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How to create a new identity

Add a new monitored individual to the identity register.

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Written by Harriet Christie

Summary

You can add a single identity to the register by entering their core details in the Create identity form. You can also add one or more optional Contacts at the same time, mapping the identity to the accounts they use on specific platforms.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • Access to create identities

  • The person's first name, last name, and primary email address

Step-by-Step Instructions

Step 1: Start creating an identity

On the Identities page, use the Create identity button in the top right.

For users with communications admin access, Create identity is a menu with two options: Upload identities and Create manually. Choose Create manually. For other users with create access, Create identity is a direct button that opens the create form.

The Create identity menu with Upload identities and Create manually options

Step 2: Enter the identity information

Under the Identity information heading, complete the required fields:

  1. First name

  2. Last name

  3. Primary email address — "The contact email address for this identity"

  4. Identity role — select one of Staff, Client, Prospect, or Uncategorized

The Create identity form showing the Identity information fields

Step 3: Add contacts (optional)

Under Contacts (optional) — "Create optional contacts for this identity" — you can map this identity to platform accounts. For each contact set:

  • Contact type — Email Address, Phone Number, Username, or User ID

  • Contact value — "This corresponds to the contact type"

  • Platform — select the platform the account belongs to

Use Add Contact to add another contact row, or the remove (X) button to delete a row.

The Contacts section with Contact type, value, and Platform fields

Step 4: Save the identity

Click Create identity. The button shows "Creating..." while it saves, and you are returned to the Identities list on success.

If an identity with the same email address already exists, the form shows an error: "There was a problem creating the identity. Please check an identity with this email address does not already exist."

The Create identity button at the bottom of the form

Notes

  • Contacts are optional; you can create an identity with no contacts and add them later from the identity's detail page.

  • After saving, you can edit the profile, manage contacts, and assign the identity to groups from its detail page.

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