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HelloID

Manually correlate an account

Note

Prerequisite: Generate report.

  1. For the relevant Azure AD target system, Edit a target system.

  2. Go to the Correlation Report tab.

    2022-05-10_14-03-25.png

  3. In the Uncorrelated Persons pane, select the person you want to correlate to an account in the target system.

  4. In the Uncorrelated Accounts pane, select the corresponding account.

  5. The pending correlate operation is indicated in the Manually Correlate pane.

    2022-05-10_14-07-50.png

  6. Click Link Account To Person.

  7. The person and account are correlated, and added to the Correlated Persons With Accounts pane. In the target system, HelloID writes the value of the person's Person Correlation Field into the account's Account Correlation Field.

    2022-05-10_14-10-17.png

  8. Repeat steps (3) - (6) to link other persons and accounts.

Tip

Another way to accomplish the same thing is to manually update the value of a target account's Account Correlation Field in the target system itself, and then Generate report. The target account will automatically be correlated with the person whose Person Correlation Field matches, and the matched pair will be added to the Correlated Persons With Accounts pane. This has the same outcome as following the steps above.

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