Overview

Once you sign up for RudderStack Cloud, you are presented with a dashboard that lets you set up and manage all your event data sources, destinations, and different RudderStack features through an easy-to-use UI.

This guide walks you through all dashboard options to get started with RudderStack Cloud.

Get Started

This option helps you easily get started with RudderStack. You can set up a source and connect it to your cloud destinations or data warehouses via this page.

Directory

Directory acts as a catalog for all sources and destinations supported by RudderStack.

Connect

This option lets you set up your data pipelines by connecting different sources and destinations across your entire customer data stack.

Sources

This option lists all configured sources in your workspace. You can add a new source by clicking on the New Source button:

Refer to the Sources guide for more details on setting up a source in RudderStack.

Destinations

This option lists all configured destinations where you can send your event data. You can add a new destination by clicking on the New Destination button:

Refer to the Destinations guide for more details on setting up a destination in RudderStack.

Data plane URL

For routing and processing the events to the RudderStack backend, a data plane URL is required.

Refer to the RudderStack Architecture guide for more information the data plane.

Obtaining the data plane URL

• If you’re using RudderStack Cloud, the data plane URL is visible in the dashboard:

• If you’re using RudderStack Open Source, you are required to set up your own data plane in your preferred environment.

An open source data plane URL looks like http:localhost:8080 where 8080 is typically the port where your RudderStack data plane is hosted.

Enhance

This section highlights the two key RudderStack features - Transformations and Models.

Transformations

With this option, you can write your own JavaScript functions to transform your events. You can also create your own Libraries to reuse a transformation’s code for other transformations.

Refer to the Transformations guide to learn more about this feature.

Models

This feature lets you define custom SQL queries which you can execute on your warehouse and fetch the resultant data and send it specific destinations via RudderStack.

Refer to the Models guide for more details.

Monitor

The options in this section let you monitor your event flow and define data governance strategies for validating data quality and compliance.

Syncs

This option provides detailed metrics on the events synced to the warehouse destinations. You can also filter the event data based on a specific source or destination by using the filter option in the header or sync the data manually by using the Sync Now button.

Tracking Plans

RudderStack’s Tracking Plans feature lets you proactively monitor and act on non-compliant event data coming into your RudderStack sources based on the predefined plans. It ensures data quality by validating the live events delivered to RudderStack against the expected events.

Refer to the Tracking plans guide for more information on creating and using tracking plans in RudderStack.

Grafana

This feature is available only in the Enterprise plan. It provides an intuitive dashboard for better observability and performance monitoring of your RudderStack setup.

You get a real-time view of the events sent and received by RudderStack along with various other metrics like RudderStack’s performance under load, processing errors, statistics about event delivery, etc.

Settings

This option lets you manage the settings and various details related to your RudderStack account.

Account

It displays the general account settings like name, email, and password. You can change your account name and password, set up and enforce two-factor authentication.

You can also generate a Personal Access Token required to use the RudderStack APIs.

Members

This option displays all team members and their access permissions in the current RudderStack workspace. You can also invite new members by using the Invite member button.

Refer to the Members (User Management) guide for more details on this option.

Billing

It displays the billing information of your RudderStack account. You can change your existing RudderStack Cloud plan or contact sales to get more information.

Company

This tab lets you change your workspace and company name. You can also find your workspace token here.

Workspace Token

The workspace token is a unique identifier associated with your current RudderStack workspace.

The workspace token is not available for the RudderStack Growth and Enterprise plans as the RudderStack team handles the deployment.

To get your workspace token, go to Settings > Company:

By default, the workspace token is hidden for security purposes. You must have administrative privileges to access the token.

To view the workspace token, click Reveal Token and enter the password associated with your RudderStack account.

Data Management

This tab lets you manage your event data by providing the following data retention options:

• Do not store event data
• Store in your own cloud storage (Recommended)
• Store in RudderStack Cloud storage (on a rolling 30-day basis)

For more information on these options, refer to the Data Management guide.

Notifications

In this section, you can enable or disable data delivery alerts and manage subscriptions, that is, get delivery alerts for specific sources and destinations.

For more information on these options, refer to the Notifications guide.

Data Privacy

With this setting, you can control who can view the PII (Personally Identifiable Information) by limiting access to the raw event data.

This setting is available only in the RudderStack Enterprise plan. Refer to the Permissions Management guide for more details on this setting.

Audit Logs

Audit logs can be used to track all user activities within your RudderStack workspace.

Refer to the Audit Logs guide for more information on this feature.

This setting is available only in the RudderStack Enterprise plan.

Questions? Contact us by email or on Slack