Refreshing a directory using a Hypersync
Roles and permissions
The following roles can update the directory of company employees for an access review:
Administrators with manager permissions for the access review
Compliance managers with manager permissions for the access review
Users with manager permissions for the access review
To refresh a directory for an access review, synchronize the Hypersync associated with the directory you want to update. You should only modify your employee list when the access review status is In setup. Keep in mind that this process deletes the existing employee information, and then adds the new employee information. For more status information see, Setting access review status.
If you created the directory by importing a CSV, you can use a Hypersync to update the directory. When you update a directory, the original data is deleted and new data is added. See Importing a directory with a Hypersync. Once you have used a Hypersync to update or create a directory, the import option is no longer available on the directory's People tab. See Refreshing a directory from a CSV file.
Note
If you have configured one or more application user lists to assign direct managers as reviewers, updating the direct managers by refreshing the directory doesn't modify previously assigned reviewers. See Using direct managers as reviewers for user access for more information.
From the left menu, select Access reviews.
Select the access review you are setting up.
Select the Setup tab.
Under Directory click the name of the directory you want to refresh.
The Details tab displays.
Hover over the connection card for the Hypersync and select the ...(More) menu.
From the menu, select Sync now.
Note
You can also sync the directory by selecting the directory's People tab and clicking the Sync now link.