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Step 4: Authenticate Your Data Platform

You'll need to authenticate your data platform in order to bring data into Coalesce. Each Workspace and Environment will need to be authenticated.

  1. Edit your Workspace by selecting the cog icon, , next to the Workspace name.

  2. On the Setting page, enter your account URL.

    This image shows a Workspace Settings interface for Documentation Testing. The main panel displays the Settings tab with fields including Name (filled with Documentation Testing), Description (empty), Tag Color (blue background, light text), Created By, and Creation Date (March 6th 2025). The Snowflake Settings section includes an incomplete Snowflake Account URL field with prompting text. A Delete Workspace button appears in red at the bottom, with Cancel and Save buttons in the lower right corner. The left sidebar includes navigation options for Settings, User Credentials, Storage Mappings, Parameters, and OAuth Settings.

  3. Decide how you want to authenticate your Workspace. You can use:

    1. Username and Password
    2. OAuth
    3. Key Pair Authentication

  4. Review the authentication method for your Data Platform and choose the best method for you. This example will use username and password.

  5. Go to User Credentials and enter the username and password. Optionally enter the role and warehouse. Click Save.

Workspace Settings dialog showing Connection configuration for Documentation Testing with User Credentials selected. Displays Snowflake Account information with filled username, masked password, SYSADMIN role, and COMPUTE_WH warehouse settings. Help text indicates optional fields can use defaults. Cancel and Save buttons appear at bottom.

What's Next?​