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Capabilities

The Tray.ai connector supports automatic account provisioning. This connector does not support account deprovisioning. You must deprovision accounts directly in Tray.ai.

Gather Tray.ai credentials

Each setup method requires you to pass in credentials generated in Tray.ai. Gather these credentials before you move on.
A user with the Organization Admin role in in Tray.ai must perform this task.

Create a new API user and generate an API token

1
In Tray.ai, navigate to Account Settings > Tokens and click Create API user.
2
Give the new API user a name, such as “C1” and select the relevant workspace.
3
In the Organization role and Workspace role fields, select Viewer to give C1 read-only (sync) permissions, or Contributor to give C1 read/write (sync and provision) permissions.
4
Click Next.
5
Enter a name for the API token, such as “C1 token” and set its expiration.
6
Carefully copy and save the API token.
Done. Next, move on to the connector configuration instructions.

Configure the Tray.ai connector

To complete this task, you’ll need:
  • The Connector Administrator or Super Administrator role in C1
  • Access to the set of Tray.ai credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by C1.
1
In C1, navigate to Apps > Connectors and click Add connector.
2
Search for Tray.ai and click Add.
3
Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.
4
Set the connector’s Name and, optionally, a Description.
5
Click the pencil icon next to Owners to choose who can configure and manage this connector.
6
Click Add. The connector is created and its configuration page opens.
7
Find the Settings area of the page and click Edit.
8
Paste the API token into the Authentication token field.
9
Click Save.
10
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
Done. Your Tray.ai connector is now pulling access data into C1.