---
updatedAt: 2026-02-16T11:00:48.000Z
agentTools:
  projectIndex: https://help.zluri.com/llms.txt
---

# Account Setup and Initial Configuration

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
```

![](https://files.readme.io/97ecf3c1f83878de49ea0a07a38b4a3235e2a15ab5d5a708e05e4c0a6af22e71-Screenshot_2025-08-18_at_4.00.57_PM.png)

Enter the following details:

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

Click **Request Invite**.

![](https://files.readme.io/db510cdc215f758058584b0745dc34638adadd85392c78b7a761872bb8841761-Screenshot_2025-08-12_at_1.13.29_PM.png)

### 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.

![](https://files.readme.io/4c9af3e4a2ef4b2a06d7e1cf627ebf2586af250a21ca3d46713b7e40c3a02660-chi2_1.png)

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
```

![](https://files.readme.io/3cf255a1ef27664e2a001726e11a0e1df0aee4b1104a19e30edb9ffa69021c99-Chi1.png)

Enter:

* Work Email
* Invite Code

Click **Continue to Signup**.

![](https://files.readme.io/dfa29347babb880b969c1a04ad63a5e217f9e7010bfc9c15dae6da64e6e5245b-Screenshot_2025-08-18_at_4.08.20_PM.png)

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

* **Sign up with Google Workspace**

![](https://files.readme.io/5fa41cc5761793f416bdca4104d07cf24c74455216a73aa47c0e596ae1242c1a-Screenshot_2025-08-18_at_4.37.54_PM.png)

* **Sign up with Email**

If signing up with email:

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

![](https://files.readme.io/5624424981c307d62fb8f3eb5728900471dd9e8cb4d7755704ac8fb5cfb579b8-Screenshot_2025-08-18_at_4.08.49_PM.png)

## 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.

![](https://files.readme.io/9c43dd7266cf9ab21313f3ab54be6e92c93130f753f2def267362d363345eee9-sl1.png)

# 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

![](https://files.readme.io/6a5a5663729f178760a1aeeef3bb2090570d2449c77e6866404fbfc3ea5e8b94-Screenshot_2025-07-28_at_12.25.12_PM.png)

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

![](https://files.readme.io/4ec0d46ddcdb470194d9fe11dc494e91319210da565a93483e9581fc8125cec4-Screenshot_2025-07-28_at_12.29.41_PM.png)

## 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

![](https://files.readme.io/88fc2c5460c1c5b75f4955aca5870212615727b7dc1ec652b8fd13dc81fac0ac-Screenshot_2025-07-28_at_12.28.51_PM_1.png)

# 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.