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Workspace Setup

Creating a New Workspace​

When you first log in or need to start a new project, you'll create a workspace. A workspace is your isolated environment where all your data sources, target schemas, mappings, and configurations live.

Step 1: Launch the Setup Wizard​

After logging in, if no workspace exists yet, the Setup Wizard will appear automatically. If you're adding a new workspace, click the workspace selector at the top of the screen and choose Create New Workspace.

Step 2: Name Your Workspace​

Give your workspace a descriptive name that reflects the project (e.g., "Marketing Attribution", "Customer 360", "Revenue Pipeline").

Step 3: Connect Your Source Database​

You'll be asked to provide connection details for your source data:

  • Database type — Snowflake, Databricks, PostgreSQL, etc.
  • Connection credentials — Host, port, database name, username, and password
  • Schema selection — Which schemas and tables to make available

Datalinx will test the connection before proceeding to confirm everything is working.

Step 4: Configure Your Target​

Choose where your transformed data should land:

  • Use the same database as your source (different schema)
  • Configure a separate target database
  • Use Datalinx's built-in storage

Step 5: Review and Create​

Review your configuration and create the workspace. You'll be taken to the main workspace view where you can begin discovering your data.

workspace-setup

Workspace Settings​

After creation, you can access workspace settings at any time to:

  • Update database credentials
  • Add or remove source schemas
  • Configure workspace-level preferences
  • Manage workspace prompt (custom instructions for the AI agent)

Switching Workspaces​

If you have access to multiple workspaces, use the workspace selector at the top of the screen to switch between them. Each workspace is completely independent — switching workspaces loads a fresh set of sources, targets, and mappings.

Workspace Types​

Datalinx supports different workspace configurations depending on your use case:

  • Standard Workspace — Full access to all features: Configure, Explore, and Foundations
  • Analytics-Only Workspace — Focused on querying and insights, with the Configuration tabs hidden. Ideal for business analysts who don't need to manage pipelines.
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