ConductorOne provides identity governance and just-in-time provisioning for PandaDoc. Integrate your PandaDoc instance with ConductorOne to run user access reviews (UARs) and enable just-in-time access requests.
The Connector Administrator or Super Administrator role in ConductorOne
Access to the set of PandaDoc credentials generated by following the instructions above
Cloud-hosted
Self-hosted
Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.
1
In ConductorOne, navigate to Integrations > Connectors and click Add connector.
2
Search for PandaDoc and click Add.
3
Choose how to set up the new PandaDoc connector:
Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Enter the API key in the PandaDoc API key field.
8
If you use PanadaDoc’s European API instance, check the Use PandaDoc Europe domain box.
9
Click Save.
10
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
That’s it! Your PandaDoc connector is now pulling access data into ConductorOne.
Follow these instructions to use the PandaDoc connector, hosted and run in your own environment.When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with ConductorOne, automatically syncing and uploading data at regular intervals. This data is immediately available in the ConductorOne UI for access reviews and access requests.
In ConductorOne, navigate to Integrations > Connectors > Add connector.
2
Search for Baton and click Add.
3
Choose how to set up the new PandaDoc connector:
Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
In the Settings area of the page, click Edit.
7
Click Rotate to generate a new Client ID and Secret.Carefully copy and save these credentials. We’ll use them in Step 2.
Create a namespace in which to run ConductorOne connectors (if desired), then apply the secret config and deployment config files.
2
Check that the connector data uploaded correctly. In ConductorOne, click Apps. On the Managed apps tab, locate and click the name of the application you added the PandaDoc connector to. PandaDoc data should be found on the Entitlements and Accounts tabs.
That’s it! Your PandaDoc connector is now pulling access data into ConductorOne.
