Refreshing a directory
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
If you are setting up an access review and you need to update the company directory you created during the setup process, you can either import an updated CSV or sync the associated Hypersync. Keep in mind that this process deletes the existing employee information, and then adds the new employee information.
You should only modify your employee lists when the access review status is In setup. You can change the access review status back to Setup if necessary on the access review Details tab. See Setting access review status.
To refresh a directory created by importing a CSV file, create an updated CSV file and import it into the directory you want to update. See Refreshing a directory from a CSV file.
To refresh a directory created by running a Hypersync, sync the associated Hypersync to retrieve updated records. See Refreshing a directory using a Hypersync.
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.