2002 Account And App Management
Account & App Management
Creating Your Tadabase Account
Signing Up
- Go to https://tadabase.io
- Click "Start Free Trial" or "Sign Up"
- Enter your email address and create a password
- Verify your email address
- Complete your profile information
Free Trial
- Full access to all features
- No credit card required
- Build and test applications
- Limited number of records (varies by plan)
- Tadabase branding on published apps
Understanding Tadabase Plans
Starter Plan
- Best for: Individual users and small teams
- Features: Core features with some limitations
- Record limits: Lower record count
- User limits: Limited number of users
Professional Plan
- Best for: Growing businesses and teams
- Features: All core features unlocked
- Record limits: Higher record count
- User limits: More users
- Additional features: Advanced components, more automation
Business Plan
- Best for: Larger teams and organizations
- Features: Advanced features unlocked
- Record limits: Even higher record counts
- User limits: Many users
- Additional features: White labeling, custom domains
Enterprise Plan
- Best for: Large organizations with complex needs
- Features: All features unlocked
- Record limits: Millions of records
- User limits: Unlimited users
- Additional features: HIPAA compliance, dedicated support, SLA
You can start with any plan and upgrade as your needs grow. All plans include core functionality for building applications.
Navigating the Builder Interface
Main Dashboard
The dashboard is your home base:
- My Apps - List of all your applications
- Template Library - Pre-built apps you can copy
- Account Settings - Manage your account
- Billing - Manage subscription and payments
- Support - Access help and documentation
App Builder Interface
When you open an app to edit, you'll see:
- Left Sidebar - Main navigation between Data Builder and Page Builder
- Top Bar - App name, settings, preview, and publish controls
- Main Canvas - Where you build (data tables or pages)
- Right Sidebar - Configuration panel for selected item
- Bottom Bar - Quick actions and saved items
Data Builder Navigation
In the Data Builder, you'll find:
- Tables List - All your data tables
- Table Editor - Configure fields and settings
- Records View - View and edit data
- Import/Export - Data management tools
- Connections - View table relationships
Page Builder Navigation
In the Page Builder, you'll find:
- Pages List - All your application pages
- Page Editor - Design page layout
- Components Panel - Available components to add
- Settings Panel - Configure page and component settings
- Preview Mode - See how it looks to users
Creating Your First Application
Step 1: Create New App
- From the dashboard, click "Create New App" or the "+" button
- Choose "Start from Scratch" (we'll explore templates later)
- Enter an App Name (e.g., "Contact Manager")
- Optionally add a description
- Click "Create App"
Step 2: App Created
Congratulations! You've created your first app. You'll now see the builder interface with an empty Data Builder.
What Just Happened?
Tadabase created:
- A new application container
- A separate database for this app
- Default configuration and settings
- A unique URL for your published app
Your app exists but is empty - no data tables, no pages yet. That's what we'll build next!
App Settings
General Settings
Access via app name dropdown → Settings → General:
- App Name - The name of your application
- App Description - Internal notes about the app
- App Icon - Icon displayed in app list
- Time Zone - Default time zone for dates
- Currency - Default currency for currency fields
Layout Settings
Control the app's overall appearance:
- Theme - Color scheme and styling
- Logo - Your logo or branding
- Favicon - Browser tab icon
- Navigation Style - Top or side menu
- Page Width - Fixed or full-width layouts
Security Settings
Configure app security:
- Public Access - Allow anonymous visitors or require login
- Signup Enabled - Allow users to self-register
- Password Requirements - Enforce strong passwords
- Session Timeout - Automatic logout time
Access Settings
Control who can edit the app:
- App Collaborators - Other Tadabase users who can edit
- Builder Permissions - What collaborators can do
For now, you can leave most settings at their defaults. You'll learn to customize these as you become more comfortable.
Managing Multiple Apps
When to Create Separate Apps
Create separate apps when:
- Building completely different solutions
- Need different user bases (different logins)
- Want isolated data (no sharing between apps)
- Different security requirements
- Different branding or white labeling
When to Use One App
Keep everything in one app when:
- Data needs to be shared across modules
- Users need access to multiple areas
- Building related functionality
- Want unified reporting across modules
Copying Apps
You can copy apps to:
- Create backups
- Create test environments
- Use as templates for similar projects
- Deploy to clients (if you're a consultant)
To copy an app:
- From dashboard, find the app
- Click the options menu (three dots)
- Select "Copy App"
- Enter new name
- Choose what to copy (structure, data, settings)
Account Management
Profile Settings
- Name - Your display name
- Email - Account email (also username)
- Password - Change your password
- Profile Photo - Optional profile image
- Time Zone - Your local time zone
Notification Settings
- System notifications
- Product updates
- Marketing emails
- Billing notifications
Billing & Subscription
- Current Plan - View your active plan
- Upgrade/Downgrade - Change plans
- Payment Method - Credit card information
- Billing History - Past invoices
- Usage Statistics - Records, users, storage used
API Keys
- Generate API keys for each app
- Use keys to access app via API
- Regenerate keys if compromised
Understanding App URLs
Builder URL
This is where you edit your app:
- Format:
https://tadabase.io/builder/{app-id} - Only accessible to you and collaborators
- Where you build and configure
Published App URL
This is what users access:
- Format:
https://{app-slug}.tadabase.io - Public or login-protected (your choice)
- The actual application interface
- What end-users see and use
Custom Domain
On higher plans, you can use your own domain:
- Format:
https://app.yourcompany.com - Professional appearance
- White label (hide Tadabase branding)
- Requires DNS configuration
Preview vs Publish
Preview Mode
- Quick way to see changes from builder
- Click "Preview" button in top bar
- See how it looks to users
- Test functionality
- Changes are live in preview immediately
- Only you can access preview
Published App
- The live version users access
- Accessed via published URL
- Changes appear immediately (no deploy step)
- Anyone with URL can access (if public)
- Or requires login (if protected)
Note: Unlike some platforms, Tadabase doesn't have a separate "staging" and "production" environment. Changes in the builder are immediately reflected in the published app. This allows for rapid iteration but means you should test carefully before making major changes to production apps.
Best Practices for App Management
Naming Conventions
- Use clear, descriptive app names
- Include version or purpose if creating copies
- Use consistent naming across apps
- Example: "CRM - Production", "CRM - Test", "CRM - Client ABC"
Organization
- Keep related apps together
- Use descriptions to document purpose
- Delete unused test apps to reduce clutter
- Create test apps for experimentation
Backups
- Copy important apps periodically
- Test backups by restoring them
- Keep copies before major changes
- Document backup schedule
Security
- Use strong passwords
- Enable two-factor authentication
- Be careful who you add as collaborators
- Regularly review app access
- Keep API keys confidential
Testing
- Create separate test apps for experimentation
- Test major changes in test app first
- Have a test user account to see user perspective
- Test on different devices and browsers
Common Issues & Solutions
Can't Find My App
- Check if you're logged into correct account
- Look in dashboard app list
- Use search if you have many apps
- Check if app was accidentally deleted
Published App Not Working
- Verify app is published (not just saved)
- Check if pages are created
- Ensure pages are public or user is logged in
- Clear browser cache
Changes Not Showing
- Refresh browser
- Clear cache
- Ensure you saved changes
- Check if viewing correct app/page
Hit Plan Limits
- Review usage statistics
- Delete unnecessary data
- Archive old records
- Consider upgrading plan
Next Steps
Next: Data Structure Fundamentals - Tables, Fields, and Records
Hands-On Exercise (To Be Added)
Exercise placeholders will include:
- Creating your Tadabase account
- Exploring the dashboard interface
- Creating your first application from scratch
- Navigating the builder interface
- Configuring basic app settings
- Finding and bookmarking your published app URL
Knowledge Check (To Be Added)
Quiz questions will test understanding of:
- Tadabase account types and plans
- Builder interface navigation
- Difference between builder and published environments
- App management best practices
- When to create separate apps vs. keeping one app
We'd love to hear your feedback.