Platform administration
Identity, permissions, Configuration Studio, and audit.
Guides
Verify sign-in configuration and session security with tenant-scoped test accounts.
Diagnose record and field accessTrace tenant, module, role, row, and field policy decisions before changing permissions.
Edit configuration in Configuration StudioExport a baseline, preview and review changes, then apply or roll back a configuration package.
Configure notifications and trace deliveryReview ticket rules, message audiences, provider status, and safe replay.
Trace a WhatsApp ticket notificationFollow a synthetic message through Qintorava, Twilio, Meta, and the recipient’s WhatsApp conversation.
Review activity and govern attachmentsTrace parent access, upload scan state, downloads, and activity visibility.
Set up companies, teams, and locationsMaintain organization records and verify user and assignment relationships.
Diagnose and retry domain event deliveryTrace a business change from its committed event to routing, consumer processing and the final receipt.
Review and operate a governed automation flowValidate inputs and approvals, distinguish proposed effects from completed work, and recover a blocked run.
Configure and verify federation and SCIMTest provider metadata, assigned identities, SAML or OIDC sign-in, and scoped provisioning.
Preview and apply a directory importMap identities safely and diagnose incomplete, duplicate, or unexpectedly broad imports.
Form reference
33 declared fields for User. Required fields include Username, First name, Last name, Email.
Groups9 declared fields for Group. Required fields include Name.
Roles8 declared fields for Role. Required fields include Name, Role key.
Group memberships4 declared fields for Group membership. Required fields include Group, User.
Role memberships4 declared fields for Role membership. Required fields include Role.
Locations21 declared fields for Location. Required fields include Name, Code.
Departments10 declared fields for Department. Required fields include Name, Code.
Companies12 declared fields for Company. Required fields include Name, Code.
Cost centers13 declared fields for Cost center. Required fields include Name, Code.
Enterprise contracts10 declared fields for Enterprise contract. Review the field types and constraints.
Committed domain events21 declared fields for Domain event. Review the field types and constraints.
Domain delivery ledger13 declared fields for Domain delivery. Review the field types and constraints.
Domain consumers8 declared fields for Domain consumer. Review the field types and constraints.
Domain capture coverage6 declared fields for Capture source. Review the field types and constraints.
Domain field history13 declared fields for Record history. Review the field types and constraints.
Domain delivery administration audit6 declared fields for Delivery administration audit. Review the field types and constraints.
Domain activity aggregates6 declared fields for Daily domain activity. Review the field types and constraints.
Estate governance policies3 declared fields for Estate governance policy. Review the field types and constraints.
Estate governance reviews8 declared fields for Estate governance review. Review the field types and constraints.
Estate governance findings7 declared fields for Estate governance finding. Review the field types and constraints.
Record access policies10 declared fields for Record access policy. Required fields include Name, Target table, Operation, Decision.
Access policy conditions7 declared fields for Access policy condition. Required fields include Policy, Field on the target table, Operator, Change reason.
Table registry4 declared fields for Registered table. Review the field types and constraints.
Field registry5 declared fields for Registered field. Review the field types and constraints.
Tenant identity2 declared fields for Tenant. Review the field types and constraints.
Datasets2 declared fields for Dataset. Review the field types and constraints.
Integration profiles
Set up federation, map the signed identity, and verify a real test sign-in.
Identity provider · JumpCloudSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Cisco Duo Single Sign-OnSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Microsoft AD FSSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · PingFederateSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Microsoft Entra IDSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Google WorkspaceSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Okta Workforce IdentitySet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Auth0Set up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Ping Identity / PingOneSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · KeycloakSet up federation, map the signed identity, and verify a real test sign-in.
Identity provider · Other OpenID Connect providerSet up federation, map the signed identity, and verify a real test sign-in.
Directory source · Active Directory · LDAPSConfigure a read-only source and preview identity matching before apply.
Directory source · Other LDAP directory · LDAPSConfigure a read-only source and preview identity matching before apply.
Directory source · Okta Workforce IdentityConfigure a read-only source and preview identity matching before apply.
Directory source · Microsoft Entra IDConfigure a read-only source and preview identity matching before apply.
Directory source · Google Workspace DirectoryConfigure a read-only source and preview identity matching before apply.
Directory source · SCIM 2.0 directoryConfigure a read-only source and preview identity matching before apply.
Directory source · SAP Fieldglass worker exportConfigure a read-only source and preview identity matching before apply.
Directory source · Workday RaaS worker reportConfigure a read-only source and preview identity matching before apply.
Directory source · SAP SuccessFactors worker exportConfigure a read-only source and preview identity matching before apply.
Directory source · Other HTTPS provisioning sourceConfigure a read-only source and preview identity matching before apply.