Before members of your organization can access HelloID, they need to have user accounts within your environment. Users are typically synchronized into HelloID from an external directory system. Most commonly, that directory system is Microsoft Active Directory, which typically also serves as the identity provider.
IMPORTANT: This article assumes that you will be using the above setup, with the HelloID Agent handling all synchronization and authentication with Active Directory. If you plan to use a different setup, then you may skip ahead to Add your first identity provider.
Enable Active Directory Synchronization
Step 1: Install the HelloID Agent
To begin synchronizing users from Active Directory via the HelloID Agent, be sure that you have installed the HelloID Agent somewhere in your network.
Step 2: Create a Directory Configuration
Next, you must create a Directory Configuration. This will give you an identity provider, a mapping set, and a sync task, which are the three components needed to sync from, and authenticate via, Active Directory.
Go to Directory > Active Directory to get started. This article will lead you through the details of creating the configuration.
Step 3: Synchronize User Accounts
Once the Directory Configuration is created, the synchronization task is automatically added to HelloID. By default, it will perform the initial synchronization immediately. To view the synchronization task, or trigger it manually, go to Automation > Tasks.
View and Manage Users
To see an overview of user accounts in your HelloID environment, go to Directory > Users. From this screen, you can search, view, edit, and create users.