Security and governance

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Security and governance

With people in your account, the next step is controlling how they authenticate and what they're allowed to do\.

This course covers the identity stack — domain verification, SSO, and SCIM — so your identity provider becomes the single source of truth, then moves to governance policies that control which apps are permitted, how connections are shared, and when Zap workflows require approval before going live\.

By the end, your account will have clear rules, not just people\.

20 min

8 lessons

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What's in this course

Verify domains and enable domain capture — bring everyone at your company under one account\.

Configure single sign\-on \(SSO\) — authenticate through your identity provider\.

Automate user provisioning with SCIM — sync membership automatically from your identity provider\.

Control which apps your team can use — permit or restrict apps across the account\.

Set connection sharing and data retention policies — govern how connections are shared and how long data is kept\.

Strengthen connections with managed and domain controls — tighten how app connections are created and used\.

Require approval for publishing Zap workflows — add a review step before workflows go live\.

Bring your own AI model provider — route AI steps through your company's model provider\.

Check your understanding — a short knowledge check to confirm the concepts stuck\.

Who this course is for

Admins and IT or security teams responsible for identity and governance in a company Zapier account\. Take Account Setup first if your account structure isn't in place yet — this is course 2 of 3 in the Account Admin Essentials Path, and it's free with a Zapier account\.

Security and Governance FAQ

Do I need my identity provider handy?

It helps\. The identity lessons cover domain verification, SSO, and SCIM, which connect Zapier to your identity provider — so having access to it \(or the person who manages it\) makes it easier to follow along and apply what you learn\.

How long will it take?

About 20 minutes of short video lessons across identity and governance, plus a quick knowledge check at the end\. You can pause and resume anytime\.

What should I take next?

Finish the path with Monitoring and Operations — org health, the Audit log, log streaming, and proactive alerts with Zapier Manager\.

Continue the Account Admin Essentials Path: Monitoring and Operations \(course 3 of 3\) · Or revisit Account Setup \(course 1 of 3\)