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Ad-Hoc Identity Resync
Updated over 4 months ago

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

  • 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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