Onboard YouTrack

Connect a YouTrack instance to detect posture risks and compliance violations.

SaaS Security connects to the YouTrack API using a permanent token that you generate from a YouTrack administrator account. After connecting, SaaS Security scans your YouTrack instance for misconfigured settings.

Onboarding consists of two tasks:

1. Collect the instance name and generate a permanent token
2. Connect SaaS Security to YouTrack

The onboarding process requires the following credentials:

Item	Description
Instance Name	The unique subdomain that identifies your organization's YouTrack instance, as shown in your YouTrack URL: <instance-name>.youtrack.cloud.
Permanent Token	A token generated from a YouTrack administrator account assigned to the System Admin role. The token must be scoped to YouTrack and YouTrack Administration.

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Task 1 — Collect Information for Accessing Your YouTrack Instance

Step 1 — Identify your YouTrack instance name

Open a browser and go to your YouTrack login page. Your instance name is the subdomain shown in the URL: <instance-name>.youtrack.cloud.

Note: Record your instance name before proceeding. You must provide it during onboarding.

Step 2 — Generate a permanent token

1. Log in to YouTrack as an administrator assigned to the System Admin role.
2. Click your account avatar in the upper-right corner and select <your-avatar> > Profile.
3. On your profile page, go to Account Security.
4. In the Tokens section, click New token.
5. In the New Permanent Token dialog:

• Enter a name for the token.
• Select the following scopes:
• YouTrack
• YouTrack Administration

1. Click Create. YouTrack displays the new permanent token.
2. Click Copy token and save it to a text file.

Note: Do not proceed until you have copied the token. You must provide it during onboarding.

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Task 2 — Connect SaaS Security to YouTrack

1. Log in to Cortex.
2. Select Settings > Data Sources and Integrations > Add New and click the YouTrack tile.
3. On the Capabilities tab, enter a name for this instance.
4. Under Default Capabilities, confirm Security Posture is selected.
5. Click Next.
6. On the Connections tab, enter your Instance Name and Permanent Token.
7. Click Next.
8. On the Configurations tab:

   1. Set the Sync Interval.
   2. (Optional) Add a Tag.
9. Click Next to complete onboarding.