How-do-I

Quick instructions for a number of things that you might want to do.

Where and how to get things done in Polaris


Task	Who can	Location	How to do it
Change my personal notification settings	Any user	Account > Notifications	Use Checkboxes to select the types of notifications you'd like to receive. Note: If Reports notifications are disabled, you will not receive an email when a report you created is ready. See Create a report for more detail. If all the checkboxes are disabled, it means the Org Admin has turned off notifications for the organization. If you made selections before notifications were disabled, they are saved and will be applied if notifications are enabled in the future.
Reset two-factor auth for another user	Org Admin	My Organization > Users	See Reset 2FA.
Control Assessment Center access to published issues	Org Admin	My Organization > General	Enable/disable Enable assessment center access to see published issues (enabled by default).
Disable notifications	Org Admin	My Organization > General	Uncheck the box that says Enable email notifications for all users.
Create an application	Org Admin Org Application Manager	Portfolio	See Create an application.
Delete an application	Org Admin Org Application Manager	Portfolio	Find application. Click ellipse menu. Select Delete. Click OK on "Are you sure you want to delete the application? This action cannot be undone" popup.
View the applications linked to a subscription	Org Admin	My Organization > Subscriptions > (Select a subscription)	Each active or deleted application linked to the subscription appears in the Applications table. Here, you'll find each application's name, the total number of active projects in each application, each application's created date, and the entitlements allowed for each application.
Create a new user	Org Admin	My Organization > Users	See Invite users to join Polaris.
Give a user an org-level role or update information	Org Admin	My Organization > Users	Select a user to modify and make the desired changes.
Deactivate a user	Org Admin	My Organization > Users	Move the toggle under the Status column to the left. Deactivated users will be listed as Inactive and appear greyed-out. They will not be able to access your Organization's Polaris.
Delete a user	Org Admin	My Organization > Users	Click the Trash Can icon under the Actions column. A confirmation appears. Click Yes to delete the user. Note: An Org Admin can not delete their own account.
Export Issues to Download as a CSV or JSON files	Org Admin Org Application Manager Application Admin Contributors Members Observers	Tests > Select Project > Issues	From Issues List, select individual issues or skip to 2 and use "Export All." Click "Export 1 Selected" (how many selected issues will appear on button) or "Export All." Under Export to: select File. From File Type: pulldown select either CSV or JSON. Click Export button.
Export Audit Logs	Org Admin	My Organization > Audit Logs	Filter by Date Range, Event Type and/or User's Email. Click Export All <count>.
Create a project	Org Admin Org Application Manager Application Admin Contributors	Portfolio > (Select an application) > Projects	See Add a SAST & SCA project to an application.
Delete a project	Org Admin Org Application Manager Application Admin Contributors	Portfolio > (Select an application) > Projects	Find project. Click ellipse menu. Select Delete. Click OK on "Are you sure you want to delete the project? This action cannot be undone" popup.
Monitor tests	Org Admin Org Application Manager Application Admins Contributors Members Observers	Tests	Use filters to see the test or tests you are interested in. Click a completed test to see results.
Filter and review issues from a test	Org Admin Org Application Manager Application Admins Contributors Members Observers	Tests	Select the test for which you'd like to see results. Use pulldown menus to filter issues. Click any issue for more detailed information.
Triage one or more issues	Org Admin Org Application Manager Application Admins Contributors Members	Portfolio > (Select an application) > (Select a project) > Issues	See Ways to triage issues in Polaris.
Triage one or more components	Org Admin Org Application Manager Application Admins Contributors Members	Portfolio > (Select an application) > (Select a project) > Components	See Ways to triage components in Polaris.
Upload files for testing	Org Admin Org Application Manager Application Admins Contributors Members	Portfolio > (Select an application) > Projects	In the list of projects, find the project you want to scan and select Test this project. Use checkboxes to select test types. (The options depend on what your App Admin has made available for the project.) Submit the files you want to test by dragging and dropping into the browser window. Or click Browse Files and use the file chooser in your operating system to select files. After the upload completes, click Begin Test.
Make a token	Any user	Profile > Account > Access Tokens	See Make an access token.
See which issues are fixed in latest scan	Org Admin Org Application Manager Application Admin Contributors Members Observers	Projects > Tests > (Choose Test ID).	View issues that appeared in the last scan, but not the current scan by selecting Absent Issues.
Add projects to an application that already has five	Org Admin Org Application Manager Application Admin Org Application Manager	From within the application, choose Settings and then Subscriptions.	If the Add Project button in the application is disabled, go to the subscription settings page and increase the quantity of each subscription allocated to the application. The numeral to the right of each subscription can be edited, as long as your organization has more subscriptions available.
Create a report (summary/overview, compliance, audit, developer details)	Org Admin Org Application Manager Application Admin Contributors Members	Reporting > + Create Report	See Create a report.
Export a software bill of materials (SBOM)	Org Admin Org Application Manager Application Admin Contributors Members	Reporting > + Create Report	See Create a software bill of materials report.
View list of components used by a license	Org Admin Org Application Manager Application Admin Contributors Members Observers	Portfolio > (Select an application) > (Select a project) > Licenses > (Select License).	Components will be listed under License Details. Another option is from Components, filter by License. You can use the branch pulldown (near the top of the page, next to the project name) to view licenses for different branches in your project.
Change the license used for a component	Org Admin Org Application Manager Application Admin Contributors Members	Portfolio > (Select an application) > (Select a project) > Components tab > (Select a component) > Licenses tab in bottom pane.	Click Change. Note: The Change button only appears when more than one licensing option is available (when one license/group of licenses OR a different license/group of licenses is available for the component). Select the best license for the use case from the Select a License pulldown menu. Note: Click the x button in the pulldown menu to reset the selection. Click Save. This change is for all the branches included in the project.
Add a branch to a project	Org Admin Org Application Manager Application Admin Contributors Members	Portfolio > (Select an application) > Projects > (Select a project) > Branches	See Add a branch to a project.
Change a project's default branch	Org Admin Org Application Manager Application Admin Contributors Members	Portfolio > (Select an application) > Projects > (Select a project) > Branches	See Change a project's default branch.
Delete a project's branch	Org Admin Org Application Manager Application Admin Contributors Members	Portfolio > (Select an application) > Projects > (Select a project) > Branches	See Delete a branch.
Find the issues a non-default branch creates or resolves	Org Admin Org Application Manager Application Admin Contributors Members Observers	Portfolio > (Select an application) > (Select a project) > Issues.	See Compare default and non-default branches in a project.
Find the branches in which an issue exists	Org Admin Org Application Manager Application Admin Contributors Members Observers	Portfolio > (Select an application) > (Select a project) > Issues.	Select an issue. The names of branches in which the issue exists appear in the Also Detected In section of the Issue Details tab. Note: This list only appears when an issue is detected in more than one branch.