Managing Identities

The Identities list provides bulk actions for managing one or more identities at once. Select one or more rows using the checkboxes to reveal the available actions in the toolbar.

Note: Setting overrides, adding identities to peer groups, editing, and removing identities require the Manage Entities permission. Exporting identities requires either View Entities or Manage Entities. For details, see Managing Roles.

Setting a Risk Override

Use Set Override to apply a risk override multiplier to the selected identities. The override range is 0.1 to 2.0, where 1.0 is neutral. This action applies the same override value to all selected identities in a single operation.

To set a risk override:

  1. On the left navigation bar, click Entity Management > Entities > Identities.

  2. Select one or more identities.

  3. Click Set Override in the toolbar.

  4. Set the override value and confirm.

See Entity Risk Score Override for more information on how risk scoring and overrides work.

Adding Identities to a Peer Group

Use Add to Group to assign the selected identities to one or more peer groups. Group membership determines which risk multipliers apply to the score for an identity.

To add identities to a peer group:

  1. On the left navigation bar, click Entity Management > Entities > Identities.

  2. Select one or more identities.

  3. Click Add to Group in the toolbar.

  4. Search for and select the peer group, then confirm.

See Peer Groups for more information.

Exporting Identities

Use Export to download the selected identity records.

To export identities:

  1. On the left navigation bar, click Entity Management > Entities > Identities.

  2. Select one or more identities.

  3. Click Export in the toolbar.

Taking Individual Identity Actions

Each identity row has an options menu (…) that provides actions for that specific identity without requiring a selection.

The options menu includes the following actions:

  • View Details—opens the Identity Detail side panel. See Viewing Identity Details for more information.

  • Set Override—applies a risk override multiplier to this identity. See Entity Risk Score Override for more information.

  • Add to Group—assigns this identity to a peer group. See Peer Groups for more information.

  • Export—downloads the identity record.

  • Edit—opens the identity form to modify its details.

  • Remove Identity—permanently removes the identity from the platform.