Manage Data Sources

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Introduction

Creating Data Sources

Deactivating Data Sources

Reactivating Data Sources

 

Introduction


The Manage Data Sources page allows you to designate Custom Data Sources for externally imported People data. Data Sources give you and users in your organization account context on how an individual was added to the People Database.

  • To access the Manage Data Sources page, click the Admin section in the navigation menu, click Additional System Data Settings, and click Manage Data Sources.

 

Creating Data Sources


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To create a new Data Source, click the blue Add New button on the right-hand side of the screen. A pop-up will appear.

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  • Use the Data Source Description textbox to name the new Data Source.
  • (Optional) Click on the Padlock icon to assign the Data Source to a permission group.
    1. Activate the checkboxes of the Permission Group that should have access to this Data Source.
    2. Click the Save button in the Permission Assignments pop-up.
  • Click the Save button to save the Data Source, or click the Save and Add New button to save the Data Source and create a new one.

 

Deactivating Data Sources


Click the Show Admin Options link next to the Add New button.

Activate the checkboxes of the Data Sources you would like to deactivate, then click the Deactivate Selected Items link.

Click Yes in the pop-up.

 

Reactivating Data Sources


Click the Show Admin Options link next to the Add New button.

Activate the Show Inactive Items checkbox on the left-hand side of the screen. Any inactive Data Sources will appear in the table in grayed-out text.

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Click on the name of the Data Source you would like to reactivate, activate the Is Active checkbox in the pop-up, and click Save. Repeat for each inactive Data Source you would like to reactivate.