RapidCanvas Docs
  • Welcome
  • GETTING STARTED
    • Quick start guide
    • Introduction to RapidCanvas
    • RapidCanvas Concepts
    • Accessing the platform
  • BASIC
    • Projects
      • Projects Overview
        • Creating a project
        • Reviewing the Projects listing page
        • Duplicating a Project
        • Modifying the project settings
        • Deleting Project(s)
        • Configuring global variables at the project level
        • Working on a project
        • Generating the about content for the project
        • Generating AI snippets for each node on the Canvas
        • Marking & Unmarking a Project as Favorite
      • Canvas overview
        • Shortcut options on canvas
        • Queuing the Recipes
        • Bulk Deletion of Canvas Nodes
        • AI Guide
      • Recipes
        • AI-assisted recipe
        • Rapid model recipe
        • Template recipe
        • Code Recipe
        • RAG Recipes
      • Scheduler overview
        • Creating a scheduler
        • Running the scheduler manually
        • Managing schedulers in a project
        • Viewing the schedulers in a project
        • Viewing the run history of a specific scheduler
        • Publishing the updated data pipeline to selected jobs from canvas
        • Fetching the latest data pipeline to a specific scheduler
        • Comparing the canvas of the scheduler with current canvas of the project
      • Predictions
        • Manual Prediction
        • Prediction Scheduler
      • Segments and Scenarios
      • DataApps
        • Model DataApp
        • Project Canvas Datasets
        • Custom Uploaded Datasets
        • SQL Sources
        • Documents and PDFs
        • Prediction Service
        • Scheduler
        • Import DataApp
    • Connectors
      • Importing dataset(s) from the local system
      • Importing Text Files from the Local System
      • Connectors overview
      • Connect to external connectors
        • Importing data from Google Cloud Storage (GCS)
        • Importing data from Amazon S3
        • Importing data from Azure Blob
        • Importing data from Mongo DB
        • Importing data from Snowflake
        • Importing data from MySQL
        • Importing data from Amazon Redshift
        • Importing data from Fivetran connectors
    • Workspaces
      • User roles and permissions
    • Artifacts & Models
      • Adding Artifacts at the Project Level
      • Adding Models at the Project Level
      • Creating an artifact at the workspace level
      • Managing artifacts at the workspace level
      • Managing Models at the Workspace Level
      • Prediction services
    • Environments Overview
      • Creating an environment
      • Editing the environment details
      • Deleting an environment
      • Monitoring the resource utilization in an environment
  • ADVANCED
    • Starter Guide
      • Quick Start
    • Setup and Installation
      • Installing and setting up the SDK
    • Helper Functions
    • Notebook Guide
      • Introduction
      • Create a template
      • Code Snippets
      • DataApps
      • Prediction Service
      • How to
        • How to Authenticate
        • Create a new project
        • Create a Custom Environment
        • Add a dataset
        • Add a recipe to the dataset
        • Manage cloud connection
        • Code recipes
        • Display a template on the UI
        • Create Global Variables
        • Scheduler
        • Create new scenarios
        • Create Template
        • Use a template in a flow notebook
      • Reference Implementations
        • DataApps
        • Artifacts
        • Connectors
        • Feature Store
        • ML model
        • ML Pipeline
        • Multiple Files
      • Sample Projects
        • Model build and predict
    • Rapid Rag
  • Additional Reading
    • Release Notes
      • May 14, 2025
      • April 21, 2025
      • April 01, 2025
      • Mar 18, 2025
      • Feb 27, 2025
      • Jan 27, 2025
      • Dec 26, 2024
      • Nov 26, 2024
      • Oct 24, 2024
      • Sep 11, 2024
        • Aug 08, 2024
      • Aug 29, 2024
      • July 18, 2024
      • July 03, 2024
      • June 19, 2024
      • May 30, 2024
      • May 15, 2024
      • April 17, 2024
      • Mar 28, 2024
      • Mar 20, 2024
      • Feb 28, 2024
      • Feb 19, 2024
      • Jan 30, 2024
      • Jan 16, 2024
      • Dec 12, 2023
      • Nov 07, 2023
      • Oct 25, 2023
      • Oct 01, 2024
    • Glossary
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On this page
  • Browsers supported
  • Signing up to the RC platform as a new user
  • Signing in to the platform as an existing user
  • Joining a workspace
  • Resetting the password
  • Configuring Github settings on the platform
  • Changing the password after signing in to the platform
  • Signing out
  • Platform landing page
  • Dashboard
  • Connectors
  • Projects
  • DataApps
  • Environments
  • Artifacts & Models
  • Workspace
  • Launch Notebook
  • Help
  • Navigating through the dashboard
  • Dashboard
  • Menu
  • Help
  • Current workspace
  • User profile
  • Notifications
  • Recent Projects
  • Recent Schedulers
  • Global search
  • Steps to perform Global search
  1. GETTING STARTED

Accessing the platform

PreviousRapidCanvas ConceptsNextProjects

Last updated 2 months ago

RapidCanvas platform enables you to build simple to complex machine learning models using an intuitive graphical interface. You can create projects, run recipes, and train and test machine learning models for different use cases. RapidCanvas enables you to execute a sequence of steps required to build machine learning models.

This section guides you through the process to successfully access the RC platform.

Browsers supported

The platform supports all latest versions of Google Chrome, Safari, and Microsoft Edge.

Signing up to the RC platform as a new user

Admins can invite users to join the platform by sending an invitation email. Once users receive the invitation, they can sign up and gain access to the platform.

To access the platform as a new user, you must follow these steps:

  1. Click the Sign up button provided in the invitation email. This takes to the sign up page.

  2. Provide the email address in the E-mail address field.

  3. Provide the password and confirm password in the respective fields.

  4. Select the By signing up you agree to our Terms of Service check box to agree to the terms and conditions. Only selecting this check box enables the Sign up button.

  5. Click Sign up to start using the platform.

Signing in to the platform as an existing user

To access the platform as an existing user:

  1. Enter the application URL - https://staging.dev.rapidcanvas.net

  2. Enter the Email address and Password in the respective fields.

  3. Click Sign In to access the RapidCanvas application.

Joining a workspace

An existing user is invited to join a new workspace through an invitation email. A user can have access to multiple workspaces. The user can also accept the invite to join a new workspace from the Profile settings page.

You can join the workspace using either way:

To join a new workspace in a specific environment through invitation:

  1. Click the Sign In button embedded in the invitation email.

Note: Upon clicking the Sign In button, you will be redirected to the dashboard page of this workspace only if your login session is active.

  1. Provide the valid credentials with which you sign in to the platform to join the workspace. After logging in successfully, you are redirected to the new Workspace dashboard.

To join a new workspace through Profile settings:

  1. Log in to the platform.

  2. Select the User Profile on the top right-corner of the dashboard and select Settings. This displays the Profile page.

  1. Click Accept corresponding to the workspace from which you received the invitation to join. Accepting the invite makes this your current workspace in an instance.

Resetting the password

If you do not remember the password to login to the platform, you can reset the password.

To reset the password:

  1. Click the Get help link corresponding to the Forgot your password text on the Sign up page. The Reset password page appears.

  1. Enter the email address.

  2. Click Get a Reset Link. The password reset link is sent to the provided email address with the link to reset.

  3. Click the Reset password hyperlink in the email. This redirects to the Reset password page.

  4. Provide the Password in the Password field and the Confirm password field.

Note: The email address you provided is defaulted in the Email address field and cannot be edited.

  1. Click Reset Password to successfully change the password of your account. You can now use the new password to access the RC platform.

Configuring Github settings on the platform

Use this procedure to configure your Github settings on the platform. When you perform any Github actions on the Notebook, such as clone, push, or pull after configuring the Github settings on the platform you are prompted to provide the Github username and password (personal access token) only once for authentication. These credentials are stored and you do not have to provide the Github credentials whenever you perform any Github action on the Notebook opened from the platform.

To configure Github settings on the platform:

  1. Log in with valid credentials. The dashboard page appears.

  2. Click the Profile icon on the top right-corner of the dashboard.

  3. Select Settings. This opens the Profile page.

  1. Provide the full name and email address of your Github account, in the Github Settings section.

  1. Click Save to save the Github settings.

  2. Launch the Notebook from the platform after saving the Github settings on the platform.

  3. Click the Git option from the left side options in the Notebook editor.

  4. Click Clone a Repository on the Notebook.

  1. Provide the URI of the repository you want to clone onto the Notebook.

  2. Click Clone. This displays the Git credentials required dialog.

  3. Provide the username and password (personal access token) of your Github account in the respective fields.

Note: You must generate the personal access token and use this as the password to access the Github account.

  1. Click OK.

Changing the password after signing in to the platform

You can change the password for security reasons from time to time and this can done after you login to the platform.

To change the password:

  1. Log in with valid credentials. The dashboard page appears.

  2. Click the Profile icon on the top right-corner of the dashboard.

  3. Select Settings. This opens the Profile page.

  4. Click Reset Password. A dialog box is displayed.

  5. Click OK. An invitation is sent to your email with the link to change or reset the password.

Signing out

You can end the session on the platform by signing out.

To sign out from the tenant:

  1. Click the user icon on the top right corner of the dashboard.

  2. Select Sign Out.

Platform landing page

After you sign in to RC platform, you are redirected to the dashboard page. From this page, you can access the following components:

Dashboard

Dashboard view is the landing page of any tenant and shows the recent set of projects and solutions which are accessed as part of the tenant.

Connectors

Connectors view shows a list of all existing datasource connections created under the tenant. Users can switch between a card view and table view. Also, can create a new datasource connections.

Projects

Projects view shows a list of all projects currently active for a tenant. Users can switch between a card view and table view of the project. Users can also create new projects from this view.

DataApps

DataApps view shows a list of DataApps that are created in different projects under a tenant. Users can switch between a card and table view to view the dataapp visualizations.

Environments

Environments view shows a list of all existing environments which were created under the tenant. Users can switch between a card view and list view. Users can also create new custom environments from this view.

Artifacts & Models

Artifacts & Models view shows a list of artifacts that are uploaded and models that are generated after running a data pipeline. You can also upload the models manually and view them.

Workspace

Workspace management related information can be found under this link

Launch Notebook

Launch notebooks allows users to launch an integrated hosted jupyter-hub associated with the user and tenant. Users have the ability to refer to sample projects, how to guides and more from this interface. Users can launch new notebooks and create new projects on RapidCanvas directly from this interface

More information on how to use hosted notebooks can be found here:

Help

The comprehensive documentation for the RC application can be accessed clicking the User Guide option on the RapidCanvas platform. It contains the instructions on how to use each functionality on the platform to build data pipelines.

Navigating through the dashboard

After signing in to the platform, you are directed to the Dashboard, which serves as the home page. The Dashboard offers an overview of various components within the application, allowing you to easily navigate and manage your work:

  • Recent Projects: Displays a list of projects you have created, shown in a card format for quick access. You can click on any project to view or edit it.

  • Recent DataApps: Shows the DataApps you have created across different projects, providing easy access to their details and settings.

  • Recent Jobs: Lists the jobs scheduled within various projects.

  • Notifications: Displays the most recent 15 notifications, highlighting actions performed across various modules. You can quickly view updates, such as when a DataApp was launched, when a recipe was executed, when an environment was launched, along with its status.

  • Help: Provides direct access to help documentation, release notes, instructional videos, and the latest platform version. You can also use this section to raise support tickets if you encounter any issues or need assistance.

  • Workspace Switch: Allows you to seamlessly switch between different workspaces, ensuring you can easily manage multiple environments.

  • User Profile Settings: Lets you view and manage your user profile, including details about the workspaces to which you have access. You can update your profile information as needed.

  • Search: Offers a search bar where you can quickly find a project, DataApp, or job by name, streamlining your navigation across the platform.

  • Create a New Project: Provides a straightforward option to start a new project, guiding you through the initial steps of project creation.

The Dashboard serves as a central hub for managing and interacting with all aspects of the platform, ensuring a seamless and efficient user experience.

Dashboard

The dashboard shows the list of projects developed within a tenant. It provides access to view and create projects. You can also use this to navigate back to the landing page. Any project created in your current tenant will appear on the dashboard page.

Menu

  • Projects- This is where you create projects, add recipes of different types (such as template, AI-assisted, code, code snippets and rapid model), run recipes and build a model.

  • Connectors - This is where you configure data connectors and import the datasets from different external data sources such as GCS, Amazon S3, Amazon Redshift, MongoDB, MySQL, Snowflake, and Azure Blob. There are also 300+ Fivetran connectors to which you can establish the connection to fetch datasets or files.

  • DataApps- This is where you can view the DataApps created for projects. You can create custom DataApps for different problem types in the Rapid model recipe. There is also an option for you to import DataApps developed in ReactJS or Streamlit to the platform.

  • Artifacts & Models - This is where you can upload and view artifacts and models generated after running the modeling pipeline in projects under a tenant.

  • Environments - This is where you create an environment in a workspace to define the compute resources and user-selected packages required to run projects.

  • Notebook(User) - This is an IDE where you write the Python code to build models.

Help

  • User guide - This area gives you access to the comprehensive documentation that helps you get started with the application.

  • How-to Videos - This provides users with comprehensive videos to understand and use each functionality in the application.

  • Contact support - This area gives you access to the help center to submit a request or incident.

  • Version - This area displays the current platform version and the SDK version (Jupyter Notebook) used to connect with RapidCanvas.

  • Latest Release Notes - This section allows you to view the latest release notes and get familiar with the new features and enhancements added to the platform in each release.

Current workspace

This shows the workspace that you are currently active in.

User profile

This provides you access to the profile section. You are allowed to view and edit the profile settings and sign out from the application.

Notifications

This provides timely and important notifications to users whenever the allocated memory or CPU consumption exceeds thresholds within projects and dataapps. You also receive notifications:

  • When the dataapp is launched successfully or failed to launch

  • When the chart is generated in data analysis

  • When the recipe run is successful or encountered failure

  • When prediction jobs and react DataApps are successful or encountered failures

  • When the environment is relaunched

  • When you the project job run is failed or successful

  • When the about snippet is generated

  • When the AI summary is generated

Recent Projects

This shows you the list of projects available in a tenant at any given point in time. On a project tile, you can view the following details:

Project name - The name of the project.

Description - The description of the project.

DataApp- The total DataApp created in a project.

Jobs - The total number of jobs created in a project.

Last updated on - The date on which the project was last updated.

User- The user who last made changes to this project.

Recent Schedulers

This section displays a list of schedulers created across different projects within the workspace. Click on a scheduler to navigate to the Schedulers page, where you can view the following details:

  • Scheduler Name – The name of the job.

  • Last Run On – The date and time when the scheduler was last executed.

  • Project – The project where the scheduler was created.

  • Frequency – The interval at which the scheduler runs.

  • Scheduler Type – The type of scheduler. Possible values: Scheduler or Prediction Scheduler.

  • Scheduler Status – The current status of the scheduler.

  • Last 5 Run Status – The status of the scheduler’s last five runs.

Global search

The Global Search provides users with a powerful, unified search bar accessible at the top of every page, enabling quick and efficient navigation across the application. It simplifies finding specific elements without manually browsing through multiple sections.

Searchable Elements Include:

Users can search for a wide range of elements, including:

  • Projects – Quickly locate projects based on their names.

  • Recipes – Search for AI-assisted, Rapid Model, Template, or API Connector recipes used on the canvas.

  • Datasets – Find datasets used in different projects.

  • Charts – Locate charts created for data visualization in any of the projects by name.

  • Project Models – Access models associated with specific projects by searching by name.

  • Project Artifacts – Search for artifacts linked to a project.

  • DataApps – Quickly find and open imported and custom-built DataApps.

  • Environments – Locate computing environments for executing workflows.

  • Connectors – Search for external data sources.

  • Predictions – Find prediction results generated from models.

  • Schedulers – Identify scheduled jobs or automation workflows.

  • Vector Databases – Search for vector-based nodes used in AI-driven applications.

  • Files – Locate uploaded files stored within the application.

Steps to perform Global search

Use the following steps to perform a global search:

  1. Select Search Scope – Choose "All" to search across the entire application or select a specific element (e.g., Projects, Datasets, Recipes) to refine your search.

  2. Enter Keywords – Type relevant keywords in the search bar. The system dynamically filters results, matching the keyword across the selected elements.

  3. View & Navigate – Browse the search results, select the desired item, and navigate directly to its corresponding page.

If you are an existing user, click Sign In. For more information, see .

Workspace Management
Notebook User Guide
Signing in to the platform as an existing user
Page cover image
Sign up page
Login page
Join Tenant Email
Tenant Dashboard
Profile Settings
Accept Tenant Invite
Login Page
Profile Settings
Github Settings
Clone Repository
Git Credentials
Change Password
Sign Out
Dashboard
Connectors
Projects
Environments
Artifacts & Models
Jupyter Notebook
Sample Projects
Cloud Connections
Help Center
Dashboard Navigation