For AI agents: visit https://help.zluri.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.
Jump to Content
Zluri Help Center
HomeGuidesAPI ReferenceChangelog
System StatusRaise a TicketZluri WebsiteLog InZluri Help Center
Guides
System StatusRaise a TicketZluri WebsiteLog In
HomeGuidesAPI ReferenceChangelog

Getting Started

  • Zluri Overview
    • Overview Screen
  • Platform Setup
    • Account Setup and Initial Configuration
    • Integration Catalog and Connecting Applications
    • Directory and User Management Setup
    • Role-Based Access Control (RBAC) Setup
    • Custom Fields Configuration
    • Bulk Data Upload
    • Notifications Customization
      • Notification branding
      • Alerts and Notifications
      • Date Formatting in Notification Templates
      • DNS Email Authentication: SPF, DKIM, and DMARC
  • Zluri 2.0

Application Management

  • Policies
    • Policy Runs
    • Policy Exemptions
    • Policy Violations
    • Create a New Policy
      • Steps to Create a New Policy
    • View and Manage Policies
  • Application Management Overview
    • App-specific Overview
    • Users
    • Licenses
    • Authorization Categories
    • Export Applications Data
    • FAQ
    • Scheduled Rules for Application Automation
    • Application Discovery
    • Application Merge
    • Using App Insights in Zluri
  • Application User Status
    • View and Customize User Source Priority
  • Security and Compliance
    • Threat and Risk Level Calculation
  • Browser Agents
  • Desktop Agents
    • Windows Agent Deployment
      • Manual Deployment
    • macOS Agent Deployment
      • Manual Deployment
      • Through Kandji
      • Through MS Intune
      • macOS Agent Screen Recording Permission
    • Manual Device-User Mapping
    • How to use Bulk User Mapping for Desktop Agents (CSV Upload method)
  • Instances, accounts, and source prioritization
    • Instances
    • Accounts
    • Source prioritization and primary source settings

User Management

  • User Management Overview
    • User Roles
    • Other User Actions
    • FAQ
    • Zluri Groups
    • User Discovery
    • User Status
    • User Account Type
    • User Merge
  • Departments
    • Export Report Data
    • FAQ

Cost Management

  • Spends
    • Transactions
      • Recognized Transactions
      • Unrecognized Transactions
      • Archived Transactions
      • Payment Methods
      • Uploads
      • Currency Conversion
      • Filters
      • FAQ
    • Transaction Rules
  • Licenses and Contracts
    • Licenses
    • Contracts
      • Bulk Contract Upload
      • Contract Notifications and Reminders
    • Subscriptions
    • Perpetuals
    • Auto-increment and Auto-adjust
    • FAQ
  • Optimization
    • Optimization Reports
    • Continuous Optimization
      • Request to Forego Licenses
    • Application Usage Score
    • FAQ
      • Exclude Users from Optimization

Access Management

  • Overview
  • Source of Truth and Directory Management
  • Workflows: Onboarding and Offboarding
    • Overview Tab (Onboarding+Offboarding)
    • Drafts Tab (Onboarding+Offboarding)
      • Understanding the Workflow Builder
      • Starting a New Workflow
      • Adding Applications to Workflows
      • Configuring Actions within Applications
      • Setting Conditions
      • Running Options for Workflows
    • Playbooks Tab (Onboarding+Offboarding)
      • Understanding Playbook Builder
      • Create a New Playbook
      • Trigger a Playbook Action
    • Runs Logs Tab (Onboarding + Offboarding)
    • Scheduled Runs (Onboarding + Offboarding)
    • Automation Rules (Onboarding + Offboarding)
      • Scheduled onboarding and offboarding automations
    • Users Marked for Onboarding/Offboarding Tab
      • Verifying Granted App Access: Onboarding
  • Workflow Advance Options
    • Zero Touch Onboarding
      • Zero Touch onboarding via JIRA
    • Create Variables and Dynamic Inputs
      • Output chaining
    • Custom Actions and HTTP Requests
    • Custom Actions for Integrated and Non-Integrated Apps
    • Create Reusable Custom Action and use in Playbooks
    • Manual Tasks and Task Dashboard
      • Manual Task Assignment
      • Managing Tasks from the Task Dashboard

Access Requests

  • Admin Configuration Guide
    • App Catalog Setup
    • Custom Access request Forms for Applications
    • Application Configuration
    • Automation Rules
    • Access Request Workflows
    • Provisioning & Deprovisioning
    • Reports & Audit Logs
    • Approver Insights
  • Employee App Catalog & Access Requests
    • App Catalog
    • Applications
    • Access Requests workflow
    • Tasks
    • Notifications

Access Reviews

  • Setting Up Access Reviews in Zluri
    • How Sign-Offs and Multi-Level Reviews Work in Zluri
    • How Reviewer Assignments Work in Zluri
    • How Self-Review Configurations Work in Zluri
    • Recurring Certifications
    • Create an access certification
  • Performing Access Reviews
  • Closing and Completing Certifications

Integrations

  • Integrations Overview
    • Integration Notifications
  • Instances
    • Multi-instance Connection
  • Scopes
  • Data Freshness Indicator
  • Zluri AI-Powered Integrations
    • Connect Adobe [AI-Powered Integration] to Zluri
    • Adobe [AI-Powered Integration] Overview
  • Zluri Integration SDK
    • Zluri SDK V2
    • Zluri SDK Migration Guide
    • Zluri SDK FAQs
  • Custom Connectors
    • What is CSV Connector?
    • Getting Started
    • CSV Connector
    • Guide to Transformation
    • Troubleshooting
    • FAQs
  • Beta Integration Access
  • FAQ
  • Adobe Creative Cloud V2
    • Connect
    • Troubleshoot
  • ActiveCampaign
    • Connect
  • ADP
    • Connect
    • Mandatory ADP Fields Fetched by Zluri
  • Aircall
    • Connect
    • Troubleshoot
  • AppFollow V2
    • Connect
    • Troubleshoot
  • Atlassian Admin
    • Connect
    • Troubleshoot
  • Anthropic
    • Connect
    • Troubleshooting
  • AWS Management Console
    • Connect
  • AWS Identity Center
  • Azure AD
    • Connect
      • Via Custom Admin Role
      • Via OAuth
    • Troubleshoot
  • Azure AD M2M
    • Connect
    • Troubleshooting
  • BambooHR
    • Connect
    • Troubleshoot
  • BILL Spend & Expense
    • Connect
    • Troubleshoot
  • Box
    • Box Connect [OAuth Method]
    • Box Troubleshooting
  • BUK
    • Connect
    • Troubleshooting
  • Calendly
    • Connect
    • Troubleshoot
  • Canny
    • Connect
    • Troubleshoot
  • CaptivateIQ
    • Connect
    • Troubleshoot
  • Cisco Umbrella V2
    • Connect
    • Troubleshoot
  • ClickUp
    • Connect
    • Troubleshoot
  • Cloudflare
    • Connect
    • Troubleshooting
  • Confluence
    • Connect
    • Troubleshoot
  • Cornerstone
    • Connect
    • Troubleshoot
  • Coupa
    • Connect
  • CrowdStrike Falcon
    • Connect
    • Troubleshoot
  • Cursor
    • Connect
    • Troubleshoot
  • CyberArk
    • Connect
    • Troubleshooting
  • Datadog
    • Connect
    • Troubleshooting
  • Docusign
    • DocuSign Connect [OAuth Method]
    • Docusign Troubleshooting
  • Domo
    • Connect
  • Dropbox
    • Connect
    • Troubleshoot
  • Egnyte
    • Connect
    • Troubleshoot
  • Expensify
    • Connect
  • Figma
    • Connect Figma to Zluri
    • Figma Troubleshooting
  • Frame.io
    • Connect
  • Figma [AI-Powered] Overview
    • Figma Connect [AI-Powered Method]
  • Freshservice
    • Connect
    • Troubleshoot
  • GitHub
    • Connect
    • Troubleshooting
  • GitHub Enterprise
    • Connect
  • Google Workspace
    • Connect
      • Connect Via OAuth
      • Connect via Custom Admin Role
      • Connect via Service Account
    • Troubleshoot
      • “This app is blocked!” Integration Error
      • “Error 400: admin_policy_enforced” Integration Error
    • Data Processing
  • Google Workspace Service Account
    • Troubleshooting
  • Grafana
    • Connect
    • Troubleshoot
  • Greenhouse
    • Connect
    • Troubleshoot
  • HackerOne
    • Connect
    • Troubleshoot
  • Hibob - Service User
    • Connect
    • Troubleshooting
    • Mandatory Hibob Fields Fetched by Zluri
  • HubSpot
    • Connect
  • Hubspot Oauth
    • Connect
  • Imply
    • Connect
    • Troubleshoot
    • Imply
  • Intercom
    • Connect
    • Troubleshoot
  • Intuit Quickbooks
    • Connect
  • Ironclad
    • Connect
    • Troubleshoot
  • Jamf Pro
    • Connect Via SSO
  • Jira
    • Connect
    • Troubleshoot
  • JumpCloud
    • Connect
    • Troubleshoot
  • JustCall
    • Connect
    • Troubleshoot
  • Kandji
    • Connect
    • Troubleshooting
  • Kisi
    • Connect
    • Troubleshoot
  • KnowBe4
    • Connect KnowBe4
  • LastPass
    • Connect
    • Troubleshoot
  • LaunchDarkly
    • Connect
    • Troubleshoot
  • Looker
    • Connect
  • Lucid
    • Connect
    • Troubleshoot
  • Microsoft 365
    • Connect
    • Troubleshoot
  • Microsoft Active Directory
    • Connect
    • Troubleshooting
  • monday.com
    • Connect
    • Troubleshoot
  • Monte Carlo
    • Connect
    • Troubleshoot
  • Netsuite
    • Connect
  • Okta
    • Connect
      • Using a Custom Admin Role
      • Using Super Admin Account
      • Machine to Machine
      • Machine to Machine (Custom Admin Role)
    • Troubleshoot
    • Data Processing
  • OneLogin
    • Connect
    • Troubleshoot
  • OpenAI
    • Connect
    • Troubleshoot
  • Outreach
    • Connect
    • Troubleshoot
  • PagerDuty
    • Connect
    • Troubleshooting
  • Personio
    • Connect
    • Troubleshoot
  • Printix
    • Connect
    • Troubleshoot
  • Retool
    • Connect
    • Troubleshoot
  • Salesloft
    • Connect
    • Troubleshoot
  • SAP Concur
    • Connect
    • Troubleshoot
  • SendGrid
    • Connect
    • Troubleshoot
  • Sentry
    • Connect
    • Troubleshoot
    • Sentry
  • Site24x7
    • Connect
    • Troubleshoot
  • Slack
    • Connect
    • Troubleshoot
  • Slack Enterprise
    • Connect
    • Troubleshoot
  • Snyk
    • Connect
  • Smartsheet
    • Connect
    • Troubleshooting
  • Splunk Cloud
    • Connect
    • Troubleshoot
  • Spot
    • Connect
    • Troubleshoot
  • Stripe Connect
    • Connect
  • Tableau
    • Connect
    • Troubleshoot
  • Toggl Track
    • Connect
    • Troubleshooting
  • Torq
    • Connect
    • Troubleshoot
  • Trello
    • Connect
    • Troubleshooting
  • Typeform
    • Connect
  • Willow Voice
    • Connect
    • Troubleshoot
  • Workato
    • Connect
    • Troubleshoot
  • Workday OAuth
    • Connect
    • Troubleshoot
  • Workday RAAS
    • Connect
  • Wrike
    • Connect
    • Troubleshoot
  • Xero
    • Connect
  • Zendesk
    • Connect
    • Troubleshoot
  • ZIP Hq
    • ZIP Hq Connect
  • Zoom
    • Connect
  • Zoom (Custom) Integration
  • Zoho People
    • Connect
    • Troubleshoot
  • Zscaler
    • Connect
    • Troubleshooting
  • Zulip
    • Connect
    • Troubleshoot
  • 15Five
  • ­­­­­­­­­­­­Asana
    • Troubleshooting
  • Azure DevOps
  • Basecamp
  • Bitbucket
    • Connect
    • Troubleshooting
  • Bonusly
  • Brex
  • Cisco Meraki
  • DigiCert
  • DocuSign
    • Connect
  • FreshBooks
  • FreshCaller
  • FreshChat
  • Freshdesk
  • GitLab
    • Connect
    • Troubleshooting
  • Google Ads
    • Connect
    • Troubleshooting
  • Google Analytics
    • Connect
    • Troubleshooting
  • Google Cloud Platform
    • Connect
  • Heroku
  • Informatica
  • JetBrains Hub
  • Keka
    • Troubleshooting
  • LogMeIn Central
  • Microsoft Teams
    • Connect
    • Troubleshooting
    • "Manage apps" Scope issue
  • MongoDB
    • Connect
    • Troubleshooting
  • NetSuite (SOAP)
  • Opsgenie
    • Troubleshooting
  • Pingdom
  • Pipedrive
  • Salesforce OAuth
    • Connect Salesforce (Legacy Form Based)
    • Connect Salesforce (Client-Credential Flow)
    • How to fix the error you are getting while Integrating Salesforce?
    • Add Salesforce OAuth Integration - How to connect Salesforce OAuth
  • Segment.io
  • ServiceNow
    • Troubleshooting
  • TalentLMS
  • Teamwork
  • TestRail
  • Todoist
  • Webex
  • Zoho
  • Zoho CRM
  • Zoho Desk
  • Zoho Inventory
  • Zoho Recruit
  • Klipfolio
    • Troubleshooting
  • Jetbrains
    • Connect
    • Troubleshooting
  • Salesforce V2
    • Connect
    • Troubleshooting
  • Salesforce
    • Troubleshooting
  • Anodot
    • Troubleshooting
  • Zeplin
    • Troubleshooting
  • Apple App Store
    • Troubleshooting
  • AWS IAM
    • Connect
    • Troubleshooting
  • Freshdesk
    • Connect
    • Troubleshooting
  • GCP
    • Troubleshooting
  • Grammarly
    • Troubleshooting
    • Connect
  • Harness
    • Troubleshooting
  • Lucid (SCIM)
    • Troubleshooting
    • Connect
  • Microsoft Intune
    • Troubleshooting
    • Connect
  • Notion
    • Troubleshooting
    • Connect
  • Port
    • Troubleshooting
  • Postman
    • Troubleshooting
  • Shopify
    • Troubleshooting
  • Box Custom
  • Snowflake Oauth

Settings

  • Settings Overview
    • Administration
      • User Roles and Permissions
  • Platform Language Setup
  • SAML Setup
    • Azure AD SAML
    • Google SAML
    • JumpCloud SAML
    • Okta SAML
    • OneLogin SAML
    • Google SSO
    • Rippling SAML
  • Login and Logout Settings
  • Discovery Source Settings
  • FAQ

Segregation Of Duties (SoD)

  • SoD Overview
  • Policy Library
    • Create an SoD policy
  • Violations
  • Exemptions
  • Policy Runs and Version History

Reports and Analytics

  • Reports and Analytics
    • Reports
      • Organization Data
      • Workable Insights
      • Spend Reports
      • Usage Reports
    • Analytics in the Core Platform
      • Dashboard
      • Setting a Dashboard for Overview in Zluri
      • Widgets
      • Chart Types in Zluri
      • Dataset in Zluri
      • Widget Redirect URLs in Zluri
      • Merging of User
      • Troubleshooting
      • Custom Dashboards & Widgets Best Practices

Zluri Desktop Agent Downloads

Download links for Zluri's desktop agents

Windows releases

Latest release: v4.0.1

  • EXE installer
  • MSI installer

Previous Release: v3.3.0:

  • EXE installer
  • MSI installer

macOS releases

Latest release: v4.0.2

Previous release: v3.6.3

Updated 12 months ago


Zluri Overview
Did this page help you?
    • Windows releases
    • macOS releases