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Luna
Generate automation flows with Luna AI Manage Luna AI persistent memory What are Luna playbooks? Artifacts Getting started with Luna
Resources
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
Reference
Access Reviews
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
Workflows
Introduction to Workflows
Triggers
Actions
How to add hyperlinks in Send Email nodes
Integrations
Ticketing Systems
Infrastructure
HRIS
Communication
Workspace & Identity
Anthropic Integration The Ploy Connector
Self-hosted connector
SIEM integrations
Notifications
Daily reminders Set up notifications
Offboarding
Create an Immediate Offboarding
Settings
Understanding Ploy Permissions and Roles Create and manage custom employee fields
Passkey elevation
Single sign-on (SSO)
Set up Okta SAML single sign-on Set up Microsoft Entra ID SAML single sign-on Set up SAML single sign-on Fix SAML single sign-on errors
Browser Extension
Setup
FAQ's
Browser Extension How to request access with the Browser extension How to import users to Ploy using the Browser Extension
Employees
Profiles
Settings

Single sign-on (SSO)

SAML setup for the Ploy dashboard

Set up Okta SAML single sign-on

Set up Microsoft Entra ID SAML single sign-on

Set up SAML single sign-on

Fix SAML single sign-on errors