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HelloID

Import entitlements report

An import entitlements report contains information about all entitlements that can be imported into HelloID from a specific target system.

To get started, Open an import entitlements report.

Business_Entitlements_Import_Report.png

  • The Person column lists all persons entitled to one or more permissions in the selected target system, provided these entitlements are not already managed (i.e. marked as granted) in HelloID.

    Tip

    If one or more persons are missing from the report, they may be out of scope due to business rule conditions.

  • The Account column holds the display name and user name of the correlated account.

    If a person is correlated with multiple accounts in the target system, the report will show a warning. This can happen when multiple persons share the same correlation value in the source system, or when multiple accounts in the target system have the same correlation attribute value.

  • Black icons at the right show what will be marked as granted in HelloID when the entitlements are imported from the target system.

    A grey icon can either signify that the account/access/permission is not found in the target system, or it is already managed in HelloID.

    Click the permissions-active.png Permissions icon to see the permission(s) and the number of sub-permissions (if any) that were imported.

    If sub-permissions were imported, hover over the number of sub-permissions to see the name of the sub-permission(s).

    import_entitlements_permissions.png

  • The filter button allows you to filter persons by the following states:

    • No account: The person has no account in the target system; i.e., no account has the same correlation value as the person.

    • Correlated: An account in the target system has the same correlation value as the person. When importing the entitlements, the account will be linked to the person in HelloID. During the next enforcement, the account will be updated.

    • Manually linked: An account has been manually linked to the person (see: Manually correlate an account). When importing the entitlements, the account will be linked to the person in HelloID. During the next enforcement, the account will be updated so that it has same correlation value as the person.the person's correlation value.

    • Managed: An account in this target system is already linked with the person in HelloID.

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