Set up
This index is for organization owners and administrators. Choose a task for setting up Actagate or for running it afterwards. If this is your first time, follow the Rollout checklist in order.
Prepare the organization and members
Section titled “Prepare the organization and members”- Create the organization and Owner
- Connect Slack
- Invite members, set managers and roles
- Approval groups
Design the catalog
Section titled “Design the catalog”Start with Catalog basics and your first item. Then add fields in Build form fields, decide who approves in Build the approval route, and set the monthly cost and expiry in Set cost and expiry. Define the execution covers what runs after approval. To write a definition the builder cannot express, see Edit in the JSON tab.
Connect execution
Section titled “Connect execution”Set up single sign-on
Section titled “Set up single sign-on”Choose the guide for your IdP from Single sign-on basics.
- Verify domains and require SSO
- Manage login methods and merge duplicate accounts
- SSO troubleshooting