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
- How to connect to SQL with a custom PowerShell source system
Delegation
Security
- Portal Access Rules - Overview
- How to Create and Manage Portal Access Rules
- Application Access Rules - Overview
- How to Create and Manage Application Access Rules
- Sign On Policies
- Identity Providers - Overview
Settings
Application Guides
- ADP Workforce SAML Single Sign-On (SSO) Configuration
- AFAS OpenID Single Sign-On (SSO) Configuration
- Amazon AWS AppStream SAML Single Sign-On (SSO) Configuration
- Cura Web OpenID Single Sign-On (SSO) Configuration
- Drupal OpenID Single Sign-On (SSO) Configuration
- Dundas Reports SAML Single Sign-On (SSO) Configuration
Identity Provider Guides
General
Chromebook Deployment
Getting Started with HelloID
- Welcome to HelloID
- Change the administrator password
- Install the HelloID Agent
- Synchronize & Manage User Accounts
- Configure an Identity Provider
- Add Your First SSO Application