Preset Connection

This guide walks you through generating the credentials Jedify needs to connect to your Preset environment.

What Jedify Needs

Step 1: Generate an API Token

1. Log into Preset Manager at manage.app.preset.io
2. Click on your profile avatar (initials) in the top-right corner
3. Select Manage User Settings
4. Scroll to the API Keys section
5. Click + Generate New API Key
6. Fill in the details:
   • Key Title: Jedify Integration
   • Key Description: API access for Jedify
7. Click Submit
8. Copy both values immediately:
   • ✅ Token - can be viewed again later
   • ⚠️ Secret - shown only once, store securely

Step 2: Find Your Team Slug

Your team slug is in the Preset Manager URL.

1. From Preset Manager, look at your browser's address bar

2. The URL follows this pattern:

   https://manage.app.preset.io/app/teams/YOUR_TEAM_SLUG/...

3. Copy the value after /teams/ this is your Team Slug

   Example:

   URL: https://manage.app.preset.io/app/teams/acme-corp/workspaces
   Team Slug:  acme-corp

   
   
   

Step 3: Find Your Workspace Hostname

1. From Preset Manager, click on the workspace you want to connect

2. A new tab opens with your workspace, look at the URL:

   https://WORKSPACE_ID.REGION.app.preset.io/

3. Copy everything before .app.preset.io including the region — this is your Workspace Hostname

   Example:

   URL:  https://abc123def.us1a.app.preset.io/superset/dashboard/1/
   Workspace Hostname:  abc123def.us1a.app.preset.io

   
   

Step 4: Share Credentials Securely

Please share the following with your Jedify contact:

API Token:          [paste token here]
API Secret:         [paste secret here]
Team Slug:          [paste team slug here]
Workspace Hostname: [paste hostname here]

🔒

Security Note: Use a secure channel (encrypted email, password manager share, or 1Password/LastPass secure note) to transmit these credentials. Never send via plain email or Slack.

What Jedify Does With This Access

With these credentials, Jedify will:

• ✅ Read dashboard and chart metadata
• ✅ Extract metric definitions and calculations
• ✅ Import business logic into your semantic layer

Jedify does not:

• ❌ Modify or delete any dashboards or charts
• ❌ Access underlying database credentials
• ❌ Store raw query results or customer data