How to authenticate to Snowflake

Prerequisites

To connect Snowflake with Rhombus AI, you will need the following information from your Snowflake account:

• Account Identifier
• Username and Password
• Role (with sufficient permissions)

Step 1. Get your Account Identifier

Your account identifier is part of the URL you use to log into Snowflake.

1. Log into your Snowflake web interface and go to your account details.
2. Copy the Account Identifier.

Step 2. Authentication & Permissions

Option A: Use an Existing User

You can use your existing Snowflake username and password. For a successful connection, ensure this user has:

• USAGE permission on the Warehouse you intend to use.
• USAGE permission on the Database and Schema.
• SELECT permission on the Tables/Views you wish to import.

Option B: Create a Dedicated User (Recommended)

If you prefer to create a new, restricted user specifically for Rhombus AI, execute the following SQL in a Snowflake Worksheet:

-- Create a dedicated role for Rhombus AI
CREATE ROLE rhombus_role;

-- Grant usage on the warehouse
GRANT USAGE ON WAREHOUSE <your_warehouse> TO ROLE rhombus_role;

-- Grant usage on the database and schema
GRANT USAGE ON DATABASE <your_database> TO ROLE rhombus_role;
GRANT USAGE ON SCHEMA <your_database>.<your_schema> TO ROLE rhombus_role;

-- Grant select on the tables/views you want to import
GRANT SELECT ON ALL TABLES IN SCHEMA <your_database>.<your_schema> TO ROLE rhombus_role;

-- Create a dedicated user and assign the role
CREATE USER rhombus_user
  PASSWORD = '<strong_password>'
  DEFAULT_ROLE = rhombus_role
  MUST_CHANGE_PASSWORD = FALSE;

GRANT ROLE rhombus_role TO USER rhombus_user;

Step 3. Connect and Select Your Data

Once you have your credentials, follow these steps in the Rhombus AI interface:

1. Enter Credentials: Provide your Account ID, Username, and Password.
2. Select Database: Rhombus will automatically fetch and list all Databases accessible to your user. Select the one containing your data.
3. Choose Tables: After selecting a database, the app will list all available tables and views, neatly grouped by their Schema. Check the boxes for the specific data you want to import.
4. Select Warehouse: At the top of the selection screen, verify the Warehouse. A default one will be pre-selected, but you can change it if your user has access to multiple warehouses.