Getting started: Logging in to Cortex and configuring your workspace
This article walks through logging in to Cortex for the first time. It also includes additional information for admins on how to configure the Cortex workspace.
Logging in to Cortex
Follow the steps below to log in to Cortex.
Enter your workspace name, then click Sign in.
When you first log in to your Cortex workspace, you are prompted through the steps of configuring your account and connecting data. See the video below for a demonstration:
For Cortex Admins
Users with the Admin role have full access to everything in Cortex, from customizing the organization's workspace and setting up SSO to managing users and configuring entities. This section covers the essentials for getting your workspace set up and ready for your team.
Access your Cortex workspace using the workspace ID provided to you by the Cortex team. If you are deploying Cortex on-premises, the Cortex team will provide you with access to an installer.
Setting up SSO
Your initial login is configured to use Google for Single Sign-On (SSO).
If you do not use a Google domain email address, contact the Cortex team at [email protected] to discuss initial access and configuring an alternate SSO provider.
Customizing the look of your workspace
A few quick tweaks to your workspace can help make it feel like part of your company's toolkit. Head to general settings to upload your logo, set a workspace name, and choose a brand color. See Customizing your workspace for more information.
Adding users to your workspace
With your account set up, you're ready to bring your team into Cortex. You can invite users one at a time or in bulk, and assign each person a role that reflects the level of access they need. See Roles and permissions for more information.
Before you start inviting the broader team, it's strongly recommended to configure at least two users with the Admin role. Having a second admin ensures redundancy of access: if one admin is out of office, changes roles, or leaves the organization, you'll always have someone who can manage Cortex.
Additional resources
Go further with your initial setup! We recommend reviewing the following resources:
Onboarding management - Stay informed about user onboarding statuses.
IP allowlist - Use the IP allowlist to restrict which networks can access your Cortex workspace.
Workspace settings - Further customize your Cortex workspace and view audit logs.
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