PingOne | Insights

Create a PingOne application

Ensure you are logged into PingOne as a user with administration privileges.

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Important information

Third-party documentation is subject to change. Updates might not be reflected in BeyondTrust documentation. For the most up-to-date information, refer to Salesforce documentation.

1. In your PingOne dashboard, navigate to Connections > Applications.

2. Click the Add Application button, and:

   • Provide a human-readable name for the new application.
   • Select Worker for the application type.
   • Click Configure to create your application.

3. In your new application, navigate to Roles and click Grant Roles.

   • Select Remove All.
   • Click Save.

4. Click Grant Roles, and use the search field to find Read-Only.

   • Select Select All.
   • Click Save.

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Verify Read-Only roles are the only roles granted to the application.

5. Toggle the Application to On.
6. Navigate to Configuration for this application and expand General.
7. The Client ID, Client Secret, and Environment ID are required in the next section.

Create a connector in Insights

1. From Home go to Menu > Connectors.
2. Find and click the PingOne tile.
3. Click Create Connector and select PingOne from the list.

4. Provide the following information to connect to PingOne:
   • Name: A human-readable name for your Ping connector.
   • Client ID: Paste the Client ID. See Step 7 of your Ping configuration above.
   • Client Secret: Paste the Client Secret. See Step 7 of your Ping configuration above.
   • Environment ID: Paste the Environment ID. See Step 7 of your Ping configuration above.
5. Click Create Connector.

Navigate to the Configured Connectors panel (Menu > Connectors > Total Configured) to confirm the connector is successfully creation and review any connector settings.