📖 Step-by-step guides

User Guides

Task-focused guides for administrators and operators. Pick a category below or search for a specific guide.

20 categories · 62 guides

Showing 20 categories — click any to expand guides
🏛️

Identity Core

User identities, auth accounts, CRM mappings, collections, and access assignments

🔑

Secrets

Personal secret notes, Vault-backed secrets hub, and time-limited secret sharing

🎫

Token Studio

Personal Access Tokens and Issuer Access Tokens for API authentication

🔗

OAuth Clients

Register and manage OAuth 2.0 clients for application integrations

🛡️

Access Governance & Compliance

Certification campaigns, reviewer queue, SoD risk rules, and compliance reports

🛒

Access Request & Approvals

Self-service catalog, request tracking, task inbox, and admin approval dashboard

🔒

Authorization & RBAC

RTR assignments, effective permissions calculator, app management, and policy editor

🤖

AI Agents & Delegation

Create agents, grant capability delegations, and monitor agent activity and anomalies

🗂️

Directory Integrations

Entra ID users, groups, Azure App Registrations, and Service Principal lifecycle

⚙️

Platform Operations

Identity journey tracing and catalog health monitoring with drift alerts

🏗️

App Admin

Access overview, deputy management, and expiring grant proactive renewal

📦

Collections Admin

Manage access collections and publish access packages to the self-service catalog

🔍

People Finder

Search identity profiles, manage accounts, groups, RBAC, and activity logs

🧠

Intelligence & Analytics

Role mining, AI spend governance, and behavioral analytics

Platform Engineering

AuthZ Blueprint, MCP Admin, and PDP Operations monitoring

🤝

Partner Portal

Claim queue, organization onboarding, and invite code management

📱

Application Hub

Application catalog, detail management, and auditor compliance view

🎼

Orchestration Studio

Start here, then visual workflow designer — gallery, canvas, testing & running, and the AI workflow assistant

🔌

System Editor

Start here, AI Assist, connected systems, OAuth & delegation, commands, MCP tools, schema mapping, and fulfillment

🤖

Sentinel

Autonomous heartbeat agents — capability packs, the maturity ladder, the create wizard, delegation, budget, and the Doctor