Connectors
Click here to learn more about connectors
Managing your Reports. #
User can manage their reports using the following processes;
- Generating Reports using established connectors
- Granting access to members or groups of the organization to view or manage the report
- View and share the report to users outside of the organization
- Interact with the dashboard of the embedded report
- Query our DataeGPT plugin to get more insight on your data
Click here to learn more on how to manage your reports
