1. Review workspace settings
Before you dive into creating your canvases, there are a few bits of admin it's worth reviewing first. We've listed out these below - in total this should take just a few minutes.
1. Connect your data
To add data to your workspace, you can choose from any of the following options:
Connect your database or data warehouse (see the guides here)
Upload a CSV file directly in your canvas (see the guide here)
We also support LookerML integrations, which you can learn more about here.
2. Set up whitelisting
If you want to quickly add viewers to your canvas, you can whitelist your company's email domain. This means you don't have to explicitly invite everyone you want to share a canvas with.
You can read more about whitelisting and other workspace settings here.
3. Invite members and set permissions
Whitelisting is great to ensure everyone at your company can join your workspace easily, although it's important to be aware whitelisted users join the workspace as "Members" by default.
If you want to upgrade the level of a user's workspace role, ie for your data analysts/engineers, then you'll want to update their roles in the workspace Members section.
To learn more about workspace roles, check out this page.
You could also set up groups at this stage too if you like! (Scale plan only)
4. Review core workspace and connection settings
There are a number of workspace-level settings we'd suggest reviewing at this stage, though you can come back at any point and change these later.
In particular, the following settings will become really useful when trying to optimise performance and to reduce query load in your canvases later:
Make sure Disable caching of query results is toggled off
Set up default caching - we'd suggest at least an hour
Enable using DuckDB on visuals by default - you can find this option in the settings for your connection
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