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Five things to do first when you start using ConductorOne

Welcome to ConductorOne! Before you start, take a few minutes to set yourself up for success.

1. Adjust user roles

Determine who in your organization should have Administrator-level access to ConductorOne and adjust their role accordingly.

  1. If you haven’t already done so, follow the directions to Create an account and Add users.
  2. In the ConductorOne navigation panel, click Users.
  3. Click on the name of the user whose role you want to change.
  4. From the Actions menu, select Change Role.
  5. Select one or more user roles to assign to the user.
  6. Click Save.

If you use Okta SSO, permissions are handled within the ConductorOne application in Okta. Make sure you add Application Owners as Integration Administrators for Step 2 below.

2. Set up integrations

Integrations allow ConductorOne to mirror the applications and services in your environment. They are used to provide visibility and management of accounts, entitlements, and permissions, and as a way of enforcing policy.

  1. In the navigation panel, click Integrations.
  2. Click each application used by your company and follow the instructions in the linked documentation to create the integration with ConductorOne.
  3. If your company uses Slack, click Slack and follow the prompts to set up this integration. This allows all ConductorOne users in your company to add the ConductorOne Slack app in the next step.

3. Add the ConductorOne app in Slack

Use the ConductorOne Slack app to request access, review access requests, and get notifications when there are tasks that need your attention in ConductorOne.

  1. In Slack, navigate to the Apps section of the navigation bar.
  2. Click Add apps and search for ConductorOne.
  3. Click the ConductorOne app and follow the prompts to add it to your Slack workspace.

4. Create custom applications

If a built-in integration is not yet available for an application you use, create a custom application and upload the necessary data.

  1. In the navigation panel, click Applications.
  2. Click Create application.
  3. Enter a name and description for the new application.
  4. In the Owners field, select one or more users who will be responsible for the application.
  5. Click Create application.

To upload identity and entitlement data to the new application, see the instructions in Import data.

5. Review and update policies

Policy workflows are reusable components that govern how access is requested, revoked, or reviewed. ConductorOne provides a few default policies to get you started. To view these and all other policies currently saved in your ConductorOne instance:

  1. In the navigation panel, click Policies.
  2. Use the Type menu to filter the policies. For example, select Review to view all available policies designed for use in access review campaigns.
  3. See the instructions in Create review policies to create custom policies tailored to your company’s needs.