Documentation FAQ

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

Setting Up a Source of Truth Managing Entitlements Understanding Access Types 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

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

Introduction to Workflows How to add hyperlinks in Send Email nodes

Ticketing Systems

Workspace & Identity

Set Up Instructions

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Anthropic Integration The Ploy Connector

Self-hosted connector

SIEM integrations

Daily reminders

Create an Immediate Offboarding

Understanding Ploy Permissions and Roles Create and manage custom employee fields

Browser Extension

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

[TEST] Ploy internal test article — safe to delete

Workspace & Identity

Integrations that allow Ploy to see key workspaces and IdPs.

Set Up Instructions

Microsoft Exchange

Google Workspace

Jumpcloud

Microsoft

Slack

Intercom

Okta

Miro

Siit

Aircall

Figma

HubSpot

Metabase

Airtable

Atlassian

Kandji Integration

Auth0

Adobe

DocuSign

OneTrust

Tailscale

Delete an access policy

Okta

Why can’t I access the employee portal?

What does the "Last Accessed" date mean for an NHI?

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