Manuals for Administrators
In-depth guides for HelloID administrators.
Applications
- Applications - Overview
- How to Add an Application
- How to Add an OpenID Application
- How to Manage an Application
- How to Manage Application Credentials
- How to Display the Application Dashboard on Another Website
Directory
- Users - Overview
- How to Create a Local User
- Groups - Overview
- How to Create a Local Group
- How to Manage Groups
- Mapping - Overview
Agents
Self Service
- Self Service - Introduction
- Self Service Administration
- Approval Workflows - Overview
- How to Create and Manage Approval Workflows
- Categories - Overview
- How to Create and Manage Self Service Categories
Automation
- Variable Library - Overview
- How to Create and Manage User Defined Variables
- How to Use Environment and Custom Variables
- Variable Type Reference
- PowerShell Scripts - Overview
- How to Create and Use PowerShell Scripts
Data Share
Insights
Provisioning
- Provisioning - Overview
- Source Systems - Overview
- How to add a source system
- How to configure and manage source systems
- How to configure a custom PowerShell source system
- How to connect to SQL with a custom PowerShell source system
Delegation
Security
- Portal Access Rules - Overview
- Application Access Rules - Overview
- How to Create and Manage Portal and Application Access Rules
- Sign On Policies
- Identity Providers - Overview
- How to create and manage Identity Providers
Settings
Application Guides
- ADFS SAML Single Sign-On (SSO) Configuration
- ADP Workforce SAML Single Sign-On (SSO) Configuration
- AFAS OpenID Single Sign-On (SSO) Configuration
- Amazon AWS AppStream SAML Single Sign-On (SSO) Configuration
- BergOp SAML Single Sign-On Configuration
- Cura BackOffice OpenID Single Sign-On (SSO) Configuration
Identity Provider Guides
- Configure Azure AD as an OIDC IdP
- Configure Azure AD as a SAML IdP
- Configure Active Directory Federation Services (ADFS) as a SAML IdP
- Configure the HelloID Active Directory SAML IdP
- Configure Google G Suite as a SAML IdP
- Configure Salesforce as a SAML IdP
General
Best Practices
Chromebook Deployment
Getting Started with HelloID
- Welcome to HelloID
- Change the administrator password
- Install the HelloID Agent
- Whitelist Domains
- Synchronize & Manage User Accounts
- Add Your First Identity Provider
Troubleshooting
Data Source Examples
Catalog of PS Scripts to Create Delegated Forms
- Global variable reference for advanced delegated forms
- Advanced delegated form: Create NTFS Project Folder
- Advanced delegated form: Update AD Group Manager
- Advanced delegated form: Manage AD Group Memberships
- Advanced delegated form: Create AD Group
- Advanced delegated form: Copy AD User Group Memberships