Quickstart for admins

Set up an organization end to end — invite members, configure teams and roles, apply data entitlements and RLS, and turn on SSO and MFA.

This quickstart walks an administrator through standing up a new Flax organization: people, permissions, data governance, and security. Most steps below are admin-gated.

#1. Create your organization

Create the organization that owns your connections, models, and dashboards. This is the top-level tenant every other setting hangs off. See Organization.

#2. Invite members

Invite your users by email. Each invitation grants access to the organization; you assign what they can do in the next step. See Members and invitations.

#3. Set up teams and roles

Group members into teams and assign roles to control who can build models, edit dashboards, or administer the org. Role-based access control (RBAC) keeps permissions manageable as you grow. See Teams and RBAC.

#4. Apply data entitlements and RLS

Control which rows each person can see. Data entitlements and row-level security (RLS) filter query results by team or user attribute, so the same dashboard shows each viewer only their permitted data. See Data entitlements.

#5. Configure SSO

Connect your identity provider so members sign in with your existing credentials and are provisioned centrally. See SSO.

#6. Harden security and MFA

Turn on multi-factor authentication and review the remaining security controls — session policy and related settings. See Security.

#Next steps

• Members and invitations
• Teams and RBAC
• Data entitlements
• SSO