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After this article…

You’ll understand how Lumos automatically matches accounts discovered via integrations to Lumos Users (your employee identities).

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How automatic user matching works

When Lumos finds a user account in an app from an integration, Lumos does the following:
  1. Gets the email address associated with the account.
  2. Checks whether a user exists in your Users page with the exact same email address.
  3. If the account and User email match, automatically matches the account to the User.
If all 3 steps are successful, the account will be matched to a user in Lumos and the User details (Name, Team, Title) will be connected to the account.

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What happens if automatic matching fails?

Accounts that can’t be automatically matched to a User are labeled “Unmatched” in Lumos. How an account becomes “Unmatched” depends on which step in the workflow above broke down.

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If the account discovered from the integration doesn’t have an email address

This happens often for integrations like GitHub, or for service accounts in apps where emails aren’t required. In these cases, you won’t see an email address attached to the account in Lumos until you match it to a User. In these situations, it usually isn’t necessary to match the Account to a User, as it’s typically unique to the service and isn’t linked to an employee identity.

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If there isn’t a User in your Lumos account with the exact same email address

Lumos creates Users from the User Sources  in your Source of Truth. If there isn’t an identity in your source of truth with the exact same email address as the one in the app, Lumos cannot match it automatically. You can, however, match these accounts manually. SeeHow-To: Match Accounts

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Can we auto-match accounts on additional data points? (employee name, etc.)

Contact support@lumos.com with a description of your use case to discuss your situation further.