This guide describes how to create a Zluri account, configure organization details, and connect core integrations to begin managing users, applications, and SaaS spend.

Sign Up

Zluri access is invite-only. Registration requires an invite code or a request for one.

1. Sign Up Without an Invite Code

Navigate to:

https://signup.zluri.com

Enter the following details:

• First Name
• Last Name
• Company Work Email
• Phone Number

Click Request Invite.

System Behavior

• If the email is not linked to an existing account, the system prompts password creation and registration completion.
• If the email is already registered, the system redirects to the login page for authentication using the existing password or configured SSO provider.

After submitting the invite request, the system sends an invite code to the registered email address. The invite code is required to complete registration.

2. Sign Up With an Invite Code

Navigate to:

https://signup.zluri.com

Enter:

• Work Email
• Invite Code

Click Continue to Signup.

On the Sign Up page, select one of the following options:

• Sign up with Google Workspace

• Sign up with Email

If signing up with email:

1. Enter Name, Work Email, and Password (minimum 8 characters).
2. Click Sign Up.

Verification Message

If the message “Suspicious request requires verification” appears, repeated sign-up attempts or use of test domains may have triggered verification controls.

Contact support for assistance.

Initial Setup After Login

After first login, complete the guided setup process.

Step 1: Add Organization Details

Enter:

• Organization Name
• Default Currency
• Start Month of the Financial Year

These settings define the organization’s financial and reporting configuration.

Step 2: Add Team Members

Connect an IAM or SSO provider to import users into Zluri.

Supported providers include:

• Google Workspace
• Azure AD
• Okta
• OneLogin
• JumpCloud

User data may also be imported via CSV.

This integration imports:

• User accounts
• Departments
• Domain information
• Login and logout events

Step 3: Add Transactions

To track SaaS spend, connect a finance application or upload financial data via CSV.

This configuration imports:

• Application-related expenses
• Subscription records
• Vendor transactions

Connect Core Integrations

Core integrations populate Zluri with identity, HR, and financial data.

1. SSO Integration

Connect a supported identity provider.

This integration imports:

• User accounts
• Departments
• Domain information
• Login and logout events
• Application-level security insights

2. Accounting and Finance Tools

Integrate supported finance tools such as:

• QuickBooks
• FreshBooks
• Brex

Financial data may also be uploaded via CSV.

This integration imports:

• Application-related expenses
• Subscription records
• Vendor transactions

3. HRMS Integration

Connect an HR system (for example, BambooHR, Personio, or Keka).

This integration imports:

• Employee profiles
• Job titles
• Department mappings
• Reporting structure
• Joining dates

Add Additional Integrations

After configuring core integrations, open the Integration Catalog to explore and connect additional applications relevant to the organization.

Additional integrations expand visibility into application usage, spend, and access governance.

Set Primary Sources

When multiple connected systems provide overlapping data (for example, job titles from both Google Workspace and BambooHR), configure a primary source for each attribute.

To configure a primary source:

1. Open the Primary Sources section in the admin dashboard.
2. Select the preferred source system for each field.

Primary source configuration ensures consistent attribute resolution and prevents conflicting data updates across connected systems.