Appsmith Client Workspace Setup (Onboarding)

Appsmith Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace in Appsmith

   Log into Appsmith and click the 'Create New' button to establish a dedicated workspace for the client. Name it after the client and set the appropriate plan (Business at $15/user/month) to support up to 99 users and unlimited workspaces.

2. 02

   Configure role-based access control

   Navigate to the workspace settings and define custom roles using the 'Custom Roles and Access Controls' feature. Assign roles such as Admin, Developer, and Viewer to match client team responsibilities, ensuring least-privilege access.

3. 03

   Connect data sources

   In the Appsmith editor, add data sources by selecting from supported databases (e.g., PostgreSQL), REST/GraphQL APIs, or Google Sheets. Use the 'New Datasource' button and enter credentials provided by the client, testing the connection to ensure data flows correctly.

4. 04

   Build the initial dashboard

   Use the drag-and-drop UI builder to assemble a single-page dashboard. Add widgets like tables and charts, then bind them to the connected data sources using JavaScript expressions for dynamic behavior.

5. 05

   Set up Git version control

   In the app settings, connect a Git repository (up to 3 repos on Free, unlimited on Business). Commit the initial build and configure branches to manage development and production versions, enabling rollback and collaboration.

6. 06

   Deploy to Appsmith Cloud

   Click the 'Deploy' button to publish the app to the Appsmith Cloud Business plan. Verify the deployment URL and ensure the client can access it with their assigned roles.

7. 07

   Document and hand off

   Prepare a handoff guide covering data source connections, role permissions, and deployment steps. Conduct a 1-hour live walkthrough with the client team to demonstrate usage and answer questions.