Getting Started with Edilitics#

Welcome to Edilitics!#

Edilitics is your gateway to seamless data analytics, whether you're an individual analyst or part of a dynamic team. This guide will navigate you through the initial steps of account creation, sign-in, account configuration, and managing your organization and user settings, ensuring you're set up for success from the outset.

Account Registration#

Step 1: Access the Sign-Up Portal#

Begin your journey by navigating to the Edilitics registration page on your desktop or mobile device.

Step 2: Select Your Registration Method#

Edilitics offers multiple sign-up methods to accommodate your preferences:

• Google Authentication: Quickly register using your Google credentials.
• GitHub Integration: Ideal for developers, sign up via your GitHub account.
• Email and Password: Alternatively, create an account using your preferred email and a secure password.

Step 3: Complete Email Verification#

After submitting your registration details, an OTP (One-Time Password) will be sent to your registered email address. Enter this OTP to verify your email and activate your account. This step is crucial to ensure the security of your account and to finalize the setup process.

Step 4: Domain-Based Account Assignment#

• Corporate Domain Detection: When registering with a corporate domain (e.g., yourname@yourcompany.com), Edilitics automatically provisions an Enterprise account. This setup is tailored for organizational needs, offering enhanced features like team management and advanced security protocols.
• Generic Domain Assignment: Registering with a generic email provider (e.g., Gmail, Yahoo) defaults to a Solo account, optimized for individual use.

Step 5: Free Forever Plan Assignment#

Upon initial sign-up, all Enterprise users and Solo users are automatically assigned to the Free Forever Plan. This plan provides essential features to help you get started without any immediate cost, ensuring you can explore Edilitics’ capabilities right from the beginning.

Key Features of the Free Forever Plan#

For Both Enterprise and Solo Users#

The Free Forever Plan is designed to offer robust capabilities for both Enterprise and Solo users, ensuring they can effectively utilize Edilitics without the need for an immediate upgrade. Here are the key features:

• Integrate: Connect up to 2 data sources to start analyzing your data.
• Replicate: Run 2 flows with manual trigger capability, allowing you to replicate data as needed.
• Transform: Execute 2 flows with manual trigger capability to clean and prepare your data.
• Visualize: Create and maintain up to 2 dashboards with manual update options, providing a clear view of your data insights.
• Notifications: Receive in-app and email notifications to stay informed of important activities within your account.
• Compute: Utilize 30 minutes of compute time per month to execute your data workflows.
• Team Limit: _ For Enterprise users, the plan supports a maximum of 2 users per team. _ For Solo users, the plan supports only 1 user.

These features provide a strong foundation for users to explore Edilitics' capabilities, making it easy to start integrating, replicating, transforming, and visualizing data without any initial investment.

Account Access#

Step 1: Visit the Sign-In Interface#

Log in to your account via the Edilitics login portal on either your desktop or mobile device.

Step 2: Authenticate Using Your Preferred Method#

Access your account using one of the following authentication methods:

• Google Authentication: Swiftly log in with your Google account.
• GitHub Credentials: If registered via GitHub, use your GitHub credentials to sign in (ensure your profile details are public).
• Email and Password: Enter your registered email and password to gain access.

Step 3: Dashboard Overview#

Upon successful login, you'll be directed to your Edilitics dashboard, where you can begin integrating data sources, configuring data flows, and creating visualizations. The mobile interface also provides full functionality for managing users, sharing assets, and handling billing.

Automatic Account Configuration and Access Control#

Corporate Domain Detection#

If you use a corporate email (like yourname@yourcompany.com), Edilitics automatically sets you up with an Enterprise account. Enterprise accounts come loaded with advanced features tailored for teams, including multi-user management and enhanced data governance.

Generic Domain Handling#

Opting for a generic email (like Gmail or Yahoo)? Edilitics will assign you a Solo account, perfect for individual users who want streamlined analytics without the complexity of team management.

Admin Assignment and User Access#

• First Come, First Served: The first person to register with a corporate domain is automatically designated as the Admin of the Enterprise account. This role includes control over account settings, user management and billing.
• Flexible Leadership: Each Enterprise account can have up to two Admins. Admin roles and permissions can be managed easily in the Manage Users section.

Mobile Interface Functionality#

Edilitics' mobile interface ensures that you can manage your data analytics seamlessly, even on the go. When accessing with the mobile browser, you can:

• Sign Up and Sign In: Register and log into your account easily.
• Manage Users: Add, remove, or modify user roles from your mobile device.
• Share Assets: Share reports, dashboards, and other assets directly from your mobile.
• Manage Workflows: Trigger, pause, or resume replicate and transform workflows with just a few taps.
• View Visualization Dashboards: Access your dashboards to monitor your data insights in real-time.
• Manage Billing: Keep track of your billing information and make adjustments as needed.

Organization and User Settings#

Edilitics provides tailored settings for both organization administrators and individual users, ensuring a seamless and customizable experience.

Organization Settings (Admins Only)#

• Organization Profile: Manage the organization's logo, name, focus sector, number of employees, and timezone.
• Manage Users: Control user invitations, access requests, user roles, and audit logs for individual users.
• Audit Logs: Track all user activities on the platform.
• Usage Summary: Monitor compute resource consumption and flow run statistics. _ Compute Consumption: Track the usage of compute resources across the organization. _ Flow Runs: View statistics on all flow runs, including successful and failed runs, average run times, and the top 5 flows with the highest compute consumption.
• Billing: Manage the organization's subscription, user licenses, and view/download invoices.

User Settings for Org Members#

• User Profile: Update your profile logo, details, and reset your password.
• Manage Notifications: Integrate with Slack to receive notifications.
• Audit Logs: Access logs of your individual activity on the platform.

User Settings for Solo Users#

• User Profile: Update your profile logo, details, and reset your password.
• Manage Notifications: Integrate with Slack to receive notifications.
• Audit Logs: Access logs of your individual activity on the platform.
• Usage Summary: Monitor your compute usage and flow run statistics. _ Compute Consumption: Monitor your own compute usage and flow runs. _ Flow Runs: Access detailed statistics on your flow runs, including successful and failed runs, average run times, and the top 5 flows with the highest compute consumption.
• Billing: Manage your subscription, upgrade plans, and view/download invoices.