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

Effect matrix Thresholds and defaults FAQ

Article 1: What is an Access Review? Article 2: Campaigns vs. One-Off Reviews Article 3: Creating a Campaign Article 4: Configuring Review Scope & Filters Article 5: Assigning Reviewers Article 6: How Review Cycles Work Article 7: Completing a Review — Reviewer Guide Article 8: Luna AI Suggestions Article 9: The Approval Workflow Article 10: Outcomes & Automated Remediation Article 11: Notifications & Reminders Article 12: Evidence, Attestation & Audit Certificates Article 13: Reporting & Audit Trail Article 14: Troubleshooting & FAQs Set up an access review with indirect access

Introduction to Workflows

How to add hyperlinks in Send Email nodes

Ticketing Systems

Workspace & Identity

Anthropic Integration The Ploy Connector

Self-hosted connector

SIEM integrations

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

Access Policies

Reference

Tables, thresholds, error messages, FAQ and glossary

Effect matrix

Thresholds and defaults

FAQ