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

Connections

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.

Sources

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.

Destinations

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.

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.

RudderStack Syncs

Models

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.

RudderStack Models

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

Directory

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

Directory in RudderStack Dashboard

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.

Transformations

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

Audit Logs

Audit logs can be used to track the user activities within your RudderStack workspace. It is available only for the Enterprise users.

Audit Logs

Refer to the Audit Logs guide to learn more about this feature.

Tracking Plans

Tracking Plans is an enterprise 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 and validates your expected events against the live events that are delivered to RudderStack with real-time validation.

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

Settings

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

Settings in RudderStack dashboard

General

It displays the general account settings like name, email and password. You can also edit the name and password using the respective options.

Teammates

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 Teammates guide for more details on this option.

RudderStack Cloud Free allows you to invite up to 3 members in your workspace. To increase this limit, you will be required to upgrade to the Pro or Enterprise plan. Refer to the RudderStack Pricing Page for details on these plans.

Billing

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

Security

This option lets you set up 2-Factor authentication to receive verification codes via SMS.

Personal access token

This option lets you generate a personal access token associated with your account. It is required to use all the RudderStack APIs.

Refer to the Personal Access Tokens guide for more details on this option.

Company

It lets you view and edit your workspace and company name associated with RudderStack.

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 on Reveal Token and enter the password associated with your RudderStack account.

Contact us

For queries on any of the sections covered in this guide, you can contact us or start a conversation in our Slack community.

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