Settings Guide

Configure your Codd AI workspace to optimize your analytics experience. From personal preferences to team management and integrations, these settings give you full control over how you work with data.

Settings Overview

What You Can Configure

Codd AI settings provide complete control over your analytics workspace:

  • Workspace Management: Create and switch between brains for different projects
  • User Access: Invite team members and manage permissions
  • Data Connections: Configure database integrations and credentials
  • BI Tool Integration: Connect Tableau, Power BI, and other analytics tools
  • Security Settings: Manage API keys, authentication, and data governance

Quick Setup

  • Configure profile settings
  • Create brain (workspace)
  • Set up database integrations
  • Invite team members

Best Practices

  • Use separate brains for different projects
  • Test integrations with read-only access first
  • Regularly review user permissions
  • Keep API keys secure and rotate periodically

Settings Categories

Profile

Manage your personal information, preferences, and account settings.

Configure profile settings →

Organization

Configure team settings, user roles, and subscription management.

Configure organization settings →

Brain Management

Create and manage workspaces (brains) for organizing your corpora and analytics.

Configure brain management settings →

Integrations

Configure database connections and BI tool integrations.

Configure integrations settings →

Security & Access

Manage permissions, API keys, and security settings.

Configure security & access settings →

💡 Tips & Recommendations

Getting Started

  • Create your brain: Start with a personal brain workspace for experimentation
  • Connect data sources: Add database integrations for your key data
  • Invite your team: Add team members once you've tested the platform
  • Configure BI tools: Connect your existing analytics tools when ready

Security Considerations

  • Database credentials: Use read-only accounts for initial testing
  • User permissions: Grant minimum necessary access to team members
  • API key management: Store keys securely and rotate regularly
  • Data governance: Document which users can access which data sources

Optimization Tips

  • Brain organization: Create separate brains for different departments or projects
  • Integration testing: Test query performance with different connection settings
  • Cache utilization: Monitor cache hit rates to optimize performance
  • Team feedback: Regularly review Canvas usage patterns with your team