> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jedify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Preset Connection

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

## What Jedify Needs

| Credential         | Description                       | Example                                |
| ------------------ | --------------------------------- | -------------------------------------- |
| API Token          | Unique identifier for API access  | `a1b2c3d4-e5f6-7890-abcd-ef1234567890` |
| API Secret         | Private key (shown only once)     | `aBcDeFgHiJkLmNoPqRsTuVwXyZ123456`     |
| Team Slug          | Your team identifier from the URL | `acme-corp`                            |
| Workspace Hostname | Full workspace URL subdomain      | `abc123def.us1a.app.preset.io`         |

## Step 1: Generate an API Token

1. Log into **Preset Manager** at [manage.app.preset.io](https://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