
HelloID: Cloud Identity and Access Management in Your Hands
A Complete IAM Ecosystem
A Complete IAM Ecosystem: User Provisioning, SSO, Self Service, Delegation, and User Lifecycle Management: All Driven From A Single, User-Friendly Dashboard
HelloID is a cloud-native platform. Your IT department connects the systems and policies that matter to your organization. Intuitive setup takes a few hours. Since it is cloud-based you can roll into the full ecosystem over time. Software updates are delivered monthly, allowing your team to use the latest IAM technology.
HelloID is an integrated module-based platform. Your organization only pays for and implements what you need today while giving you upgrade options for the future at 80% lower costs than competing solutions.
HelloID is a scalable platform to fit organizations with up to 30,000 users. It works in any industry to provide a true automated lifecycle solution. Our documentation, training, resources, and connector library allow you to put identity management where it belongs: in your team’s hands.
Empower Your Organization to:
Reduce Support Tickets, Human Error, and Bloated Access Rights
Fully Automate Account Creation, Updates, and Deactivation
Allow HR and IT to Seamlessly Onboard and Offboard Employees
Close the Cyber Security Gap and Pass Security Compliance Audits with Ease
Flexible Control with Cloud-Based Modules
Small to mid-size organizations need identity management software to deliver visibility, control, and protection. But enterprise-level software is overkill for your needs, and especially your budget. HelloID gives you enterprise-level features without the enterprise-level price tag with these three stand-alone modules.
User Provisioning Module
Designed to increase the efficiency and security of your organization’s User Lifecycle Process through automation.
- Automated Processes
- Regulatory Compliance
- User Lifecycle Management
Service Automation Module
Save time by using delegated forms to streamline companywide access requests using workflows with approvals.
- Task Delegation
- Access Requests
- Approval Workflows
Access Management Module
Secure single sign-on solution with a simplified dashboard that allows access to applications and resources with one password.
- Reduce Password Fatigue
- Limit Unsecure Passwords
- Simplified App Dashboard
Learn More About HelloID Modules

HelloID Connects Your World
HelloID connects to the systems and applications within your environment to execute identity management automations and other processes. Leverage connectors such as Top Desk, Active Directory, Microsoft Teams, Google Workspace, and more to create and set up new users’ accounts, group memberships, and assigned permissions.
Level Up Without Sacrificing Control
HelloID provides direct connections to your HR, employee, or student information systems for an easy setup. More modules can be phased in over time, and automatic updates keep your system cutting-edge and secure.

Enhanced Security Compliance
HelloID immediately boosts your security and compliance with role-based access controls, configurable authentication policies, audit trails, and more. We run a maximum-security Azure environment, checked by Deloitte Risk Services every six months.


Simplified IT & HR Management
Reclaim countless hours your IT staff loses to manual efforts with HelloID’s turnkey interfaces and automations. IT and HR enjoy granular control and insight to make management simple throughout the entire lifecycle of each user.

Frictionless User Experience
Connect all of your systems and applications, automate provisioning and account management, and ensure frictionless access from personalized, SSO-enabled dashboards. Make onboarding a breeze: new employees or students have all the accounts that they need on Day One.

HelloID FAQs
What does identity-as-a-service (IDaaS) offer that single sign-on (SSO) doesn't?
Identity-as-a-service provides automated provisioning, self-service, sophisticated identity and access management (IAM), along with SSO, adaptive multifactor authentication (MFA), and enterprise security.
IDaaS solutions, such as HelloID, often include SSO. However, SSO alone does not support other IDaaS functionality.
What are single sign-on (SSO) solutions, and how do they work?
SSO solutions streamline user authentication, requiring only one set of credentials to access IT systems, applications, services, and other IT resources.
When a user logs in, the SSO solution acts as an "Identity Provider" (IdP). After logging into the SSO portal, the user's identity is provided to the connected resources without requiring any additional logins. The user's identity is communicated via SSO protocols, such as SAML, OAuth, or OpenID Connect.
While this may sound complicated and pretty technical, the end user simply sees a dashboard of their accessible resources after logging into the SSO portal. HelloID offers multiple "plug-and-play" connectors for all types of systems, applications, services, and other IT resources.
For more information on individual connectors, including functionalities and SSO protocols, please refer to our continually expanding list:
https://www.tools4ever.com/connectors/
How does HelloID work? What do connectors do?
Gaining a basic understanding of attributes, business rules, entitlements, source systems, and targets will provide a solid framework for understanding HelloID, its operations, and why connectors are so valuable.
Attributes, Business Rules, & Entitlements
In order to drive identity management and provisioning automations throughout your IT environment, HelloID relies upon user attributes, business rules, and entitlements. Attributes include various pieces of identity data that make up a person within HelloID (e.g., name, title, department, manager).
A user's attributes determine the business rules that apply to them, such as all users receive an Active Directory account. The applicable business rules determine the entitlements users receive, such as accounts in various systems and permissions in the file system. By filtering combinations of attributes, your organization can build enhanced business rules and assign entitlements to meet your identity requirements.
Source & Target Systems
HelloID connects to the systems and applications within your environment to execute identity management automations and other processes. "Source systems" are those configured to provide HelloID with the user attributes needed to execute various tasks. HelloID detects and syncs all changes in the "source system," whether newly added users or updates to existing ones. For example, HR and SIS systems commonly serve as an organization's "source system."
All other systems and applications that HelloID connects to are "targets." HelloID executes identity management processes in target systems and applications, such as creating and provisioning accounts.
How do HelloID connectors automate onboarding and provisioning?
HelloID leverages connectors to create and set up new users' accounts, group memberships, and assigned permissions. For example, when new users are detected within the configured "source system," HelloID automatically syncs their data and attributes. The user is created as a "person" in HelloID.
HelloID automatically provisions each "person" accordingly based on your organization's configurations. Accounts are created, group memberships are added, and various permissions are assigned accordingly. With automated account creation, provisioning, and access management wrapped into one, new users hit the ground running on their first day.
HelloID's automated identity management processes reduce time-consuming manual efforts, reclaim significant IT staff bandwidth, ensure consistency, and track all actions for easily compiled audit logs.
How do HelloID connectors facilitate "self-service"?
By using group memberships, HelloID's Service Automation module facilitates complete self-service for users. Outside of automated role-based provisioning, self-service is used to provision specialty access cases and temporary projects.
HelloID configurations assign the "Product Owners" who approve or deny users' access requests for a given resource. Users who need to access a given resource may submit requests from the Service Automation tab located on their HelloID dashboard menu. When access requests are approved, HelloID automatically processes the group membership changes to provision the new access, which may include a revocation date.
How does HelloID account for updates to users or connected resources?
Automatically Update Roles & Access
HelloID automatically detects user attribute updates in source systems in the same manner as detecting new users. When changes occur, HelloID will sync and process them accordingly to ensure that user data and access remain up-to-date. Throughout promotions, role changes, and any other events that occur during a user's account lifecycle, HelloID has you covered.
Provisioning New Resources for Existing Users
Organizations' applications and resources are always changing. As a result, IT departments need a dynamic and simple way to provide or remove employee access. HelloID Business Rules is the solution. Rules are simple to understand and have only two parts, members and entitlements. Based on HelloID filters, you can easily and automatically determine who should be in a Rule based on HR data. Entitlements such as groups are assigned to the Rule. By being a member of a Rule, you have the entitlement to access the resource.
How does HelloID deactivate and offboard users via connectors?
As part of processing user account changes, HelloID swiftly deactivates and offboards departing employees once their status changes in the integrated source system. Typically, offboarding includes deactivating accounts, removing group memberships, and revoking access to connected systems and applications. This minimizes offboarding delays, orphan accounts, overlooked access rights, and unnecessary license expenditures.
Are you required to be licensed for all three HelloID modules?
No, HelloID has three modules, and each one can be independently licensed.
Provisioning Module
Automated Identity Management and User Lifecycle Management. The process of Creating, Reading, Updating, and Deleting/Disabling (CRUD) user accounts across multiple systems using automation.
Service Automation Module
Streamline the "Workflow Approval" process with secure web forms. Supervisors can now approve employee access requests and automatically implement them with HelloID, all with no helpdesk interaction.
Access Management Module
Single Sign-On (SSO) and MFA solution simplifying access to cloud applications by providing an application dashboard.
What is MFA (Multi-Factor Authentication)?
For added security, an organization may use Multi-Factor Authorization (MFA). While the first factor is the password itself, a second factor can be a secret question, which may include personal details such as your mother’s maiden name, favorite color, or pet’s name. They may also involve biometrics such as fingerprints, retinal scans, voice recognition, etc.
The advantage of MFA is that it helps prevent people from guessing your password. It also makes it harder for someone who steals your login credentials to access your account because they would need your username and password, along with your answer to the secret question or access to biometric data, etc.
MFA is particularly useful when you use different devices to log into your accounts, such as your laptop, tablet, smartphone, etc. That is why organizations often use MFA to grant access to sensitive data such as their files, personal information, and other types of confidential information.
MFA is becoming increasingly popular because it offers better protection against hackers than traditional login credentials like usernames and passwords. Some organizations use MFA in front of self-service forms that allow users to change passwords, phone numbers, email, etc., without contacting helpdesk support. As a result, this frees up the helpdesk personnel, thus increasing the organization’s efficiency.
What is an OTP (One-Time Password)?
A One-Time Password (OTP) is used to authenticate users accessing their accounts. Common OTP methods are email, text messages, authentication applications, or a physical token device. The purpose of OTPs is to provide an extra layer of security on top of the normal username and password. The main benefit of this authentication method is that the OTP expires after a certain period and can only be used once.
The most common use case for one-time passwords is two-factor authentication, which is used in addition to a user’s login credentials. For example, Google Authenticator generates codes that must be entered into a website in addition to a user’s username and password. This code is generated via an algorithm and changes in intervals, usually around 60 seconds. The benefit is that users do not need to remember the code since it is different every time they sign into the resource. OTP is used extensively in organizations to prevent unauthorized access to accounts. Its main advantage is that it provides additional security measures beyond just one form of identification alone. It is also useful when users change their passwords frequently due to forgetfulness. For example, if a user forgets their password, they can use the OTP feature to reset it without remembering the old one. In addition, OTPs are more secure than traditional passwords because they cannot be easily guessed.