> For the complete documentation index, see [llms.txt](https://docs.expel.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.expel.io/connect-your-technology/l-p-integrations/netskope-casb-and-next-gen-swg-setup-for-workbench.md).

# Netskope CASB and Next Gen SWG Setup for Workbench

{% hint style="info" %}
These steps are based on RBACv3.
{% endhint %}

## Prerequisites <a href="#h_01kr4k130e3tsgczed3qz4xynd" id="h_01kr4k130e3tsgczed3qz4xynd"></a>

* You must use a local Neskope admin account to generate the API credentials; you cannot use an SSO account.

## Step 1: Generate API Credentials <a href="#uuid-886ead67-d8c7-a54b-2262-61a9c4d33832_bridgehead-25893" id="uuid-886ead67-d8c7-a54b-2262-61a9c4d33832_bridgehead-25893"></a>

Netskope REST APIs use an auth token to make authorized calls to the API. Expel uses Netskope REST APIs to access resources through URI paths.

1. Log in to Netskope using a local admin account.
2. Navigate to **Administration > Administrators & Roles**.
3. Select the **Roles** tab.
4. Select **New**.
5. Enter a role name, such as "Expel Role".
6. Enter a short description, such as "Used for the Expel security device".
7. Grant the following permission:
   * **Function:** Skope IT > Alerts
   * **Permission:** View
8. **Save** the new role.
9. Go back to the **Administrators** tab.
10. Select **Service Account**.
11. Enter a service account name, such as "Expel Service Account".
12. Select the new role you created.
13. For the REST API token, leave **Generate token now with expiry** selected and choose a token expiration that fits within your company's policy.
14. Select **Create**.
15. In the confirmation window, select **Copy Token** to save the token (you will need it in the next step).
16. Select **OK** to close the windo&#x77;**.**

## Step 2: Add Netskope CASB and Next Gen SWG as a Security Device in Workbench <a href="#uuid-886ead67-d8c7-a54b-2262-61a9c4d33832_bridgehead-259085" id="uuid-886ead67-d8c7-a54b-2262-61a9c4d33832_bridgehead-259085"></a>

Now that you have the correct access configured and noted the credentials, you can configure the integration in Workbench. **Before you begin, make sure you know your Netskope server URL.**

1. [Log in to Workbench](https://workbench.expel.io/auth/login?orig=%2F).
2. In the side menu, navigate to **Organization Settings** > **Security Devices**. If you have multiple organizations, you must select the appropriate organization name from the list.
3. Select **Add Security Device**.
4. In the search box, type “Netskope” and then select the Netskope CASB and Next Gen SWG integration.
5. Complete the fields as follows:
   * **Name** - enter a name that might help you more easily identify this integration, such as “CompanyName Netskope”; 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 Netskope server URL.
   * **Token** - enter the token you generated in Step 1.
   * Select **Save**.

Your device should be created successfully within a few seconds. A few reminders:

* After your connection is healthy, it will take some time for your device to begin polling and receiving data.
* To check on the status, select the downward arrow for your device in the first column and choose **View details**.
* Polling will happen first; data will be received after that. **You must refresh the page to see updates.**
* If your device does not begin polling within 15 minutes, and does not begin receiving data within 30 minutes, [contact our support team for help](/support/how-to-reach-us.md).
* To check if alerts are coming through, navigate to **Dashboards > Alert Analysis**. Scroll to the device you want to check, and select the **Expel Alerts** tab to reveal more alert information. It can take 36 to 72 hours for alerts to appear after setup, as we [tune your device](/workbench-reference/alerts/how-expel-alerts-work.md#device-tuning).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.expel.io/connect-your-technology/l-p-integrations/netskope-casb-and-next-gen-swg-setup-for-workbench.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.