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

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What Jedify Needs

CredentialDescriptionExample
API TokenUnique identifier for API accessa1b2c3d4-e5f6-7890-abcd-ef1234567890
API SecretPrivate key (shown only once)aBcDeFgHiJkLmNoPqRsTuVwXyZ123456
Team SlugYour team identifier from the URLacme-corp
Workspace HostnameFull workspace URL subdomainabc123def.us1a.app.preset.io

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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
  1. Click Submit
  2. Copy both values immediately:
  • ✅ Token - can be viewed again later
  • ⚠️ Secret - shown only once, store securely

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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/...
  1. 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

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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/
  1. 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

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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]
🔒

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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.

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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