Devo Setup for Workbench

This guide covers how to connect Devo to Expel Workbench.

Step 1: Enable Console Access

This step creates a user account for Expel that keeps Expel activity separate from other activity on the Devo console. For more information, see Why Expel Asks for Console Access.

1. Navigate to Administration > Users and select ADD USER at the upper right of the page.
2. Configure the user as follows:

   • Email - enter "soc+<Your_Organization_Name>@expel.io".

     • For example, if your organization were Acme Corp, the format would be "[e-mail]".
   • Username - enter "[e-mail]".
   • Role - select Administrator.
3. Click Save.

Step 2: Enable API Access for Expel

This procedure creates an authentication token that allows access to the Devo API.

1. Navigate to Administration > Credentials and select CREATE NEW API KEY at the upper right of the page.
2. Copy and save the newly generated API Key and API Secret in a safe place for use in the next step.

Step 3: Configure DEVO in Workbench

Now that you have the correct access configured and noted the credentials, you can integrate your tech with Workbench.

1. ​Log in to Workbench.
2. In the side menu, navigate to Organization Settings > Security Devices.
3. Select Add Security Device.
4. Search for and select "Devo".
5. A configuration pane displays. Complete the fields as follows:

   • Name - enter a name that might help you more easily identify this integration, such as “CompanyName Devo”; this name will display in Workbench under the Name column, and is a text string that you can filter on.
   • Location - enter the location of your integration, for example “cloud.” This is also a text string that you can filter on, so we recommend being consistent with location naming across your Expel integrations.
   • Server - enter your Devo Web URL address (for example, https://apiv2-us.devo.com/).
   • API Key and API Secret - enter the credentials generated in Step 2.
6. Select Save.
7. On the console access screen, select Set up now.
8. In the Console Login area, enter these details:

   • Console URL - enter your Devo console URL. At the end of the URL, type /login.
   • Username - enter the username you created in Step 1.
   • Password - enter the password you created in Step 1.
   • Two-factor secret key (32-character code) - depending on how your organization enforces log-ins, this field may not apply to you. In these cases, you can leave it blank. This field is optional, and if you have questions or concerns, reach out to your Customer Success Manager (CSM) or to support.
9. Click Save.