Customer Connect — Customer Journey

End-to-end guide: from first login to live Zero Trust connectivity.

Core Concepts
🏢

Provider

The company that runs the platform (e.g. NetFoundry). Sets up branding, connector models, and onboards customers.

👤

Customer

Your organisation. Has locations, connectors, users, and access policies.

📍

Location

A physical or cloud site — office, data center, VPC. Each location hosts one or more connectors.

🔌

Connector

A lightweight agent installed at a location that securely exposes internal services — no open firewall ports.

🔗

Connection

An access policy — defines which users (or connectors) can reach which other connectors and applications.

📱

Ziti Desktop Edge

The client app on your laptop/device that tunnels traffic through the Zero Trust fabric automatically.

Connector Types
Host Forwards to 127.0.0.1 — for services running on the same machine as the connector.
Gateway Forwards to a configurable IP:port — for services elsewhere on the internal network.
Clientless Browser-based access via a public domain — no client app install needed on the end user's device.
SDK Embedded Zero Trust baked into your application — no separate connector config required.

📖 Common Use Case — Laptop → Running Service

💻 Your Laptop
Ziti Desktop Edge
──▶
🌐 Zero Trust Fabric
──▶
🔌 Gateway Connector
at service location
──▶
⚙️ Your Service
e.g. :8080, :5432
Setup Wizard — Step by Step
1

Login & Onboarding

/login → /welcome → /questionnaire ▼
1

Login

Authenticate via Auth0 (email/password or SSO). First-time users receive an invitation link by email.

2

Welcome Screen

Branded welcome page showing the provider's logo and color theme. Confirms your account is active.

3

Questionnaire

Short onboarding questions to tailor the setup experience (org size, use case, etc.).

First login only. Subsequent logins go directly to the dashboard.
2

Customer Details

/setup/customer-details ▼
1

Organisation Info

Name your customer organisation and set the primary contact details.

Organisation name * Contact email Contact phone
2

Branding (optional)

Upload a logo and pick primary/secondary colors. These update the portal's look in real time via CSS variables.

Logo upload Primary color Secondary color Dark mode colors
Branding is optional — you can always update it later from the dashboard.
3

Location Details

/setup/location-details ▼
1

Add Locations

Define each physical or cloud site where you will deploy connectors.

Location name * Address / city Country Description
Examples: "AWS us-east-1", "London HQ", "Chicago Data Center"
2

Add Connectors per Location

For each location, add one or more connectors. Choose the type based on how your service is reached.

Connector name * Type (Host / Gateway / Clientless / SDK) * Target host:port (Gateway) Public domain (Clientless)
3

Apply a Connector Model (optional)

If the provider has pre-defined connector models/templates, you can apply one to quickly fill in configuration.

4

Configure Connectors

/setup/configure-connectors ▼
1

Review Connectors by Location

See all connectors grouped by location. Expand each location to verify or update connector settings.

2

Configure Allowed Applications

For each connector, define which applications (protocol + port combinations) it exposes.

App name Protocol (TCP/UDP) Port App type
e.g. "PostgreSQL · TCP/5432" or "Web App · TCP/443"
5

Connections (Access Policies)

/setup/connections ▼
1

Create a Connection

A Connection links a source (user identity, device, or connector) to a destination connector. This is the Zero Trust access policy.

Connection name * Source connector/user * Destination connector * Allowed applications
2

Rule-based vs Explicit

Explicit: pick specific connectors.
Rule-based: match connectors by type, location, or tag — auto-updates when new connectors are added.

Rule-based connections are more scalable for large deployments.
3

Live Preview

The connection builder shows a live graph of which connectors will be linked before you save.

6

Users & Administration

/setup/users-administration ▼
1

Invite Users by Email

Enter email addresses for team members who need access to this customer's resources.

Email address * Role *
2

Assign Roles

Each invited user gets a role that controls what they can see and do.

Role Can Do
Admin Full access — manage locations, connectors, connections, users
Read-Only View-only access to the dashboard and audit logs
Users receive an email invitation with a one-time enrollment link.
7

Deployment Summary & Save

/setup/deployment-summary ▼
1

Review Everything

A live audit view shows all locations, connectors, connections, and users you've configured. Counts displayed in the header tiles.

2

Save Customer

Hitting Save pushes all configuration to the backend API. A progress indicator shows each resource as it's created.

Once saved, you land on the dashboard. The Setup tab on each connector shows the install command.
3

Install Connector Agents

For each connector, go to its Setup tab in the dashboard to get the agent install command. Run it on the target server.

The connector shows as "Online" in the dashboard once the agent is installed and registered.
4

Enroll Client Devices

End users open Ziti Desktop Edge on their laptops and use the enrollment token from the invitation email to register their identity in the fabric.

Day-to-Day — Dashboard
🗺️

Admin Dashboard

Overview of all locations on a map, connector health, active connections, and recent activity.

/dashboard/admin
📍

Location Dashboard

Drill into a single location — connectors, their status, and traffic metrics.

/dashboard/location/:id
🔗

Connection Management

View, edit, and audit all access policies. See which users are connected and through which connector.

/dashboard/connections
📊

Connector Usage

Per-connector metrics — sessions, traffic, top applications, and trend sparklines over 24h / 7d / 30d / 90d.

Connector → Usage tab
🔍

Live Audit / Network Fabric

Real-time view of all connectors and connections — see what's online, who's connected, and any anomalies.

/provider-dashboard/network-fabric
👥

Users

Manage team members, change roles, resend invitation emails, or revoke access.

/provider-dashboard/users
Quick Reference — Setup Checklist
✓

Minimum steps to go live

▼
✓

1. Add at least one Location

The site where your service runs.

✓

2. Add a Gateway Connector at that Location

Point it to your service's IP and port.

✓

3. Create a Connection

Link your user identity → Gateway Connector.

✓

4. Save & install the connector agent on the server

Use the command from the connector's Setup tab.

✓

5. Enroll Ziti Desktop Edge on your laptop

Use the enrollment token from your invitation email.

→

You're live

Traffic from your laptop is tunneled through the Zero Trust fabric to your service. No VPN, no open firewall ports.