The Essentriq library
Set it up, run it,
and prove it
From the first workspace to the audit pack: every area of Essentriq, the getting-started path, the connector reference and the terms, on one shelf.
Full shelf
46 guides
Getting started
Create the workspace
Step 1 of 7
Sign up, name the organisation and set its email domain. The setup wizard takes you through workspace, team invitations and the first directory.
Getting started
Invite the team
Step 2 of 7
Add operators, approvers and an auditor. Roles are separated: the person who approves is never the person who applies.
Getting started
Connect a directory
Step 3 of 7
Entra ID (app registration), Okta (API token) or Microsoft 365 Graph. Or skip for now and run cases in manual execution mode. Every step still gets a case and an audit entry.
Getting started
Bring in HR data
Step 4 of 7
Paste or upload a CSV and run it as a dry run first, post CSV to the HR feed endpoint, or pull from Workday (RaaS report) or BambooHR. Each run shows what would change before anything does.
Getting started
Define profiles
Step 5 of 7
Say what each role receives (groups, licences, mailbox, applications) so a joiner case can propose a complete, verified plan.
Getting started
Run the first case
Step 6 of 7
Open a new-hire case, review the proposed plan, apply it (directly, or as guided manual steps) and mark it complete.
Getting started
Check the evidence
Step 7 of 7
Open the audit log, press Verify to re-compute the hash chain, and export the entries for the case you just ran.
Lifecycle events
Explore lifecycle events
What the area does and the outcome it is for.
An event arrives from your HR feed, the portal, email or a spreadsheet. Essentriq turns it into one case: what changes, in which systems, by when.
Lifecycle events
Configure lifecycle events
What a workspace owner sets up once in Admin.
Connect the directory and HR source, set naming rules and attribute defaults, and define which profile each role receives.
Lifecycle events
Use lifecycle events
The day-to-day work in the console and portal.
Work the queue: review the proposed plan, apply it directly, through the agent, or as guided manual steps, then mark the case complete.
Lifecycle events
Prove lifecycle events
The evidence Essentriq keeps for auditors.
Every step is written to a hash-chained audit trail with who, what, when and the evidence attached.
Workflows & approvals
Explore workflows & approvals
What the area does and the outcome it is for.
Approval policies route each request to the right people (manager, application owner, data steward) with delegation and escalation built in.
Workflows & approvals
Configure workflows & approvals
What a workspace owner sets up once in Admin.
Build catalog items and order guides, write approval policies as readable rules, and set automation rules for the cases that never need a human.
Workflows & approvals
Use workflows & approvals
The day-to-day work in the console and portal.
Approvers get a brief: what is being asked, why, what it grants and what is unusual. One tap to approve, reject or ask for more.
Workflows & approvals
Prove workflows & approvals
The evidence Essentriq keeps for auditors.
Decisions, the policy version that routed them and any exception granted are kept with the case.
Special populations
Explore special populations
What the area does and the outcome it is for.
Rotations, term dates and contract end dates drive access. Essentriq models each population separately so policy can differ for each.
Special populations
Configure special populations
What a workspace owner sets up once in Admin.
Mark protected data systems, define loaner-device pools and set the profiles that each population receives.
Special populations
Use special populations
The day-to-day work in the console and portal.
Instructors, sponsors and third parties request through the portal; the service desk fulfils from the console with the same verified plan.
Special populations
Prove special populations
The evidence Essentriq keeps for auditors.
Access reviews certify that protected-data and time-boxed access still belongs to people who need it, on a schedule you set.
Posture & evidence
Explore posture & evidence
What the area does and the outcome it is for.
Posture compares what policy says should exist with what the directory actually holds, and surfaces the gap.
Posture & evidence
Configure posture & evidence
What a workspace owner sets up once in Admin.
Set review cadence, retention and cleanup rules; connect the systems whose health you want watched.
Posture & evidence
Use posture & evidence
The day-to-day work in the console and portal.
Run reconciliation, resolve drift from the command stream and clear connector errors before they become incidents.
Posture & evidence
Prove posture & evidence
The evidence Essentriq keeps for auditors.
Export reports and audit packs that reference the chained log, verifiable by anyone with the hash.
Connectors
Microsoft Entra ID
Directory
Find and read users, group membership and licences; with directory write enabled: create users, update attributes and manager, add or remove group members, assign and remove licences, disable accounts and revoke sign-in sessions.
You provide: Tenant ID, client (application) ID and a client secret for an app registration with application permissions. Reads need User.Read.All; writes use the user, group-member, licence and sign-in-session endpoints. Grant the matching application permissions in your tenant.
Connectors
Okta
Directory
Account creation, suspend and unsuspend, profile updates, group membership and session revocation through the Okta Management API.
You provide: Okta org URL and an SSWS API token for a dedicated service admin (Group Admin + User Admin is enough).
Connectors
Microsoft 365 Graph
Workplace
Mailboxes and licences through Microsoft Graph.
You provide: Tenant ID, app ID, client secret and scopes (application permissions use /.default).
Connectors
Workday
HR source
Pulls worker records into HR sync; column aliases cover the common RaaS field names.
You provide: A RaaS report URL (an Advanced report enabled as a web service and shared with the integration user) plus the integration user and password.
Connectors
BambooHR
HR source
Pulls a custom employee report (current and former employees) into HR sync.
You provide: Company subdomain and an API key.
Connectors
HR feed endpoint
HR source
Accepts a CSV POST from any system, so a payroll export or script can drive lifecycle events.
You provide: Nothing external. Essentriq issues a show-once bearer token; only its hash is stored.
Connectors
ServiceNow
Service desk
Mirrors cases out as records with work notes and state, and accepts inbound requests so the service desk stays the front door.
You provide: Instance URL, integration user and password, and the table to write to (default sc_request).
Connectors
Jira Service Management
Service desk
Creates issues for cases, keeps them in step with case state, and accepts inbound requests.
You provide: Site URL, account email, API token and a project key.
Connectors
ManageEngine ServiceDesk Plus
Service desk
Creates and updates requests for cases, optionally from a named request template.
You provide: On-premises: a technician API key with Requests add/edit permission. Cloud: Zoho client ID, client secret and refresh token (scope SDPOnDemand.requests.ALL).
Connectors
On-premises Active Directory
DirectoryPreview
Preview. The agent protocol (heartbeat, job claim, completion) is live; the connector test waits for an agent heartbeat and cases run as guided manual steps until an agent is connected.
You provide: An agent key from Settings → Connectors (Professional and Enterprise plans); the agent runs inside your network and reaches AD over LDAPS.
Connectors
Exchange
WorkplaceComing soon
Connectivity check today; Exchange Online mailbox operations need the Graph connector and are coming soon.
You provide: Endpoint URL and a credential (UPN). Basic-auth probe only.
Terms
What is a lifecycle event?
Definition
A change in someone's relationship with the organisation: joining, moving role, leaving, returning or working as a contractor. Each event opens a case in Essentriq with a plan of the access changes it implies.
Terms
What is a verified plan?
Definition
The list of concrete changes Essentriq proposes for a case (create account, add to groups, assign licence, revoke access), checked against naming rules, policy and the live directory before anyone applies it.
Terms
What is Secure Apply?
Definition
Executing a verified plan from the console with each step confirmed against the target system and written to the audit trail as it happens.
Terms
What is the agent?
Definition
A small service that will run inside your network and execute approved plans against on-premises Active Directory, so Essentriq never needs inbound access. The job queue, heartbeat, claim and completion endpoints (agent protocol v1) are in the product today, in preview; until an agent is online in your network, on-prem AD cases run as guided manual steps.
Terms
What is drift?
Definition
A difference between what policy says an identity should have and what the directory actually shows. For example, a leaver whose mailbox is still active.
Terms
What is an access review?
Definition
A scheduled certification where owners confirm, one by one, that the people who hold access to a system still need it. Removals become cases automatically.
Terms
What is the hash-chained audit trail?
Definition
Every audit entry includes a hash of the previous one. Change or delete any record and the chain breaks, so auditors can verify nothing was altered after the fact.
Terms
What is posture?
Definition
A live read of the estate's health: drift, stale accounts, pending reviews, connector status and the trend over time.
Where to go
Sign in to the console
/login
For operators, auditors and workspace owners.
Where to go
Open the portal
/portal
Request access, report an issue, approve or certify.
Where to go
Start an evaluation
/signup
Create a workspace and connect a first source.
Where to go
Security overview
/security
Every control, where it lives, and what is not in place yet.