--- title: "Migrate to app.controlup.com" slug: "upgrade-an-existing-organization" updated: 2025-11-09T15:26:24Z published: 2025-11-09T15:26:24Z canonical: "support.controlup.com/upgrade-an-existing-organization" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.controlup.com/llms.txt > Use this file to discover all available pages before exploring further. # Migrate to app.controlup.com Ask us for help! If you want assistance with creating your organization in app.controlup.com, contact [ControlUp Support](https://www.controlup.com/submit-a-ticket/) or your Customer Success Manager. ## What is app.controlup.com? app.controlup.com is the site to access all ControlUp products from a browser. - A consistent way of accessing all ControlUp solutions with centralized settings and user management. - More authentication options including email address-based user accounts and support for Google and Microsoft Entra ID. - Improved role-based access control: - [Limit a user's permission to specific devices](https://support.controlup.com/docs/users-and-permissions#roles-and-permissions). - [Assign roles based on user groups in your SAML IdP](https://support.controlup.com/docs/saml-sso-for-dex#assign-user-roles-to-idp-groups). - [Audit sign-ins, sign-outs, and configuration changes](https://support.controlup.com/docs/dex-audit-log). - Many new features will be available only for users accessing ControlUp through the DEX web application. ## Standalone Edge DX and Synthetic Monitoring Users The standalone URL for Edge DX and Synthetic Monitoring is no longer available and you must access them through the DEX platform at [app.controlup.com](//app.controlup.com). If you have an existing DEX account or if have to create one, you must contact [ControlUp Support](https://www.controlup.com/submit-a-ticket/) or your Customer Success Manager to connect your standalone Edge DX or Synthetic Monitoring organization to the organization created in DEX app.controlup.com. ## How to start using DEX at app.controlup.com Users must have an email inbox to receive a one-time passcode. 1. Go to [app.controlup.com](//app.controlup.com). 2. Enter the email address of a user who will be the organization's **Admin** and click **Continue**. ![Welcome to ControlUp window](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/Sign%20into%20Controlup.com.png) 3. Enter the verification code sent to your email address and click **Verify Email**. ![Email verification window](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/MigrationLogin2(1).png) 4. Select the organization you want to use from the dropdown and click **Sign in**. ![Select an Organization window](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/MigrationLoginOrgPicker.png) Note: If you are an admin, you may get a message regarding setting up users and permissions. 5. Optionally, select ControlUp users to invite to the DEX platform. All selected users receive an invitation link in their email inbox. You can skip this step if you want to invite users later, or if you will use SAML to provision user accounts. ![Invite Users window](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/Invite%20users%20during%20migration(2).png) 1. Create your new DEX account for accessing the DEX platform. You can either sign in with Microsoft Entra ID or Google OAuth, or you can manually create your DEX account by entering your information and creating a password. To sign in with Entra ID, you might need to [Configure SSO with Entra ID](/v1/docs/azure-oauth-for-dex). ![CreateDEXAccount](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/CreateDEXAccount(1).png) After creating your account, you are signed in to the DEX platform. ## Set up your environment Follow these steps to fully set up you environment in [app.controlup.com](//app.controlup.com). ### Step 1 - Review your SAML settings To test if SAML is configured correctly, go to **Settings > SAML Single Sign On** and click **Test** at the bottom of the page. If the test fails and you can't sign in, [review the necessary SAML attributes for DEX](https://support.controlup.com/docs/saml-sso-for-dex#step-3-configure-user-attributes-in-your-idp). ![SAML Single Sign On page](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/SAML Settings - Test.png) ### Step 2 - Configure login methods To control how users are allowed to sign in to your environment through the DEX platform, configure the allowed login methods: 1. Go to **Settings > User Settings > Login Methods**. ![Login Methods window](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image-CACDLV36.png) 2. Select which login methods to allow. Note that if you set up SAML with app.controlup.com, you must allow **Sign-in with SAML SSO**. Prerequisites for signing in with Entra ID If you are using Entra ID to sign into your environment, you must complete certain prerequisites in Azure. For details, see Entra ID [for DEX](https://portal.document360.io/v1/docs/azure-oauth-for-dex) ![List of Login Methods](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/MigrationLoginMethodsCheckboxes.png) 3. Click **Save**. For more details, see [Login Methods Overview](/v1/docs/login-methods-overview). ### Step 3 - Configure roles and permissions Before you invite your users and they create their DEX accounts, you might want to review your settings for roles and permissions. Permissions granted to a DEX account are related to: - ControlUp for Desktops (physical device monitoring, unified communications monitoring, and user sentiment) - Synthetic Monitoring - Modifying access control settings in the DEX platform To view app.controlup.com's settings for Roles, go to **Settings > Roles**. ![](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/Roles(2).png) There are default user roles (Admin, Editor, Viewer), and you can create new roles with customized permissions. [Click here](/v1/docs/dex-platform-account-permissions) for more details about permissions. ### Step 4 - Add users You can now add the rest of your team to the DEX platform. If you are using SAML to access app.controlup.com, a user account is automatically created when a new user signs in to your environment with SAML. The user is assigned the **Default Role** configured in your SAML settings. In this case, send your users to your **ControlUp SAML URL**, and they can sign in with SAML. If you are not using SAML to access app.controlup.com, you can manually invite your users by their email address. To invite users: 1. Go to **Settings > User Settings**. 2. Click **Invite Users**. ![Invite users button in User Settings](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/Add users.png) 1. Enter the email addresses of the users to invite, select a role for each user, and click **Send Invites**. ![Invite Users screen](https://cdn.document360.io/098100b7-b9da-4bea-b4b9-017140ab863e/Images/Documentation/image-HI3EOKPB.png) For more details, see [Users and Permissions](/v1/docs/users-and-permissions).