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How to assign an identity to a message

Link a message participant to an identity in your organisation.

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Written by Harriet Christie

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).

Message view showing the sender and recipient rows

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."

Account popover showing the "No linked identity" empty state with Create identity and Assign to identity buttons

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."

Assign identity dialog opened from the account popover

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.

Assign identity dialog with the identity search dropdown showing matching identities

Step 5: Confirm the assignment

Click Assign identity. On success, an "Account assigned to identity" confirmation appears.

Assign identity dialog with the Assign identity button

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.

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