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# Set up your account | ||
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Once your account is created, you will be directed to the Settings page. Here, you can personalize your account settings, enhance security, and manage your preferences. | ||
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### Account setup options | ||
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- Edit personal information: Change your profile picture by clicking on it and selecting a new picture from your files | ||
- [Add layers of security](account_security.md): Enable additional security features such as two-factor authentication and security tokens to protect your account | ||
- [Notification preferences](notifications-Listing_Creation.md): Set up your notification preferences to stay informed about important updates and activities | ||
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For more detailed guidance on navigating the platform and using its features, refer to the [Where to Start](concepts.md) section. | ||
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### Change theme of the application | ||
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To change the theme of your workspace, follow these steps: | ||
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1. Go to Settings | ||
2. On the top of the menu, click on `Theme` | ||
3. Select either Light theme or Dark theme | ||
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The change takes effect immediately and will be saved. Please note that this customization applies only to your account and does not affect the theme settings for other workspace members. |
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# Authentication | ||
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The app is accessible through the URL [app.sekoia.io](http://app.sekoia.io). You’ll have to enter your email and password then hit Login. | ||
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We highly recommend using **2-factor authentication** to add a layer of security to your account. You can either use an Authentication app or a security token. | ||
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In case your forgot your password, you can hit the “Forgot password link” on the login page, enter your email address and wait until we send you a confirmation link to reset your password shortly after. | ||
In case your forgot your password, you can hit the `Forgot password link` on the login page, enter your email address and wait until we send you a confirmation link to reset your password shortly after. | ||
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You can find the necessary documentation to set up the required security on this **page**. |
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# Where to start | ||
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## Authentication | ||
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The app is accessible through the URL [app.sekoia.io](https://app.sekoia.io/). You’ll have to enter your email and password then hit Login. | ||
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We highly recommend using [2-factor authentication](account_security.md) to add a layer of security to your account. You can either use an Authentication app or a [security token](securitytokens.md). | ||
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In case your forgot your password, you can hit the “Forgot password link” on the login page, enter your email address and wait until we send you a confirmation link to reset your password shortly after. | ||
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!!! note | ||
You can find the necessary documentation on how to set up the required security on this [page](account_security.md). | ||
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## Basic concepts | ||
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### Workspace | ||
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A **Workspace** is the central hub of your Sekoia.io application where all primary activities and operations occur. It serves as the main environment for managing your operational tasks, settings, and configurations. Each workspace can support multiple communities, making it flexible for both single and multi-tenant modes. | ||
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### Communities | ||
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**Communities** are subdivisions within a workspace that allow for more granular control and management of cybersecurity operations settings. They can function independently or inherit the configurations of their parent workspace. This flexibility is particularly useful for MSSPs who manage multiple clients or for organizations with distinct departments needing separate management and controls. | ||
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--- | ||
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### TL;DR | ||
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**Workspace**: The main environment where everything happens. It includes all primary features operations, settings, and configurations. | ||
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**Community**: A sub-environment within a workspace. It can operate independently or inherit settings from the main workspace. It is useful for multi-tenant setups where different groups need separate configurations. | ||
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## Navigation | ||
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### Switch workspace and communities | ||
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The platform allows you to seamlessly switch between different workspaces and communities, ensuring that you can efficiently manage your tasks and collaborations. | ||
Switching Workspaces | ||
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#### Switch workspace | ||
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To switch to a different workspace, follow these steps: | ||
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- Click on the current workspace name located at the top of the menu | ||
- A dropdown list will appear, showing all available workspaces | ||
- Select the desired workspace from the list to switch to it | ||
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#### Switching communities | ||
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For switching communities or selecting multiple communities, use the Communities button located in the breadcrumb: | ||
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1. Click on the Communities button in the breadcrumb navigation | ||
2. A selection menu will appear, displaying all available communities | ||
3. Check the boxes next to the communities you need to access to switch to the chosen communities | ||
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!!! note | ||
The button Communities in the breadcrumb is only available to multi-tenant workspaces. | ||
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### Quick filters | ||
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On the main pages of the app, such as Alerts, Rules Catalog, Intakes, Playbooks, and Intelligence, a filter button exists to let you customize results displayed in complex tables. The `Filters` button enables you to refine and tailor the data according to your specific needs. | ||
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#### Enabling filters quickly | ||
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For quick access to the filter menu, simply press the "F" key on your keyboard. This shortcut will instantly open the filter menu, allowing you to start customizing your view without the need to navigate through additional menus. | ||
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#### Adding and using filters | ||
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- **Multiple Filters**: You can apply multiple filters to the same table. This allows you to narrow down the results based on various criteria simultaneously. For instance, you can filter by date range, status, and assigned user all at once. | ||
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- **Multi-Selection**: The filter menu supports multi-selection. This means you can select multiple values for a single filter criterion. For example, if you want to see alerts from several specific sources, you can select all relevant sources within the filter menu. | ||
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### Personalized menu | ||
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The platform offers a personalized menu feature, allowing you to customize the order and visibility of pages based on your profile and daily activities. | ||
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#### Adding pages to favorites | ||
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To enhance your workflow, you can add the pages you use most frequently to your favorites. These pages will then be pinned at the top of the menu for easy access. Simply click the star icon next to a page name to add it to your favorites list. | ||
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#### Organizing menu sections | ||
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The menu is divided into multiple sections, which you can reorganize according to your preferences. To rearrange these sections: | ||
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1. Click and hold the section header you wish to move | ||
2. Drag the section to your desired position within the menu | ||
3. Release the mouse button to drop the section in its new location | ||
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For example, if you use the Observe section more frequently, you can drag it to the top of the menu for quicker access. | ||
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# Create your account | ||
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To create your new account, you will have to click on the link in the invitation email and you'll be redirected to the account creation form. | ||
As mentionned in the [Join a workspace or a community](join_community.md) article, you need to be invited to join a workspace by a current user to be able to create an account. | ||
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From there, you'll have to: | ||
## Step-by-step account creation | ||
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1. Provide your full name | ||
2. Set a strong password | ||
3. Agree to the Terms of Service | ||
### Open the invitation email | ||
1. Locate the invitation email sent to you by Sekoia.io | ||
2. Click on the link provided in the email to be redirected to the account creation form | ||
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### Complete the Account creation form | ||
1. Provide your full name: Enter your full name in the designated field | ||
2. Set a strong password: Create a strong password that meets the platform’s security requirements | ||
3. Agree to the Terms of Service: Read and agree to the Terms of Service by checking the appropriate box | ||
4. Click the `Create Account button` to finalize the creation of your account | ||
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Once your account is created, you land in the User Center which is the place where you can setup your account, add layers of security and privacy, set notifications and manage your communities. | ||
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The User Center is accessible by clicking on your avatar on the upper right part of the screen. Learn more about navigation on the platform in this article. |
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# Create and edit communities | ||
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## Types of users | ||
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### Single-tenant users | ||
For single-tenant users, a workspace is automatically created upon subscribing to Sekoia. Users can only have one Workspace, which does not contain any communities. | ||
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### Multi-tenant users | ||
For multi-tenant users, such as Managed Security Service Providers (MSSPs), a primary workspace is created. These users can add multiple communities to manage their various clients or departments. | ||
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!!! info | ||
To access multi-tenant mode, contact your Sekoia account executive. Once subscribed, you will be switched to multi-tenant mode in the following days. | ||
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## How to create a community | ||
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To create a new community in a multi-tenant mode, you must have the necessary role and permissions. | ||
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Follow these steps to create a community: | ||
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1. In the main navigation, click on `Settings` | ||
2. In the `workspace` section, click on `Add new community` button in the left panel that lists workspace and communities | ||
3. Fill in the required details such as the name and a description. The website field is optional | ||
4. Save changes | ||
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The newly created community will now appear in the communities listing. | ||
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## How to edit a community | ||
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To edit an existing community details, follow these steps: | ||
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1. Navigate to the community you wish to edit | ||
2. Click the `Edit button` to modify the name, description, and website | ||
3. To change the community image, click on the profile picture and select a new one from your files | ||
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### Steps to edit community details | ||
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#### Edit name and description | ||
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1. Click the Edit button next to the community name | ||
2. Update the name and description fields as needed | ||
3. Click Save to apply your changes | ||
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#### Change community image | ||
1. Click on the current profile picture | ||
2. Select a new image from your files | ||
3. Click Save to update the profile picture | ||
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By following these steps, you can easily manage and customize your communities to better align with your organizational needs and branding. | ||
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## How to add and remove users | ||
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To learn more about how to add and remove users, please follow this documentation on [Users and Roles](invite_users.md). | ||
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# Custom roles | ||
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## Creating a custom role | ||
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To create a custom role, follow these steps: | ||
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1. Go to Settings > Workspace > Roles | ||
2. Click on the Add New Role button | ||
3. Provide role details: | ||
- Role name: Enter a name for the new role | ||
- Description: Write a description between 10 and 1000 characters to explain the purpose and responsibilities associated with this role | ||
4. Choose the specific permissions you want to assign to this role. These permissions will define what actions users with this role can perform | ||
5. Click Save to create the role. The new role will now appear in the roles listing. | ||
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## Assigning the custom role to users | ||
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Once the custom role is created, you can assign it to existing users: | ||
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1. Navigate to the Workspace users page in the settings menu | ||
2. Select the user you want to assign the role to | ||
3. Attribute the new custom role to the user and save your changes | ||
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## Important considerations | ||
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### Disabling built-in roles | ||
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When you assign a custom role to a user, any built-in roles previously assigned to that user will be disabled. Ensure that the custom role includes all necessary permissions for the user’s responsibilities. | ||
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### Multiple custom roles | ||
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You can add multiple custom roles to a single user. This allows you to combine permissions from different roles to create a comprehensive permission set for the user. | ||
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By creating and managing custom roles, you can ensure that your users have the precise permissions they need to perform their tasks efficiently and securely. |
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