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Target Audience: Non technical users

Goal

Establish a Toucan AI account and create an organization to manage databases, dashboards, and permissions.


Prerequisites

  • Access to a Toucan AI signup page for cloud or self-hosted instances.
  • A valid email address for account verification.

Steps

1. Create Your Account

  • Navigate to the Toucan AI signup page.
  • Enter your name and email address.
  • Define a password.
  • Click the verification link sent to your email inbox.

Create an account

Constraint: An account is mandatory to access analytics features and manage organizational settings.

2. Initialize Your First Organization

  • Enter a name for your organization when prompted.
  • Access the settings menu to modify the organization slug or URL.
  • Invite team members from Users > Team.

Team Settings

Technical Note: All databases, charts, dashboards, and user roles are scoped to the organization.


Conclusion

You now have a verified account and an active organization. You may now proceed to connect data sources and define your semantic layer.

Suggested Next Steps: How-to: Add a database

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