1. Create a read-only database user for Quill
CREATE USER quill_read_only WITH PASSWORD 'password';
2. Enter database credentials in the Quill Portal
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.
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.