2 Setup

Setup from registration to first dashboards including settings and administration.

2.1 Register and Sign In

Registration and sign-in are the fastest path to start using Sandbank.

2.3 Administration

Set up team structure, roles, and permissions across the organization.

2.5 Storing Data

Learn how to ingest and persist data from integrations and uploads.

2.7 Import First Data

Start with a small source integration and confirm clean data flow.

2.9 Checkout and Billing

Finalize plan and billing setup for ongoing team usage.

2.2 Settings

Manage your profile and general settings before entering team-level workflows.

2.4 Data Structure

Understand how your data structure is organized for reliable analysis.

2.6 Visualizing Data

Learn the basics of creating visual views for your data.

2.8 Set Up First Dashboards

Build your first dashboard from templates, then adapt to your real questions.