Account & Organization Setup

This guide walks you through creating your GradientHarbor account, setting up an organization, and inviting team members.

┌───────────┐    ┌───────────────┐    ┌─────────────────┐    ┌──────────────┐
│  Sign Up  │    │  Create Org   │    │ Connect Database│    │  Start       │
│  (Google  │───▶│  (name your   │───▶│  (add first     │───▶│  Exploring   │
│   OAuth)  │    │   workspace)  │    │   connector)    │    │  Your Data   │
└───────────┘    └───────────────┘    └─────────────────┘    └──────────────┘

Creating an Account

1. Navigate to app.gradientharbor.com/company/new
2. Sign up using Google OAuth
3. After authentication, you'll be prompted to create your organization

Creating an Organization

An organization is the top-level container for all your data, dashboards, and team members. When you create an organization:

• You become the admin of that organization
• A default DuckDB connector is automatically created for CSV file uploads
• You're redirected to the main dashboard

TIP

Each organization is fully isolated. Data, dashboards, and team members are scoped to their organization through row-level security policies.

Organization Roles

There are two roles within an organization:

Role	Capabilities
Admin	Full access: manage connectors, teams, integrations, billing, security settings. Invite and remove members.
Member	Use the platform: chat with the agent, view/create dashboards (subject to permissions), run queries, browse the catalog.

Inviting Team Members

Admins can invite new members from the Administration > Users page:

1. Go to Administration in the sidebar
2. Select the Users tab
3. Enter the email address of the person to invite
4. The invitee receives an email with an invitation link
5. They click the link, create their account (or log in), and accept the invite
6. Their membership status changes from pending to active

INFO

Invited users start with the member role. Admins can promote members to admin from the Users management page.

Profile Settings

Each user can customize their profile from the Profile page:

• Name and avatar — Display name shown across the platform
• Timezone — Used for scheduling and display
• Notification preferences — Control email and in-app notifications
• Password — Change password (if using email/password authentication)

Next Steps

• Features Walkthrough — Explore the main features
• Connect a Database — Add your first data source
• Set Up Teams — Organize your team