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
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.

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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