circle-user-circle-plusSubscribe to Toucan AI

circle-info

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
circle-exclamation

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 the organization settings panel.

Team Settings
circle-info

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

Last updated

Was this helpful?