Administering Trelica

Configure Trelica for your organization.

Configuring Trelica

Define custom attributes and roles for apps
When Trelica discovers a new app, it is matched against ou...
Configure people and identity sources
The People directory lists the individuals in your organiz...
Add people to teams
In Trelica, teams reflect your organization's structure. F...
Send email from your own domain
You will need to make DNS configuration changes if you wan...

Manage Trelica users
You can give people access to Trelica so that they can: M...
User roles
In order to log in to Trelica, a person must be given a us...
Configure SAML single sign-on
Gives users access to Trelica via your identity provider (...
Cloudflare SAML setup
Getting started Log in to Cloudflare and go to Zero Trust...
CyberArk SAML setup
Enable your CyberArk users to access Trelica with Single-S...
Google Workspace SAML setup
Enable your Google Workspace (formerly G Suite) users to a...

Automate activities with workflows
Use workflows to automate common tasks in Trelica. Once y...
Build a workflow
You can build workflows to automate activities in Trelica...
Send a Slack message
Send an automated message to a user or channel in Slack. ...
Send email notifications
Send automated email notifications to people in your organ...
Run workflow steps in parallel with groups
Use groups to identify workflow steps that can be run at t...
Use custom fields and forms in workflows
You can include forms in workflows to collect data specifi...

Trelica Browser Extension
Use the Trelica browser extension to discover and monitor ...
How does the browser extension identify users?
The browser extension works in two modes: Users must log ...
Best practice for rolling out the browser extension
If you're using Google Workspace then the easiest way to d...
Deploying the browser extension with Google Workspace
If you're using Google Workspace you can easily deploy the...
Applying Chrome Browser sign-in policies using JumpCloud
JumpCloud allows you to easily manage Chrome browser setti...
Deploying the browser extension
Deploying the extension is best done using your existing e...

Trelica API
You can use the Trelica API to build custom integrations. ...
Creating an app
API connections are managed through Trelica Apps. There ar...
Client credentials flow
Overview The Client Credentials Flow is the simplest authe...
Authorization code flow
Overview The Authorization Code Flow is a more complex sch...
Revoking access
If you grant an API app access to your data, then you may ...
Publishing your app
Trelica is an open platform and we encourage other softwar...