SailPoint Community tutorials

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SailPoint Community tutorials

Find step-by-step guides for using the SailPoint Community. Expand a section below to view the tutorial you need.

How to: Register and log in

Need help with the SailPoint Community login process? Contact compass-help@sailpoint.com.

Register as a new user

  1. Go to community.sailpoint.com and click Sign in to open SailPoint's SSO login page.
  2. Click No account? Register now!
  3. Review the SailPoint Terms of Service, then select I Accept and Continue.
  4. Complete the required fields and click Submit.
  5. Enter the verification code sent to your email and click Verify.

Note: If you don’t receive the verification email within a few minutes, check your spam or junk folder. If you still don’t see it, contact your IT team and ask them to allow emails from the sailpoint.com domain.

  1. Once your email is verified, you're registered and signed in.

Log in as a returning user

  1. Go to community.sailpoint.com and click Sign in to open SailPoint's SSO login page.
  2. Enter the email associated with your SailPoint SSO and click Submit.
  3. Enter your password and click Sign On.
  4. You're now signed in.

Reset your SSO password

  1. Go to community.sailpoint.com and click Sign in.
  2. Enter the email associated with your SailPoint SSO and click Submit.
  3. Click Forgot Password.
  4. Follow the on-screen instructions to set a new password.
  5. Click Save when you're finished.

Note: If you don’t receive the recovery code email within a few minutes, check your spam or junk folder. If you still don’t see it, contact your IT team and ask them to allow emails from the sailpoint.com domain.

  1. Your password is now reset.

Update your SSO information

For help with any of the following, contact compass-help@sailpoint.com:

  • Updating your first name, last name, email address, or username
  • Trouble logging in or registering

Frequently asked questions

I have multiple accounts for SailPoint's websites. Will this affect my login process?

If you have multiple accounts, you may need to use an incognito window or a dedicated browser to access specific profiles.

Do I still need to sign in to the other portals listed in the SailPoint Directory?

Yes. You'll still need to sign in to access content from SailPoint's other portals, but you won't need to re-enter your login credentials.

I forgot my password and my email is outdated. Who can I contact?

Contact compass-help@sailpoint.com for assistance.

I didn't receive a verification or recovery code email. What should I do?

Check your email rules, spam, junk, and quarantine folders. If you still don’t see the email, contact your IT team and ask them to allow emails from the sailpoint.com domain.

My SailPoint Community permissions seem incorrect. Who should I contact?

Reach out to compass-help@sailpoint.com for assistance.

How to: Manage your SailPoint Community profile and settings

Overview

Customize your SailPoint Community experience by managing your profile, preferences, images, and private messages. You can update your profile information and picture, control how you receive notifications, add images to posts, and communicate privately with other community members.

Access your preferences

  1. Select your profile picture in the upper-right corner of the SailPoint Community.
  2. Select Preferences.
  3. Choose the section you want to update.

Available sections include Account, Security, Profile, Emails, Notifications, Tracking, Users, Interface, and Navigation menu.

Select Save Changes after updating your preferences.

Change your profile picture

  1. Go to Preferences and select Account.
  2. Under Profile Picture, select the pencil icon.
  3. Choose one of the available options:
    1. System assigned profile picture
    2. Gravatar
    3. Add a custom picture
  4. To use your own image, select Upload and choose the image you want to use.
  5. Select Save Changes.

Update your profile

Go to Preferences and select Profile to update available profile information, such as:

  • About me
  • Timezone
  • Location
  • Website
  • Job title
  • Profile header
  • User card background
  • Featured topic
  • Date of birth

Available profile fields may vary.

Select Save Changes when you're finished.

Manage email and notification preferences

Go to Preferences and select Emails or Notifications to control how you receive the SailPoint Community updates.

You can manage options such as:

  • Email notifications for personal messages
  • Email notifications for SailPoint Community activity
  • Activity summaries
  • Like notifications
  • Live notifications
  • Notification schedules
  • Solved-topic notifications

Select Save Changes after making changes.

Manage forum and tag notifications

Select Tracking under Preferences to control how you follow topics, forums, and tags.

You can choose forums or tags to:

  • Watch
  • Track
  • Watch the first post
  • Mute

You can also adjust how topics are automatically tracked.

Select Save Changes when you're finished.

Customize your SailPoint Community experience

Select Interface under Preferences to manage options such as:

  • Text size
  • Interface language
  • Default home page
  • Composer and display preferences

Select Save Changes after updating your settings.

Add an image to a topic or reply

Images can provide helpful context when asking a question or sharing information.

To add an image:

  1. Create a new topic or open the reply composer.
  2. Select the Upload icon in the formatting toolbar.
  3. Choose the image you want to add.
  4. The image will appear in the composer.
  5. Finish your topic or reply and publish it when you're ready.

Before uploading an image, make sure it does not contain sensitive, confidential, or personal information.

Access your private messages

Private messages allow you to communicate directly with other SailPoint Community members outside of a public discussion.

Open your SailPoint Community profile and select Messages to view your private messages.

From the Messages page, you can access:

  • Latest
  • Sent
  • New
  • Unread
  • Archive

Send a private message

You can start a private message from the Messages page or directly from another member's profile.

To send a message from the Messages page:

  1. Select New Message.
  2. Enter the recipient's username.
  3. Enter a subject.
  4. Write your message.
  5. Select Send message.

To message a member directly from a discussion:

  1. Select the member's name or profile picture to open their user card.
  2. Select Message.
  3. Write your message.
  4. Select Send message.

Read and reply to a private message

  1. Open your profile and select Messages.
  2. Select the message you want to read.
  3. Review the conversation.
  4. Select Reply to respond.

You can also use the available message controls to manage the conversation.

How to: Search

Overview

Use the SailPoint Community search to quickly find topics, posts, forums, tags, and users. You can also use filters to narrow your results and find the information most relevant to you.

Search the SailPoint Community

  1. Click the Search icon in the upper-right corner of the SailPoint Community.
  2. Enter your search terms.
  3. Select a suggested search option or press Enter to view your results.

When searching from within a topic, you can choose to search all topics and posts or only this topic.

Refine your search

On the Search page, select Advanced filters to narrow your results.

You can filter by options such as:

  • Forum
  • Tag
  • Posted date
  • Topic or post type
  • Author
  • Number of posts
  • Number of views

You can also use the Posts, Forums & tags, and Users tabs to choose what you want to search.

When you're ready, click Search to update your results.

Sort your search results

Use the Sort by menu to change the order of your results.

Available options include:

  • Relevance
  • Latest Post
  • Most Liked
  • Most Viewed
  • Latest Topic
  • Last Read
How to: Use forums and tags

Overview

Forums are a place to ask questions, share knowledge, and collaborate with other SailPoint Community members. Tags help organize topics and make related discussions easier to find.

Browse forums

Select All forums from the SailPoint Community navigation to view available forums.

Choose the forum that best matches what you want to discuss. Posting in the appropriate forum helps other community members find and respond to your topic.

Create a topic

Before creating a new topic, search the SailPoint Community to see if your question has already been answered.

To create a topic:

  1. Select New Topic.
  2. Enter a short, clear title.
  3. Select the appropriate Forum.
  4. Select any relevant Optional tags.
  5. Add the details of your question or discussion. Complete any additional prompts that appear for the selected forum.
  6. Select Create Topic to publish.

When asking a technical question, include helpful details such as the product and version, source or connector, troubleshooting steps you have already tried, and relevant error messages or logs.

Be sure to remove any sensitive or confidential information before posting.

Use tags

Tags provide additional context about your topic and help other members find related discussions.

When creating a topic, use the Optional tags field to search for and select the tags that best match your content.

Choose tags thoughtfully. Relevant tags make the SailPoint Community content easier for others to find and navigate.

Browse topics by tag

Tags associated with a topic appear with the topic in the SailPoint Community.

To find related discussions, select a tag from the Tags section in the Community navigation or select All tags to browse available tags.

Reply to a topic

To join a discussion:

  1. Open the topic you want to respond to.
  2. Select Reply.
  3. Enter your response.
  4. Select Reply to publish it.

If you want to notify a specific community member, enter @ followed by their username. Use mentions thoughtfully, as the member may receive a notification.

Help keep discussions useful

Clear titles, the appropriate forum, relevant tags, and enough detail make it easier for other community members to understand your question and provide helpful answers.

If a topic has already been solved, reply when you have additional information or when the accepted solution does not work for you. For an unrelated question or issue, create a new topic.

How to: Accept a reply as a solution

Overview

Once your question has been answered or your issue resolved, mark the reply that helped as the solution. This helps other community members quickly find helpful answers.

Accept a reply as a solution

  1. Navigate to your topic and find the reply that resolved your issue.
  2. Click the checkmark icon below the reply.
  3. Once selected, the reply will be marked as Solved and displayed at the top of the topic.

Marking helpful replies as solutions makes it easier for other community members with similar questions to find answers.

How to: Report content to a moderator

Overview

Help maintain high-quality content in the community by reporting posts that may need moderator attention.

The reporting feature allows you to privately notify the moderation team about content that may be off-topic, inappropriate, spam, illegal, or otherwise require review.

Report a post

  1. Find the post you want to report and click the flag icon below the post.
  2. Under Notify staff privately, select the option that best describes the issue:
    1. It’s Off-Topic: The post is not relevant to the current discussion.
    2. It’s Inappropriate: The post contains content that may violate our community guidelines.
    3. It’s Spam: The post appears to be spam, an advertisement, or unrelated to the discussion.
    4. It’s Illegal: The post contains content that you believe may be illegal.
    5. Something Else: The post requires moderator attention for another reason.
  3. If prompted, provide additional details about the issue.
  4. Click Flag Post to submit your report.

All flags are sent privately to the moderation team for review.

Bookmark this page for quick and easy reference.

Need more help?

Reach out to compass-help@sailpoint.com, and we’ll be happy to help.