Summary
In the message view, you can open a popover for any sender or recipient account to see its linked identity. If the account is not yet linked to an identity, you can assign it to an existing identity (or create a new one) directly from that popover.
Prerequisites
Login credentials to MirrorWeb Insight
Communications access permissions
A message open in the message view, with the account you want to link shown as a sender or recipient
Step-by-Step Instructions
Step 1: Open the message and find the participant
Open the message from your search results or message list. In the message, the sender and recipients are shown as clickable links (for example under the Sender, Recipients, From, or To labels, depending on platform).
Step 2: Open the account popover
Click the account (display name or address) to open its identity popover. If the account is already linked, the popover shows the identity card. If it is not linked, the popover shows "No linked identity" and the message "This account does not belong to an identity. Create a new identity for this account or assign it to an existing one."
Step 3: Click Assign to identity
In the popover, click Assign to identity. The Assign identity dialog opens, with the text "Assign [account] to an existing identity."
Step 4: Search for and select an identity
In the Identity field, start typing to search. Matching identities appear in the dropdown, each showing the person's name and primary email. Select the correct identity.
Step 5: Confirm the assignment
Click Assign identity. On success, an "Account assigned to identity" confirmation appears.
Notes
Note: If the account has no matching identity, you can instead click Create identity in the popover to create a new identity for it.




