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- Manually, via People >> Organizational Identities >> Add New Org Identity From Source or by using the Search button from the list of Organizational Identity Sources.
- Using an Enrollment Flow, via Enrollment Sources.
- Via a batch process. (Not yet implemented; CO-76)
Organizational Identity Sources can be linked to Registry Pipelines in order to automatically create CO Person records.
When an Organizational Identity is created from a source, it is linked to that source and cannot be manually edited, not even by an administrator. However, it can be manually resynced to pull changes from the source.
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- Full: Create new Org Identities for any record in the Organizational Identity Source that does not yet have one, and update (or delete, if appropriate) existing records.
- Query: Similar to Enrollment Sources Search mode, query the Organizational Identity Source for any records matching verified email addresses of all Org Identities, looking for new matching records to link. Also update (or delete, if appropriate) existing records.
- Query mode should only be used for Organizational Identity Sources attached to a a Registry Pipelines configured for email address-based matching. Otherwise, linking to existing CO People may not happen correctly.
- Update: Update and delete (if appropriate) records that are already synced to Org Identities.
- Manual: Do not automatically sync records. Currently, manual syncing is only available on an individual record basis. (CO-1309)
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