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Ad-hoc identity and account resync (New Experience)

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

Updated this week

💡 Still using the classic Drata experience? Refer to Ad-Hoc Identity Resync for the original UI.

Overview

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.

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