Configure Incydr Flows

Define use cases

Work with the Code42 Professional Services team to determine what systems and workflows to integrate to meet your goals in mitigating insider risk. For more information about example use cases, see Introduction to Incydr Flows. 

Prepare a Code42 user account

To configure Incydr Flows connections, you must have the credentials for the Code42 service account or other system integrated with the workflow. 

Configure vendor systems

Configure your vendor systems to allow information to flow between those tools and Incydr. Configure the following systems to prepare them for use with Incydr Flows:

• BambooHR
• Jira
• Microsoft Teams
• Slack
• Workday

Enable third-party cookies

In order for you to configure connections, third-party cookies must be enabled in your web browser settings. For instructions on enabling third-party cookies, consult the documentation for your web browser.  

Configure your Code42 connection

Configure your Incydr Flows connection to establish the environment and credentials to use when sending data to Code42 from other systems, or to other systems from Code42. 

1. Sign in to the Code42 console. 
2. Go to Administration > Integrations > Data Connections.
3. Select the Code42 automated integration. 
   The Code42 dialog displays. 
   
4. Enter the URL for your Code42 environment. 
5. Enter the username and password for the service account you created previously. 
6. Click Connect. 
   A connection success message appears. 

Configure additional connections 

Depending on your use case, additional connections appear on the Data Connections page, for example, Jira, Okta, or ServiceNow. Enter the configuration details to finish setting up this connection. 

1. Sign in to the Code42 console. 
2. Go to Administration > Integrations > Data Connections.
3. Select the automated integration you want to configure. 
   The dialog displays. The following example shows Jira. 
   
4. Complete the required fields. 
5. Click Connect. 

Disconnect Incydr Flows 

You may want to disconnect an Incydr Flows integration to update the connection or authentication details, or to stop the flow of data to or from Code42. 

1. Sign in to the Code42 console. 
2. Go to Administration > Integrations > Data Connections. 
3. Select the automated integration you want to configure. 
   The dialog displays.
   
4. Click Disconnect. 
   The Incydr Flows connection remains available on the Data Connections page. To disable and remove it completely, contact your Customer Success Manager (CSM) to engage the Code42 Professional Services team.