The new docs.trellix.com features a modernized UI and AI-powered conversational search. Content is currently available in English, with additional languages launching in early November 2026. We hope you enjoy the updated experience.

Set up Trellix Insights on ePO - SaaS

Published on Aug 4, 2026

1 minute(s) read

Prev Next

Use the following steps to set up Trellix Insights on ePO - SaaS.

Log in using the IAM URL or the XConsole URL.
Select Insights from the Apps menu.
Invite users to Trellix Insights.
- Assign roles to users.
- Control user access to systems in a group.

Note
You must have an active Trellix EDR subscription if you want to use the Pivot to EDR for investigation functionality.

Was this article helpful?