Quick Start Guide
Pick a building block and walk through it end to end. Each guide sets up one feature, step by step.
Permissions
Define the actions identities can perform, the building blocks every role and assignment composes.
Roles
Bundle permissions into reusable groups so you can hand out whole capabilities at once.
Assign Roles
Give identities the access a role bundles, one identity at a time, or many at once.
Identities
Bring people into Canopy the way your flow needs: invite, create, import a CSV, or sync from a directory. In the Developer Console, access to an Environment is granted under Access Control → Identities. The Account-wide directory itself is run from the Admin Workspace.
Hierarchy
Switch an Environment to hierarchical access control, define its levels, and build the tree that roles are assigned on.
Single Sign-On
Connect an identity provider so people sign in with their work account, from the prerequisites to a working connection.
First time setting up?
Sign in or create an account, and the Developer Console's Setup guide walks you through your first Environment: create permissions and roles, give the roles their permissions, then invite an identity and assign it a role.
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