Getting StartedWorkspace Setup

Workspace Setup

A workspace is the top-level container in SignalSmith that holds all your sources, models, destinations, audiences, and configuration. This guide walks you through creating and configuring a workspace.

Creating a Workspace

  1. Sign up at your SignalSmith instance URL
  2. Click Create Workspace
  3. Enter a workspace name (e.g., your company name)
  4. Select your primary data warehouse type
  5. Click Create

Inviting Team Members

  1. Navigate to Settings > Members
  2. Click Invite Member
  3. Enter the email address
  4. Select a role:
    • Admin — Full access to all features and settings
    • Editor — Can create and modify resources but cannot manage members or billing
    • Viewer — Read-only access to all resources
  5. Click Send Invitation

Workspace Settings

General Settings

  • Workspace Name — Display name for your workspace
  • Timezone — Default timezone for schedules and reporting
  • Data Retention — How long to keep sync run history and event data

API Keys

Generate API keys for programmatic access:

  1. Navigate to Settings > API Keys
  2. Click Create API Key
  3. Name the key and select permissions
  4. Copy the key — it will only be shown once

Organizations

If you manage multiple workspaces, you can group them under an organization for centralized billing and member management.

  1. Navigate to Settings > Organization
  2. Create or join an organization
  3. Link workspaces to the organization

Next Steps

Core ConceptsArchitecture