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  1. Onboarding Checklist
  • Apidog Learning Center
  • Getting Started
    • Introduction to Apidog
    • Basic Concepts in Apidog
    • Navigating Apidog
    • Quick Start
      • Overview
      • Creating an Endpoint
      • Making a Request
      • Adding an Assertion
      • Creating Test Scenarios
      • Sharing API Documentation
      • Explore More
    • Migration to Apidog
      • Overview
      • Manual Import
      • Scheduled Import (Bind Data Sources)
      • Import Options
      • Export Data
      • Import From
        • Import from Postman
        • Import OpenAPI Spec
        • Import cURL
        • Import Markdowns
        • Import from Insomnia
        • Import from apiDoc
        • Import .har File
        • Import WSDL
  • Design APIs
    • Overview
    • Create a New API Project
    • Endpoint Basics
    • APl Design Guidelines
    • Module
    • Configure Multiple Request Body Examples
    • Components
    • Common Fields
    • Global Parameters
    • Endpoint Change History
    • Comments
    • Batch Endpoint Management
    • Custom Protocol API
    • Schemas
      • Overview
      • Create a New Schema
      • Build a Schema
      • Generate Schemas from JSON Etc
      • oneOf, allOf, anyOf
      • Using Discriminator
    • Security Schemes
      • Overview
      • Create a Security Scheme
      • Use the Security Scheme
      • Security Scheme in Online Documentation
    • Advanced Features
      • Custom Endpoint Fields
      • Associated Test Scenarios
      • Endpoint Status
      • Appearance of Parameter Lists
      • Endpoint Unique Identification
  • Develop and Debug APIs
    • Overview
    • Generating Requests
    • Sending Requests
    • Debugging Cases
    • Test Cases
    • Dynamic Values
    • Validating Responses
    • Design-First vs Request-First
    • Generating Code
    • Environments & Variables
      • Overview
      • Environment Management
      • Using Variables
    • Vault Secrets
      • Overview
      • HashiCorp Vault
      • Azure Key Vault
      • AWS Secrets Manager
    • Pre and Post Processors
      • Assertion
      • Extract Variable
      • Wait
      • Overview
      • Database Operations
        • Overview
        • MySQL
        • MongoDB
        • Redis
        • Oracle Client
      • Using Scripts
        • Overview
        • Pre Processor Scripts
        • Post Processor Scripts
        • Public Scripts
        • Postman Scripts Reference
        • Calling Other Programming Languages
        • Using JS Libraries
        • Visualizing Responses
        • Script Examples
          • Assertion Scripts
          • Using Variables
          • Modifying Requests
          • Other Examples
    • Dynamic Values Modules
  • Mock API Data
    • Overview
    • Smart Mock
    • Custom Mock
    • Mock Priority Sequence
    • Mock Scripts
    • Cloud Mock
    • Self-Hosted Runner Mock
    • Mock Language (Locales)
  • API Testing
    • Overview
    • Test Scenarios
      • Create a Test Scenario
      • Pass Data Between Requests
      • Flow Control Conditions
      • Sync Data from Endpoints and Endpoint Cases
      • Import Endpoints and Endpoint Cases from Other Projects
      • Export Test Scenarios
    • Run Test Scenarios
      • Run a Test Scenario
      • Run Test Scenarios in Batch
      • Manage Runtime Environment of APIs from Other Projects
      • Data-Driven Testing
      • Scheduled Tasks
    • Test Suite
      • Overview
      • Create A Test Suite
      • Orchestrate Test Suite
      • Run Test Suites Locally
      • Run Test Suites Via CLI
      • Scheduled tasks
    • Test Reports
      • Test Reports
    • Test APIs
      • Integration Testing
      • Performance Testing
      • End-to-End Testing
      • Regression Testing
      • Contract Testing
    • Apidog CLI
      • Overview
      • Installing and Running Apidog CLI
      • Apidog CLI Options
    • CI CD
      • Overview
      • Integrate with Gitlab
      • Integrate with Jenkins
      • Trigger Test by Git Commit
      • Integrate with Github Actions
  • Publish API Docs
    • Overview
    • API Technologies Supported
    • Quick Share
    • Viewing API Documentation
    • Markdown Documentation
    • Publishing Documentation Sites
    • Custom Layouts
    • Custom CSS, JavaScript, HTML
    • Custom Domain
    • LLM-Friendly Features
    • SEO Settings
    • Advanced Settings
      • Documentation Search
      • CORS Proxy
      • Integrating Google Analytics with Doc Sites
      • Folder Tree Settings
      • Visibility Settings
      • Embedding Values in Document URLs
    • API Versions
      • Overview
      • Creating API Versions
      • Publishing API Versions
      • Sharing Endpoints with API Versions
  • Send Requests
    • Overview
    • SSE Debugging
    • MCP Client
    • Socket.IO
    • WebSocket
    • Webhook
    • SOAP or WebService
    • GraphQL
    • gRPC
    • Use Request Proxy Agents for Debugging
    • Create Requests
      • Request History
      • Request Basics
      • Parameters and Body
      • Request Headers
      • Request Settings
      • Debug Requests
      • Saving Requests as Endpoints
      • HTTP/2
    • Response and Cookies
      • Viewing API Responses
      • Managing Cookies
      • Overview
    • Authentication and Authorization
      • Overview
      • CA and Client Certificates
      • Authorization Types
      • Digest Auth
      • OAuth 1.0
      • OAuth 2.0
      • Hawk Authentication
      • Kerberos
      • NTLM
      • Akamai EdgeGrid
  • Branches
    • Overview
    • Creating a Sprint Branch
    • Testing APIs in a Branch
    • Designing APIs in a Branch
    • Merging Sprint Branches
    • Managing Sprint Branches
  • AI Features
    • Overview
    • Enabling AI Features
    • Generating Test Cases
    • Modifying Schemas with AI
    • Endpoint Compliance Check
    • API Documentation Completeness Check
    • AI-Powered Field Naming
    • FAQs
  • Apidog MCP Server
    • Overview
    • Connect Apidog Project to AI
    • Connect Published Documentation to AI
    • Connect OpenAPI Files to AI
  • Best Practices
    • Handling API Signatures
    • Accessing OAuth 2.0 Protected APIs
    • Collaboration Workflow
    • Managing Authentication State
  • Offline Space
    • Overview
  • Administration
    • Managing Teams
      • Managing Teams
      • Managing Team Members
      • Member Roles & Permission Settings
      • Team Activities
      • Team Resources
        • General Runner
        • Team Variables
        • Request Proxy Agent
      • Real-time Collaborations
        • Team Collaboration
    • Onboarding Checklist
      • Basic Concepts
      • Onboarding Guide
    • Managing Projects
      • Managing Projects
      • Managing Project Members
      • Notification Settings
      • Project Resources
        • Database Connection
        • Git Connection
    • Managing Organization
      • Managing Organization
      • Single Sign-On (SSO)
        • SSO Overview
        • Configuring Microsoft Entra ID
        • Configuring Okta
        • Configuring SSO for an Organization
        • Managing User Accounts
        • Mapping Groups to Teams
      • SCIM Provisioning
        • Introduction to SCIM Provisioning
        • Microsoft Entra ID
        • Okta
      • Plans Management
        • Billing Managers in Organizations
      • Organization Resources
        • Self-Hosted Runner
  • Billing
    • Overview
    • Credits
    • Alternative Payment Methods
    • Managing Subscriptions
    • Upgrading Your Plan
    • Moving Paid Teams to Organizations
  • Data & Security
    • Data Storage and Security
    • User Data Privacy and Security
    • Request Routing and Data Security
  • Add-ons
    • API Hub
    • Apidog Intellij IDEA Plugin
    • Browser Extension
      • Chrome
      • Microsoft Edge
    • Request Proxy
      • Request Proxy in Web
      • Request Proxy in Shared Docs
      • Request Proxy in Client
  • Account & Preferences
    • Account Settings
    • Generating OpenAPI Access Token
    • Notification
    • Language Settings
    • Hot Keys
    • Network Proxy Configuration
    • Backing Up Data
    • Updating Apidog
    • Deleting Account
    • Experimental Features
  • References
    • API Design-First Approach
    • Apidog OpenAPI Specificaiton Extensions
    • JSONPath
    • XPath
    • Regular Expressions
    • JSON Schema
    • CSV File Format
    • Installing Java Environment
    • Runner Deployment Environment
    • Apidog flavored Markdown
  • Apidog Europe
    • Apidog Europe
  • Support Center
HomeLearning Center
Support CenterAPI ReferencesDownloadChangelog
HomeLearning Center
Support CenterAPI ReferencesDownloadChangelog
Discord Community
Slack Community
X / Twitter
πŸ‡ΊπŸ‡Έ English
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πŸ‡ΊπŸ‡Έ English
  • πŸ‡ΊπŸ‡Έ English
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  1. Onboarding Checklist

Onboarding Guide

To get started using Apidog within your organization, you can follow through the following tasks to set your Apidog team up for success. It's recommended that you first collaborate with your Team Admins and your organization's IT team to set up, secure, and manage Apidog in your organization. Then you can set up your Apidog team by configuring relevant settings, inviting people to your team and assigning them roles, and creating resources related to your projects.
You can download and install the Apidog desktop app for Windows, Mac, and Linux. You can also access Apidog on the web with the Apidog Agent.

Collaborate with Your IT Team#

Contact your IT team to establish the procedure for adding a new piece of software, which varies from organization to organization. The following topics are common:
Your IT team may need to add an exception to device policy allowing for Apidog to be installed on employee workstations. Provide a Apidog download link to the IT team to help establish this exception.
If your organization's network connection is behind a proxy, you may need to configure Apidog appropriately. Retrieve proxy connection details from your IT team and set them up within Apidog.
INFO
If you are already logged into Apidog, you can set up a proxy by navigating to the βš™Settings β†’ Proxy option located in the top right corner of the Apidog interface. Alternatively, if you are not logged into Apidog yet, you can configure the proxy settings in the bottom left corner of the login screen in the Apidog client application.
If your organization operates behind a firewall, your IT team may need to configure allowlists for Apidog's domains. This ensures Apidog data is synced with the cloud and all functionality works as expected.
INFO
Apidog's domains include:
*.apidog.com
*.apidog.io

Set Up Apidog Team#

First, you need to decide which member in your organization will be the Team Admin. The Team Admin can register an Apidog account, create a new team, and automatically become the Team Owner of this new team.
The team owner has the following permissions:
Modify team information
Create new project
Invite and remove members
Set team permissions and project permissions for other members
Manage subscriptions and payments
Transfer and dissolve the team
A team can consist of multiple members and manage various projects. Administrators have the authority to determine which members have which permissions within specific projects.
In the Apidog free version, a team can have a maximum of 4 members. If your team exceeds 4 members, you will need to upgrade to the paid plan of Apidog.

Manage Team Members#

The team owner can invite a few other members to be team admins, who will then be responsible for inviting and managing additional collaborative members within the team.
Team admins can invite other members to join the team via email or invitation links. When inviting members to join, they can set the default permissions for the members regarding projects within the team. These permissions typically include Admin, Editor, Read-only, and Forbidden.
It is important to note that in Apidog, Team permissions and Project permissions are distinct authorization levels. Team permissions are utilized for managing the team as a whole, encompassing Team settings, member management, and overall team governance. Team permissions include roles such as Team owner, Team Admin, Team member, and Guest.
On the other hand, Project permissions are specifically tailored for managing individual projects within the team. These permissions govern aspects related to project settings, access control, and collaboration within the project scope. Project permissions consist of roles such as Admin, Editor, Read-only or Forbidden, which dictate the level of control and access team members have within a particular project.

Create Projects#

Team owners and team admins can create new projects within the team. When creating a project, you can specify the project name and description, and select the appropriate project template based on your needs.
After creating a project, you can invite team members to join the project and assign them appropriate project permissions. This allows team members to collaborate on the project and access project resources based on their assigned permissions.

Migrate Data#

If you are migrating from another API management tool to Apidog, you can import your existing API data into Apidog. Apidog supports importing data from various formats, including OpenAPI/Swagger, Postman, and more.
To import data, navigate to the project settings and select the Import Data option. Choose the appropriate import format and follow the on-screen instructions to complete the import process.

Configure Initial Settings#

After setting up your team and creating projects, you can configure initial settings to customize Apidog to your organization's needs. This includes:
Team Settings: Configure team-level settings such as team name, description, and avatar.
Project Settings: Configure project-level settings such as project name, description, and default environment.
Environment Variables: Set up environment variables to manage different environments (e.g., development, staging, production).
Notification Settings: Configure notification settings to receive alerts for important events.
By following these steps, you can set up Apidog within your organization and start collaborating on API design, development, and documentation with your team.
Modified atΒ 2026-01-26 08:50:58
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