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Ad-hoc identity and account resync

Learn how to manually resync identity and account data in Drata to immediately reflect access and personnel changes.

⚠️ Select your experience

Select your interface version below to learn how to manage ad-hoc identity and account resync

Customers who joined Drata on or after Feb 24, 2026 are automatically on the New Experience.

Instructions for the New Experience ⬇️

Drata runs scheduled, automated syncs in the background to keep identity and account data up to date. In most cases, these automatic syncs are sufficient.

An ad-hoc resync lets you manually refresh identity or account-related data instead of waiting for the next scheduled sync. This is useful when you’ve recently made changes in a connected system, such as adding users, updating access, or completing offboarding, and want those updates reflected in Drata right away.

Prerequisites

Before running any resync:

  • You must have Admin access in Drata

  • At least one relevant system must already be connected

When to run an ad-hoc resync

You may want to run a resync if you:

  • Added or removed users in your identity provider

  • Updated group membership or access permissions

  • Completed employee onboarding or offboarding

  • Linked or updated connected accounts

  • Need recent changes reflected immediately for review or audit readiness

How to run an ad-hoc identity resync

You can initiate an ad-hoc identity resync from two places in Drata.

Option 1: Resync from Personnel

Use this option when you want to refresh identity-related data broadly.

From the Personnel page:

  1. Select the ellipsis (⋯) menu

  2. Select Resync Personnel

    Displays the Personnel page and the ellipses dropdown menu
  3. Confirm the action to start the resync

This option triggers a resync across applicable connected systems, such as identity providers, infrastructure, version control, and security training.

You’ll see an in-product confirmation when the resync starts and when it completes. Admins also receive a confirmation email once the resync finishes.

Option 2: Resync accounts from Manage accounts

Use this option when you want to refresh account data for a specific connection type.

From the Connections area:

  1. Open the relevant Manage accounts page

    • Re-sync is only available for the following pages: Access Reviews, Infrastructure, or Observability.

  2. Select Sync

  3. Choose one of the following:

    • All providers to resync accounts for all connected providers of that type

    • Selected provider to resync accounts for specific providers using the filter menu

      • To do this, first use the filter menu to select the provider you want to resync.

      • Then select Sync and choose Selected provider from the dropdown.

Displays Manage infrastructure accounts with the sync dropdown menu shown

This behavior is consistent across all Sync buttons under Manage accounts.

This option triggers an account resync only for the selected connection type. You’ll receive an in-product confirmation when the resync starts and completes, and the user who initiated the resync will receive a confirmation email.


Instructions for the Classic Experience ⬇️

HERE'S WHY

Running an ad-hoc Identity sync allows for syncing identity and other account-based data across the following connected systems at any time rather than waiting for daily automated syncs performed by Drata:

  • IdP (and IdP groups)

  • HRIS

  • Infrastructure

  • Version Control

  • MDM (such as Kandji)

  • External Policy Management

  • Security Training

  • Observability

  • Vulnerability Scanning

  • Offboarding

  • Background Checks

  • Compliance as Code

  • User Access Review (UAR)

BEFORE DIVING IN

Make sure you have Admin access to your Drata account.

HERE'S HOW

There are two ways to initiate an identity sync.

Option 1: From the Personnel Section. Follow the steps below.

Note: This option will trigger an identity sync across any IdP, Infrastructure, Version Control and Security Training provider that you have connected to your account.

  1. Click on Personnel from the main navigation.

  2. From the Actions menu, choose Resync Personnel.

  3. Once Resync Personnel is selected, you will receive a confirmation screen. Select Continue to initiate the sync.

  4. When the sync is initiated, you will received a confirmation message in the product informing you the sync is initiated and in progress.

  5. When the sync is completed and if you are logged into Drata, you will receive a confirmation message. Additionally when the sync is completed, Admins will receive a confirmation email.

Option 2: From the Managed Accounts section for Infrastructure. Follow the steps below.

Note: This option will trigger an identity sync for Infrastructure connected to your account.

  1. Go to the Connections section by clicking on the 'Connections' nav item in the lower left hand corner of the main navigation.

  2. Click on the Manage Accounts button for the desired Infrastructure connection.

  3. Click on Resync.

  4. Once Resync is selected, you will receive a confirmation screen. Select Continue to initiate the sync for all Infrastructure accounts connected.

  5. When the sync is initiated, you will received a confirmation message in the product informing you the sync is initiated and in progress.

  6. When the sync is completed and if you are logged into Drata, you will receive a confirmation message. Additionally when the sync is completed, the user who requested the sync will receive a confirmation email.

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