Admin Setup
Run the three-step admin setup to configure your company on Cakewalk Agent Access. Once complete, your team has a populated catalog of Connections and Agents and default Policies are live.
Admin setup runs the first time you sign in. The flow has three steps. Plan on under 10 minutes end-to-end.
Cakewalk staff creates your company instance and admin account before you sign in. The setup flow below picks up from there.
📖 What you'll need
Your organization name, domain and chosen SSO provider (Google, Microsoft or Okta).
Admin credentials for your company's HRIS or IdP (if you're syncing Users automatically).
Admin credentials for your Google Workspace (if you're syncing Connections and Agents automatically).
💡 Why this matters: The more you sync up front, the less manual entry. You can always run the manual path and upgrade to a sync later.
1️⃣ Step 1: Company Setup
Set the basics so the product knows your company context.
Sign in for the first time. The setup flow opens automatically.
Enter your organization name (required).
Enter your organization domain (required).
Select your SSO provider (Google, Microsoft or Okta: required). Username and password are also supported as a fallback.
Click Continue.
💡 Why this matters: Org name and domain anchor every other entity in the product. SSO scopes how your team signs in.
2️⃣ Step 2: Identity Source & Users
Import your team and choose who to invite.
You have two paths. Pick one. You can upgrade from manual to a sync later (one-way).
Path A: Sync from your company's HRIS or IdP
Click Connect identity source.
Choose your provider from the list of 100+ supported HRIS and IdP systems.
Authenticate and grant Cakewalk read access.
Cakewalk syncs all users with their properties (team, role, manager).
Review the list and select who to invite. Set role per user (Admin or employee, default employee).
Click Continue.
Path B: Add Users manually
Click Add manually.
Enter each User's email, name and role (Admin or employee, default employee).
Click Continue.
You can upgrade from manual entry to a sync later by going to the identity source settings. The upgrade overwrites your manual entries.
💡 Why this matters: Cakewalk uses HRIS attributes (department, title, location) as policy inputs. Syncing now means richer Custom Policies later.
3️⃣ Step 3: Connections & Agents
Populate your company's Connection and Agent catalogs.
You have two paths. Pick one at the start of the step.
Path A: Sync from Google Workspace
Click Sync from Google Workspace.
Authenticate with an admin Google Workspace account.
Cakewalk imports every discovered Connection and Agent in bulk.
Status updates appear as the import runs. You can explore the rest of the product while it works.
Once complete, clean up unwanted entries from All Connections or All Agents.
Path B: Add Connections and Agents manually
Click Add manually.
From the App Catalog, multi-select the Connections you want to make available.
From the Agent Catalog, multi-select the Agents you want to approve.
Click Continue.
Cakewalk supports HTTP-streamable MCP transport over OAuth only (around 200 Connections at launch). Microsoft 365 and Okta support follows soon after launch.
💡 Why this matters: Connections and Agents in your company's catalog become the menu employees pick from when they run their own setup.
✅ What Happens After Setup
Once you finish Step 3:
Default Policies auto-apply per action type:
Read = auto-approve for low-risk Connections; require approval at Confidential and above.
Write = require approval.
Destructive = deny.
External = require approval.
Your invited employees can sign in and run Employee Setup.
Every employee sees a fully populated My Connections and My Agents with the entries from your company's catalog.
You can manage Connections, Agents, Users and Policies from the main navigation at any time.
👉 Where to go next
Tune your defaults: open Settings → Policies.
Watch your team come online: open Users.
See what employees experience: Employee Setup.
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