Getting Started
Connect your first provider, run a sync, and have a live drift-detection baseline in under 5 minutes. This guide walks through the core workflow.
1. Your workspace
When you sign up for ConfigTrace, a workspace is created for you automatically. A workspace holds your integrations, your team members, and your change timeline.
You can rename your workspace or create additional workspaces under Settings → Workspace. Use the workspace switcher in the sidebar to move between them.
2. Connect a provider
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Go to IntegrationsFrom the sidebar, click Integrations. You'll see all 8 supported providers.
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Choose a providerClick Connect on the provider you want to add. Each provider has a setup guide linked below with the exact credentials and permissions required.
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Enter your credentialsPaste in the required token, key, or JSON depending on the provider. Credentials are encrypted before storage and are never shown again after saving.
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Save the integrationConfigTrace will validate the credentials and create the integration. You're now ready to run your first sync.
3. Run your first sync
After connecting a provider, click Sync Now on the integration. The first sync captures your current configuration as a baseline snapshot — this becomes the reference point for all future diffs.
After the first sync completes, ConfigTrace will continue syncing automatically on your plan's schedule. You can always trigger a manual sync from the integration detail page.
4. Review the Timeline
Click Timeline in the sidebar. After the first sync, you'll see a timeline entry showing the baseline snapshot was created.
Each subsequent sync that detects changes will appear in the timeline with a risk level indicator:
- LOW Hardening or non-sensitive additions. No routing or security impact.
- MEDIUM Expanded access surface or altered routing. Worth a closer look.
- HIGH Production traffic, data access, or security controls affected.
- CRITICAL Infrastructure exposed, data potentially public, or site may be offline.
5. Open a change detail
Click any change in the Timeline to open the change detail view. You'll see:
- The exact field that changed
- The old value and the new value
- The timestamp of detection
- The risk classification and reason
- Which provider and integration the change came from
6. Invite teammates
Go to Settings → Workspace → Members. Enter a teammate's email address, assign a role, and click Send invite.
- Owner: Full control — billing, members, integrations, settings.
- Admin: Can manage integrations and invite/remove members.
- Member: Read-only access to the timeline and change history.
If the invite email doesn't arrive, copy the fallback invite link from the Members page and share it directly.
7. Configure billing
The free plan supports 3 integrations, 1 member, hourly syncs, and 30 days of history. If you need more, go to Settings → Workspace → Billing to upgrade.
Only workspace owners and admins can access billing. See the plan comparison table for a full breakdown of limits.