Administering Trelica
Configure Trelica for your organization.
Configuring Trelica
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Define custom attributes and roles for apps
When Trelica discovers a new app, it is matched against ou...
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Configure people and identity sources
The People directory lists the individuals in your organiz...
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Add people to teams
In Trelica, teams reflect your organization's structure. F...
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Send email from your own domain
You will need to make DNS configuration changes if you wan...
Managing Trelica users
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Manage Trelica users
You can give people access to Trelica so that they can: M...
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User roles
In order to log in to Trelica, a person must be given a us...
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Configure SAML single sign-on
Gives users access to Trelica via your identity provider (...
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Cloudflare SAML setup
Getting started Log in to Cloudflare and go to Zero Trust...
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CyberArk SAML setup
Enable your CyberArk users to access Trelica with Single-S...
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Google Workspace SAML setup
Enable your Google Workspace (formerly G Suite) users to a...
Automating activities with workflows
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Automate activities with workflows
Use workflows to automate common tasks in Trelica. Once y...
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Build a workflow
You can build workflows to automate activities in Trelica...
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Send a Slack message
Send an automated message to a user or channel in Slack. ...
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Send email notifications
Send automated email notifications to people in your organ...
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Run workflow steps in parallel with groups
Use groups to identify workflow steps that can be run at t...
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Use custom fields and forms in workflows
You can include forms in workflows to collect data specifi...
Browser extension
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Trelica Browser Extension
Use the Trelica browser extension to discover and monitor ...
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How does the browser extension identify users?
The browser extension works in two modes: Users must log ...
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Best practice for rolling out the browser extension
If you're using Google Workspace then the easiest way to d...
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Deploying the browser extension with Google Workspace
If you're using Google Workspace you can easily deploy the...
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Applying Chrome Browser sign-in policies using JumpCloud
JumpCloud allows you to easily manage Chrome browser setti...
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Deploying the browser extension
Deploying the extension is best done using your existing e...
API
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Trelica API
You can use the Trelica API to build custom integrations. ...
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Creating an app
API connections are managed through Trelica Apps. There ar...
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Client credentials flow
Overview The Client Credentials Flow is the simplest authe...
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Authorization code flow
Overview The Authorization Code Flow is a more complex sch...
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Revoking access
If you grant an API app access to your data, then you may ...
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Publishing your app
Trelica is an open platform and we encourage other softwar...