How can we help?

Changing User Lifecycle Source Of Truth (SOT)

Marina Rogachov
Marina Rogachov
  • Updated

Introduction

With Torii, you can select the SOT (Source Of Truth) to manage your user lifecycle.

Torii will rely on the selected application data to mark users as current or past, trigger workflows, suggest to off-board users, and more.

Editing the SOT is possible. However, note, that such a change might dramatically affect the user representation in Torii. Therefore, we recommend doing it only if you trust you want to replace your SOT.

Editing SOT effects 

The following might occur when the user lifecycle is edited:

  1. Current users will be moved to the Past users' list. 
  2. Past users will disappear from Users' tabs completely.
  3. Past users will be moved to the Current users' list.
  4. Users with the "OFFBOARDED" tag will be moved to the Current users' list.
  5. Workflows with "User joins" or " User left" trigger logic will change, and workflows will run.

What will happen with users who left the org in the past and do not appear in the new SOT?

  • Option 1 - Will disappear from Users' tabs in case they are not active in any app.
    These users can still be accessed via Search. 
  • Why? Torii will not identify these users as "Past" since they were never discovered in the SOT, and neither will show them as "Current" since they are inactive in any apps.

OR

  • Option 2 - Will move to the Current Users list in case they are active in at least one app.
  • Why? Torii will not identify these users as "Past" since they were never discovered in the SOT, and will display them in the Current tab since they were discovered as being active in apps.

Best Practices

Before editing SOT we recommend the following:

  • Download the CSV from the Past Users tab and keep it for auditing purposes.
  • Add all past users to your new SOT with a "Terminated" or "Inactive" status (see Torii mapping of app past user statuses here).
    Once all past users appear in the new SOT with a relevant status, they will be mapped accurately
    mceclip0.png

How to change the SOT

To change your "Source of truth" in Torii:

  1. Go to Settings >> General >> User lifecycle and click the Edit button
    mceclip1.png
  2. Select the application you want to switch to as your primary "Source of Truth."
  3. Click on Preview changes
    mceclip2.png
  4. The Preview changes message will present the issues that might be affected by this move, like users and workflows. 
    mceclip3.png
  5. Click Apply changes when done.

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request