Manuals for Administrators
In-depth guides for HelloID administrators.
Applications
- Applications - Overview
- Add an application
- Add a generic OpenID Connect application
- Add a generic SAML application
- Add an application shortcut
- Manage an application
Directory
- Users - Overview
- Create or manage a local user
- Groups - Overview
- Create or manage a local group
- Mapping - Overview
- Edit a mapping set
Agents
Self Service
- Self Service - Introduction
- Self Service Administration
- Approval Workflows - Overview
- Create or manage an approval workflow
- Categories - Overview
- How to Create and Manage Self Service Categories
Automation
- Variable Library - Overview
- Create and manage user-defined variables
- Use system and user-defined variables
- Variable Type Reference
- PowerShell Scripts - Overview
- Create or use a PowerShell script
Insights
- Scheduled Reports - Overview
- How to Create Scheduled Reports
- Scheduled Report Templates
- Elastic Reports - Overview (Audit Logs)
- Grant access to Elastic reports (audit logs)
- View an Elastic report
Provisioning
- Provisioning - Overview
- Source Systems - Overview
- Add a source system
- Configure and manage source systems
- Configure a custom PowerShell source system
- 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
- Create or manage an identity provider
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
- AMiSconnect OpenID Single Sign-On (SSO) Configuration
- BergOp SAML Single Sign-On Configuration
Identity Provider Guides
- Configure on-premises Active Directory as an IdP
- 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 Workspace as a SAML IdP
General
- HelloID Requirements
- Admin Dashboard - Overview
- Licensing & Pay As You Go
- Incidents
- Customize your HelloID URL
- Configure a custom 'from' address for emails
Best Practices
Chromebook Deployment
Getting Started with HelloID
- Welcome to HelloID
- Change the administrator password
- Install the HelloID Agent
- Whitelist Domains
- Synchronize & manage Active Directory user accounts
- Add your first identity provider