Documentation FAQ

Generate automation flows with Luna AI Manage Luna AI persistent memory What are Luna playbooks? Artifacts Getting started with Luna

Understanding Access Types Managing Entitlements Setting Up a Source of Truth Access Policy Import users with the import wizard Primary Owners vs. Owners What is Managed Access? Bulk Entitlement Import View transitive access for resources Time-gated approval conditions Setting Up a File Feed Source of Truth

Access Policies

Getting started

Writing policies

Managing policies

Getting started

Setting up reviews

Running reviews

Introduction to Workflows

How to add hyperlinks in Send Email nodes

Ticketing Systems

Identity Providers

Anthropic Integration The Ploy Connector

Self-hosted connector

SIEM integrations

Rocketchat Microsoft Exchange Slack Zendesk Miro Siit Intercom Aircall HubSpot Figma Metabase Zoom Airtable Slack (Enterprise+) Slack (Business+) Set up the Gong integration monday.com Calendly Salesforce Atlassian Kandji Integration Auth0 Adobe Cloudflare Confluent Dialpad DocuSign Linear JetBrains OneTrust DigiCert GitLab Integration New Relic TestRail BrowserStack OneLogin Alchemer Attio Datadog ElevenLabs LastPass ngrok Notion OpenAI TravelPerk Vercel Xero Statuspage Discord Docker Hub Dropbox Dynamics 365 Finance and Operations Dynatrace Elastic Cloud env0 EvaluAgent Fireflies FreshBooks Formal Freshdesk Greenhouse Keeper INGENIOUS.BUILD Lattice LaunchDarkly Lever Litmos Lucidchart Apple Business LivePerson Salesforce Marketing Cloud Snowflake Zscaler AppViewX Microsoft Power Platform Secure Code Warrior

Source Code Management

Knowledge source

Daily reminders Set up notifications

Create an Immediate Offboarding

Understanding Ploy Permissions and Roles Create and manage custom employee fields

Passkey elevation

Single sign-on (SSO)

Browser Extension

Browser Extension How to request access with the Browser extension How to import users to Ploy using the Browser Extension

Browser Extension Deployment

Figma

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