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 connections through an easy-to-use UI.

This guide walks you through all the dashboard options to get started with RudderStack Cloud in no time.

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, as shown:

RudderStack Dashboard


Directory acts as a catalogue for all the sources (Cloud Apps, Cloud Extract and Reverse ETL) and destinations (Warehouse and Streaming destinations) supported by RudderStack.


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

RudderStack Dashboard

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 RudderStack data plane.

Here's how to get the Data Plane URL:

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


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

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


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

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


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.

RudderStack Syncs

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.


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.

RudderStack Transformations and Libraries option
Refer to the Transformations guide to learn more about this feature.


This feature lets you define custom SQL queries which can be executed on your warehouse. You can then use RudderStack to send the resulting data to specific destinations.

Refer to the Models guide for more details on setting up a new model in RudderStack.


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

Settings in RudderStack dashboard


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.


This option displays all your teammates with their access permissions in the current RudderStack workspace. You can also invite new teammates by using the Invite Teammate button.

Refer to the Permissions Management guide for more details on this option.


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


This tab lets you change your workspace name 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 Pro and Enterprise versions as the RudderStack team handles the deployment.

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

Workspace Token
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.

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 the user activities within your RudderStack workspace.

This setting is available only in the RudderStack Enterprise plan.
Audit Logs
Refer to the Audit Logs guide for more information on this feature.

Contact us

For more information on the topics covered on this page, email us or start a conversation in our Slack community.

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