Getting Started with ThoughtSpot Cloud
|Starting in December 2021, ThoughtSpot rebranded pinboards as Liveboards. For backward compatibility, we currently support internal processes and external methods that use the older naming convention.|
As the first user on the account, you have to complete the following steps before other people can dig into your organization’s data.
Before you start, review these talks to identify your ideal use case. The context helps you make account-related decisions and use ThoughtSpot effectively.
We highly recommend that you register for the free ThoughtSpot U course that covers the material in this section, Getting Started with ThoughtSpot Analytics Cloud.
We also provide these instructions in PDF format.
A ThoughtSpot Community account lets you ask questions in our product forums, explore best practices from other customers, sign up for events, and contact support.
We will send you an email that contains the administrator credentials to log in for the first time. Check your inbox, then navigate to your new cluster. Stay logged in to complete the rest of the setup.
Review the available user groups and privileges so you can assign people to the correct roles. We recommend that you create admins and analysts in this step, especially if you plan to collaborate on the remaining data setup.
Worksheets make it easier for everyone in your organization to search data and create visualizations. Use the following step-by-step instructions to create your first worksheet.
Liveboards are interactive collections of charts and tables. Set up a shared Liveboard now, so everyone who joins your organization can access valuable information.
Any time you create a new user, immediately add them to a user group. Configure that user group to use a specific data source, choose initial Liveboards, and specify the text of the person’s welcome email. We recommend that you also prepare a support strategy for data-specific questions.