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HomeGuidesChangelog

Getting Started

  • Welcome to Zluri
  • Onboarding
    • Organization Slug
  • Overview Screen
  • Reports
    • Organization Data
    • Workable Insights
    • Spend Reports
    • Usage Reports

Application Management

  • Application Management Overview
    • App-specific Overview
    • Users
    • Licenses
    • App Insights
    • Authorization Categories
    • Export Applications Data
    • FAQ
  • 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

User Management

  • User Management Overview
    • User Roles
    • Other User Actions
    • FAQ
  • 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 Provisioning

  • Onboarding Workflows
  • Offboarding Workflows
  • Zero Touch Onboarding
    • Zero Touch Onboarding via Jira
  • Schedule Onboarding and Offboarding

Access Requests

  • Access Requests Overview
    • App Catalog
    • Access Requests via Slack
    • Admin Actions

Access Reviews

  • Access Reviews Overview

Integrations

  • Integrations Overview
    • List of Integrations
  • Instances
    • Multi-instance Connection
  • Scopes
  • Zluri Integration SDK
    • SDK Usage
  • Beta Integration Access
  • FAQ
  • Adobe Creative Cloud V2
    • Connect
    • Troubleshoot
    • Data Processing
  • ADP
    • Connect
  • Aircall
    • Connect
    • Troubleshoot
    • Data Processing
  • AppFollow V2
    • Connect
    • Troubleshoot
  • Atlassian Admin
    • Connect
    • Troubleshoot
    • Data Processing
  • Azure AD
    • Connect
      • Machine to Machine
      • Via Custom Admin Role
      • Via OAuth
    • Troubleshoot
    • Data Processing
  • BambooHR
    • Connect
    • Troubleshoot
    • Data Processing
  • BILL Spend & Expense
    • Connect
  • Calendly
    • Connect
    • Troubleshoot
    • Calendly Data Processing
  • Canny
    • Connect
  • Cisco Umbrella V2
    • Connect
    • Troubleshoot
  • ClickUp
    • Connect
    • Troubleshoot
  • Cloudflare
    • Connect
    • Data Processing
  • Confluence
    • Connect
    • Troubleshoot
  • Cornerstone
    • Connect
  • CrowdStrike Falcon
    • Connect
    • Troubleshoot
  • Dropbox
    • Connect
    • Troubleshoot
    • Data Processing
  • Egnyte
    • Connect
    • Troubleshoot
  • Freshservice
    • Connect
    • Troubleshoot
    • Data Processing
  • GitHub
    • Connect
    • Data Processing
  • Google Workspace
    • Connect
      • Connect Via OAuth
      • Connect via Custom Admin Role
    • Troubleshoot
      • “This app is blocked!” Integration Error
      • “Error 400: admin_policy_enforced” Integration Error
    • Data Processing
  • Grafana
    • Connect
    • Troubleshoot
  • Greenhouse
    • Connect
    • Troubleshoot
    • Data Processing
  • HackerOne
    • Connect
  • Imply
    • Connect
  • Intercom
    • Connect
    • Troubleshoot
    • Data Processing
  • Ironclad
    • Connect
    • Troubleshoot
  • Jamf Pro
    • Connect Via SSO
    • Data Processing
  • Jira
    • Connect
    • Troubleshoot
  • JumpCloud
    • Connect
    • Troubleshoot
    • Data Processing
  • JustCall
    • Connect
    • Troubleshoot
  • Kisi
    • Connect
  • LastPass
    • Connect
    • Troubleshoot
  • LaunchDarkly
    • Connect
    • Data Processing
  • Microsoft 365
    • Connect
    • Troubleshoot
  • monday.com
    • Connect
    • Troubleshoot
    • Data Processing
  • Monte Carlo
    • Connect
  • 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
    • Data Processing
  • Outreach
    • Connect
  • Personio
    • Connect
    • Troubleshoot
  • Printix
    • Connect
    • Troubleshoot
  • Salesloft
    • Connect
    • Troubleshoot
  • SAP Concur
    • Connect
    • Troubleshoot
  • SendGrid
    • Connect
    • Troubleshoot
  • Sentry
    • Connect
  • Site24x7
    • Connect
  • Slack
    • Connect
    • Troubleshoot
    • Data Processing
  • Slack Enterprise
    • Connect
    • Troubleshoot
  • Splunk
    • Connect
  • Spot
    • Connect
    • Troubleshoot
  • Tableau
    • Connect
    • Troubleshoot
  • Torq
    • Connect
  • Workato
    • Connect
    • Troubleshoot
  • Workday OAuth
    • Connect
    • Troubleshoot
  • Wrike
    • Connect
    • Troubleshoot
  • Xero
    • Connect
    • Data Processing
  • Zendesk
    • Connect
    • Troubleshoot
    • Data Processing
  • Zoom
    • Connect
  • Zoho People
    • Connect
  • Zulip
    • Connect
    • Troubleshoot
  • Data Processing
  • 15Five
    • Data Processing
  • ActiveCampaign
  • ­­­­­­­­­­­­Asana
    • Data Processing
  • AWS
    • Data Processing
    • What does 'Read billing info" scope in AWS integration give us?
  • Azure DevOps
  • Basecamp
  • Bitbucket
    • Data Processing
  • Bonusly
  • Box
    • Data Processing
  • Brex
  • Cisco Meraki
  • Datadog
    • Data Processing
  • DigiCert
    • Data Processing
  • DocuSign
    • Data Processing
  • FreshBooks
  • FreshCaller
  • FreshChat
  • Freshdesk
    • Data Processing
  • GitLab
  • Google Ads
  • Google Analytics
  • Google Cloud Platform
  • Heroku
  • HubSpot
    • Data Processing
  • Informatica
  • Intuit Quickbooks
  • JetBrains Hub
  • Keka
  • LogMeIn Central
  • Microsoft Teams
    • "Manage apps" Scope issue
  • MongoDB
    • Data Processing
  • NetSuite (SOAP)
  • Opsgenie
    • Data Processing
  • PagerDuty
    • Data Processing
  • Pingdom
    • Data Processing
  • Pipedrive
  • Salesforce OAuth
    • Connect Salesforce (Form Based)
    • Salesforce Data Processing - How to validate Salesforce Data in Zluri?
    • How to fix the error you are getting while Integrating Salesforce?
    • Add Salesforce OAuth Integration - How to connect Salesforce OAuth
  • Segment.io
  • ServiceNow
  • Smartsheet
    • Data Processing
  • Stripe
  • TalentLMS
  • Teamwork
  • TestRail
  • Todoist
    • Data Processing
  • Webex
  • Zoho
  • Zoho CRM
  • Zoho Desk
  • Zoho Inventory
  • Zoho Recruit
  • Zoom (Custom)
  • Aha Data Processing
  • Fastly Data Processing
  • GanttPro Data Processing
  • Gong Data Processing
  • Looker Data Processing
  • New Relic Data Processing
  • Notion Data Processing
  • Rollbar Data Processing
  • Sentry Data Processing
  • TravelPerk Data Processing

Workflow and Automations

  • Workflows
    • Dynamic Inputs
    • Automation Rules
  • Playbooks
    • HTTP Request with Callback Action
  • Manual Task Assignment

Settings

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