Getting started

The initial setup has five steps and takes just a few minutes. It opens automatically the first time an administrator signs in, and you can pick up where you left off.

Create your account

1. On the website, click Start for free.
2. Enter your name, email and password (at least 8 characters), or sign in with Google when available.
3. Confirm your email using the link we send you. If it expires, request a new one on the same screen.

Got an invitation? Use the link in the invitation email. Your account is already confirmed and linked to the company that invited you. See Connect your AI.

Choose your plan

In Initial setup, enter your company name and choose how to start:

• Free trial: 7 days, no credit card needed, with up to 3 users and 1 database connection.
• Base plan: subscribed on Stripe’s secure payment page, with any add-ons you need.

You can change add-ons later in Settings. If you were invited by the Rowgate team, this step shows “Your access is already enabled” and doesn’t ask for a plan or payment.

Connect your database

Choose the database type, fill in the connection details and click Test connection. The test confirms access and shows how many tables were found. Step-by-step instructions for each database are in Data sources.

Tip: use a read-only database user dedicated to Rowgate. The screen shows a ready-made command to create one.

Choose the tables

Check the tables the AI can query. Unchecked tables are invisible to every profile. You can change this later in Data sources.

Create the profiles

Choose your company’s profiles (for example, Operations, Finance, Sales and Management). They start with no access to any table: later you allow tables, columns and rules for each one in Access profiles.

Invite your team

Type the emails (separated by commas or one per line) or import a CSV, choose the role and click Send invitations and finish. If you prefer, use Skip for now and invite people later in Users.

After setup

1. Open Access profiles and allow the tables for each profile.
2. In Users, assign a profile to each employee. Anyone without a profile sees no data.
3. Ask each person to connect their AI from the Connect your AI screen.
4. Follow the first questions in Audit.