Treblle Onboarding Checklist

This comprehensive checklist guides you through deploying Treblle across your organization, ensuring secure setup, smooth team onboarding, and enterprise-grade API observability from day one.

Prerequisites

Before starting, ensure you have:

• Account access - Sign up for Treblle or access your existing account
• Admin permissions - Workspace Owner role or equivalent access
• IT coordination - Contact with your IT/Security team for network configuration
• Integration details - List of APIs, frameworks, and infrastructure components

Phase 1: Initial Workspace Setup

1. Create and Configure Your Workspace

   Navigate to your Treblle Dashboard and set up your organization’s workspace:

   • Workspace Name: Use your organization or project name (e.g., “Acme Corp APIs”, “Platform Team”)
   • Upload Logo: Add your company logo for easy team recognition
   • Description: Brief description of your API landscape or team

   📖 Reference: Workspace Settings Guide

2. Set Up Team Access & Permissions

   Configure user access based on your organizational structure:

   Role Assignment:

   • Owner - Platform/API leads, DevOps managers (full administrative access)
   • Member - Developers, QA engineers (API access and monitoring)
   • Customer - External partners, vendors (limited read-only access)

   Invitation Methods:

   • Email Invites: For specific team members
   • Invite Links: For broader team onboarding (expires in 24 hours)

   📖 Reference: Team Management Guide

3. Configure Enterprise Authentication (Optional - Enterprise Feature)

   Set up Single Sign-On (SSO) for secure, centralized access:

   Supported Providers:

   • Microsoft Azure AD / Entra ID
   • Google Workspace
   • Okta
   • OneLogin
   • Custom SAML 2.0 providers

   Setup Process:

   1. Coordinate with your IT team
   2. Exchange SAML metadata
   3. Configure and test authentication
   4. Enable for your workspace

   📖 Reference: Single Sign-On Setup

Phase 2: Choose Your Integration Strategy

Select the integration approach that best fits your architecture and team size:

Integration Quick Start

1. Select Your Integration Method

   Choose based on your infrastructure:

   • API Gateway: If you use enterprise gateways
   • SDK: For direct application integration

2. Get Your Credentials

   From your Treblle workspace:

   • Navigate to API Settings
   • Copy your SDK Token and API Key
   • Store securely (environment variables recommended)

3. Follow Integration Guide

   Use our step-by-step guides:

   • 📖 Getting Started Guide
   • 📖 All Integrations

4. Deploy and Test

   • Deploy your integration
   • Send test API requests
   • Verify data appears in your Treblle dashboard

Phase 3: IT & Security Coordination

Network Configuration Checklist

Share this technical information with your IT/Security team:

Required Outbound Access

Treblle API Endpoints (Port 443/HTTPS):

rocknrolla.treblle.com
punisher.treblle.com
sicario.treblle.com
autodiscovery.treblle.com

Platform Access:

platform.treblle.com
identity.treblle.com
assets.treblle.com

Wildcard Rule (recommended):

*.treblle.com (Port 443)

Security Requirements

Enterprise Security Features

• SSO Integration: Centralized authentication
• Data Masking: Automatic PII/sensitive data protection
• Compliance: GDPR, CCPA, PCI DSS ready
• Audit Logging: Complete access and activity logs

📖 Reference: Security & Compliance

Phase 4: Verify Your Setup

1. Dashboard Verification

   • Navigate to your Treblle Dashboard
   • Trigger test API requests
   • Confirm data appears within 30 seconds

2. Team Access Testing

   • Verify team members can log in
   • Check role-based permissions work correctly
   • Test SSO if configured

3. Data Quality Check

   • Review request/response data accuracy
   • Verify sensitive data is properly masked
   • Check all expected APIs are reporting

Common Troubleshooting

Support & Resources

Success Checklist

Before considering your deployment complete, ensure:

• Workspace configured with proper branding and settings
• Team members invited with appropriate roles
• SSO configured (if required by organization)
• Integration deployed and tested across environments
• IT team coordinated network access and security requirements
• Data validation completed in Treblle dashboard
• Team training completed for key users
• Monitoring setup with alerts and governance tracking

Congratulations! 🎉

Your organization now has enterprise-grade API observability with Treblle. Your APIs are monitored, your team is enabled, and you’re ready to build better APIs with confidence.