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Getting Started IntroductionQuick Start Guide
Core Concepts
Account Structure
Permissions
Roles
Assign Permissions
Identities
Assign Roles
Authentication
Hierarchy
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Quick Start Guide

Pick a concept and walk through it end-to-end. Each guide covers one feature from first principles to a working example.

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 Permissions

Attach a role to an identity at a hierarchy node, with optional time bounds and automatic cascade.

Identities

Bring users into Canopy through whichever provisioning path matches your flow — invite, create, or sync. The Account-tier directory lives at Tenant > Identities; per-Environment access is granted from Access Control > Identities.

Assign Roles

Give identities the access a role bundles, one identity at a time, or many at once.

First time setting up?

Sign in or create an account to use the Interactive Onboarding Guide. It walks you through configuring your account, hierarchy, roles, and identities step by step.

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