Integration guide
Metabase
Scope an authorised retail dashboard view.
Embed-signing and provisioning helpers exist; they do not establish a live authorised dashboard for this visitor. Confirm the owner, permissions and a real acceptance test before relying on a connection.
Start with a retail decision
Choose the review
Agree a weekly trend dashboard that the intended retailer role may view.
Make the evidence comparable
Validate tenant isolation, dashboard scope and expiry with an authorised test viewer.
Data scope to agree
These are planning fields, not a guarantee that every field is exposed or connected. Begin with the smallest useful sample.
Output scope to review: Scoped dashboard provisioning and embed-token configuration
| Proposed fields | Operation | Access boundary |
|---|---|---|
| Tenant · permitted dashboard · embed parameters · access owner · expiry policy | Deliver an agreed output | Confirm permissions and field availability before setup |
Before you begin
- Name the business owner and the person who can approve source access.
- Choose one market, a small sample and a concrete review question.
- Agree record IDs, date range, currency, privacy boundaries and retention.
From scope to a reviewed connection
01
Plan
Agree the fields, direction, delivery method and success criteria.
02
Authorise
Confirm the owner and permissions through the agreed secure setup process.
03
Validate
Compare a small sample with the source; check missing rows, duplicates and timestamps.
04
Review health
Agree a freshness threshold, failure contact and how to pause or revoke access.
Limits & support
Embed-signing and provisioning helpers exist; they do not establish a live authorised dashboard for this visitor.
Do not send passwords, API keys or customer records through the contact form.