Arena Setup

Get Your Workspace ID

1. Navigate to your Workspace Settings

2. Copy the workspace_id from the URL bar in your browser. It will be a 9-digit number after workspace_id=

Create Machine User

1. Navigate to your Workspace Settings

2. Navigate to Users > Machine

3. Create a new Machine user

   1. You can select any email and password for this User. Set the email and password aside in a secure place for later

   2. Note: Whatever email you use for this Machine User will receive a lot of automated emails from Arena. There is no way to disable those emails. We recommend using an email that does not lead to a human's inbox to avoid annoyance

4. Select All policies for the Machine user you created

5. For Login Conflict Resolution, select Terminate Existing Session

Configure Integration

1. Contact Arena support and request that they add a Cofactr integration to your workspace

2. Navigate to your Workspace Settings

3. Navigate to Integrations > Triggers

4. Click New Trigger

   1. Name the trigger "Cofactr Edit"

   2. Set Resource to "Items"

   3. Set Action to Edit

   4. For "Category" Select All

   5. For "Lifecycle Phase" Select All

   6. For "Edited Attributes" Select All

   7. Click Create

5. Click New Trigger

   1. Name the trigger "Cofactr Workflow"

   2. Set "Resource" to "Items"

   3. Set "Action" to "Workflow"

   4. For "Category" Select All

   5. For "From Lifecycle Phase" Select All

   6. For "To Lifecycle Phase" Select All

   7. Click Create

6. Link to Cofactr integration to each of the Triggers you created

Enable the Integration(s)

Navigate to the Integrations App in Cofactr

Select the Arena integration and complete the configuration process