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1. Create a read-only database user for Quill

CREATE USER quill_read_only WITH PASSWORD 'password';

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2. Enter database credentials in the Quill Portal

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3. Add a organization ID field and set an admin organization

This organization ID field allows Quill to segment data by customer and enforce access controls.

When using a non-admin organization ID, the dashboard update will only go to that specific organization. The admin organization is used to push out updates to all customers.

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4. Create SQL views

Use SQL views to decide exactly which tables and fields can be accessed. You can also make your database schema easier to query for non-technical users.

Snowflake