# Ploy Help center ## Luna - [Generate automation flows with Luna AI]: https://help.ploy.io/generate-automation-flows-with-luna-ai-hd29i.md - [Manage Luna AI persistent memory]: https://help.ploy.io/manage-luna-ai-persistent-memory-478sj.md - [What are Luna playbooks?]: https://help.ploy.io/what-are-luna-playbooks-ukj0p.md - [Artifacts]: https://help.ploy.io/artifacts-53ryz.md - [Getting started with Luna]: https://help.ploy.io/getting-started-with-luna-3rxap.md ## Resources - [Understanding Access Types]: https://help.ploy.io/understanding-access-types-wi91a.md - [Managing Entitlements]: https://help.ploy.io/managing-entitlements-3mbli.md - [Setting Up a Source of Truth]: https://help.ploy.io/setting-up-a-source-of-truth-s6i8c.md - [Access Policy]: https://help.ploy.io/access-policy-un741.md - [Import users with the import wizard]: https://help.ploy.io/import-users-with-the-import-wizard-t1xo0.md - [Primary Owners vs. Owners]: https://help.ploy.io/primary-owners-vs-owners-vgown.md - [What is Managed Access?]: https://help.ploy.io/what-is-managed-access-o5o3b.md - [Bulk Entitlement Import]: https://help.ploy.io/bulk-entitlement-import-f4il0.md - [View transitive access for resources]: https://help.ploy.io/view-transitive-access-for-resources-5utjp.md - [Time-gated approval conditions]: https://help.ploy.io/time-gated-approval-conditions-z30y4.md ## Access Reviews - [Article 1: What is an Access Review?]: https://help.ploy.io/article-1-what-is-an-access-review-x9d82.md - [Article 2: Campaigns vs. One-Off Reviews]: https://help.ploy.io/article-2-campaigns-vs-one-off-reviews-7oxjq.md - [Article 3: Creating a Campaign]: https://help.ploy.io/article-3-creating-a-campaign-kej8s.md - [Article 4: Configuring Review Scope & Filters]: https://help.ploy.io/article-4-configuring-review-scope-filters-zm52m.md - [Article 5: Assigning Reviewers]: https://help.ploy.io/article-5-assigning-reviewers-7rkeq.md - [Article 6: How Review Cycles Work]: https://help.ploy.io/article-6-how-review-cycles-work-bsis5.md - [Article 7: Completing a Review — Reviewer Guide]: https://help.ploy.io/article-7-completing-a-review-reviewer-guide-x0auk.md - [Article 8: Luna AI Suggestions]: https://help.ploy.io/article-8-luna-ai-suggestions-7vc7z.md - [Article 9: The Approval Workflow]: https://help.ploy.io/article-9-the-approval-workflow-fsuer.md - [Article 10: Outcomes & Automated Remediation]: https://help.ploy.io/article-10-outcomes-automated-remediation-nsa40.md - [Article 11: Notifications & Reminders]: https://help.ploy.io/article-11-notifications-reminders-ylmzf.md - [Article 12: Evidence, Attestation & Audit Certificates]: https://help.ploy.io/article-12-evidence-attestation-audit-certificates-kif1u.md - [Article 13: Reporting & Audit Trail]: https://help.ploy.io/article-13-reporting-audit-trail-4k4ep.md - [Article 14: Troubleshooting & FAQs]: https://help.ploy.io/article-14-troubleshooting-faqs-4dwjx.md ## Workflows - [Introduction to Workflows]: https://help.ploy.io/introduction-to-workflows-7mlcu.md ### Triggers - [Low account usage]: https://help.ploy.io/low-account-usage-lu0ph.md - [Date Trigger]: https://help.ploy.io/date-trigger-lzgh7.md - [Schedule Trigger]: https://help.ploy.io/schedule-trigger-a8pw0.md - [Employee Field Changed]: https://help.ploy.io/employee-field-changed-vdsei.md - [App Triggers]: https://help.ploy.io/app-triggers-i3c5d.md - [Incoming Webhook Trigger]: https://help.ploy.io/incoming-webhook-trigger-d6rcq.md ### Actions - [Get Members]: https://help.ploy.io/get-members-sgsih.md - [Grant Access to Resource]: https://help.ploy.io/grant-access-to-resource-0fa5r.md - [Send Yes/No Question]: https://help.ploy.io/send-yesno-question-k3qnm.md - [Bulk Revoke Access to Resources]: https://help.ploy.io/bulk-revoke-access-to-resources-1grhe.md - [How to add hyperlinks in Send Email nodes]: https://help.ploy.io/how-to-add-hyperlinks-in-send-email-nodes-mhqps.md ## Integrations ### Ticketing Systems - [Jira Integration]: https://help.ploy.io/jira-integration-5riq0.md - [Setting up Jira service management for access requests ]: https://help.ploy.io/setting-up-jira-service-management-for-access-requests-vgz1d.md - [Zendesk]: https://help.ploy.io/zendesk-scdx0.md - [Freshservice Integration]: https://help.ploy.io/freshservice-integration-419m7.md - [Incident.io Integration]: https://help.ploy.io/incidentio-integration-fx2sv.md - [Linear]: https://help.ploy.io/linear-integration-pzhfy.md - [TestRail]: https://help.ploy.io/testrail-xbef3.md - [Freshservice Ticketing Integration]: https://help.ploy.io/freshservice-ticketing-integration-v4ie5.md ### Infrastructure - [AWS]: https://help.ploy.io/aws-ccxv3.md - [GitHub Integration]: https://help.ploy.io/github-integration-n7l1u.md - [Cloudflare]: https://help.ploy.io/cloudflare-1s617.md - [Confluent]: https://help.ploy.io/confluent-igv6t.md - [JetBrains]: https://help.ploy.io/jetbrains-g2xtp.md - [DigiCert]: https://help.ploy.io/digicert-z8sy8.md - [GitLab Integration]: https://help.ploy.io/gitlab-integration-12588.md - [Grafana OnCall]: https://help.ploy.io/grafana-oncall-w66jn.md - [New Relic]: https://help.ploy.io/new-relic-gwejg.md - [BrowserStack]: https://help.ploy.io/browserstack-owdn0.md ### HRIS - [Personio]: https://help.ploy.io/personio-uacap.md - [HiBob]: https://help.ploy.io/hibob-ok5y5.md - [Lucca]: https://help.ploy.io/lucca-iii28.md - [Humaans]: https://help.ploy.io/humaans-fvgmi.md - [BambooHR]: https://help.ploy.io/bamboohr-6sfft.md - [Factorial]: https://help.ploy.io/factorial-sa39d.md - [ADP Workforce Now]: https://help.ploy.io/adp-workforce-now-wgcn5.md - [Cezanne]: https://help.ploy.io/cezanne-ar1zq.md - [Workday]: https://help.ploy.io/workday-v3gas.md ### Communication - [Calendly]: https://help.ploy.io/calendly-4dgu3.md - [Set up Microsoft Teams notifications]: https://help.ploy.io/set-up-microsoft-teams-notifications-rfutt.md - [Updating your Microsoft Teams channel integration]: https://help.ploy.io/updating-your-microsoft-teams-channel-integration-orgg2.md - [Rocketchat]: https://help.ploy.io/rocketchat-stn2a.md - [Zoom]: https://help.ploy.io/zoom-8htou.md - [Slack (Enterprise+)]: https://help.ploy.io/slack-enterprise-m7lp8.md - [Slack (Business+)]: https://help.ploy.io/slack-business-adc5f.md - [Set up the Gong integration]: https://help.ploy.io/gong-yetfr.md - [Salesforce]: https://help.ploy.io/salesforce-zjgbk.md - [Enable Luna Slack messaging]: https://help.ploy.io/enable-luna-slack-messaging-uvidk.md - [Dialpad]: https://help.ploy.io/dialpad-8102z.md - [Requesting access in Slack and Teams]: https://help.ploy.io/requesting-access-in-slack-and-teams-hzqwr.md ### Workspace & Identity #### Set Up Instructions - [Microsoft Exchange]: https://help.ploy.io/microsoft-exchange-sad4o.md - [Google Workspace]: https://help.ploy.io/google-workspace-ft74j.md - [Jumpcloud]: https://help.ploy.io/jumpcloud-ucc06.md - [Microsoft]: https://help.ploy.io/microsoft-znfcn.md - [Slack]: https://help.ploy.io/slack-j4hkv.md - [Intercom]: https://help.ploy.io/intercom-8lpbo.md - [Okta]: https://help.ploy.io/okta-u1rzm.md - [Miro]: https://help.ploy.io/miro-35v74.md - [Siit]: https://help.ploy.io/siit-eyaaj.md - [Aircall]: https://help.ploy.io/aircall-lv7j1.md - [Figma]: https://help.ploy.io/figma-pgequ.md - [HubSpot]: https://help.ploy.io/hubspot-gscr4.md - [Metabase]: https://help.ploy.io/metabase-fucr4.md - [Airtable]: https://help.ploy.io/airtable-p1kv9.md - [Atlassian]: https://help.ploy.io/atlassian-xfi56.md - [Kandji Integration]: https://help.ploy.io/kandji-integration-3d7qn.md - [Auth0]: https://help.ploy.io/auth0-dltm4.md - [Adobe]: https://help.ploy.io/adobe-3is8c.md - [DocuSign]: https://help.ploy.io/docusign-h1bhr.md - [OneTrust]: https://help.ploy.io/onetrust-f3vfr.md - [Tailscale]: https://help.ploy.io/tailscale-t5gqx.md - [Delete an access policy]: https://help.ploy.io/delete-an-access-policy-po9sr.md #### FAQs - [Okta]: https://help.ploy.io/okta-cfook.md - [Why can’t I access the employee portal?]: https://help.ploy.io/why-can-t-i-access-the-employee-portal-p6nq2.md - [What does the "Last Accessed" date mean for an NHI?]: https://help.ploy.io/what-does-the-last-accessed-date-mean-for-an-nhi-xpbd4.md - [monday.com]: https://help.ploy.io/mondaycom-i8a6n.md - [Connect Microsoft with your own app registration]: https://help.ploy.io/connect-microsoft-with-your-own-app-registration-s6kfp.md - [OneLogin]: https://help.ploy.io/onelogin-km4q9.md - [Anthropic Integration]: https://help.ploy.io/anthropic-integration-yi1nt.md - [The Ploy Connector]: https://help.ploy.io/the-ploy-connector-qtwb2.md ### Self-hosted connector #### connectors - [Set up the Active Directory connector]: https://help.ploy.io/set-up-the-active-directory-connector-y8dhm.md - [Set up the PostgreSQL connector]: https://help.ploy.io/set-up-the-postgresql-connector-acrs0.md - [Set up the AWS connector]: https://help.ploy.io/set-up-the-aws-connector-vn9w2.md - [Install the Ploy Connector on Linux]: https://help.ploy.io/install-the-ploy-connector-on-linux-xrc8k.md - [Install the Ploy Connector on Windows]: https://help.ploy.io/install-the-ploy-connector-on-windows-sqgxl.md ### SIEM integrations - [Set up Microsoft Sentinel SIEM export]: https://help.ploy.io/set-up-microsoft-sentinel-siem-export-0ezqx.md ## Notifications - [Daily reminders]: https://help.ploy.io/daily-reminders-re4np.md ## Offboarding - [Create an Immediate Offboarding]: https://help.ploy.io/create-an-immediate-offboarding-664jo.md ## Settings - [Understanding Ploy Permissions and Roles]: https://help.ploy.io/understanding-ploy-permissions-and-roles-g7dbc.md - [Create and manage custom employee fields]: https://help.ploy.io/create-and-manage-custom-employee-fields-siemn.md ## Browser Extension ### Setup #### Browser Extension Deployment - [Chrome managed browser deployment]: https://help.ploy.io/chrome-managed-browser-deployment-k2u6s.md - [Chrome via MDM on Mac]: https://help.ploy.io/chrome-via-mdm-on-mac-9n1ye.md - [Chrome via Intune on Windows]: https://help.ploy.io/chrome-via-intune-on-windows-gzjj8.md - [Edge via Intune on Windows]: https://help.ploy.io/edge-via-intune-on-windows-73iz4.md - [Browser Extension deployment overview]: https://help.ploy.io/browser-extension-deployment-overview-wazc1.md ### FAQ's - [FAQ - How do I enable the website Blocking feature?]: https://help.ploy.io/faq-how-do-i-enable-the-website-blocking-feature-owsxu.md - [FAQ - What is the 'My Resources' tab in the Browser Extension?]: https://help.ploy.io/faq-what-is-the-my-resources-tab-in-the-browser-kr5hs.md - [FAQ - What data does the Browser Extension track?]: https://help.ploy.io/faq-what-data-does-the-browser-extension-track-hlx06.md - [Browser Extension]: https://help.ploy.io/browser-extension-trdr9.md - [How to request access with the Browser extension]: https://help.ploy.io/how-to-request-access-with-the-browser-extension-8nvwg.md - [How to import users to Ploy using the Browser Extension]: https://help.ploy.io/how-to-import-users-to-ploy-using-the-browser-extension-3juyj.md ## Employees - [Profiles]: https://help.ploy.io/profiles-dsfeg.md This helpdesk is powered by Ferndesk. 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