Admin Setup Guide

This guide is designed for workspace administrators and owners setting up Slateo for their organization. Follow these steps to get your team up and running quickly.

Overview

As an admin, you'll need to:

1. Connect your data warehouse
2. Configure workspace settings
3. Invite team members
4. Set up integrations (optional)
5. Configure authentication and security

Expect this process to take 15-30 minutes for a basic setup.

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Step 1: Connect your data warehouse

The first step is connecting Slateo to your data warehouse. This allows your team to query data and use the AI agent.

Supported data warehouses

Slateo currently supports:

• Amazon Redshift - View setup guide
• Snowflake - Full support with OAuth or key-pair authentication
• BigQuery - Service account authentication
• PostgreSQL - Direct connection or via SSH tunnel
• MySQL - Direct connection or via SSH tunnel

Connection steps

1. Navigate to Settings → Databases in your Slateo workspace
2. Click Add Database Connection
3. Select your warehouse type from the dropdown
4. Enter connection details:
   • Host/Endpoint: Your warehouse hostname or endpoint URL
   • Port: Database port (default varies by warehouse type)
   • Database: Default database/schema to use
   • Username: Service account or user with read permissions
   • Password/Credentials: Authentication credentials
5. Click Test Connection to verify
6. Save the configuration

Connection security

Slateo supports several security options:

• SSL/TLS encryption: Enabled by default for all connections
• SSH tunneling: Connect through a bastion host
• AWS PrivateLink: Private connectivity for AWS-hosted warehouses (setup guide)
• GCP Private Service Connect: Private connectivity for GCP-hosted warehouses (setup guide)
• IP allowlisting: Restrict access to specific IP ranges

Troubleshooting connection issues

If your connection test fails:

• Verify credentials: Double-check username, password, and host
• Check firewall rules: Ensure Slateo's IP addresses are allowlisted
• Confirm permissions: The service account needs SELECT permissions
• Test network connectivity: Use telnet or nc to verify port access
• Review warehouse logs: Check for authentication or connection errors

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Step 2: Configure workspace settings

Once your database is connected, configure your workspace settings to match your organization's needs.

General settings

Navigate to Settings → General to configure:

• Workspace name: Your organization's name (visible to all members)
• Workspace URL: Custom subdomain (e.g., yourcompany.slateo.ai)
• Default timezone: Used for scheduled queries and reports
• Query timeout: Maximum execution time for queries (default: 300 seconds)

Query execution settings

Configure how queries run in your workspace:

• Query result limit: Maximum rows returned (default: 10,000)
• Query cost limit: Maximum estimated cost per query (optional)
• Auto-save queries: Automatically save query drafts
• Query history retention: How long to keep query history (default: 90 days)

Data model settings

Control how Slateo discovers and indexes your schema:

• Schema scanning frequency: How often to refresh table metadata (default: daily)
• Excluded schemas: Schemas to ignore during discovery (e.g., information_schema)
• Table sampling: Enable sampling for large tables to improve performance

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Step 3: Invite team members

Add your team to start collaborating on data exploration.

Invitation methods

Email invitation (recommended):

1. Navigate to Settings → Users
2. Click Invite Users
3. Enter email addresses (comma-separated for multiple)
4. Select a default role (see roles below)
5. Click Send Invitations

Invitation link:

1. Navigate to Settings → Users
2. Click Generate Invite Link
3. Set link expiration (optional)
4. Share the link with your team

Bulk CSV import:

1. Navigate to Settings → Users
2. Click Import Users
3. Upload a CSV with columns: email, role, name (optional)
4. Review and confirm the import

User roles and permissions

Slateo has four built-in roles:

Role	Permissions
Owner	Full access including billing, user management, and workspace deletion
Admin	Manage users, settings, and integrations. Cannot access billing or delete workspace
Member	Create and run queries, create reports, use AI agent
Viewer	View shared queries and reports. Cannot create or edit

Managing user access

• Edit roles: Click the user's role dropdown in the Users list
• Deactivate users: Remove access without deleting their queries and reports
• Reactivate users: Restore access for previously deactivated users
• Transfer ownership: Reassign workspace ownership (requires current owner)

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Step 4: Set up integrations

Enhance your workflow by connecting Slateo to your existing tools.

Slack integration

Connect Slack to:

• Mention @slateo for AI-powered data queries
• Share query results directly in channels
• Receive notifications for scheduled reports

Setup steps:

1. Navigate to Settings → Integrations → Slack
2. Click Connect Slack
3. Authorize Slateo in your Slack workspace
4. Select a default channel for notifications
5. Configure notification preferences

GitHub integration

Connect GitHub to:

• Sync data models from dbt projects
• Track query changes in version control
• Automate schema updates from pull requests

Setup steps:

1. Navigate to Settings → Integrations → GitHub
2. Click Connect GitHub
3. Authorize Slateo for your organization
4. Select repositories to sync
5. Configure sync frequency

Notion integration

Connect Notion to:

• Embed live query results in Notion pages
• Sync reports to Notion databases
• Create documentation from queries

Other integrations

Slateo also supports:

• Linear: Bring issue and project context into team workflows
• Google Drive: Export reports to Drive folders
• Looker Cloud: Sync LookML models
• Custom webhooks: Send query results to any endpoint

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Step 5: Configure authentication and security

Secure your workspace with proper authentication and access controls.

Single Sign-On (SSO)

Enable SSO for enterprise authentication:

1. Navigate to Settings → Authentication
2. Click Configure SSO
3. Select your identity provider (Okta, Azure AD, Google Workspace)
4. Enter SSO configuration details
5. Test the SSO connection
6. Enable SSO for your workspace

API key management

Generate API keys for programmatic access:

1. Navigate to Settings → API Keys
2. Click Create API Key
3. Provide a descriptive name (e.g., "Production ETL")
4. Copy the key immediately (it won't be shown again)
5. Store securely in your secrets manager

Security best practices

• Enable two-factor authentication (2FA): Require 2FA for all users
• Set password policies: Enforce strong passwords and rotation
• Review audit logs: Monitor user activity and API usage
• Limit API key scope: Create separate keys for different applications
• Rotate credentials regularly: Update database passwords and API keys quarterly

Audit logging

Track workspace activity:

1. Navigate to Settings → Audit Logs
2. Filter by user, action type, or date range
3. Export logs for compliance or security review

Logged events include:

• User authentication and authorization
• Query execution and results
• Settings changes
• Integration activity
• API key usage

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Step 6: Test your setup

Before inviting your full team, validate your configuration:

Run a test query

1. Navigate to the Queries page
2. Click New Query
3. Write a simple SELECT statement (e.g., SELECT 1 AS test)
4. Click Run to execute
5. Verify results appear correctly

Test the AI agent

1. Navigate to the Chat page
2. Ask a question about your data (e.g., "Show me the top 10 customers by revenue")
3. Review the generated SQL
4. Execute the query and verify results

Verify integrations

• Slack: Send a test message with @slateo help
• GitHub: Trigger a schema sync and verify tables appear
• Notion: Create a test embed and verify it updates

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Next steps

Your workspace is now ready for your team! Here's what to do next:

Share with your team

1. Send invitation emails to your team members
2. Share the Getting Started guide with new users
3. Create a welcome message in Slack with key resources

Create starter content

Help your team get started by creating:

• Example queries: Common queries for your data model
• Query templates: Reusable patterns for frequent analyses
• Starter dashboards: Key metrics and KPIs for your business

Set up scheduled reports

Automate regular reporting:

1. Create queries for key metrics
2. Build dashboards combining multiple queries
3. Schedule daily/weekly delivery to Slack or email

Monitor usage

Track adoption and identify issues:

1. Review query activity in Settings → Usage
2. Check error rates and slow queries
3. Gather feedback from early users

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Troubleshooting

Common issues

Database connection fails:

• Verify firewall rules allow Slateo's IP addresses
• Check service account permissions
• Test connection from Slateo's network using provided tools

Schema not appearing:

• Trigger a manual schema scan in Settings → Databases
• Check excluded schemas configuration
• Verify service account has access to the schema

Users can't sign in:

• Verify email invitations were sent
• Check spam folders for invitation emails
• Ensure SSO is configured correctly (if enabled)

Queries timing out:

• Increase query timeout in workspace settings
• Optimize slow queries with indexes
• Consider query result caching

Get help

• Documentation: Browse the full documentation for detailed guides
• Support: Email support@slateo.ai with your workspace ID
• Community: Join our Slack community for tips and best practices

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What's next?