Neil

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Activity overview

Latest activity by Neil
  • Neil created an article,

    Allow Okta users to request access to Traitly without requiring approval

    1. Navigate to https://<YOUR COMPANY HANDLE>-admin.okta.com/admin/apps/active.    2. Select the Traitly application within your account. Click on the application title link, like in the example sho...

  • Neil created an article,

    Integrate Okta with Traitly using SAML

    Navigate to the "Applications" section within the admin view. You will find it at a URL that looks something like this: https://<YOUR COMPANY HANDLE>-admin.okta.com/admin/apps/active. You should s...

  • Neil created an article,

    Zendesk API Connection

    Connecting your Zendesk account enables you and your agents to: Search past Zendesk tickets via Traitly Get automated suggestions within the Zendesk ticket view powered by Traitly Follow the step...

  • Neil created an article,

    Connect your Confluence account

    In order to connect your Confluence account, you will need to generate an API token for Traitly.  Follow the steps below in order to generate an API token: 1. Navigate to your Atlassian "API tokens...

  • Neil created an article,

    How to pre-approve the Traitly Slack app

    Workspace Owners and members with permission to manage apps can limit members to installing only apps that are approved for the workspace. In order to approve the Traitly Slack app for your workspa...

  • Neil created an article,

    Integrating with Jira Connect

    Traitly supports Jira Connect, an OAuth 2.0 API authentication mechanism. Jira Connect is a secure mechanism that works with both Jira Service Desk and Jira issue search - without the need for each...

  • Neil created an article,

    Creating and managing User Groups.

    Creating user groups in Traitly is very simple. Just follow the steps below: Once you have created a User Group, you can add users to that User Group. Adding a user to a User Group is very simple....

  • Neil created an article,

    Card Visibility Settings

    There are a number of options for controlling the visibility of Cards, i.e., who can and cannot see certain Cards, within Traitly. This can be controlled from within the main Card view, i.e. clicki...

  • Neil created an article,

    Verification and Approval Workflow Quick Guide

    Traitly allows for cards to be flagged for updates may be required or for approval when a user creates or edits existing content (before that content is available team-wide for use). Here is a quic...

  • Neil created an article,

    How Traitly Collections work

    Collections in Traitly act as a folder-type entity containing bookmarked content that is frequently accessed by certain individuals or groups (e.g. support team) in the organisation. This is useful...