# Product Guide

> Step-by-step guides for every product—platform setup, analytics, and integrations in one place.

## Docs

- [Connect a data source to Analytics](https://docs.nexthi.re/analytics/connect-data.md): Connect databases, warehouses, and SaaS apps to Analytics. Authenticate sources, map schemas, and configure sync frequency for reliable reporting.
- [Create and organize dashboards in Analytics](https://docs.nexthi.re/analytics/dashboards/create-dashboard.md): Build a new dashboard, add charts and filters, arrange tiles in a layout, and share it with teammates so they can explore the same metrics.
- [Analytics quickstart — connect data and build a dashboard](https://docs.nexthi.re/analytics/quickstart.md): Set up Analytics by connecting your first data source, exploring sample metrics, and building a dashboard you can share with your team in minutes.
- [Schedule recurring reports by email](https://docs.nexthi.re/analytics/reports/scheduled-reports.md): Configure scheduled reports to deliver dashboards and metrics to stakeholder inboxes on a daily, weekly, or monthly cadence in PDF or CSV.
- [Authentication methods for integrations](https://docs.nexthi.re/integrations/authentication.md): Compare API key, OAuth 2.0, and service account authentication for integrations, including when to use each method and how to rotate credentials safely.
- [CRM connectors for Salesforce, HubSpot, and Pipedrive](https://docs.nexthi.re/integrations/connectors/crm.md): Sync contacts, deals, accounts, and activity from Salesforce, HubSpot, and Pipedrive into the platform with bidirectional field mapping and filters.
- [Integrations quickstart — connect your first app](https://docs.nexthi.re/integrations/quickstart.md): Authenticate, pick a connector, and send your first event between apps in under 10 minutes using the Integrations setup wizard and prebuilt templates.
- [Configure webhooks for outbound events](https://docs.nexthi.re/integrations/webhooks/configure.md): Register a webhook endpoint, subscribe to event types, verify signatures, and handle retries so external systems stay in sync with platform changes.
- [Roles and permissions for workspace access control](https://docs.nexthi.re/platform/administration/roles-permissions.md): Assign default roles, build custom roles, and scope permissions across workspaces and projects so each teammate gets exactly the access they need.
- [General workspace settings and preferences](https://docs.nexthi.re/platform/configuration/settings.md): Configure your workspace name, timezone, locale, branding, and display preferences so the platform matches how your team works day to day.
- [Invite and manage users in your workspace](https://docs.nexthi.re/platform/configuration/user-management.md): Invite teammates, assign roles, deactivate accounts, and bulk-manage users with CSV import or SCIM provisioning to keep your workspace organized.
- [Key concepts — workspaces, projects, and roles](https://docs.nexthi.re/platform/key-concepts.md): Learn the building blocks of the platform, including workspaces, projects, roles, and API access, and how they fit together to model your organization.
- [Platform quickstart — set up your workspace](https://docs.nexthi.re/platform/quickstart.md): Create your workspace, configure core settings, invite teammates, and assign roles in under 20 minutes so your team can start building on the platform.

## Optional

- [Help](https://www.mintlify.com/docs/contact-support)