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1. Create a read-only Snowflake user for Quill

CREATE USER quill_read_only PASSWORD 'password';

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2. Create a new role in Snowflake

CREATE ROLE quill_read_only_role;

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3. Grant the SELECT privilege on the objects that you want the role to have read-only access to.

GRANT SELECT ON ALL TABLES IN SCHEMA my_schema TO quill_read_only_role;

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4. Assign the new role to a user or group.

GRANT quill_read_only_role TO quill_read_only;

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5. Enter database credentials in the Quill Portal

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6. 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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7. 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.

PostgreSQLBigQuery